FIM
COUP

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

Fernwood 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
2023
Q1 		– Sell
-4,875
Closed -$386K – 189
2022
Q4 		$386K Sell
4,875
-125
-3% -$7.48K 0.16% 132
2022
Q3 		$294K Buy
5,000
+100
+2% +$6.55K 0.12% 143
2022
Q2 		$280K Sell
4,900
-1,940
-28% -$150K 0.12% 147
2022
Q1 		$695K Buy
6,840
+213
+3% +$25.8K 0.24% 106
2021
Q4 		$1.05M Buy
6,627
+582
+10% +$120K 0.34% 85
2021
Q3 		$1.32M Buy
6,045
+30
+0.5% +$7.05K 0.46% 66
2021
Q2 		$1.58M Buy
6,015
+65
+1% +$16.1K 0.52% 56
2021
Q1 		$1.51M Buy
5,950
+150
+3% +$47.3K 0.56% 52
2020
Q4 		$1.97M Buy
5,800
+100
+2% +$30.9K 0.78% 35
2020
Q3 		$1.56M Sell
5,700
-250
-4% -$72.9K 0.74% 39
2020
Q2 		$1.65M Sell
5,950
-200
-3% -$40.3K 0.81% 35
2020
Q1 		$859K Buy
6,150
+425
+7% +$65.8K 0.55% 54
2019
Q4 		$837K Buy
5,725
+475
+9% +$67.8K 0.4% 64
2019
Q3 		$680K Buy
+5,250
New +$727K 0.34% 76

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

Fernwood Investment Management's COUP Position: Q1 2023 in Review

Fernwood Investment Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 4,875 shares — an estimated $386K sold.

Fernwood Investment Management first reported a position in COUP in Q3 2019 and held it in 14 quarters. The position peaked at $1.97M in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Fernwood Investment Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Fernwood Investment Management sold 4,875 Coupa Software Incorporated shares in Q1 2023, an estimated $386K.
  • Fernwood Investment Management first reported a position in Coupa Software Incorporated in Q3 2019 and held it in 14 quarters.
  • Fernwood Investment Management's Coupa Software Incorporated position peaked at $1.97M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Fernwood Investment Management's 13F filing for Q1 2023, filed 1 May 2023.