CFA
COUP

Carroll Financial Associates’s Coupa Software Incorporated COUP Stock Holding History

Carroll Financial Associates’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
Q2 		– Sell
-109
Closed -$27K – 1897
2021
Q1 		$27K Buy
109
+44
+68% +$13.9K ﹤0.01% 936
2020
Q4 		$22K Sell
65
-164
-72% -$50.7K ﹤0.01% 904
2020
Q3 		$62K Buy
+229
New +$66.8K ﹤0.01% 599
2020
Q1 		– Sell
-266
Closed -$38K – 1750
2019
Q4 		$38K Buy
+266
New +$38K ﹤0.01% 726

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Carroll Financial Associates's COUP Position: Q2 2021 in Review

Carroll Financial Associates sold out of Coupa Software Incorporated (COUP) in Q2 2021, closing a stake of 109 shares — an estimated $27K sold.

Carroll Financial Associates first reported a position in COUP in Q4 2019 and held it in 4 quarters. The position peaked at $62K in Q3 2020. 473 funds tracked by Wall St. Rank hold COUP as of Q2 2021.

  • Carroll Financial Associates reported no remaining Coupa Software Incorporated position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 109 Coupa Software Incorporated shares in Q2 2021, an estimated $27K.
  • Carroll Financial Associates first reported a position in Coupa Software Incorporated in Q4 2019 and held it in 4 quarters.
  • Carroll Financial Associates's Coupa Software Incorporated position peaked at $62K in Q3 2020.
  • 473 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.