Ray Dalio’s Coupa Software Incorporated COUP Stock Holding History

Ray Dalio’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 Q3	–	Sell	-5,141	Closed	-$294K	–	1043
2022 Q2	$294K	Buy	+5,141	New	+$396K	﹤0.01%	947
2021 Q3	–	Sell	-3,888	Closed	-$1.02M	–	814
2021 Q2	$1.02M	Buy	+3,888	New	+$963K	0.01%	583

Other funds holding COUP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Ray Dalio's COUP Position: Q3 2022 in Review

Ray Dalio sold out of Coupa Software Incorporated (COUP) in Q3 2022, closing a stake of 5,141 shares — an estimated $294K sold.

Ray Dalio first reported a position in COUP in Q2 2021 and held it in 2 quarters. The position peaked at $1.02M in Q2 2021. 357 funds tracked by Wall St. Rank hold COUP as of Q3 2022.

Ray Dalio reported no remaining Coupa Software Incorporated position as of Q3 2022 after selling out during the quarter.
Ray Dalio sold 5,141 Coupa Software Incorporated shares in Q3 2022, an estimated $294K.
Ray Dalio first reported a position in Coupa Software Incorporated in Q2 2021 and held it in 2 quarters.
Ray Dalio's Coupa Software Incorporated position peaked at $1.02M in Q2 2021.
357 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2022.

Based on Bridgewater Associates's 13F filing for Q3 2022, filed 10 Nov 2022.