ESCM
COUP

Echo Street Capital Management’s Coupa Software Incorporated COUP Stock Holding History

Echo Street Capital 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
-330,125
Closed -$26.1M – 626
2022
Q4 		$26.1M Sell
330,125
-1,434,843
-81% -$85.8M 0.25% 72
2022
Q3 		$104M Sell
1,764,968
-251,732
-12% -$16.5M 0.99% 46
2022
Q2 		$115M Buy
2,016,700
+159,013
+9% +$12.3M 1.04% 41
2022
Q1 		$189M Buy
1,857,687
+756,262
+69% +$91.5M 1.36% 19
2021
Q4 		$174M Buy
1,101,425
+198,174
+22% +$40.8M 1.17% 26
2021
Q3 		$198M Buy
903,251
+566,606
+168% +$133M 1.39% 13
2021
Q2 		$88.2M Buy
336,645
+111,759
+50% +$27.7M 0.68% 80
2021
Q1 		$57.2M Buy
224,886
+222,977
+11,680% +$70.3M 0.51% 79
2020
Q4 		$647K Buy
+1,909
New +$590K 0.01% 228

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