GCA
COUP

Gideon Capital Advisors’s Coupa Software Incorporated COUP Stock Holding History

Gideon Capital Advisors’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
2019
Q4 		– Sell
-6,655
Closed -$862K – 412
2019
Q3 		$862K Buy
6,655
+3,597
+118% +$498K 0.28% 117
2019
Q2 		$387K Sell
3,058
-4,174
-58% -$448K 0.13% 195
2019
Q1 		$658K Buy
+7,232
New +$620K 0.24% 115

Other funds holding COUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Gideon Capital Advisors's COUP Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Coupa Software Incorporated (COUP) in Q4 2019, closing a stake of 6,655 shares — an estimated $862K sold.

Gideon Capital Advisors first reported a position in COUP in Q1 2019 and held it in 3 quarters. The position peaked at $862K in Q3 2019. 326 funds tracked by Wall St. Rank hold COUP as of Q4 2019.

  • Gideon Capital Advisors reported no remaining Coupa Software Incorporated position as of Q4 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 6,655 Coupa Software Incorporated shares in Q4 2019, an estimated $862K.
  • Gideon Capital Advisors first reported a position in Coupa Software Incorporated in Q1 2019 and held it in 3 quarters.
  • Gideon Capital Advisors's Coupa Software Incorporated position peaked at $862K in Q3 2019.
  • 326 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.