Advisory Research’s Coupa Software Incorporated COUP Stock Holding History

Advisory Research’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
2020 Q2	–	Sell	-1,915	Closed	-$268K	–	357
2020 Q1	$268K	Sell	1,915 -1,007	-34%	-$156K	0.02%	252
2019 Q4	$427K	Sell	2,922 -938	-24%	-$134K	0.02%	253
2019 Q3	$500K	Sell	3,860 -16,739	-81%	-$2.32M	0.02%	249
2019 Q2	$2.61M	Sell	20,599 -15,981	-44%	-$1.71M	0.05%	165
2019 Q1	$3.33M	Sell	36,580 -20,098	-35%	-$1.72M	0.06%	144
2018 Q4	$3.56M	Sell	56,678 -12,458	-18%	-$788K	0.08%	144
2018 Q3	$5.47M	Sell	69,136 -48,281	-41%	-$3.35M	0.09%	136
2018 Q2	$7.31M	Buy	117,417 +37,375	+47%	+$1.99M	0.12%	129
2018 Q1	$3.65M	Buy	80,042 +1,278	+2%	+$52.5K	0.07%	168
2017 Q4	$2.46M	Buy	+78,764	New	+$2.67M	0.04%	199

Other funds holding COUP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

DVF

Discovery Value Fund Singapore $39.8M AUM 27.89% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Advisory Research's COUP Position: Q2 2020 in Review

Advisory Research sold out of Coupa Software Incorporated (COUP) in Q2 2020, closing a stake of 1,915 shares — an estimated $268K sold.

Advisory Research first reported a position in COUP in Q4 2017 and held it in 10 quarters. The position peaked at $7.31M in Q2 2018. 407 funds tracked by Wall St. Rank hold COUP as of Q2 2020.

Advisory Research reported no remaining Coupa Software Incorporated position as of Q2 2020 after selling out during the quarter.
Advisory Research sold 1,915 Coupa Software Incorporated shares in Q2 2020, an estimated $268K.
Advisory Research first reported a position in Coupa Software Incorporated in Q4 2017 and held it in 10 quarters.
Advisory Research's Coupa Software Incorporated position peaked at $7.31M in Q2 2018.
407 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2020.

Based on Advisory Research's 13F filing for Q2 2020, filed 13 Aug 2020.