OPS
COUP

Orion Portfolio Solutions’s Coupa Software Incorporated COUP Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-29
Closed -$8K – 2227
2020
Q2 		$8K Buy
29
+8
+38% +$1.61K ﹤0.01% 1309
2020
Q1 		$3K Sell
21
-262
-93% -$40.5K ﹤0.01% 1519
2019
Q4 		$41K Buy
+283
New +$40.4K ﹤0.01% 594

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Orion Portfolio Solutions's COUP Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Coupa Software Incorporated (COUP) in Q3 2020, closing a stake of 29 shares — an estimated $8K sold.

Orion Portfolio Solutions first reported a position in COUP in Q4 2019 and held it in 3 quarters. The position peaked at $41K in Q4 2019. 432 funds tracked by Wall St. Rank hold COUP as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Coupa Software Incorporated position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 29 Coupa Software Incorporated shares in Q3 2020, an estimated $8K.
  • Orion Portfolio Solutions first reported a position in Coupa Software Incorporated in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Coupa Software Incorporated position peaked at $41K in Q4 2019.
  • 432 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.