MSDF
COUP

Michael & Susan Dell Foundation’s Coupa Software Incorporated COUP Stock Holding History

Michael & Susan Dell Foundation’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
2019
Q4 		– Sell
-3,774
Closed -$489K – 30
2019
Q3 		$489K Sell
3,774
-676
-15% -$93.6K 0.47% 25
2019
Q2 		$563K Buy
+4,450
New +$477K 0.5% 19

Other funds holding COUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Michael & Susan Dell Foundation's COUP Position: Q4 2019 in Review

Michael & Susan Dell Foundation sold out of Coupa Software Incorporated (COUP) in Q4 2019, closing a stake of 3,774 shares — an estimated $489K sold.

Michael & Susan Dell Foundation first reported a position in COUP in Q2 2019 and held it in 2 quarters. The position peaked at $563K in Q2 2019. 326 funds tracked by Wall St. Rank hold COUP as of Q4 2019.

  • Michael & Susan Dell Foundation reported no remaining Coupa Software Incorporated position as of Q4 2019 after selling out during the quarter.
  • Michael & Susan Dell Foundation sold 3,774 Coupa Software Incorporated shares in Q4 2019, an estimated $489K.
  • Michael & Susan Dell Foundation first reported a position in Coupa Software Incorporated in Q2 2019 and held it in 2 quarters.
  • Michael & Susan Dell Foundation's Coupa Software Incorporated position peaked at $563K in Q2 2019.
  • 326 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2019.

Based on Michael & Susan Dell Foundation's 13F filing for Q4 2019, filed 14 Feb 2020.