KA
COUP

Kovack Advisors’s Coupa Software Incorporated COUP Stock Holding History

Kovack Advisors’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
Q2 		– Sell
-2,380
Closed -$241K – 767
2022
Q1 		$241K Sell
2,380
-139
-6% -$16.8K 0.02% 601
2021
Q4 		$398K Sell
2,519
-1,567
-38% -$323K 0.04% 437
2021
Q3 		$896K Sell
4,086
-233
-5% -$54.7K 0.1% 238
2021
Q2 		$1.13M Sell
4,319
-395
-8% -$97.9K 0.13% 179
2021
Q1 		$1.2M Buy
4,714
+346
+8% +$109K 0.16% 155
2020
Q4 		$1.48M Buy
4,368
+560
+15% +$173K 0.21% 120
2020
Q3 		$1.04M Buy
+3,808
New +$1.11M 0.19% 135

Other funds holding COUP

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Kovack Advisors's COUP Position: Q2 2022 in Review

Kovack Advisors sold out of Coupa Software Incorporated (COUP) in Q2 2022, closing a stake of 2,380 shares — an estimated $241K sold.

Kovack Advisors first reported a position in COUP in Q3 2020 and held it in 7 quarters. The position peaked at $1.48M in Q4 2020. 355 funds tracked by Wall St. Rank hold COUP as of Q2 2022.

  • Kovack Advisors reported no remaining Coupa Software Incorporated position as of Q2 2022 after selling out during the quarter.
  • Kovack Advisors sold 2,380 Coupa Software Incorporated shares in Q2 2022, an estimated $241K.
  • Kovack Advisors first reported a position in Coupa Software Incorporated in Q3 2020 and held it in 7 quarters.
  • Kovack Advisors's Coupa Software Incorporated position peaked at $1.48M in Q4 2020.
  • 355 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2022.

Based on Kovack Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.