Stifel Financial
COUP

Stifel Financial’s Coupa Software Incorporated COUP Stock Holding History

Stifel Financial’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
-9,362
Closed -$741K – 3460
2022
Q4 		$741K Sell
9,362
-21
-0.2% -$1.26K ﹤0.01% 2223
2022
Q3 		$552K Sell
9,383
-49
-0.5% -$3.21K ﹤0.01% 2380
2022
Q2 		$539K Sell
9,432
-499
-5% -$38.5K ﹤0.01% 2415
2022
Q1 		$1.01M Sell
9,931
-6,632
-40% -$803K ﹤0.01% 2108
2021
Q4 		$2.62M Buy
16,563
+2,433
+17% +$501K ﹤0.01% 1437
2021
Q3 		$3.1M Buy
14,130
+2,058
+17% +$483K ﹤0.01% 1295
2021
Q2 		$3.16M Sell
12,072
-19,353
-62% -$4.79M ﹤0.01% 1285
2021
Q1 		$8M Buy
31,425
+1,178
+4% +$371K 0.01% 751
2020
Q4 		$10.3M Buy
30,247
+2,052
+7% +$634K 0.02% 596
2020
Q3 		$7.73M Buy
28,195
+1,405
+5% +$410K 0.02% 609
2020
Q2 		$7.42M Buy
26,790
+6,455
+32% +$1.3M 0.02% 594
2020
Q1 		$2.84M Buy
20,335
+2,498
+14% +$386K 0.01% 880
2019
Q4 		$2.61M Buy
17,837
+12,312
+223% +$1.76M 0.01% 1173
2019
Q3 		$719K Buy
5,525
+1,373
+33% +$190K ﹤0.01% 1964
2019
Q2 		$530K Buy
4,152
+53
+1% +$5.69K ﹤0.01% 2173
2019
Q1 		$370K Buy
4,099
+578
+16% +$49.5K ﹤0.01% 2237
2018
Q4 		$221K Buy
+3,521
New +$223K ﹤0.01% 2412

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
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

Stifel Financial's COUP Position: Q1 2023 in Review

Stifel Financial sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 9,362 shares — an estimated $741K sold.

Stifel Financial first reported a position in COUP in Q4 2018 and held it in 17 quarters. The position peaked at $10.3M in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Stifel Financial reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Stifel Financial sold 9,362 Coupa Software Incorporated shares in Q1 2023, an estimated $741K.
  • Stifel Financial first reported a position in Coupa Software Incorporated in Q4 2018 and held it in 17 quarters.
  • Stifel Financial's Coupa Software Incorporated position peaked at $10.3M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.