UBS O'Connor’s Coupa Software Incorporated COUP Stock Holding History

UBS O'Connor’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	-1,619,333	Closed	-$128M	–	837
2022 Q4	$128M	Buy	+1,619,333	New	+$96.9M	2.36%	8
2019 Q3	–	Sell	-32,900	Closed	-$4.17M	–	371
2019 Q2	$4.17M	Buy	+32,900	New	+$3.53M	0.08%	110

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 O'Connor's COUP Position: Q1 2023 in Review

UBS O'Connor sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 1,619,333 shares — an estimated $128M sold.

UBS O'Connor first reported a position in COUP in Q2 2019 and held it in 2 quarters. The position peaked at $128M in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

UBS O'Connor reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
UBS O'Connor sold 1,619,333 Coupa Software Incorporated shares in Q1 2023, an estimated $128M.
UBS O'Connor first reported a position in Coupa Software Incorporated in Q2 2019 and held it in 2 quarters.
UBS O'Connor's Coupa Software Incorporated position peaked at $128M in Q4 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on UBS O'Connor's 13F filing for Q1 2023, filed 15 May 2023.