EFG Asset Management (Americas)’s Coupa Software Incorporated COUP Stock Holding History

EFG Asset Management (Americas)’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
2021 Q3	–	Sell	-9,576	Closed	-$2.51M	–	145
2021 Q2	$2.51M	Buy	9,576 +517	+6%	+$128K	0.47%	70
2021 Q1	$2.31M	Buy	9,059 +273	+3%	+$86K	0.47%	70
2020 Q4	$2.98M	Buy	8,786 +771	+10%	+$238K	0.61%	61
2020 Q3	$2.2M	Sell	8,015 -909	-10%	-$265K	0.49%	70
2020 Q2	$2.47M	Sell	8,924 -2,090	-19%	-$421K	0.64%	61
2020 Q1	$1.54M	Buy	+11,014	New	+$1.7M	0.49%	68

Other funds holding COUP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

EFG Asset Management (Americas)'s COUP Position: Q3 2021 in Review

EFG Asset Management (Americas) sold out of Coupa Software Incorporated (COUP) in Q3 2021, closing a stake of 9,576 shares — an estimated $2.51M sold.

EFG Asset Management (Americas) first reported a position in COUP in Q1 2020 and held it in 6 quarters. The position peaked at $2.98M in Q4 2020. 457 funds tracked by Wall St. Rank hold COUP as of Q3 2021.

EFG Asset Management (Americas) reported no remaining Coupa Software Incorporated position as of Q3 2021 after selling out during the quarter.
EFG Asset Management (Americas) sold 9,576 Coupa Software Incorporated shares in Q3 2021, an estimated $2.51M.
EFG Asset Management (Americas) first reported a position in Coupa Software Incorporated in Q1 2020 and held it in 6 quarters.
EFG Asset Management (Americas)'s Coupa Software Incorporated position peaked at $2.98M in Q4 2020.
457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2021.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2021, filed 22 Oct 2021.