Dimensional Fund Advisors
COUP

Dimensional Fund Advisors’s Coupa Software Incorporated COUP Stock Holding History

Dimensional Fund 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
Q3 		$560K Sell
9,518
-85,501
-90% -$5.6M ﹤0.01% 3021
2022
Q2 		$5.43M Sell
95,019
-17,843
-16% -$1.38M ﹤0.01% 2426
2022
Q1 		$11.5M Buy
112,862
+12,067
+12% +$1.46M ﹤0.01% 2228
2021
Q4 		$15.9M Buy
100,795
+8,412
+9% +$1.73M ﹤0.01% 2113
2021
Q3 		$20.2M Buy
92,383
+2,278
+3% +$535K 0.01% 1997
2021
Q2 		$23.6M Buy
90,105
+1,784
+2% +$442K 0.01% 1973
2021
Q1 		$22.5M Sell
88,321
-2,427
-3% -$765K 0.01% 1979
2020
Q4 		$30.8M Sell
90,748
-1,740
-2% -$538K 0.01% 1740
2020
Q3 		$25.4M Buy
92,488
+473
+0.5% +$138K 0.01% 1719
2020
Q2 		$25.5M Buy
92,015
+454
+0.5% +$91.4K 0.01% 1732
2020
Q1 		$12.8M Sell
91,561
-2,313
-2% -$358K 0.01% 1984
2019
Q4 		$13.7M Sell
93,874
-12,795
-12% -$1.83M 0.01% 2220
2019
Q3 		$13.8M Buy
106,669
+11,671
+12% +$1.62M 0.01% 2199
2019
Q2 		$12M Buy
94,998
+6,802
+8% +$730K ﹤0.01% 2321
2019
Q1 		$8.02M Buy
+88,196
New +$7.56M ﹤0.01% 2480
2018
Q4 		– Sell
-22,345
Closed -$1.77M – 3462
2018
Q3 		$1.77M Buy
+22,345
New +$1.55M ﹤0.01% 2953

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Dimensional Fund Advisors's COUP Position: Q3 2022 in Review

Dimensional Fund Advisors reduced its Coupa Software Incorporated (COUP) stake by 90% in Q3 2022, selling an estimated $5.6M and leaving 9,518 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #3021.

Dimensional Fund Advisors first reported a position in COUP in Q3 2018 and has held it in 16 quarters since. The position peaked at $30.8M in Q4 2020. 356 funds tracked by Wall St. Rank hold COUP as of Q3 2022.

  • Dimensional Fund Advisors held 9,518 shares of Coupa Software Incorporated worth $560K as of Q3 2022.
  • Dimensional Fund Advisors sold 85,501 Coupa Software Incorporated shares in Q3 2022, an estimated $5.6M.
  • Coupa Software Incorporated made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2022, its #3021 holding.
  • Dimensional Fund Advisors first reported a position in Coupa Software Incorporated in Q3 2018 and has held it in 16 quarters since.
  • Dimensional Fund Advisors's Coupa Software Incorporated position peaked at $30.8M in Q4 2020.
  • 356 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2022.

Based on Dimensional Fund Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.