Leonteq Securities AG’s Coupa Software Incorporated COUP Stock Holding History

Leonteq Securities AG’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	-561	Closed	-$44.4K	–	1370
2022 Q4	$44.4K	Buy	561 +12	+2%	+$718	﹤0.01%	849
2022 Q3	$32.3K	Sell	549 -152	-22%	-$9.96K	﹤0.01%	888
2022 Q2	$40K	Sell	701 -59	-8%	-$4.55K	﹤0.01%	874
2022 Q1	$77.2K	Buy	760 +418	+122%	+$50.6K	﹤0.01%	783
2021 Q4	$54.1K	Sell	342 -249	-42%	-$51.3K	﹤0.01%	895
2021 Q3	$130K	Buy	591 +46	+8%	+$10.8K	0.01%	670
2021 Q2	$143K	Buy	+545	New	+$135K	0.01%	645
2021 Q1	–	Sell	-148	Closed	-$50.2K	–	1135
2020 Q4	$50.2K	Buy	+148	New	+$45.8K	﹤0.01%	784

Other funds holding COUP

FCA

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Leonteq Securities AG's COUP Position: Q1 2023 in Review

Leonteq Securities AG sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 561 shares — an estimated $44.4K sold.

Leonteq Securities AG first reported a position in COUP in Q4 2020 and held it in 8 quarters. The position peaked at $143K in Q2 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Leonteq Securities AG reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Leonteq Securities AG sold 561 Coupa Software Incorporated shares in Q1 2023, an estimated $44.4K.
Leonteq Securities AG first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 8 quarters.
Leonteq Securities AG's Coupa Software Incorporated position peaked at $143K in Q2 2021.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Leonteq Securities AG's 13F filing for Q1 2023, filed 11 Mar 2026.