DAM
COUP

DLD Asset Management’s Coupa Software Incorporated COUP Stock Holding History

DLD Asset 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
2023
Q1 		– Sell
-200,000
Closed -$15.8M – 194
2022
Q4 		$15.8M Buy
+200,000
New +$12M 1.63% 25
2022
Q2 		– Hold
0
– – – 328
2022
Q1 		– Hold
0
– – – 299

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $589M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return