DADC
COUP

D.A. Davidson & Co’s Coupa Software Incorporated COUP Stock Holding History

D.A. Davidson & Co’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
-5,979
Closed -$473K – 1427
2022
Q4 		$473K Sell
5,979
-180
-3% -$10.8K 0.01% 865
2022
Q3 		$362K Buy
6,159
+456
+8% +$29.9K ﹤0.01% 935
2022
Q2 		$326K Sell
5,703
-265
-4% -$20.4K ﹤0.01% 974
2022
Q1 		$607K Buy
5,968
+330
+6% +$39.9K 0.01% 813
2021
Q4 		$891K Buy
5,638
+140
+3% +$28.8K 0.01% 689
2021
Q3 		$1.21M Buy
5,498
+795
+17% +$187K 0.01% 574
2021
Q2 		$1.23M Buy
4,703
+569
+14% +$141K 0.01% 569
2021
Q1 		$1.05M Buy
+4,134
New +$1.3M 0.01% 572
2020
Q2 		– Sell
-3,525
Closed -$493K – 1036
2020
Q1 		$493K Sell
3,525
-73
-2% -$11.3K 0.01% 599
2019
Q4 		$526K Buy
3,598
+101
+3% +$14.4K 0.01% 667
2019
Q3 		$453K Sell
3,497
-58
-2% -$8.03K 0.01% 680
2019
Q2 		$450K Buy
3,555
+65
+2% +$6.97K 0.01% 658
2019
Q1 		$318K Buy
+3,490
New +$299K 0.01% 855
2018
Q4 		– Sell
-2,785
Closed -$220K – 1185
2018
Q3 		$220K Buy
+2,785
New +$193K ﹤0.01% 1044

Other funds holding COUP

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

D.A. Davidson & Co's COUP Position: Q1 2023 in Review

D.A. Davidson & Co sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 5,979 shares — an estimated $473K sold.

D.A. Davidson & Co first reported a position in COUP in Q3 2018 and held it in 14 quarters. The position peaked at $1.23M in Q2 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • D.A. Davidson & Co reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • D.A. Davidson & Co sold 5,979 Coupa Software Incorporated shares in Q1 2023, an estimated $473K.
  • D.A. Davidson & Co first reported a position in Coupa Software Incorporated in Q3 2018 and held it in 14 quarters.
  • D.A. Davidson & Co's Coupa Software Incorporated position peaked at $1.23M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on D.A. Davidson & Co's 13F filing for Q1 2023, filed 25 Apr 2023.