VFA
COUP

Valeo Financial Advisors’s Coupa Software Incorporated COUP Stock Holding History

Valeo 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
-293
Closed -$75K – 2021
2021
Q1 		$75K Sell
293
-27
-8% -$8.51K ﹤0.01% 714
2020
Q4 		$108K Buy
320
+85
+36% +$26.3K 0.01% 548
2020
Q3 		$64K Buy
235
+35
+18% +$10.2K 0.01% 587
2020
Q2 		$55K Hold
200
– – 0.01% 690
2020
Q1 		$27K Buy
200
+50
+33% +$7.74K ﹤0.01% 801
2019
Q4 		$22K Hold
150
– – ﹤0.01% 907
2019
Q3 		$19K Hold
150
– – ﹤0.01% 866
2019
Q2 		$19K Hold
150
– – ﹤0.01% 873
2019
Q1 		$14K Hold
150
– – ﹤0.01% 875
2018
Q4 		$9K Hold
150
– – ﹤0.01% 925
2018
Q3 		$10K Buy
+150
New +$10.4K ﹤0.01% 981

Other funds holding COUP

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BlackRock
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LPC
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Viking Global Investors
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Alkeon Capital Management
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State Street
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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