Ladenburg Thalmann Financial Services’s Coupa Software Incorporated COUP Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$914K	Buy	6,166 +1,842	+43%	+$263K	0.01%	1345
2019 Q3	$559K	Sell	4,324 -3,726	-46%	-$516K	﹤0.01%	1677
2019 Q2	$1.04M	Buy	8,050 +573	+8%	+$61.5K	0.01%	1207
2019 Q1	$680K	Buy	7,477 +4,455	+147%	+$382K	0.01%	1450
2018 Q4	$191K	Buy	3,022 +484	+19%	+$30.6K	﹤0.01%	2273
2018 Q3	$197K	Buy	2,538 +2,190	+629%	+$152K	﹤0.01%	2322
2018 Q2	$16K	Hold	348	–	–	﹤0.01%	3978
2018 Q1	$16K	Buy	348 +134	+63%	+$5.51K	﹤0.01%	3978
2017 Q4	$7K	Hold	214	–	–	﹤0.01%	4402
2017 Q3	$7K	Buy	+214	New	+$6.53K	﹤0.01%	4279

Other funds holding COUP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Ladenburg Thalmann Financial Services's COUP Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Coupa Software Incorporated (COUP) stake by 43% in Q4 2019, buying an estimated $263K and bringing the position to 6,166 shares worth $914K. The position accounts for 0.01% of the portfolio, ranked #1345.

Ladenburg Thalmann Financial Services first reported a position in COUP in Q3 2017 and has held it in 10 quarters since. The position peaked at $1.04M in Q2 2019. 326 funds tracked by Wall St. Rank hold COUP as of Q4 2019.

Ladenburg Thalmann Financial Services held 6,166 shares of Coupa Software Incorporated worth $914K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,842 Coupa Software Incorporated shares in Q4 2019, an estimated $263K.
Coupa Software Incorporated made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1345 holding.
Ladenburg Thalmann Financial Services first reported a position in Coupa Software Incorporated in Q3 2017 and has held it in 10 quarters since.
Ladenburg Thalmann Financial Services's Coupa Software Incorporated position peaked at $1.04M in Q2 2019.
326 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.