LPL Financial
COUP

LPL Financial’s Coupa Software Incorporated COUP Stock Holding History

LPL Financial’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
-14,952
Closed -$1.18M – 4656
2022
Q4 		$1.18M Buy
14,952
+11,460
+328% +$686K ﹤0.01% 2511
2022
Q3 		$205K Sell
3,492
-774
-18% -$50.7K ﹤0.01% 3914
2022
Q2 		$244K Buy
4,266
+51
+1% +$3.93K ﹤0.01% 3801
2022
Q1 		$428K Sell
4,215
-2,983
-41% -$361K ﹤0.01% 3316
2021
Q4 		$1.14M Sell
7,198
-4,303
-37% -$886K ﹤0.01% 2548
2021
Q3 		$2.52M Buy
11,501
+3,898
+51% +$916K ﹤0.01% 1882
2021
Q2 		$1.99M Sell
7,603
-1,073
-12% -$266K ﹤0.01% 1985
2021
Q1 		$2.21M Sell
8,676
-1,819
-17% -$573K ﹤0.01% 1770
2020
Q4 		$3.56M Sell
10,495
-321
-3% -$99.3K ﹤0.01% 1311
2020
Q3 		$2.97M Buy
10,816
+3,405
+46% +$993K ﹤0.01% 1239
2020
Q2 		$2.05M Buy
7,411
+561
+8% +$113K ﹤0.01% 1338
2020
Q1 		$957K Sell
6,850
-441
-6% -$68.2K ﹤0.01% 1642
2019
Q4 		$1.07M Buy
7,291
+2,794
+62% +$399K ﹤0.01% 1789
2019
Q3 		$583K Sell
4,497
-5,497
-55% -$761K ﹤0.01% 2147
2019
Q2 		$1.26M Buy
+9,994
New +$1.07M ﹤0.01% 1569

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

LPL Financial's COUP Position: Q1 2023 in Review

LPL Financial sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 14,952 shares — an estimated $1.18M sold.

LPL Financial first reported a position in COUP in Q2 2019 and held it in 15 quarters. The position peaked at $3.56M in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • LPL Financial reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 14,952 Coupa Software Incorporated shares in Q1 2023, an estimated $1.18M.
  • LPL Financial first reported a position in Coupa Software Incorporated in Q2 2019 and held it in 15 quarters.
  • LPL Financial's Coupa Software Incorporated position peaked at $3.56M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.