Blueshift Asset Management’s Coupa Software Incorporated COUP Stock Holding History

Blueshift Asset 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	-6,805	Closed	-$539K	–	487
2022 Q4	$539K	Sell	6,805 -25,672	-79%	-$1.54M	0.25%	110
2022 Q3	$1.91M	Buy	32,477 +20,776	+178%	+$1.36M	0.41%	53
2022 Q2	$668K	Buy	+11,701	New	+$902K	0.11%	271
2021 Q3	–	Sell	-5,861	Closed	-$1.54M	–	1367
2021 Q2	$1.54M	Buy	5,861 +3,615	+161%	+$896K	0.08%	264
2021 Q1	$572K	Buy	+2,246	New	+$708K	0.06%	432
2020 Q1	–	Sell	-3,125	Closed	-$457K	–	757
2019 Q4	$457K	Buy	+3,125	New	+$446K	0.05%	478
2019 Q2	–	Sell	-56,444	Closed	-$5.13M	–	1023
2019 Q1	$5.13M	Buy	+56,444	New	+$4.84M	0.72%	10

Other funds holding COUP

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

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

Blueshift Asset Management's COUP Position: Q1 2023 in Review

Blueshift Asset Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 6,805 shares — an estimated $539K sold.

Blueshift Asset Management first reported a position in COUP in Q1 2019 and held it in 7 quarters. The position peaked at $5.13M in Q1 2019. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Blueshift Asset Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Blueshift Asset Management sold 6,805 Coupa Software Incorporated shares in Q1 2023, an estimated $539K.
Blueshift Asset Management first reported a position in Coupa Software Incorporated in Q1 2019 and held it in 7 quarters.
Blueshift Asset Management's Coupa Software Incorporated position peaked at $5.13M in Q1 2019.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Blueshift Asset Management's 13F filing for Q1 2023, filed 12 May 2023.