UCFA
COUP

United Capital Financial Advisors’s Coupa Software Incorporated COUP Stock Holding History

United Capital Financial Advisors’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
2021
Q2 		– Sell
-8,676
Closed -$2.21M – 1269
2021
Q1 		$2.21M Buy
8,676
+1,544
+22% +$486K 0.01% 490
2020
Q4 		$2.42M Buy
+7,132
New +$2.21M 0.01% 467

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

United Capital Financial Advisors's COUP Position: Q2 2021 in Review

United Capital Financial Advisors sold out of Coupa Software Incorporated (COUP) in Q2 2021, closing a stake of 8,676 shares — an estimated $2.21M sold.

United Capital Financial Advisors first reported a position in COUP in Q4 2020 and held it in 2 quarters. The position peaked at $2.42M in Q4 2020. 473 funds tracked by Wall St. Rank hold COUP as of Q2 2021.

  • United Capital Financial Advisors reported no remaining Coupa Software Incorporated position as of Q2 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,676 Coupa Software Incorporated shares in Q2 2021, an estimated $2.21M.
  • United Capital Financial Advisors first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 2 quarters.
  • United Capital Financial Advisors's Coupa Software Incorporated position peaked at $2.42M in Q4 2020.
  • 473 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2021.

Based on United Capital Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.