Elevated Capital Advisors’s Coupa Software Incorporated COUP Stock Holding History

Elevated Capital 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 Q4	–	Sell	-10,959	Closed	-$644K	–	177
2022 Q3	$644K	Buy	+10,959	New	+$718K	0.25%	113
2022 Q1	$885K	Buy	+8,707	New	+$1.05M	0.29%	108
2021 Q3	$1.26M	Buy	+5,758	New	+$1.35M	0.44%	70
2021 Q1	$922K	Buy	3,568 +321	+10%	+$101K	0.36%	92
2020 Q4	$1.1M	Buy	3,247 +187	+6%	+$57.8K	0.48%	66
2020 Q3	$842K	Sell	3,060 -394	-11%	-$115K	0.39%	94
2020 Q2	$1.13M	Buy	+3,454	New	+$696K	0.53%	63

Other funds holding COUP

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

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

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Elevated Capital Advisors's COUP Position: Q4 2022 in Review

Elevated Capital Advisors sold out of Coupa Software Incorporated (COUP) in Q4 2022, closing a stake of 10,959 shares — an estimated $644K sold.

Elevated Capital Advisors first reported a position in COUP in Q2 2020 and held it in 7 quarters. The position peaked at $1.26M in Q3 2021. 368 funds tracked by Wall St. Rank hold COUP as of Q4 2022.

Elevated Capital Advisors reported no remaining Coupa Software Incorporated position as of Q4 2022 after selling out during the quarter.
Elevated Capital Advisors sold 10,959 Coupa Software Incorporated shares in Q4 2022, an estimated $644K.
Elevated Capital Advisors first reported a position in Coupa Software Incorporated in Q2 2020 and held it in 7 quarters.
Elevated Capital Advisors's Coupa Software Incorporated position peaked at $1.26M in Q3 2021.
368 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2022.

Based on Elevated Capital Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.