Cabot Wealth Management’s Coupa Software Incorporated COUP Stock Holding History

Cabot Wealth 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
2021 Q1	–	Sell	-7,742	Closed	-$2.62M	–	165
2020 Q4	$2.62M	Sell	7,742 -9,542	-55%	-$2.95M	0.4%	62
2020 Q3	$4.74M	Sell	17,284 -63	-0.4%	-$18.4K	0.86%	46
2020 Q2	$4.8M	Sell	17,347 -1,093	-6%	-$220K	0.96%	40
2020 Q1	$2.58M	Sell	18,440 -192	-1%	-$29.7K	0.62%	54
2019 Q4	$2.73M	Sell	18,632 -330	-2%	-$47.1K	0.53%	60
2019 Q3	$2.46M	Sell	18,962 -105	-0.6%	-$14.5K	0.52%	61
2019 Q2	$2.41M	Sell	19,067 -399	-2%	-$42.8K	0.51%	61
2019 Q1	$1.77M	Buy	19,466 +198	+1%	+$17K	0.39%	65
2018 Q4	$1.21M	Buy	+19,268	New	+$1.22M	0.3%	76

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Cabot Wealth Management's COUP Position: Q1 2021 in Review

Cabot Wealth Management sold out of Coupa Software Incorporated (COUP) in Q1 2021, closing a stake of 7,742 shares — an estimated $2.62M sold.

Cabot Wealth Management first reported a position in COUP in Q4 2018 and held it in 9 quarters. The position peaked at $4.8M in Q2 2020. 481 funds tracked by Wall St. Rank hold COUP as of Q1 2021.

Cabot Wealth Management reported no remaining Coupa Software Incorporated position as of Q1 2021 after selling out during the quarter.
Cabot Wealth Management sold 7,742 Coupa Software Incorporated shares in Q1 2021, an estimated $2.62M.
Cabot Wealth Management first reported a position in Coupa Software Incorporated in Q4 2018 and held it in 9 quarters.
Cabot Wealth Management's Coupa Software Incorporated position peaked at $4.8M in Q2 2020.
481 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2021.

Based on Cabot Wealth Management's 13F filing for Q1 2021, filed 20 Apr 2021.