Jacobs Levy Equity Management’s Coupa Software Incorporated COUP Stock Holding History

Jacobs Levy Equity 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
2022 Q4	–	Sell	-15,498	Closed	-$911K	–	1076
2022 Q3	$911K	Buy	15,498 +3,529	+29%	+$231K	0.01%	725
2022 Q2	$683K	Buy	+11,969	New	+$922K	0.01%	813
2020 Q1	–	Sell	-27,260	Closed	-$3.99M	–	1123
2019 Q4	$3.99M	Sell	27,260 -4,556	-14%	-$650K	0.04%	417
2019 Q3	$4.12M	Buy	31,816 +28,296	+804%	+$3.92M	0.05%	367
2019 Q2	$446K	Buy	+3,520	New	+$378K	0.01%	757
2018 Q2	–	Sell	-25,450	Closed	-$1.16M	–	1128
2018 Q1	$1.16M	Buy	+25,450	New	+$1.05M	0.02%	602

Other funds holding COUP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Jacobs Levy Equity Management's COUP Position: Q4 2022 in Review

Jacobs Levy Equity Management sold out of Coupa Software Incorporated (COUP) in Q4 2022, closing a stake of 15,498 shares — an estimated $911K sold.

Jacobs Levy Equity Management first reported a position in COUP in Q1 2018 and held it in 6 quarters. The position peaked at $4.12M in Q3 2019. 368 funds tracked by Wall St. Rank hold COUP as of Q4 2022.

Jacobs Levy Equity Management reported no remaining Coupa Software Incorporated position as of Q4 2022 after selling out during the quarter.
Jacobs Levy Equity Management sold 15,498 Coupa Software Incorporated shares in Q4 2022, an estimated $911K.
Jacobs Levy Equity Management first reported a position in Coupa Software Incorporated in Q1 2018 and held it in 6 quarters.
Jacobs Levy Equity Management's Coupa Software Incorporated position peaked at $4.12M in Q3 2019.
368 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2022, filed 14 Feb 2023.