Berman Capital Advisors’s Coupa Software Incorporated COUP Stock Holding History

Berman Capital 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 Q3	$44K	Buy	204 +135	+196%	+$31.7K	0.01%	727
2021 Q2	$18K	Sell	69 -7	-9%	-$1.73K	﹤0.01%	958
2021 Q1	$19K	Buy	76 +13	+21%	+$4.1K	﹤0.01%	814
2020 Q4	$21K	Buy	63 +10	+19%	+$3.09K	0.01%	665
2020 Q3	$14K	Sell	53 -269	-84%	-$78.5K	﹤0.01%	705
2020 Q2	$88K	Buy	322 +288	+847%	+$58K	0.02%	238
2020 Q1	$4K	Sell	34 -39	-53%	-$6.03K	﹤0.01%	987
2019 Q4	$10K	Buy	73 +15	+26%	+$2.14K	﹤0.01%	761
2019 Q3	$7K	Buy	+58	New	+$8.03K	﹤0.01%	864

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Berman Capital Advisors's COUP Position: Q3 2021 in Review

Berman Capital Advisors increased its Coupa Software Incorporated (COUP) stake by 196% in Q3 2021, buying an estimated $31.7K and bringing the position to 204 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #727.

Berman Capital Advisors first reported a position in COUP in Q3 2019 and has held it in 9 quarters since. The position peaked at $88K in Q2 2020. 457 funds tracked by Wall St. Rank hold COUP as of Q3 2021.

Berman Capital Advisors held 204 shares of Coupa Software Incorporated worth $44K as of Q3 2021.
Berman Capital Advisors bought 135 Coupa Software Incorporated shares in Q3 2021, an estimated $31.7K.
Coupa Software Incorporated made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #727 holding.
Berman Capital Advisors first reported a position in Coupa Software Incorporated in Q3 2019 and has held it in 9 quarters since.
Berman Capital Advisors's Coupa Software Incorporated position peaked at $88K in Q2 2020.
457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.