Advisor Group’s Coupa Software Incorporated COUP Stock Holding History

Advisor Group’s Portfolio COUP Stock Details COUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$239K	Sell	1,633 -5,959	-78%	-$851K	﹤0.01%	2250
2019 Q3	$985K	Sell	7,592 -5,183	-41%	-$718K	0.01%	1148
2019 Q2	$1.62M	Buy	12,775 +2,089	+20%	+$224K	0.01%	856
2019 Q1	$972K	Buy	10,686 +9,165	+603%	+$785K	0.01%	1107
2018 Q4	$96K	Buy	1,521 +812	+115%	+$51.4K	﹤0.01%	2686
2018 Q3	$56K	Buy	709 +538	+315%	+$37.4K	﹤0.01%	3203
2018 Q2	$10K	Hold	171	–	–	﹤0.01%	4091
2018 Q1	$8K	Buy	171 +19	+13%	+$781	﹤0.01%	4229
2017 Q4	$5K	Buy	+152	New	+$5.16K	﹤0.01%	4430
2017 Q2	–	Sell	-250	Closed	-$6K	–	4950
2017 Q1	$6K	Hold	250	–	–	﹤0.01%	4060
2016 Q4	$6K	Buy	+250	New	+$6.83K	﹤0.01%	3873

Other funds holding COUP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Advisor Group's COUP Position: Q4 2019 in Review

Advisor Group reduced its Coupa Software Incorporated (COUP) stake by 78% in Q4 2019, selling an estimated $851K and leaving 1,633 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

Advisor Group first reported a position in COUP in Q4 2016 and has held it in 11 quarters since. The position peaked at $1.62M in Q2 2019. 326 funds tracked by Wall St. Rank hold COUP as of Q4 2019.

Advisor Group held 1,633 shares of Coupa Software Incorporated worth $239K as of Q4 2019.
Advisor Group sold 5,959 Coupa Software Incorporated shares in Q4 2019, an estimated $851K.
Coupa Software Incorporated made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2250 holding.
Advisor Group first reported a position in Coupa Software Incorporated in Q4 2016 and has held it in 11 quarters since.
Advisor Group's Coupa Software Incorporated position peaked at $1.62M in Q2 2019.
326 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.