IC
COUP

IEQ Capital’s Coupa Software Incorporated COUP Stock Holding History

IEQ Capital’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
-2,680
Closed -$212K – 915
2022
Q4 		$212K Buy
+2,680
New +$160K 0.01% 723
2022
Q2 		– Sell
-2,389
Closed -$243K – 872
2022
Q1 		$243K Buy
+2,389
New +$289K 0.01% 703

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

IEQ Capital's COUP Position: Q1 2023 in Review

IEQ Capital sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 2,680 shares — an estimated $212K sold.

IEQ Capital first reported a position in COUP in Q1 2022 and held it in 2 quarters. The position peaked at $243K in Q1 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • IEQ Capital reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • IEQ Capital sold 2,680 Coupa Software Incorporated shares in Q1 2023, an estimated $212K.
  • IEQ Capital first reported a position in Coupa Software Incorporated in Q1 2022 and held it in 2 quarters.
  • IEQ Capital's Coupa Software Incorporated position peaked at $243K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on IEQ Capital's 13F filing for Q1 2023, filed 2 May 2023.