AG
COUP

Aperio Group’s Coupa Software Incorporated COUP Stock Holding History

Aperio Group’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
Q4 		$6.47M Buy
19,096
+965
+5% +$298K 0.02% 722
2020
Q3 		$4.97M Buy
18,131
+4,669
+35% +$1.36M 0.02% 744
2020
Q2 		$3.73M Buy
13,462
+2,586
+24% +$521K 0.01% 843
2020
Q1 		$1.52M Sell
10,876
-5,109
-32% -$790K 0.01% 1132
2019
Q4 		$2.34M Buy
15,985
+4,939
+45% +$705K 0.01% 1022
2019
Q3 		$1.43M Buy
11,046
+6,295
+132% +$871K 0.01% 1215
2019
Q2 		$602K Buy
4,751
+1,648
+53% +$177K ﹤0.01% 1670
2019
Q1 		$282K Buy
+3,103
New +$266K ﹤0.01% 2025

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 $5.72T AUM 30.48% 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
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
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aperio Group's COUP Position: Q4 2020 in Review

Aperio Group increased its Coupa Software Incorporated (COUP) stake by 5.3% in Q4 2020, buying an estimated $298K and bringing the position to 19,096 shares worth $6.47M. The position accounts for 0.02% of the portfolio, ranked #722.

Aperio Group first reported a position in COUP in Q1 2019 and has held it in 8 quarters since. 511 funds tracked by Wall St. Rank hold COUP as of Q4 2020.

  • Aperio Group held 19,096 shares of Coupa Software Incorporated worth $6.47M as of Q4 2020.
  • Aperio Group bought 965 Coupa Software Incorporated shares in Q4 2020, an estimated $298K.
  • Coupa Software Incorporated made up 0.02% of Aperio Group's portfolio in Q4 2020, its #722 holding.
  • Aperio Group first reported a position in Coupa Software Incorporated in Q1 2019 and has held it in 8 quarters since.
  • 511 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.