SMDAM
COUP

Sumitomo Mitsui DS Asset Management’s Coupa Software Incorporated COUP Stock Holding History

Sumitomo Mitsui DS 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
-3,968
Closed -$233K – 780
2022
Q3 		$233K Buy
3,968
+52
+1% +$3.41K 0.01% 723
2022
Q2 		$224K Buy
3,916
+18
+0.5% +$1.39K 0.01% 728
2022
Q1 		$396K Sell
3,898
-38
-1% -$4.6K 0.01% 692
2021
Q4 		$622K Sell
3,936
-1
-0% -$206 0.01% 633
2021
Q3 		$862K Sell
3,937
-21
-0.5% -$4.93K 0.02% 538
2021
Q2 		$1.04M Sell
3,958
-11
-0.3% -$2.73K 0.02% 499
2021
Q1 		$1.01M Sell
3,969
-3
-0.1% -$945 0.03% 483
2020
Q4 		$1.35M Sell
3,972
-10
-0.3% -$3.09K 0.04% 389
2020
Q3 		$1.09M Buy
3,982
+316
+9% +$92.2K 0.03% 393
2020
Q2 		$1.01M Buy
+3,666
New +$738K 0.04% 390
2018
Q2 		– Sell
-49,800
Closed -$2.27M – 791
2018
Q1 		$2.27M Hold
49,800
– – 0.03% 345
2017
Q4 		$1.55M Hold
49,800
– – 0.02% 416
2017
Q3 		$1.55M Buy
49,800
+15,300
+44% +$466K 0.02% 382
2017
Q2 		$999K Buy
34,500
+13,900
+67% +$421K 0.02% 477
2017
Q1 		$523K Buy
20,600
+5,900
+40% +$151K 0.01% 660
2016
Q4 		$367K Buy
+14,700
New +$402K 0.01% 694

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

Sumitomo Mitsui DS Asset Management's COUP Position: Q4 2022 in Review

Sumitomo Mitsui DS Asset Management sold out of Coupa Software Incorporated (COUP) in Q4 2022, closing a stake of 3,968 shares — an estimated $233K sold.

Sumitomo Mitsui DS Asset Management first reported a position in COUP in Q4 2016 and held it in 16 quarters. The position peaked at $2.27M in Q1 2018. 368 funds tracked by Wall St. Rank hold COUP as of Q4 2022.

  • Sumitomo Mitsui DS Asset Management reported no remaining Coupa Software Incorporated position as of Q4 2022 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 3,968 Coupa Software Incorporated shares in Q4 2022, an estimated $233K.
  • Sumitomo Mitsui DS Asset Management first reported a position in Coupa Software Incorporated in Q4 2016 and held it in 16 quarters.
  • Sumitomo Mitsui DS Asset Management's Coupa Software Incorporated position peaked at $2.27M in Q1 2018.
  • 368 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2022.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q4 2022, filed 26 Jan 2023.