Sand Hill Global Advisors’s Coupa Software Incorporated COUP Stock Holding History

Sand Hill Global 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
2023 Q1	–	Sell	-7,820	Closed	-$619K	–	167
2022 Q4	$619K	Sell	7,820 -2,999	-28%	-$179K	0.03%	113
2022 Q3	$636K	Hold	10,819	–	–	0.04%	108
2022 Q2	$618K	Hold	10,819	–	–	0.04%	108
2022 Q1	$1.1M	Hold	10,819	–	–	0.06%	91
2021 Q4	$1.71M	Hold	10,819	–	–	0.1%	83
2021 Q3	$2.37M	Sell	10,819 -30	-0.3%	-$7.05K	0.14%	72
2021 Q2	$2.84M	Buy	+10,849	New	+$2.69M	0.17%	68
2017 Q3	–	Sell	-360,788	Closed	-$10.5M	–	114
2017 Q2	$10.5M	Buy	+360,788	New	+$10.9M	1.19%	17

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

Sand Hill Global Advisors's COUP Position: Q1 2023 in Review

Sand Hill Global Advisors sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 7,820 shares — an estimated $619K sold.

Sand Hill Global Advisors first reported a position in COUP in Q2 2017 and held it in 8 quarters. The position peaked at $10.5M in Q2 2017. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Sand Hill Global Advisors reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Sand Hill Global Advisors sold 7,820 Coupa Software Incorporated shares in Q1 2023, an estimated $619K.
Sand Hill Global Advisors first reported a position in Coupa Software Incorporated in Q2 2017 and held it in 8 quarters.
Sand Hill Global Advisors's Coupa Software Incorporated position peaked at $10.5M in Q2 2017.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Sand Hill Global Advisors's 13F filing for Q1 2023, filed 12 May 2023.