Needham Investment Management’s Coupa Software Incorporated COUP Stock Holding History

Needham Investment Management’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 Q2	–	Sell	-2,500	Closed	-$254K	–	131
2022 Q1	$254K	Hold	2,500	–	–	0.04%	117
2021 Q4	$395K	Hold	2,500	–	–	0.05%	109
2021 Q3	$548K	Hold	2,500	–	–	0.07%	104
2021 Q2	$655K	Hold	2,500	–	–	0.1%	99
2021 Q1	$636K	Hold	2,500	–	–	0.09%	103
2020 Q4	$847K	Hold	2,500	–	–	0.14%	89
2020 Q3	$686K	Sell	2,500 -500	-17%	-$146K	0.14%	84
2020 Q2	$831K	Sell	3,000 -500	-14%	-$101K	0.18%	76
2020 Q1	$489K	Sell	3,500 -2,200	-39%	-$340K	0.14%	88
2019 Q4	$834K	Sell	5,700 -300	-5%	-$42.8K	0.23%	66
2019 Q3	$777K	Hold	6,000	–	–	0.25%	57
2019 Q2	$760K	Hold	6,000	–	–	0.25%	60
2019 Q1	$546K	Hold	6,000	–	–	0.19%	62
2018 Q4	$377K	Sell	6,000 -2,000	-25%	-$127K	0.14%	65
2018 Q3	$633K	Hold	8,000	–	–	0.19%	68
2018 Q2	$498K	Sell	8,000 -1,500	-16%	-$79.8K	0.14%	75
2018 Q1	$434K	Buy	9,500 +600	+7%	+$24.7K	0.12%	74
2017 Q4	$278K	Buy	+8,900	New	+$302K	0.07%	84

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

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

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

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

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Needham Investment Management's COUP Position: Q2 2022 in Review

Needham Investment Management sold out of Coupa Software Incorporated (COUP) in Q2 2022, closing a stake of 2,500 shares — an estimated $254K sold.

Needham Investment Management first reported a position in COUP in Q4 2017 and held it in 18 quarters. The position peaked at $847K in Q4 2020. 355 funds tracked by Wall St. Rank hold COUP as of Q2 2022.

Needham Investment Management reported no remaining Coupa Software Incorporated position as of Q2 2022 after selling out during the quarter.
Needham Investment Management sold 2,500 Coupa Software Incorporated shares in Q2 2022, an estimated $254K.
Needham Investment Management first reported a position in Coupa Software Incorporated in Q4 2017 and held it in 18 quarters.
Needham Investment Management's Coupa Software Incorporated position peaked at $847K in Q4 2020.
355 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2022.

Based on Needham Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.