WFA
COUP

Wipfli Financial Advisors’s Coupa Software Incorporated COUP Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$59K Buy
+1,010
New +$66.2K ﹤0.01% 1000

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Wipfli Financial Advisors's COUP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Coupa Software Incorporated (COUP) in Q3 2022: 1,010 shares worth $59K. The stake represents ﹤0.01% of the portfolio and ranks #1000 among its holdings.

357 funds tracked by Wall St. Rank hold COUP as of Q3 2022.

  • Wipfli Financial Advisors held 1,010 shares of Coupa Software Incorporated worth $59K as of Q3 2022.
  • Coupa Software Incorporated was a new Wipfli Financial Advisors position in Q3 2022.
  • Coupa Software Incorporated made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1000 holding.
  • 357 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.