WRF
COUP

Waddell & Reed Financial’s Coupa Software Incorporated COUP Stock Holding History

Waddell & Reed Financial’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
2019
Q4 		– Sell
-72,774
Closed -$9.43M – 474
2019
Q3 		$9.43M Buy
72,774
+16
+0% +$2.21K 0.02% 393
2019
Q2 		$9.21M Sell
72,758
-97,413
-57% -$10.5M 0.02% 413
2019
Q1 		$15.5M Buy
+170,171
New +$14.6M 0.04% 384

Other funds holding COUP

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 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

Waddell & Reed Financial's COUP Position: Q4 2019 in Review

Waddell & Reed Financial sold out of Coupa Software Incorporated (COUP) in Q4 2019, closing a stake of 72,774 shares — an estimated $9.43M sold.

Waddell & Reed Financial first reported a position in COUP in Q1 2019 and held it in 3 quarters. The position peaked at $15.5M in Q1 2019. 326 funds tracked by Wall St. Rank hold COUP as of Q4 2019.

  • Waddell & Reed Financial reported no remaining Coupa Software Incorporated position as of Q4 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 72,774 Coupa Software Incorporated shares in Q4 2019, an estimated $9.43M.
  • Waddell & Reed Financial first reported a position in Coupa Software Incorporated in Q1 2019 and held it in 3 quarters.
  • Waddell & Reed Financial's Coupa Software Incorporated position peaked at $15.5M in Q1 2019.
  • 326 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2019.

Based on Waddell & Reed Financial's 13F filing for Q4 2019, filed 14 Feb 2020.