RIM
COUP

Rockbridge Investment Management’s Coupa Software Incorporated COUP Stock Holding History

Rockbridge Investment 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
2022
Q2 		– Sell
-20
Closed -$2.06K – 823
2022
Q1 		$2.06K Hold
20
– – ﹤0.01% 699
2021
Q4 		$3K Sell
20
-10
-33% -$2.06K ﹤0.01% 710
2021
Q3 		$7K Hold
30
– – ﹤0.01% 576
2021
Q2 		$8K Hold
30
– – ﹤0.01% 563
2021
Q1 		$8K Hold
30
– – ﹤0.01% 539
2020
Q4 		$10K Buy
30
+10
+50% +$3.09K ﹤0.01% 507
2020
Q3 		$5K Buy
20
+5
+33% +$1.46K ﹤0.01% 532
2020
Q2 		$4K Buy
+15
New +$3.02K ﹤0.01% 523

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Rockbridge Investment Management's COUP Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Coupa Software Incorporated (COUP) in Q2 2022, closing a stake of 20 shares — an estimated $2.06K sold.

Rockbridge Investment Management first reported a position in COUP in Q2 2020 and held it in 8 quarters. The position peaked at $10K in Q4 2020. 355 funds tracked by Wall St. Rank hold COUP as of Q2 2022.

  • Rockbridge Investment Management reported no remaining Coupa Software Incorporated position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 20 Coupa Software Incorporated shares in Q2 2022, an estimated $2.06K.
  • Rockbridge Investment Management first reported a position in Coupa Software Incorporated in Q2 2020 and held it in 8 quarters.
  • Rockbridge Investment Management's Coupa Software Incorporated position peaked at $10K in Q4 2020.
  • 355 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.