HPC
COUP

HM Payson & Co’s Coupa Software Incorporated COUP Stock Holding History

HM Payson & Co’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
Q3 		– Sell
-43
Closed -$2K – 1113
2022
Q2 		$2K Buy
43
+1
+2% +$77 ﹤0.01% 982
2022
Q1 		$4K Buy
42
+6
+17% +$726 ﹤0.01% 941
2021
Q4 		$6K Sell
36
-1
-3% -$206 ﹤0.01% 939
2021
Q3 		$8K Hold
37
– – ﹤0.01% 862
2021
Q2 		$10K Hold
37
– – ﹤0.01% 823
2021
Q1 		$9K Sell
37
-141
-79% -$44.4K ﹤0.01% 877
2020
Q4 		$60K Sell
178
-26
-13% -$8.04K ﹤0.01% 570
2020
Q3 		$56K Buy
204
+184
+920% +$53.7K ﹤0.01% 546
2020
Q2 		$6K Hold
20
– – ﹤0.01% 790
2020
Q1 		$3K Buy
+20
New +$3.09K ﹤0.01% 854

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

HM Payson & Co's COUP Position: Q3 2022 in Review

HM Payson & Co sold out of Coupa Software Incorporated (COUP) in Q3 2022, closing a stake of 43 shares — an estimated $2K sold.

HM Payson & Co first reported a position in COUP in Q1 2020 and held it in 10 quarters. The position peaked at $60K in Q4 2020. 357 funds tracked by Wall St. Rank hold COUP as of Q3 2022.

  • HM Payson & Co reported no remaining Coupa Software Incorporated position as of Q3 2022 after selling out during the quarter.
  • HM Payson & Co sold 43 Coupa Software Incorporated shares in Q3 2022, an estimated $2K.
  • HM Payson & Co first reported a position in Coupa Software Incorporated in Q1 2020 and held it in 10 quarters.
  • HM Payson & Co's Coupa Software Incorporated position peaked at $60K in Q4 2020.
  • 357 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2022.

Based on HM Payson & Co's 13F filing for Q3 2022, filed 25 Oct 2022.