AR
COUP

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return