JO
COUP

John Overdeck’s Coupa Software Incorporated COUP Stock Holding History

John Overdeck’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
-469,275
Closed -$37.2M – 3333
2022
Q4 		$37.2M Sell
469,275
-664,928
-59% -$39.8M 0.12% 212
2022
Q3 		$66.7M Sell
1,134,203
-82,941
-7% -$5.43M 0.23% 112
2022
Q2 		$69.5M Buy
1,217,144
+352,290
+41% +$27.1M 0.23% 111
2022
Q1 		$87.9M Buy
864,854
+364,014
+73% +$44.1M 0.26% 95
2021
Q4 		$79.2M Buy
+500,840
New +$103M 0.17% 148
2021
Q3 		– Sell
-770
Closed -$181K – 4887
2021
Q2 		$202K Buy
+770
New +$191K ﹤0.01% 3783
2020
Q1 		– Sell
-117,211
Closed -$18.1M – 4011
2019
Q4 		$17.1M Sell
117,211
-60,150
-34% -$8.59M 0.05% 415
2019
Q3 		$23M Buy
+177,361
New +$24.6M 0.08% 315
2019
Q2 		– Sell
-37,373
Closed -$4.01M – 3780
2019
Q1 		$3.4M Sell
37,373
-168,411
-82% -$14.4M 0.01% 1159
2018
Q4 		$12.9M Sell
205,784
-199,154
-49% -$12.6M 0.05% 465
2018
Q3 		$32M Sell
404,938
-328,839
-45% -$22.8M 0.09% 299
2018
Q2 		$45.7M Buy
733,777
+124,536
+20% +$6.62M 0.14% 190
2018
Q1 		$27.8M Buy
609,241
+246,281
+68% +$10.1M 0.09% 266
2017
Q4 		$11.3M Buy
362,960
+75,596
+26% +$2.57M 0.04% 562
2017
Q3 		$8.95M Buy
+287,364
New +$8.76M 0.03% 562

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

John Overdeck's COUP Position: Q1 2023 in Review

John Overdeck sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 469,275 shares — an estimated $37.2M sold.

John Overdeck first reported a position in COUP in Q3 2017 and held it in 15 quarters. The position peaked at $87.9M in Q1 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • John Overdeck reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • John Overdeck sold 469,275 Coupa Software Incorporated shares in Q1 2023, an estimated $37.2M.
  • John Overdeck first reported a position in Coupa Software Incorporated in Q3 2017 and held it in 15 quarters.
  • John Overdeck's Coupa Software Incorporated position peaked at $87.9M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Two Sigma Investments's 13F filing for Q1 2023, filed 15 May 2023.