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

Prelude 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	-108,735	Closed	-$8.61M	–	1647
2022 Q4	$8.61M	Buy	+108,735	New	+$6.51M	0.45%	25
2021 Q4	–	Sell	-3,389	Closed	-$698K	–	2369
2021 Q3	$743K	Sell	3,389 -467	-12%	-$110K	0.02%	699
2021 Q2	$1.01M	Sell	3,856 -848	-18%	-$210K	0.03%	606
2021 Q1	$1.2M	Sell	4,704 -695	-13%	-$219K	0.03%	531
2020 Q4	$1.83M	Buy	5,399 +3,305	+158%	+$1.02M	0.05%	319
2020 Q3	$574K	Buy	+2,094	New	+$611K	0.03%	406
2020 Q2	–	Sell	-1,451	Closed	-$203K	–	2332
2020 Q1	$203K	Buy	+1,451	New	+$224K	0.01%	441
2019 Q3	–	Sell	-63	Closed	-$8K	–	2183
2019 Q2	$8K	Buy	+63	New	+$6.76K	﹤0.01%	1450
2019 Q1	–	Sell	-2,593	Closed	-$163K	–	2311
2018 Q4	$163K	Buy	+2,593	New	+$164K	0.01%	793
2018 Q3	–	Sell	-175	Closed	-$11K	–	2131
2018 Q2	$11K	Buy	+175	New	+$9.31K	﹤0.01%	1477

Other funds holding COUP

FCA

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Prelude Capital Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 108,735 shares — an estimated $8.61M sold.

Prelude Capital Management first reported a position in COUP in Q2 2018 and held it in 10 quarters. The position peaked at $8.61M in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Prelude Capital Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Prelude Capital Management sold 108,735 Coupa Software Incorporated shares in Q1 2023, an estimated $8.61M.
Prelude Capital Management first reported a position in Coupa Software Incorporated in Q2 2018 and held it in 10 quarters.
Prelude Capital Management's Coupa Software Incorporated position peaked at $8.61M in Q4 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

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