LIM
COUP

Lagoda Investment Management’s Coupa Software Incorporated COUP Stock Holding History

Lagoda Investment 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
Q1 		– Sell
-15,265
Closed -$2.41M – 40
2021
Q4 		$2.41M Sell
15,265
-8,521
-36% -$1.75M 1.14% 17
2021
Q3 		$5.21M Buy
23,786
+2,651
+13% +$623K 2.6% 15
2021
Q2 		$5.54M Sell
21,135
-680
-3% -$168K 2.58% 15
2021
Q1 		$5.55M Sell
21,815
-835
-4% -$263K 2.77% 14
2020
Q4 		$7.68M Sell
22,650
-1,896
-8% -$586K 4.13% 14
2020
Q3 		$6.73M Sell
24,546
-4,374
-15% -$1.28M 5% 12
2020
Q2 		$8.01M Sell
28,920
-4,438
-13% -$894K 6.68% 8
2020
Q1 		$4.66M Buy
33,358
+1,913
+6% +$296K 5.52% 12
2019
Q4 		$4.6M Buy
31,445
+2,595
+9% +$370K 4.47% 12
2019
Q3 		$3.74M Sell
28,850
-3,312
-10% -$459K 4.4% 12
2019
Q2 		$4.07M Buy
32,162
+892
+3% +$95.7K 4.72% 12
2019
Q1 		$2.85M Buy
31,270
+4,534
+17% +$389K 3.62% 12
2018
Q4 		$1.68M Buy
+26,736
New +$1.69M 2.8% 12

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Lagoda Investment Management's COUP Position: Q1 2022 in Review

Lagoda Investment Management sold out of Coupa Software Incorporated (COUP) in Q1 2022, closing a stake of 15,265 shares — an estimated $2.41M sold.

Lagoda Investment Management first reported a position in COUP in Q4 2018 and held it in 13 quarters. The position peaked at $8.01M in Q2 2020. 404 funds tracked by Wall St. Rank hold COUP as of Q1 2022.

  • Lagoda Investment Management reported no remaining Coupa Software Incorporated position as of Q1 2022 after selling out during the quarter.
  • Lagoda Investment Management sold 15,265 Coupa Software Incorporated shares in Q1 2022, an estimated $2.41M.
  • Lagoda Investment Management first reported a position in Coupa Software Incorporated in Q4 2018 and held it in 13 quarters.
  • Lagoda Investment Management's Coupa Software Incorporated position peaked at $8.01M in Q2 2020.
  • 404 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2022.

Based on Lagoda Investment Management's 13F filing for Q1 2022, filed 16 May 2022.