Newbridge Financial Services Group’s Coupa Software Incorporated COUP Stock Holding History

Newbridge Financial Services 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
2022 Q2	–	Sell	-97	Closed	-$10K	–	1573
2022 Q1	$10K	Hold	97	–	–	﹤0.01%	951
2021 Q4	$15K	Buy	97 +84	+646%	+$17.3K	0.01%	824
2021 Q3	$3K	Sell	13 -14	-52%	-$3.29K	﹤0.01%	1153
2021 Q2	$7K	Buy	27 +22	+440%	+$5.45K	﹤0.01%	1064
2021 Q1	$1K	Sell	5 -94	-95%	-$29.6K	﹤0.01%	1359
2020 Q4	$34K	Buy	99 +15	+18%	+$4.64K	0.03%	423
2020 Q3	$23K	Buy	+84	New	+$24.5K	0.02%	477

Other funds holding COUP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ESCM

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

Newbridge Financial Services Group's COUP Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of Coupa Software Incorporated (COUP) in Q2 2022, closing a stake of 97 shares — an estimated $10K sold.

Newbridge Financial Services Group first reported a position in COUP in Q3 2020 and held it in 7 quarters. The position peaked at $34K in Q4 2020. 355 funds tracked by Wall St. Rank hold COUP as of Q2 2022.

Newbridge Financial Services Group reported no remaining Coupa Software Incorporated position as of Q2 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 97 Coupa Software Incorporated shares in Q2 2022, an estimated $10K.
Newbridge Financial Services Group first reported a position in Coupa Software Incorporated in Q3 2020 and held it in 7 quarters.
Newbridge Financial Services Group's Coupa Software Incorporated position peaked at $34K in Q4 2020.
355 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.