Meritage Group’s Coupa Software Incorporated COUP Stock Holding History

Meritage Group’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	-3,652,504	Closed	-$289M	–	63
2022 Q4	$289M	Sell	3,652,504 -728,979	-17%	-$43.6M	9.97%	6
2022 Q3	$258M	Buy	4,381,483 +949,165	+28%	+$62.2M	7.72%	9
2022 Q2	$196M	Buy	3,432,318 +957,026	+39%	+$73.8M	5.66%	8
2022 Q1	$252M	Buy	+2,475,292	New	+$300M	3.92%	10

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

Meritage Group's COUP Position: Q1 2023 in Review

Meritage Group sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 3,652,504 shares — an estimated $289M sold.

Meritage Group first reported a position in COUP in Q1 2022 and held it in 4 quarters. The position peaked at $289M in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Meritage Group reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Meritage Group sold 3,652,504 Coupa Software Incorporated shares in Q1 2023, an estimated $289M.
Meritage Group first reported a position in Coupa Software Incorporated in Q1 2022 and held it in 4 quarters.
Meritage Group's Coupa Software Incorporated position peaked at $289M in Q4 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Meritage Group's 13F filing for Q1 2023, filed 12 May 2023.