FAM
COUP

Fulcrum Asset Management’s Coupa Software Incorporated COUP Stock Holding History

Fulcrum Asset 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
2022
Q1 		– Hold
0
– – – 117
2021
Q4 		– Hold
0
– – – 170
2021
Q3 		– Hold
0
– – – 172
2020
Q4 		– Hold
0
– – – 86
2020
Q3 		– Sell
-4,483
Closed -$1.31M – 74
2020
Q2 		$1.29M Buy
+4,483
New +$903K 0.43% 87

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Fulcrum Asset Management's COUP Position: Q1 2022 in Review

Fulcrum Asset Management held its Coupa Software Incorporated (COUP) position steady in Q1 2022 at 0 shares worth $945K. The position accounts for 0.28% of the portfolio, ranked #117.

Fulcrum Asset Management first reported a position in COUP in Q2 2020 and has held it in 1 quarter since. The position peaked at $1.29M in Q2 2020. 404 funds tracked by Wall St. Rank hold COUP as of Q1 2022.

  • Fulcrum Asset Management held 0 shares of Coupa Software Incorporated worth $945K as of Q1 2022.
  • Fulcrum Asset Management left its Coupa Software Incorporated share count unchanged in Q1 2022.
  • Coupa Software Incorporated made up 0.28% of Fulcrum Asset Management's portfolio in Q1 2022, its #117 holding.
  • Fulcrum Asset Management first reported a position in Coupa Software Incorporated in Q2 2020 and has held it in 1 quarter since.
  • Fulcrum Asset Management's Coupa Software Incorporated position peaked at $1.29M in Q2 2020.
  • 404 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2022.

Based on Fulcrum Asset Management's 13F filing for Q1 2022, filed 10 May 2022.