Westfield Capital Management’s Coupa Software Incorporated COUP Stock Holding History

Westfield Capital 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	-178,819	Closed	-$14.2M	–	262
2022 Q4	$14.2M	Sell	178,819 -199,329	-53%	-$11.9M	0.11%	166
2022 Q3	$22.2M	Sell	378,148 -1,284	-0.3%	-$84.1K	0.18%	162
2022 Q2	$21.7M	Buy	+379,432	New	+$29.2M	0.17%	164
2019 Q4	–	Sell	-162,244	Closed	-$21M	–	259
2019 Q3	$21M	Buy	+162,244	New	+$22.5M	0.17%	153

Other funds holding COUP

FCA

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

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

Westfield Capital Management's COUP Position: Q1 2023 in Review

Westfield Capital Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 178,819 shares — an estimated $14.2M sold.

Westfield Capital Management first reported a position in COUP in Q3 2019 and held it in 4 quarters. The position peaked at $22.2M in Q3 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Westfield Capital Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Westfield Capital Management sold 178,819 Coupa Software Incorporated shares in Q1 2023, an estimated $14.2M.
Westfield Capital Management first reported a position in Coupa Software Incorporated in Q3 2019 and held it in 4 quarters.
Westfield Capital Management's Coupa Software Incorporated position peaked at $22.2M in Q3 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

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