BIM
COUP

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

Barton 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
-192,941
Closed -$15.3M – 44
2022
Q4 		$15.3M Sell
192,941
-58,525
-23% -$3.5M 3% 10
2022
Q3 		$14.8M Buy
251,466
+30,549
+14% +$2M 3.01% 10
2022
Q2 		$12.6M Sell
220,917
-12,145
-5% -$936K 2.55% 12
2022
Q1 		$23.7M Buy
233,062
+5,959
+3% +$721K 3% 11
2021
Q4 		$35.9M Buy
227,103
+6,074
+3% +$1.25M 3.12% 10
2021
Q3 		$48.4M Buy
221,029
+3,608
+2% +$847K 4.05% 7
2021
Q2 		$57M Buy
217,421
+2,723
+1% +$675K 4.68% 6
2021
Q1 		$54.6M Buy
214,698
+1,685
+0.8% +$531K 5.09% 6
2020
Q4 		$72.2M Sell
213,013
-10
-0% -$3.09K 6.2% 6
2020
Q3 		$58.4M Sell
213,023
-550
-0.3% -$160K 5.61% 5
2020
Q2 		$59.2M Buy
213,573
+1,599
+0.8% +$322K 6.02% 5
2020
Q1 		$29.6M Buy
211,974
+7,476
+4% +$1.16M 4.59% 7
2019
Q4 		$29.9M Buy
204,498
+25,298
+14% +$3.61M 4.65% 8
2019
Q3 		$23.2M Buy
179,200
+18,920
+12% +$2.62M 3.89% 11
2019
Q2 		$20.3M Buy
160,280
+66,045
+70% +$7.09M 3.03% 11
2019
Q1 		$8.57M Buy
94,235
+78,385
+495% +$6.72M 1.43% 11
2018
Q4 		$996K Buy
+15,850
New +$1M 0.2% 20

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

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

Barton Investment Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 192,941 shares — an estimated $15.3M sold.

Barton Investment Management first reported a position in COUP in Q4 2018 and held it in 17 quarters. The position peaked at $72.2M in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Barton Investment Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Barton Investment Management sold 192,941 Coupa Software Incorporated shares in Q1 2023, an estimated $15.3M.
  • Barton Investment Management first reported a position in Coupa Software Incorporated in Q4 2018 and held it in 17 quarters.
  • Barton Investment Management's Coupa Software Incorporated position peaked at $72.2M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Barton Investment Management's 13F filing for Q1 2023, filed 18 Apr 2023.