AIM
COUP

Allen Investment Management’s Coupa Software Incorporated COUP Stock Holding History

Allen Investment Management’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
2023
Q1 		– Sell
-15,853
Closed -$1.26M – 225
2022
Q4 		$1.26M Hold
15,853
– – 0.02% 115
2022
Q3 		$932K Sell
15,853
-506
-3% -$33.1K 0.02% 125
2022
Q2 		$934K Buy
16,359
+6,668
+69% +$514K 0.02% 134
2022
Q1 		$985K Sell
9,691
-2,660
-22% -$322K 0.01% 137
2021
Q4 		$1.95M Buy
12,351
+3,116
+34% +$642K 0.02% 117
2021
Q3 		$2.02M Buy
9,235
+1,575
+21% +$370K 0.03% 94
2021
Q2 		$2.01M Hold
7,660
– – 0.03% 91
2021
Q1 		$1.95M Buy
+7,660
New +$2.41M 0.03% 94
2019
Q4 		– Sell
-32,802
Closed -$4.25M – 193
2019
Q3 		$4.25M Hold
32,802
– – 0.11% 72
2019
Q2 		$4.15M Hold
32,802
– – 0.12% 76
2019
Q1 		$2.98M Buy
32,802
+65
+0.2% +$5.57K 0.09% 79
2018
Q4 		$2.06M Hold
32,737
– – 0.08% 80
2018
Q3 		$2.59M Hold
32,737
– – 0.09% 79
2018
Q2 		$2.04M Hold
32,737
– – 0.08% 76
2018
Q1 		$1.49M Hold
32,737
– – 0.06% 84
2017
Q4 		$1.02M Hold
32,737
– – 0.05% 92
2017
Q3 		$1.02M Hold
32,737
– – 0.05% 101
2017
Q2 		$949K Buy
32,737
+12,971
+66% +$393K 0.05% 103
2017
Q1 		$502K Buy
+19,766
New +$505K 0.03% 150

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Allen Investment Management's COUP Position: Q1 2023 in Review

Allen Investment Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 15,853 shares — an estimated $1.26M sold.

Allen Investment Management first reported a position in COUP in Q1 2017 and held it in 19 quarters. The position peaked at $4.25M in Q3 2019. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Allen Investment Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Allen Investment Management sold 15,853 Coupa Software Incorporated shares in Q1 2023, an estimated $1.26M.
  • Allen Investment Management first reported a position in Coupa Software Incorporated in Q1 2017 and held it in 19 quarters.
  • Allen Investment Management's Coupa Software Incorporated position peaked at $4.25M in Q3 2019.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Allen Investment Management's 13F filing for Q1 2023, filed 9 May 2023.