SHGA
COUP

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 $589M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return