Taylor Frigon Capital Management’s Coupa Software Incorporated COUP Stock Holding History

Taylor Frigon Capital 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	-32,064	Closed	-$1.89M	–	90
2022 Q3	$1.89M	Buy	32,064 +198	+0.6%	+$13K	0.98%	41
2022 Q2	$1.82M	Buy	31,866 +777	+2%	+$59.9K	0.95%	43
2022 Q1	$3.16M	Buy	31,089 +10,876	+54%	+$1.32M	1.17%	37
2021 Q4	$3.19M	Buy	20,213 +71	+0.4%	+$14.6K	1%	39
2021 Q3	$4.42M	Buy	20,142 +100	+0.5%	+$23.5K	1.42%	31
2021 Q2	$5.25M	Buy	20,042 +3,583	+22%	+$888K	1.64%	29
2021 Q1	$4.19M	Buy	16,459 +7,623	+86%	+$2.4M	1.29%	38
2020 Q4	$3M	Buy	8,836 +322	+4%	+$99.6K	0.98%	45
2020 Q3	$2.33M	Buy	8,514 +119	+1%	+$34.7K	1.03%	44
2020 Q2	$2.33M	Buy	+8,395	New	+$1.69M	1.16%	39

Other funds holding COUP

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

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

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

JSP

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Taylor Frigon Capital Management's COUP Position: Q4 2022 in Review

Taylor Frigon Capital Management sold out of Coupa Software Incorporated (COUP) in Q4 2022, closing a stake of 32,064 shares — an estimated $1.89M sold.

Taylor Frigon Capital Management first reported a position in COUP in Q2 2020 and held it in 10 quarters. The position peaked at $5.25M in Q2 2021. 368 funds tracked by Wall St. Rank hold COUP as of Q4 2022.

Taylor Frigon Capital Management reported no remaining Coupa Software Incorporated position as of Q4 2022 after selling out during the quarter.
Taylor Frigon Capital Management sold 32,064 Coupa Software Incorporated shares in Q4 2022, an estimated $1.89M.
Taylor Frigon Capital Management first reported a position in Coupa Software Incorporated in Q2 2020 and held it in 10 quarters.
Taylor Frigon Capital Management's Coupa Software Incorporated position peaked at $5.25M in Q2 2021.
368 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2022.

Based on Taylor Frigon Capital Management's 13F filing for Q4 2022, filed 6 Feb 2023.