JCM
COUP

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

Jacobi 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
2021
Q4 		– Sell
-715
Closed -$157K – 1423
2021
Q3 		$157K Buy
715
+600
+522% +$141K 0.02% 441
2021
Q2 		$30K Buy
+115
New +$28.5K ﹤0.01% 748

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobi Capital Management's COUP Position: Q4 2021 in Review

Jacobi Capital Management sold out of Coupa Software Incorporated (COUP) in Q4 2021, closing a stake of 715 shares — an estimated $157K sold.

Jacobi Capital Management first reported a position in COUP in Q2 2021 and held it in 2 quarters. The position peaked at $157K in Q3 2021. 457 funds tracked by Wall St. Rank hold COUP as of Q4 2021.

  • Jacobi Capital Management reported no remaining Coupa Software Incorporated position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 715 Coupa Software Incorporated shares in Q4 2021, an estimated $157K.
  • Jacobi Capital Management first reported a position in Coupa Software Incorporated in Q2 2021 and held it in 2 quarters.
  • Jacobi Capital Management's Coupa Software Incorporated position peaked at $157K in Q3 2021.
  • 457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.