Wellington Management Group
COUP

Wellington Management Group’s Coupa Software Incorporated COUP Stock Holding History

Wellington Management Group’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
-26,565
Closed -$2.1M – 2149
2022
Q4 		$2.1M Buy
26,565
+15,982
+151% +$956K ﹤0.01% 1499
2022
Q3 		$623K Buy
10,583
+7,074
+202% +$463K ﹤0.01% 1739
2022
Q2 		$200K Buy
3,509
+1,415
+68% +$109K ﹤0.01% 2015
2022
Q1 		$213K Buy
+2,094
New +$253K ﹤0.01% 2066
2020
Q1 		– Sell
-10,547
Closed -$1.54M – 2095
2019
Q4 		$1.54M Buy
+10,547
New +$1.51M ﹤0.01% 1608
2019
Q3 		– Sell
-3,129
Closed -$396K – 2144
2019
Q2 		$396K Sell
3,129
-6,979
-69% -$749K ﹤0.01% 1939
2019
Q1 		$920K Sell
10,108
-39,116
-79% -$3.35M ﹤0.01% 1789
2018
Q4 		$3.09M Buy
49,224
+41,457
+534% +$2.62M ﹤0.01% 1516
2018
Q3 		$615K Sell
7,767
-10,084
-56% -$700K ﹤0.01% 1984
2018
Q2 		$1.11M Buy
+17,851
New +$949K ﹤0.01% 1867
2017
Q3 		– Sell
-74,695
Closed -$2.17M – 2318
2017
Q2 		$2.17M Buy
+74,695
New +$2.26M ﹤0.01% 1682

Other funds holding COUP

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

Wellington Management Group's COUP Position: Q1 2023 in Review

Wellington Management Group sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 26,565 shares — an estimated $2.1M sold.

Wellington Management Group first reported a position in COUP in Q2 2017 and held it in 11 quarters. The position peaked at $3.09M in Q4 2018. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Wellington Management Group reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Wellington Management Group sold 26,565 Coupa Software Incorporated shares in Q1 2023, an estimated $2.1M.
  • Wellington Management Group first reported a position in Coupa Software Incorporated in Q2 2017 and held it in 11 quarters.
  • Wellington Management Group's Coupa Software Incorporated position peaked at $3.09M in Q4 2018.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Wellington Management Group's 13F filing for Q1 2023, filed 12 May 2023.