Mercer Global Advisors
COUP

Mercer Global Advisors’s Coupa Software Incorporated COUP Stock Holding History

Mercer Global 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
2023
Q1 		– Sell
-4,005
Closed -$317K – 2086
2022
Q4 		$317K Sell
4,005
-100
-2% -$5.98K ﹤0.01% 1470
2022
Q3 		$241K Sell
4,105
-95
-2% -$6.22K ﹤0.01% 1544
2022
Q2 		$240K Sell
4,200
-25
-0.6% -$1.93K ﹤0.01% 1538
2022
Q1 		$429K Sell
4,225
-59
-1% -$7.14K ﹤0.01% 1306
2021
Q4 		$677K Buy
4,284
+172
+4% +$35.4K ﹤0.01% 1072
2021
Q3 		$901K Sell
4,112
-18
-0.4% -$4.23K 0.01% 911
2021
Q2 		$1.08M Sell
4,130
-14,402
-78% -$3.57M 0.01% 801
2021
Q1 		$4.72M Sell
18,532
-9,089
-33% -$2.86M 0.04% 306
2020
Q4 		$9.36M Sell
27,621
-2,117
-7% -$655K 0.12% 131
2020
Q3 		$8.15M Sell
29,738
-73,915
-71% -$21.6M 0.12% 127
2020
Q2 		$28.7M Buy
103,653
+97,961
+1,721% +$19.7M 0.52% 34
2020
Q1 		$795K Sell
5,692
-2,055
-27% -$318K 0.02% 544
2019
Q4 		$1.13M Buy
7,747
+2,129
+38% +$304K 0.02% 490
2019
Q3 		$727K Buy
+5,618
New +$778K 0.02% 577

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

Mercer Global Advisors's COUP Position: Q1 2023 in Review

Mercer Global Advisors sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 4,005 shares — an estimated $317K sold.

Mercer Global Advisors first reported a position in COUP in Q3 2019 and held it in 14 quarters. The position peaked at $28.7M in Q2 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Mercer Global Advisors reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 4,005 Coupa Software Incorporated shares in Q1 2023, an estimated $317K.
  • Mercer Global Advisors first reported a position in Coupa Software Incorporated in Q3 2019 and held it in 14 quarters.
  • Mercer Global Advisors's Coupa Software Incorporated position peaked at $28.7M in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Mercer Global Advisors's 13F filing for Q1 2023, filed 16 May 2023.