UBS Group’s Coupa Software Incorporated COUP Stock Holding History

UBS Group’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 Q2	–	Sell	-40,000	Closed	-$4.07M	–	11451
2022 Q1	$4.07M	Hold	40,000	–	–	﹤0.01%	2744
2021 Q4	$6.32M	Buy	+40,000	New	+$8.24M	﹤0.01%	2573
2020 Q1	–	Sell	-168,500	Closed	-$24.6M	–	8582
2019 Q4	$24.6M	Buy	+168,500	New	+$24.1M	0.01%	1226
2019 Q3	–	Sell	-110,100	Closed	-$13.9M	–	8378
2019 Q2	$13.9M	Buy	+110,100	New	+$11.8M	0.01%	1482

Other funds holding COUP

FCA

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

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

UBS Group's COUP Position: Q1 2023 in Review

UBS Group sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 245,269 shares — an estimated $19.4M sold.

UBS Group first reported a position in COUP in Q4 2016 and held it in 25 quarters. The position peaked at $19.4M in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

UBS Group reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
UBS Group sold 245,269 Coupa Software Incorporated shares in Q1 2023, an estimated $19.4M.
UBS Group first reported a position in Coupa Software Incorporated in Q4 2016 and held it in 25 quarters.
UBS Group's Coupa Software Incorporated position peaked at $19.4M in Q4 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.