SI
COUP

Stephens Inc’s Coupa Software Incorporated COUP Stock Holding History

Stephens Inc’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
-37
Closed -$2K – 1256
2022
Q3 		$2K Hold
37
– – ﹤0.01% 1202
2022
Q2 		$2K Buy
37
+2
+6% +$154 ﹤0.01% 1227
2022
Q1 		$4K Hold
35
– – ﹤0.01% 1317
2021
Q4 		$6K Buy
35
+10
+40% +$2.06K ﹤0.01% 1343
2021
Q3 		$5K Buy
25
+11
+79% +$2.58K ﹤0.01% 1351
2021
Q2 		$4K Sell
14
-8
-36% -$1.98K ﹤0.01% 1339
2021
Q1 		$6K Buy
22
+1
+5% +$315 ﹤0.01% 1302
2020
Q4 		$7K Hold
21
– – ﹤0.01% 1214
2020
Q3 		$6K Sell
21
-926
-98% -$270K ﹤0.01% 1176
2020
Q2 		$262K Sell
947
-333
-26% -$67.1K 0.01% 885
2020
Q1 		$179K Sell
1,280
-442
-26% -$68.4K ﹤0.01% 905
2019
Q4 		$252K Buy
1,722
+1,718
+42,950% +$245K 0.01% 933
2019
Q3 		$1K Buy
+4
New +$554 ﹤0.01% 1145

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Stephens Inc's COUP Position: Q4 2022 in Review

Stephens Inc sold out of Coupa Software Incorporated (COUP) in Q4 2022, closing a stake of 37 shares — an estimated $2K sold.

Stephens Inc first reported a position in COUP in Q3 2019 and held it in 13 quarters. The position peaked at $262K in Q2 2020. 368 funds tracked by Wall St. Rank hold COUP as of Q4 2022.

  • Stephens Inc reported no remaining Coupa Software Incorporated position as of Q4 2022 after selling out during the quarter.
  • Stephens Inc sold 37 Coupa Software Incorporated shares in Q4 2022, an estimated $2K.
  • Stephens Inc first reported a position in Coupa Software Incorporated in Q3 2019 and held it in 13 quarters.
  • Stephens Inc's Coupa Software Incorporated position peaked at $262K in Q2 2020.
  • 368 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2022.

Based on Stephens Inc's 13F filing for Q4 2022, filed 25 Jan 2023.