WCMNY
COUP

Westchester Capital Management (New York)’s Coupa Software Incorporated COUP Stock Holding History

Westchester Capital Management (New York)’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
-331,749
Closed -$26.3M – 486
2022
Q4 		$26.3M Buy
+331,749
New +$19.8M 0.72% 23

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

Westchester Capital Management (New York)'s COUP Position: Q1 2023 in Review

Westchester Capital Management (New York) sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 331,749 shares — an estimated $26.3M sold.

Westchester Capital Management (New York) first reported a position in COUP in Q4 2022 and held it in 1 quarter. The position peaked at $26.3M in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Westchester Capital Management (New York) reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 331,749 Coupa Software Incorporated shares in Q1 2023, an estimated $26.3M.
  • Westchester Capital Management (New York) first reported a position in Coupa Software Incorporated in Q4 2022 and held it in 1 quarter.
  • Westchester Capital Management (New York)'s Coupa Software Incorporated position peaked at $26.3M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2023, filed 15 May 2023.