Essex Investment Management’s Coupa Software Incorporated COUP Stock Holding History

Essex Investment 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
2020 Q4	–	Sell	-2,864	Closed	-$785K	–	521
2020 Q3	$785K	Buy	+2,864	New	+$835K	0.11%	251
2019 Q3	–	Sell	-4,430	Closed	-$561K	–	512
2019 Q2	$561K	Sell	4,430 -26,881	-86%	-$2.88M	0.08%	296
2019 Q1	$2.85M	Sell	31,311 -5,061	-14%	-$434K	0.42%	62
2018 Q4	$2.29M	Buy	36,372 +31,898	+713%	+$2.02M	0.36%	78
2018 Q3	$354K	Sell	4,474 -716	-14%	-$49.7K	0.04%	330
2018 Q2	$323K	Sell	5,190 -361	-7%	-$19.2K	0.04%	328
2018 Q1	$253K	Sell	5,551 -2,190	-28%	-$90K	0.03%	325
2017 Q4	$242K	Buy	+7,741	New	+$263K	0.03%	334

Other funds holding COUP

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LPC

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

DVF

Discovery Value Fund Singapore $39.8M AUM 27.89% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Essex Investment Management's COUP Position: Q4 2020 in Review

Essex Investment Management sold out of Coupa Software Incorporated (COUP) in Q4 2020, closing a stake of 2,864 shares — an estimated $785K sold.

Essex Investment Management first reported a position in COUP in Q4 2017 and held it in 8 quarters. The position peaked at $2.85M in Q1 2019. 511 funds tracked by Wall St. Rank hold COUP as of Q4 2020.

Essex Investment Management reported no remaining Coupa Software Incorporated position as of Q4 2020 after selling out during the quarter.
Essex Investment Management sold 2,864 Coupa Software Incorporated shares in Q4 2020, an estimated $785K.
Essex Investment Management first reported a position in Coupa Software Incorporated in Q4 2017 and held it in 8 quarters.
Essex Investment Management's Coupa Software Incorporated position peaked at $2.85M in Q1 2019.
511 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2020.

Based on Essex Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.