CAAS Capital Management’s Coupa Software Incorporated COUP Stock Holding History

CAAS Capital 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	-60	Closed	-$4.75K	–	1025
2022 Q4	$4.75K	Buy	+60	New	+$3.59K	﹤0.01%	704
2021 Q3	–	Sell	-5,674	Closed	-$1.33M	–	1216
2021 Q2	$1.49M	Buy	5,674 +3,337	+143%	+$827K	0.03%	461
2021 Q1	$595K	Buy	+2,337	New	+$736K	0.01%	882
2020 Q2	–	Sell	-4,100	Closed	-$573K	–	501
2020 Q1	$573K	Buy	+4,100	New	+$634K	0.06%	164

Other funds holding COUP

FCA

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

CAAS Capital Management's COUP Position: Q1 2023 in Review

CAAS Capital Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 60 shares — an estimated $4.75K sold.

CAAS Capital Management first reported a position in COUP in Q1 2020 and held it in 4 quarters. The position peaked at $1.49M in Q2 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

CAAS Capital Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
CAAS Capital Management sold 60 Coupa Software Incorporated shares in Q1 2023, an estimated $4.75K.
CAAS Capital Management first reported a position in Coupa Software Incorporated in Q1 2020 and held it in 4 quarters.
CAAS Capital Management's Coupa Software Incorporated position peaked at $1.49M in Q2 2021.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on CAAS Capital Management's 13F filing for Q1 2023, filed 15 May 2023.