Envestnet Asset Management
COUP

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

Envestnet 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
-18,865
Closed -$1.49M – 4172
2022
Q4 		$1.49M Buy
18,865
+9,151
+94% +$548K ﹤0.01% 2360
2022
Q3 		$571K Sell
9,714
-68,116
-88% -$4.46M ﹤0.01% 2928
2022
Q2 		$4.44M Sell
77,830
-829
-1% -$63.9K ﹤0.01% 1581
2022
Q1 		$7.99M Sell
78,659
-4,671
-6% -$565K ﹤0.01% 1335
2021
Q4 		$13.2M Buy
83,330
+6,386
+8% +$1.31M 0.01% 1049
2021
Q3 		$16.9M Buy
76,944
+35,445
+85% +$8.33M 0.01% 872
2021
Q2 		$10.9M Sell
41,499
-9,551
-19% -$2.37M 0.01% 1083
2021
Q1 		$13M Buy
51,050
+21,920
+75% +$6.91M 0.01% 896
2020
Q4 		$9.87M Buy
29,130
+18,406
+172% +$5.69M 0.01% 925
2020
Q3 		$2.94M Buy
10,724
+2,977
+38% +$868K ﹤0.01% 1414
2020
Q2 		$2.15M Buy
7,747
+1,724
+29% +$347K ﹤0.01% 1531
2020
Q1 		$842K Buy
6,023
+1,354
+29% +$209K ﹤0.01% 1914
2019
Q4 		$683K Buy
4,669
+898
+24% +$128K ﹤0.01% 2252
2019
Q3 		$489K Buy
+3,771
New +$522K ﹤0.01% 2389
2019
Q2 		– Sell
-2,764
Closed -$251K – 3098
2019
Q1 		$251K Buy
+2,764
New +$237K ﹤0.01% 2713

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

Envestnet Asset Management's COUP Position: Q1 2023 in Review

Envestnet Asset Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 18,865 shares — an estimated $1.49M sold.

Envestnet Asset Management first reported a position in COUP in Q1 2019 and held it in 15 quarters. The position peaked at $16.9M in Q3 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Envestnet Asset Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 18,865 Coupa Software Incorporated shares in Q1 2023, an estimated $1.49M.
  • Envestnet Asset Management first reported a position in Coupa Software Incorporated in Q1 2019 and held it in 15 quarters.
  • Envestnet Asset Management's Coupa Software Incorporated position peaked at $16.9M in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.