CA
COUP

CoreCap Advisors’s Coupa Software Incorporated COUP Stock Holding History

CoreCap Advisors’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
Q4 		$1.82K Buy
+23
New +$1.38K ﹤0.01% 1954
2022
Q3 		– Sell
-27
Closed -$2K – 2310
2022
Q2 		$2K Buy
+27
New +$2.08K ﹤0.01% 1931
2022
Q1 		– Sell
-481
Closed -$76K – 2304
2021
Q4 		$76K Buy
+481
New +$99K 0.01% 861

Other funds holding COUP

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
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CoreCap Advisors's COUP Position: Q4 2022 in Review

CoreCap Advisors opened a new position in Coupa Software Incorporated (COUP) in Q4 2022: 23 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #1954 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in COUP as recently as Q2 2022.

CoreCap Advisors first reported a position in COUP in Q4 2021 and has held it in 3 quarters since. The position peaked at $76K in Q4 2021. 368 funds tracked by Wall St. Rank hold COUP as of Q4 2022.

  • CoreCap Advisors held 23 shares of Coupa Software Incorporated worth $1.82K as of Q4 2022.
  • Coupa Software Incorporated was a new CoreCap Advisors position in Q4 2022.
  • Coupa Software Incorporated made up ﹤0.01% of CoreCap Advisors's portfolio in Q4 2022, its #1954 holding.
  • CoreCap Advisors first reported a position in Coupa Software Incorporated in Q4 2021 and has held it in 3 quarters since.
  • CoreCap Advisors's Coupa Software Incorporated position peaked at $76K in Q4 2021.
  • 368 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2022.

Based on CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.