FTCM
COUP

First Trust Capital Management’s Coupa Software Incorporated COUP Stock Holding History

First Trust 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
2023
Q1 		– Sell
-397,331
Closed -$31.5M – 362
2022
Q4 		$31.5M Buy
+397,331
New +$23.8M 1.69% 7

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

First Trust Capital Management's COUP Position: Q1 2023 in Review

First Trust Capital Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 397,331 shares — an estimated $31.5M sold.

First Trust Capital Management first reported a position in COUP in Q4 2022 and held it in 1 quarter. The position peaked at $31.5M in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • First Trust Capital Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • First Trust Capital Management sold 397,331 Coupa Software Incorporated shares in Q1 2023, an estimated $31.5M.
  • First Trust Capital Management first reported a position in Coupa Software Incorporated in Q4 2022 and held it in 1 quarter.
  • First Trust Capital Management's Coupa Software Incorporated position peaked at $31.5M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on First Trust Capital Management's 13F filing for Q1 2023, filed 12 May 2023.