Menlo Advisors’s Coupa Software Incorporated COUP Stock Holding History

Menlo Advisors’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
2021 Q4	–	Sell	-2,596	Closed	-$568K	–	46
2021 Q3	$568K	Hold	2,596	–	–	0.3%	37
2021 Q2	$680K	Hold	2,596	–	–	0.37%	37
2021 Q1	$660K	Hold	2,596	–	–	0.39%	34
2020 Q4	$879K	Hold	2,596	–	–	0.58%	31
2020 Q3	$711K	Hold	2,596	–	–	0.56%	29
2020 Q2	$719K	Hold	2,596	–	–	0.56%	31
2020 Q1	$362K	Hold	2,596	–	–	0.34%	27
2019 Q4	$379K	Hold	2,596	–	–	0.25%	28
2019 Q3	$336K	Hold	2,596	–	–	0.24%	29
2019 Q2	$328K	Hold	2,596	–	–	0.23%	31
2019 Q1	$236K	Sell	2,596 -7,000	-73%	-$600K	0.17%	35
2018 Q4	$603K	Sell	9,596 -13,900	-59%	-$879K	0.47%	29
2018 Q3	$1.86M	Buy	+23,496	New	+$1.63M	1.25%	27

Other funds holding COUP

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

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

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Menlo Advisors's COUP Position: Q4 2021 in Review

Menlo Advisors sold out of Coupa Software Incorporated (COUP) in Q4 2021, closing a stake of 2,596 shares — an estimated $568K sold.

Menlo Advisors first reported a position in COUP in Q3 2018 and held it in 13 quarters. The position peaked at $1.86M in Q3 2018. 457 funds tracked by Wall St. Rank hold COUP as of Q4 2021.

Menlo Advisors reported no remaining Coupa Software Incorporated position as of Q4 2021 after selling out during the quarter.
Menlo Advisors sold 2,596 Coupa Software Incorporated shares in Q4 2021, an estimated $568K.
Menlo Advisors first reported a position in Coupa Software Incorporated in Q3 2018 and held it in 13 quarters.
Menlo Advisors's Coupa Software Incorporated position peaked at $1.86M in Q3 2018.
457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2021.

Based on Menlo Advisors's 13F filing for Q4 2021, filed 16 Feb 2022.