Y-Intercept (HK)’s Coupa Software Incorporated COUP Stock Holding History

Y-Intercept (HK)’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	-3,729	Closed	-$295K	–	1665
2022 Q4	$295K	Buy	+3,729	New	+$223K	0.04%	662
2022 Q3	–	Sell	-8,225	Closed	-$470K	–	1367
2022 Q2	$470K	Buy	8,225 +6,248	+316%	+$481K	0.06%	447
2022 Q1	$201K	Buy	1,977 +124	+7%	+$15K	0.05%	624
2021 Q4	$293K	Buy	+1,853	New	+$382K	0.07%	406

Other funds holding COUP

FCA

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Y-Intercept (HK)'s COUP Position: Q1 2023 in Review

Y-Intercept (HK) sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 3,729 shares — an estimated $295K sold.

Y-Intercept (HK) first reported a position in COUP in Q4 2021 and held it in 4 quarters. The position peaked at $470K in Q2 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Y-Intercept (HK) reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Y-Intercept (HK) sold 3,729 Coupa Software Incorporated shares in Q1 2023, an estimated $295K.
Y-Intercept (HK) first reported a position in Coupa Software Incorporated in Q4 2021 and held it in 4 quarters.
Y-Intercept (HK)'s Coupa Software Incorporated position peaked at $470K in Q2 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Y-Intercept (HK)'s 13F filing for Q1 2023, filed 9 May 2023.