Moody National Bank Trust Division’s Coupa Software Incorporated COUP Stock Holding History

Moody National Bank Trust Division’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
2022 Q4	–	Sell	-3,450	Closed	-$203K	–	615
2022 Q3	$203K	Sell	3,450 -1,700	-33%	-$111K	0.02%	564
2022 Q2	$294K	Buy	+5,150	New	+$397K	0.03%	416
2019 Q2	–	Sell	-102	Closed	-$9K	–	1053
2019 Q1	$9K	Hold	102	–	–	﹤0.01%	660
2018 Q4	$6K	Buy	+102	New	+$6.45K	﹤0.01%	726

Other funds holding COUP

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

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

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Moody National Bank Trust Division's COUP Position: Q4 2022 in Review

Moody National Bank Trust Division sold out of Coupa Software Incorporated (COUP) in Q4 2022, closing a stake of 3,450 shares — an estimated $203K sold.

Moody National Bank Trust Division first reported a position in COUP in Q4 2018 and held it in 4 quarters. The position peaked at $294K in Q2 2022. 368 funds tracked by Wall St. Rank hold COUP as of Q4 2022.

Moody National Bank Trust Division reported no remaining Coupa Software Incorporated position as of Q4 2022 after selling out during the quarter.
Moody National Bank Trust Division sold 3,450 Coupa Software Incorporated shares in Q4 2022, an estimated $203K.
Moody National Bank Trust Division first reported a position in Coupa Software Incorporated in Q4 2018 and held it in 4 quarters.
Moody National Bank Trust Division's Coupa Software Incorporated position peaked at $294K in Q2 2022.
368 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2022.

Based on Moody National Bank Trust Division's 13F filing for Q4 2022, filed 11 Jan 2023.