JG
COUP

Joel Greenblatt’s Coupa Software Incorporated COUP Stock Holding History

Joel Greenblatt’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
-18,386
Closed -$1.46M – 1419
2022
Q4 		$1.46M Buy
18,386
+5,037
+38% +$301K 0.04% 545
2022
Q3 		$785K Buy
+13,349
New +$875K 0.02% 730
2021
Q1 		– Sell
-1,284
Closed -$435K – 1127
2020
Q4 		$435K Sell
1,284
-27
-2% -$8.35K 0.01% 738
2020
Q3 		$360K Sell
1,311
-272
-17% -$79.3K 0.01% 805
2020
Q2 		$439K Sell
1,583
-3,859
-71% -$777K 0.01% 776
2020
Q1 		$760K Buy
+5,442
New +$842K 0.02% 621
2019
Q3 		– Sell
-3,026
Closed -$383K – 1254
2019
Q2 		$383K Buy
+3,026
New +$325K 0.01% 876
2018
Q4 		– Sell
-8,585
Closed -$679K – 1133
2018
Q3 		$679K Buy
+8,585
New +$596K 0.01% 684

Other funds holding COUP

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

Joel Greenblatt's COUP Position: Q1 2023 in Review

Joel Greenblatt sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 18,386 shares — an estimated $1.46M sold.

Joel Greenblatt first reported a position in COUP in Q3 2018 and held it in 8 quarters. The position peaked at $1.46M in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Joel Greenblatt reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Joel Greenblatt sold 18,386 Coupa Software Incorporated shares in Q1 2023, an estimated $1.46M.
  • Joel Greenblatt first reported a position in Coupa Software Incorporated in Q3 2018 and held it in 8 quarters.
  • Joel Greenblatt's Coupa Software Incorporated position peaked at $1.46M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

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