PenderFund Capital Management’s Coupa Software Incorporated COUP Stock Holding History

PenderFund Capital 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
2023 Q1	–	Sell	-4,900	Closed	-$525K	–	163
2022 Q4	$525K	Buy	+4,900	New	+$293K	0.16%	72

Other funds holding COUP

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

PenderFund Capital Management's COUP Position: Q1 2023 in Review

PenderFund Capital Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 4,900 shares — an estimated $525K sold.

PenderFund Capital Management first reported a position in COUP in Q4 2022 and held it in 1 quarter. The position peaked at $525K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

PenderFund Capital Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
PenderFund Capital Management sold 4,900 Coupa Software Incorporated shares in Q1 2023, an estimated $525K.
PenderFund Capital Management first reported a position in Coupa Software Incorporated in Q4 2022 and held it in 1 quarter.
PenderFund Capital Management's Coupa Software Incorporated position peaked at $525K in Q4 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on PenderFund Capital Management's 13F filing for Q1 2023, filed 15 May 2023.