AFT
COUP

Alpha Family Trust’s Coupa Software Incorporated COUP Stock Holding History

Alpha Family Trust’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
Q4 		– Sell
-39,700
Closed -$8.7M – 25
2021
Q3 		$8.7M Buy
39,700
+13,700
+53% +$3.22M 2.82% 13
2021
Q2 		$6.82M Buy
26,000
+8,000
+44% +$1.98M 2.14% 15
2021
Q1 		$4.58M Buy
+18,000
New +$5.67M 2.12% 14

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alpha Family Trust's COUP Position: Q4 2021 in Review

Alpha Family Trust sold out of Coupa Software Incorporated (COUP) in Q4 2021, closing a stake of 39,700 shares — an estimated $8.7M sold.

Alpha Family Trust first reported a position in COUP in Q1 2021 and held it in 3 quarters. The position peaked at $8.7M in Q3 2021. 457 funds tracked by Wall St. Rank hold COUP as of Q4 2021.

  • Alpha Family Trust reported no remaining Coupa Software Incorporated position as of Q4 2021 after selling out during the quarter.
  • Alpha Family Trust sold 39,700 Coupa Software Incorporated shares in Q4 2021, an estimated $8.7M.
  • Alpha Family Trust first reported a position in Coupa Software Incorporated in Q1 2021 and held it in 3 quarters.
  • Alpha Family Trust's Coupa Software Incorporated position peaked at $8.7M in Q3 2021.
  • 457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2021.

Based on Alpha Family Trust's 13F filing for Q4 2021, filed 11 Feb 2022.