CP
COUP

Castleview Partners’s Coupa Software Incorporated COUP Stock Holding History

Castleview Partners’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
2022
Q1 		– Sell
-85,347
Closed -$540 – 1059
2021
Q4 		$540 Buy
+85,347
New +$17.6M ﹤0.01% 502

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Castleview Partners's COUP Position: Q1 2022 in Review

Castleview Partners sold out of Coupa Software Incorporated (COUP) in Q1 2022, closing a stake of 85,347 shares — an estimated $540 sold.

Castleview Partners first reported a position in COUP in Q4 2021 and held it in 1 quarter. The position peaked at $540 in Q4 2021. 404 funds tracked by Wall St. Rank hold COUP as of Q1 2022.

  • Castleview Partners reported no remaining Coupa Software Incorporated position as of Q1 2022 after selling out during the quarter.
  • Castleview Partners sold 85,347 Coupa Software Incorporated shares in Q1 2022, an estimated $540.
  • Castleview Partners first reported a position in Coupa Software Incorporated in Q4 2021 and held it in 1 quarter.
  • Castleview Partners's Coupa Software Incorporated position peaked at $540 in Q4 2021.
  • 404 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.