Tarbox Family Office’s Coupa Software Incorporated COUP Stock Holding History

Tarbox Family Office’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 Q1	–	Sell	-13	Closed	-$2K	–	1169
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	961
2021 Q3	$3K	Hold	13	–	–	﹤0.01%	870
2021 Q2	$3K	Hold	13	–	–	﹤0.01%	876
2021 Q1	$3K	Hold	13	–	–	﹤0.01%	823
2020 Q4	$4K	Hold	13	–	–	﹤0.01%	637
2020 Q3	$4K	Hold	13	–	–	﹤0.01%	572
2020 Q2	$4K	Hold	13	–	–	﹤0.01%	574
2020 Q1	$2K	Hold	13	–	–	﹤0.01%	739
2019 Q4	$2K	Hold	13	–	–	﹤0.01%	887
2019 Q3	$2K	Buy	+13	New	+$1.8K	﹤0.01%	825

Other funds holding COUP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Tarbox Family Office's COUP Position: Q1 2022 in Review

Tarbox Family Office sold out of Coupa Software Incorporated (COUP) in Q1 2022, closing a stake of 13 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in COUP in Q3 2019 and held it in 10 quarters. The position peaked at $4K in Q4 2020. 404 funds tracked by Wall St. Rank hold COUP as of Q1 2022.

Tarbox Family Office reported no remaining Coupa Software Incorporated position as of Q1 2022 after selling out during the quarter.
Tarbox Family Office sold 13 Coupa Software Incorporated shares in Q1 2022, an estimated $2K.
Tarbox Family Office first reported a position in Coupa Software Incorporated in Q3 2019 and held it in 10 quarters.
Tarbox Family Office's Coupa Software Incorporated position peaked at $4K in Q4 2020.
404 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2022.

Based on Tarbox Family Office's 13F filing for Q1 2022, filed 25 Apr 2022.