OFM
COUP

Optima Fund Management’s Coupa Software Incorporated COUP Stock Holding History

Optima Fund 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
2019
Q2 		$1.3M Sell
10,294
-4,477
-30% -$480K 2.22% 8
2019
Q1 		$1.34M Buy
+14,771
New +$1.27M 1.85% 31

Other funds holding COUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Optima Fund Management's COUP Position: Q2 2019 in Review

Optima Fund Management reduced its Coupa Software Incorporated (COUP) stake by 30% in Q2 2019, selling an estimated $480K and leaving 10,294 shares worth $1.3M. The position accounts for 2.22% of the portfolio, ranked #8.

Optima Fund Management first reported a position in COUP in Q1 2019 and has held it in 2 quarters since. The position peaked at $1.34M in Q1 2019. 316 funds tracked by Wall St. Rank hold COUP as of Q2 2019.

  • Optima Fund Management held 10,294 shares of Coupa Software Incorporated worth $1.3M as of Q2 2019.
  • Optima Fund Management sold 4,477 Coupa Software Incorporated shares in Q2 2019, an estimated $480K.
  • Coupa Software Incorporated made up 2.22% of Optima Fund Management's portfolio in Q2 2019, its #8 holding.
  • Optima Fund Management first reported a position in Coupa Software Incorporated in Q1 2019 and has held it in 2 quarters since.
  • Optima Fund Management's Coupa Software Incorporated position peaked at $1.34M in Q1 2019.
  • 316 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2019.

Based on Optima Fund Management's 13F filing for Q2 2019, filed 14 Aug 2019.