Affinity Investment Advisors’s Coupa Software Incorporated COUP Stock Holding History

Affinity Investment Advisors’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
2021 Q1	–	Sell	-2,915	Closed	-$988K	–	165
2020 Q4	$988K	Sell	2,915 -344	-11%	-$106K	0.4%	67
2020 Q3	$894K	Sell	3,259 -808	-20%	-$236K	0.39%	63
2020 Q2	$1.13M	Sell	4,067 -605	-13%	-$122K	0.54%	57
2020 Q1	$653K	Buy	4,672 +877	+23%	+$136K	0.33%	64
2019 Q4	$555K	Sell	3,795 -770	-17%	-$110K	0.2%	79
2019 Q3	$591K	Sell	4,565 -311	-6%	-$43.1K	0.19%	67
2019 Q2	$617K	Sell	4,876 -851	-15%	-$91.3K	0.18%	71
2019 Q1	$521K	Sell	5,727 -1,999	-26%	-$171K	0.11%	75
2018 Q4	$486K	Hold	7,726	–	–	0.09%	80
2018 Q3	$611K	Buy	7,726 +262	+4%	+$18.2K	0.08%	79
2018 Q2	$465K	Hold	7,464	–	–	0.07%	117
2018 Q1	$341K	Buy	+7,464	New	+$307K	0.04%	146

Other funds holding COUP

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

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

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

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

LPC

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

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Affinity Investment Advisors's COUP Position: Q1 2021 in Review

Affinity Investment Advisors sold out of Coupa Software Incorporated (COUP) in Q1 2021, closing a stake of 2,915 shares — an estimated $988K sold.

Affinity Investment Advisors first reported a position in COUP in Q1 2018 and held it in 12 quarters. The position peaked at $1.13M in Q2 2020. 481 funds tracked by Wall St. Rank hold COUP as of Q1 2021.

Affinity Investment Advisors reported no remaining Coupa Software Incorporated position as of Q1 2021 after selling out during the quarter.
Affinity Investment Advisors sold 2,915 Coupa Software Incorporated shares in Q1 2021, an estimated $988K.
Affinity Investment Advisors first reported a position in Coupa Software Incorporated in Q1 2018 and held it in 12 quarters.
Affinity Investment Advisors's Coupa Software Incorporated position peaked at $1.13M in Q2 2020.
481 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2021.

Based on Affinity Investment Advisors's 13F filing for Q1 2021, filed 13 May 2021.