CGL
COUP

Clarius Group LLC’s Coupa Software Incorporated COUP Stock Holding History

Clarius Group 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
2023
Q1 		– Sell
-2,711
Closed -$215K – 540
2022
Q4 		$215K Buy
+2,711
New +$162K 0.02% 470
2022
Q2 		– Sell
-1,819
Closed -$287K – 533
2022
Q1 		$287K Hold
1,819
– – 0.02% 375
2021
Q4 		$287K Buy
1,819
+20
+1% +$4.12K 0.02% 375
2021
Q3 		$394K Hold
1,799
– – 0.04% 264
2021
Q2 		$472K Buy
1,799
+50
+3% +$12.4K 0.04% 221
2021
Q1 		$445K Buy
1,749
+74
+4% +$23.3K 0.04% 215
2020
Q4 		$568K Buy
1,675
+60
+4% +$18.6K 0.06% 156
2020
Q3 		$443K Hold
1,615
– – 0.06% 154
2020
Q2 		$447K Hold
1,615
– – 0.06% 154
2020
Q1 		$226K Buy
1,615
+15
+0.9% +$2.32K 0.04% 223
2019
Q4 		$272K Hold
1,600
– – 0.04% 222
2019
Q3 		$207K Hold
1,600
– – 0.04% 263
2019
Q2 		$203K Buy
+1,600
New +$172K 0.04% 252

Other funds holding COUP

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

Clarius Group LLC's COUP Position: Q1 2023 in Review

Clarius Group LLC sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 2,711 shares — an estimated $215K sold.

Clarius Group LLC first reported a position in COUP in Q2 2019 and held it in 13 quarters. The position peaked at $568K in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Clarius Group LLC reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Clarius Group LLC sold 2,711 Coupa Software Incorporated shares in Q1 2023, an estimated $215K.
  • Clarius Group LLC first reported a position in Coupa Software Incorporated in Q2 2019 and held it in 13 quarters.
  • Clarius Group LLC's Coupa Software Incorporated position peaked at $568K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Clarius Group LLC's 13F filing for Q1 2023, filed 17 Apr 2023.