Moody Aldrich Partners’s Coupa Software Incorporated COUP Stock Holding History

Moody Aldrich Partners’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 Q3	–	Sell	-910	Closed	-$239K	–	189
2021 Q2	$239K	Sell	910 -13	-1%	-$3.22K	0.03%	163
2021 Q1	$235K	Buy	923 +152	+20%	+$47.9K	0.03%	170
2020 Q4	$261K	Sell	771 -4	-0.5%	-$1.24K	0.04%	156
2020 Q3	$213K	Sell	775 -212	-21%	-$61.8K	0.04%	149
2020 Q2	$273K	Sell	987 -663	-40%	-$134K	0.06%	144
2020 Q1	$231K	Sell	1,650 -7	-0.4%	-$1.08K	0.07%	128
2019 Q4	$242K	Buy	+1,657	New	+$237K	0.05%	141
2019 Q2	–	Sell	-47,625	Closed	-$4.33M	–	131
2019 Q1	$4.33M	Buy	47,625 +756	+2%	+$64.8K	1.22%	34
2018 Q4	$2.95M	Sell	46,869 -21,021	-31%	-$1.33M	0.97%	47
2018 Q3	$5.37M	Buy	67,890 +10,946	+19%	+$760K	1.55%	21
2018 Q2	$3.54M	Buy	+56,944	New	+$3.03M	1.26%	31

Other funds holding COUP

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Moody Aldrich Partners's COUP Position: Q3 2021 in Review

Moody Aldrich Partners sold out of Coupa Software Incorporated (COUP) in Q3 2021, closing a stake of 910 shares — an estimated $239K sold.

Moody Aldrich Partners first reported a position in COUP in Q2 2018 and held it in 11 quarters. The position peaked at $5.37M in Q3 2018. 458 funds tracked by Wall St. Rank hold COUP as of Q3 2021.

Moody Aldrich Partners reported no remaining Coupa Software Incorporated position as of Q3 2021 after selling out during the quarter.
Moody Aldrich Partners sold 910 Coupa Software Incorporated shares in Q3 2021, an estimated $239K.
Moody Aldrich Partners first reported a position in Coupa Software Incorporated in Q2 2018 and held it in 11 quarters.
Moody Aldrich Partners's Coupa Software Incorporated position peaked at $5.37M in Q3 2018.
458 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2021.

Based on Moody Aldrich Partners's 13F filing for Q3 2021, filed 29 Oct 2021.