LC
COUP

Lindbrook Capital’s Coupa Software Incorporated COUP Stock Holding History

Lindbrook Capital’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
-653
Closed -$51.7K – 2968
2022
Q4 		$51.7K Sell
653
-35
-5% -$2.09K 0.01% 682
2022
Q3 		$40K Buy
688
+427
+164% +$28K 0.01% 735
2022
Q2 		$15K Buy
261
+243
+1,350% +$18.7K ﹤0.01% 1113
2022
Q1 		$2K Buy
+18
New +$2.18K ﹤0.01% 2135
2021
Q4 		– Sell
-13
Closed -$3K – 2242
2021
Q3 		$3K Sell
13
-73
-85% -$17.1K ﹤0.01% 1473
2021
Q2 		$23K Buy
86
+77
+856% +$19.1K 0.01% 741
2021
Q1 		$2K Sell
9
-25
-74% -$7.88K ﹤0.01% 1641
2020
Q4 		$12K Buy
34
+18
+113% +$5.57K ﹤0.01% 853
2020
Q3 		$4K Buy
+16
New +$4.67K ﹤0.01% 1228
2020
Q1 		– Sell
-220
Closed -$32K – 1897
2019
Q4 		$32K Hold
220
– – 0.01% 583
2019
Q3 		$29K Sell
220
-50
-19% -$6.92K 0.01% 594
2019
Q2 		$34K Buy
270
+50
+23% +$5.37K 0.01% 536
2019
Q1 		$20K Hold
220
– – 0.01% 702
2018
Q4 		$13K Buy
+220
New +$13.9K 0.01% 761

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

Lindbrook Capital's COUP Position: Q1 2023 in Review

Lindbrook Capital sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 653 shares — an estimated $51.7K sold.

Lindbrook Capital first reported a position in COUP in Q4 2018 and held it in 14 quarters. The position peaked at $51.7K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Lindbrook Capital reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Lindbrook Capital sold 653 Coupa Software Incorporated shares in Q1 2023, an estimated $51.7K.
  • Lindbrook Capital first reported a position in Coupa Software Incorporated in Q4 2018 and held it in 14 quarters.
  • Lindbrook Capital's Coupa Software Incorporated position peaked at $51.7K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Lindbrook Capital's 13F filing for Q1 2023, filed 26 Apr 2023.