HMI Capital Management’s Coupa Software Incorporated COUP Stock Holding History

HMI Capital 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
2023 Q1	–	Sell	-702,300	Closed	-$55.6M	–	15
2022 Q4	$55.6M	Sell	702,300 -2,435,500	-78%	-$146M	2.38%	13
2022 Q3	$185M	Buy	3,137,800 +232,300	+8%	+$15.2M	6.95%	7
2022 Q2	$166M	Buy	2,905,500 +816,000	+39%	+$62.9M	6.66%	9
2022 Q1	$212M	Buy	2,089,500 +877,504	+72%	+$106M	6.19%	9
2021 Q4	$192M	Buy	+1,211,996	New	+$250M	5.23%	11

Other funds holding COUP

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

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

HMI Capital Management's COUP Position: Q1 2023 in Review

HMI Capital Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 702,300 shares — an estimated $55.6M sold.

HMI Capital Management first reported a position in COUP in Q4 2021 and held it in 5 quarters. The position peaked at $212M in Q1 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

HMI Capital Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
HMI Capital Management sold 702,300 Coupa Software Incorporated shares in Q1 2023, an estimated $55.6M.
HMI Capital Management first reported a position in Coupa Software Incorporated in Q4 2021 and held it in 5 quarters.
HMI Capital Management's Coupa Software Incorporated position peaked at $212M in Q1 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on HMI Capital Management's 13F filing for Q1 2023, filed 15 May 2023.