ETCM
COUP

Evolutionary Tree Capital Management’s Coupa Software Incorporated COUP Stock Holding History

Evolutionary Tree 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
2021
Q4 		– Sell
-24,266
Closed -$5.32M – 47
2021
Q3 		$5.32M Buy
24,266
+2,680
+12% +$629K 2.36% 18
2021
Q2 		$5.66M Buy
21,586
+2,803
+15% +$694K 2.61% 17
2021
Q1 		$4.78M Buy
18,783
+6,950
+59% +$2.19M 2.83% 18
2020
Q4 		$4.01M Buy
+11,833
New +$3.66M 3.06% 12

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evolutionary Tree Capital Management's COUP Position: Q4 2021 in Review

Evolutionary Tree Capital Management sold out of Coupa Software Incorporated (COUP) in Q4 2021, closing a stake of 24,266 shares — an estimated $5.32M sold.

Evolutionary Tree Capital Management first reported a position in COUP in Q4 2020 and held it in 4 quarters. The position peaked at $5.66M in Q2 2021. 457 funds tracked by Wall St. Rank hold COUP as of Q4 2021.

  • Evolutionary Tree Capital Management reported no remaining Coupa Software Incorporated position as of Q4 2021 after selling out during the quarter.
  • Evolutionary Tree Capital Management sold 24,266 Coupa Software Incorporated shares in Q4 2021, an estimated $5.32M.
  • Evolutionary Tree Capital Management first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 4 quarters.
  • Evolutionary Tree Capital Management's Coupa Software Incorporated position peaked at $5.66M in Q2 2021.
  • 457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2021.

Based on Evolutionary Tree Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.