CAL
COUP

Capital Analysts LLC’s Coupa Software Incorporated COUP Stock Holding History

Capital Analysts LLC’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 		– Sell
-20
Closed -$5K – 1039
2021
Q2 		$5K Hold
20
– – ﹤0.01% 823
2021
Q1 		$5K Buy
+20
New +$6.3K ﹤0.01% 882

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Capital Analysts LLC's COUP Position: Q3 2021 in Review

Capital Analysts LLC sold out of Coupa Software Incorporated (COUP) in Q3 2021, closing a stake of 20 shares — an estimated $5K sold.

Capital Analysts LLC first reported a position in COUP in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 457 funds tracked by Wall St. Rank hold COUP as of Q3 2021.

  • Capital Analysts LLC reported no remaining Coupa Software Incorporated position as of Q3 2021 after selling out during the quarter.
  • Capital Analysts LLC sold 20 Coupa Software Incorporated shares in Q3 2021, an estimated $5K.
  • Capital Analysts LLC first reported a position in Coupa Software Incorporated in Q1 2021 and held it in 2 quarters.
  • Capital Analysts LLC's Coupa Software Incorporated position peaked at $5K in Q2 2021.
  • 457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2021.

Based on Capital Analysts LLC's 13F filing for Q3 2021, filed 4 Nov 2021.