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 $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

Echo Street Capital Management's COUP Position: Q1 2023 in Review

Echo Street Capital Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 330,125 shares — an estimated $26.1M sold.

Echo Street Capital Management first reported a position in COUP in Q4 2020 and held it in 9 quarters. The position peaked at $198M in Q3 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Echo Street Capital Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Echo Street Capital Management sold 330,125 Coupa Software Incorporated shares in Q1 2023, an estimated $26.1M.
  • Echo Street Capital Management first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 9 quarters.
  • Echo Street Capital Management's Coupa Software Incorporated position peaked at $198M in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Echo Street Capital Management's 13F filing for Q1 2023, filed 15 May 2023.