Credit Suisse’s Coupa Software Incorporated COUP Stock Holding History

Credit Suisse’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	-2,400	Closed	-$379K	–	4495
2021 Q4	$379K	Buy	2,400 +2,200	+1,100%	+$453K	﹤0.01%	4005
2021 Q3	$44K	Buy	+200	New	+$47K	﹤0.01%	4351
2021 Q2	–	Sell	-7,900	Closed	-$2.01M	–	4685
2021 Q1	$2.01M	Sell	7,900 -3,300	-29%	-$1.04M	﹤0.01%	2820
2020 Q4	$3.8M	Buy	+11,200	New	+$3.46M	﹤0.01%	2323

Other funds holding COUP

FCA

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Credit Suisse's COUP Position: Q1 2023 in Review

Credit Suisse sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 144,379 shares — an estimated $11.4M sold.

Credit Suisse first reported a position in COUP in Q2 2017 and held it in 23 quarters. The position peaked at $23.1M in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Credit Suisse reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 144,379 Coupa Software Incorporated shares in Q1 2023, an estimated $11.4M.
Credit Suisse first reported a position in Coupa Software Incorporated in Q2 2017 and held it in 23 quarters.
Credit Suisse's Coupa Software Incorporated position peaked at $23.1M in Q4 2020.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.