SAM
COUP

Shell Asset Management’s Coupa Software Incorporated COUP Stock Holding History

Shell Asset 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
Q4 		– Sell
-2,662
Closed -$157K – 1419
2022
Q3 		$157K Hold
2,662
– – 0.01% 1093
2022
Q2 		$152K Hold
2,662
– – ﹤0.01% 1187
2022
Q1 		$271K Hold
2,662
– – 0.01% 1079
2021
Q4 		$421K Buy
2,662
+735
+38% +$151K 0.01% 974
2021
Q3 		$422K Sell
1,927
-135
-7% -$31.7K 0.01% 941
2021
Q2 		$540K Sell
2,062
-326
-14% -$80.8K 0.01% 876
2021
Q1 		$608K Buy
2,388
+93
+4% +$29.3K 0.01% 768
2020
Q4 		$778K Buy
2,295
+888
+63% +$275K 0.02% 588
2020
Q3 		$386K Sell
1,407
-349
-20% -$102K 0.01% 791
2020
Q2 		$486K Sell
1,756
-3,292
-65% -$663K 0.01% 669
2020
Q1 		$705K Sell
5,048
-77
-2% -$11.9K 0.02% 531
2019
Q4 		$750K Sell
5,125
-136
-3% -$19.4K 0.02% 678
2019
Q3 		$682K Sell
5,261
-45
-0.8% -$6.23K 0.02% 730
2019
Q2 		$672K Buy
+5,306
New +$569K 0.01% 764

Other funds holding COUP

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return