DWM
COUP

Darwin Wealth Management’s Coupa Software Incorporated COUP Stock Holding History

Darwin Wealth Management’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
Q2 		– Sell
-4,567
Closed -$464K – 185
2022
Q1 		$464K Buy
4,567
+1,691
+59% +$205K 0.08% 123
2021
Q4 		$379K Buy
2,876
+1,298
+82% +$267K 0.06% 132
2021
Q3 		$346K Buy
1,578
+541
+52% +$127K 0.06% 132
2021
Q2 		$272K Buy
+1,037
New +$257K 0.04% 148
2020
Q4 		– Sell
-9,202
Closed -$2.52M – 181
2020
Q3 		$2.52M Buy
+9,202
New +$2.68M 0.55% 59
2020
Q2 		– Sell
-100
Closed -$13K – 847
2020
Q1 		$13K Buy
+100
New +$15.5K ﹤0.01% 434

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return