HIG
COUP

Herr Investment Group’s Coupa Software Incorporated COUP Stock Holding History

Herr Investment Group’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
-415,081
Closed -$32.9M – 97
2022
Q4 		$32.9M Buy
+415,081
New +$24.8M 2% 11

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

Herr Investment Group's COUP Position: Q1 2023 in Review

Herr Investment Group sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 415,081 shares — an estimated $32.9M sold.

Herr Investment Group first reported a position in COUP in Q4 2022 and held it in 1 quarter. The position peaked at $32.9M in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Herr Investment Group reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Herr Investment Group sold 415,081 Coupa Software Incorporated shares in Q1 2023, an estimated $32.9M.
  • Herr Investment Group first reported a position in Coupa Software Incorporated in Q4 2022 and held it in 1 quarter.
  • Herr Investment Group's Coupa Software Incorporated position peaked at $32.9M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Herr Investment Group's 13F filing for Q1 2023, filed 10 May 2023.