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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

COUP holding history

Coupa Software Inc in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COUP overviewAll 13F holders of COUPFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of COUP by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−15,520−100.0%Sold outHolders
Q4 202215,520$1.23M<0.1%+5,314+52.1%AddedHolders
Q3 202210,206$600.0K<0.1%+9,235+951.1%AddedHolders
Q2 2022971$55.0K<0.1%−3,223−76.8%ReducedHolders
Q1 20224,194$426.0K<0.1%+515+14.0%AddedHolders
Q4 20213,679$581.0K<0.1%+3,201+669.7%AddedHolders
Q3 2021478$105.0K<0.1%+50+11.7%AddedHolders
Q2 2021428$112.0K<0.1%−197−31.5%ReducedHolders
Q1 2021625$159.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.