NFG
COUP

Next Financial Group’s Coupa Software Incorporated COUP Stock Holding History

Next Financial 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
2021
Q4 		$8K Buy
53
+43
+430% +$8.85K ﹤0.01% 2295
2021
Q3 		$2K Sell
10
-10
-50% -$2.35K ﹤0.01% 2547
2021
Q2 		$6K Sell
20
-3
-13% -$743 ﹤0.01% 2176
2021
Q1 		$6K Buy
23
+6
+35% +$1.89K ﹤0.01% 2067
2020
Q4 		$6K Buy
17
+14
+467% +$4.33K ﹤0.01% 1956
2020
Q3 		$1K Buy
+3
New +$875 ﹤0.01% 2166

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's COUP Position: Q4 2021 in Review

Next Financial Group increased its Coupa Software Incorporated (COUP) stake by 430% in Q4 2021, buying an estimated $8.85K and bringing the position to 53 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

Next Financial Group first reported a position in COUP in Q3 2020 and has held it in 6 quarters since. 457 funds tracked by Wall St. Rank hold COUP as of Q4 2021.

  • Next Financial Group held 53 shares of Coupa Software Incorporated worth $8K as of Q4 2021.
  • Next Financial Group bought 43 Coupa Software Incorporated shares in Q4 2021, an estimated $8.85K.
  • Coupa Software Incorporated made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2295 holding.
  • Next Financial Group first reported a position in Coupa Software Incorporated in Q3 2020 and has held it in 6 quarters since.
  • 457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.