FORA Capital’s Coupa Software Incorporated COUP Stock Holding History

FORA Capital’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
2022 Q4	–	Sell	-4,081	Closed	-$240K	–	666
2022 Q3	$240K	Sell	4,081 -1,291	-24%	-$84.6K	0.05%	360
2022 Q2	$307K	Buy	+5,372	New	+$414K	0.06%	335
2021 Q2	–	Sell	-7,537	Closed	-$1.92M	–	1222
2021 Q1	$1.92M	Buy	+7,537	New	+$2.37M	0.63%	32

Other funds holding COUP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FORA Capital's COUP Position: Q4 2022 in Review

FORA Capital sold out of Coupa Software Incorporated (COUP) in Q4 2022, closing a stake of 4,081 shares — an estimated $240K sold.

FORA Capital first reported a position in COUP in Q1 2021 and held it in 3 quarters. The position peaked at $1.92M in Q1 2021. 368 funds tracked by Wall St. Rank hold COUP as of Q4 2022.

FORA Capital reported no remaining Coupa Software Incorporated position as of Q4 2022 after selling out during the quarter.
FORA Capital sold 4,081 Coupa Software Incorporated shares in Q4 2022, an estimated $240K.
FORA Capital first reported a position in Coupa Software Incorporated in Q1 2021 and held it in 3 quarters.
FORA Capital's Coupa Software Incorporated position peaked at $1.92M in Q1 2021.
368 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2022.

Based on FORA Capital's 13F filing for Q4 2022, filed 8 Feb 2023.