PCA
COUP

Personal Capital Advisors’s Coupa Software Incorporated COUP Stock Holding History

Personal Capital Advisors’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
Q4 		$857K Buy
10,820
+20
+0.2% +$1.2K ﹤0.01% 248
2022
Q3 		$635K Buy
10,800
+15
+0.1% +$983 ﹤0.01% 260
2022
Q2 		$616K Hold
10,785
– – ﹤0.01% 262
2022
Q1 		$1.1M Hold
10,785
– – 0.01% 243
2021
Q4 		$1.71M Sell
10,785
-12
-0.1% -$2.47K 0.01% 236
2021
Q3 		$2.37M Sell
10,797
-29
-0.3% -$6.81K 0.01% 219
2021
Q2 		$2.84M Buy
10,826
+57
+0.5% +$14.1K 0.01% 215
2021
Q1 		$2.74M Sell
10,769
-325
-3% -$102K 0.02% 216
2020
Q4 		$3.76M Hold
11,094
– – 0.02% 206
2020
Q3 		$3.04M Hold
11,094
– – 0.02% 211
2020
Q2 		$3.07M Hold
11,094
– – 0.03% 192
2020
Q1 		$1.55M Buy
11,094
+78
+0.7% +$12.1K 0.02% 214
2019
Q4 		$1.61M Hold
11,016
– – 0.01% 218
2019
Q3 		$1.43M Buy
+11,016
New +$1.53M 0.01% 214
2019
Q2 		– Sell
-11,032
Closed -$1M – 350
2019
Q1 		$1M Buy
11,032
+16
+0.1% +$1.37K 0.01% 211
2018
Q4 		$692K Sell
11,016
-53
-0.5% -$3.35K 0.01% 211
2018
Q3 		$876K Buy
11,069
+2,652
+32% +$184K 0.01% 192
2018
Q2 		$524K Buy
8,417
+45
+0.5% +$2.39K 0.01% 201
2018
Q1 		$382K Hold
8,372
– – 0.01% 202
2017
Q4 		$261K Buy
+8,372
New +$284K ﹤0.01% 217

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Personal Capital Advisors's COUP Position: Q4 2022 in Review

Personal Capital Advisors increased its Coupa Software Incorporated (COUP) stake by 0.19% in Q4 2022, buying an estimated $1.2K and bringing the position to 10,820 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Personal Capital Advisors first reported a position in COUP in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.76M in Q4 2020. 368 funds tracked by Wall St. Rank hold COUP as of Q4 2022.

  • Personal Capital Advisors held 10,820 shares of Coupa Software Incorporated worth $857K as of Q4 2022.
  • Personal Capital Advisors bought 20 Coupa Software Incorporated shares in Q4 2022, an estimated $1.2K.
  • Coupa Software Incorporated made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #248 holding.
  • Personal Capital Advisors first reported a position in Coupa Software Incorporated in Q4 2017 and has held it in 20 quarters since.
  • Personal Capital Advisors's Coupa Software Incorporated position peaked at $3.76M in Q4 2020.
  • 368 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.