Vanguard Personalized Indexing Management’s Coupa Software Incorporated COUP Stock Holding History

Vanguard Personalized Indexing 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
2023 Q1	–	Sell	-15,516	Closed	-$1.23M	–	1522
2022 Q4	$1.23M	Buy	15,516 +1,954	+14%	+$117K	0.05%	431
2022 Q3	$797K	Buy	13,562 +6,801	+101%	+$446K	0.04%	577
2022 Q2	$386K	Buy	6,761 +2,744	+68%	+$211K	0.02%	905
2022 Q1	$408K	Buy	4,017 +2,206	+122%	+$267K	0.02%	903
2021 Q4	$286K	Buy	+1,811	New	+$373K	0.02%	881
2021 Q3	–	Sell	-1,104	Closed	-$289K	–	1070
2021 Q2	$289K	Buy	1,104 +73	+7%	+$18.1K	0.03%	748
2021 Q1	$262K	Buy	+1,031	New	+$325K	0.04%	558

Other funds holding COUP

FCA

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Vanguard Personalized Indexing Management's COUP Position: Q1 2023 in Review

Vanguard Personalized Indexing Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 15,516 shares — an estimated $1.23M sold.

Vanguard Personalized Indexing Management first reported a position in COUP in Q1 2021 and held it in 7 quarters. The position peaked at $1.23M in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Vanguard Personalized Indexing Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 15,516 Coupa Software Incorporated shares in Q1 2023, an estimated $1.23M.
Vanguard Personalized Indexing Management first reported a position in Coupa Software Incorporated in Q1 2021 and held it in 7 quarters.
Vanguard Personalized Indexing Management's Coupa Software Incorporated position peaked at $1.23M in Q4 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2023, filed 10 May 2023.