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Bordeaux Wealth Advisors LLC

SEC CIK
0001821271
Latest filing
Aug 4, 2025

COUP holding history

Coupa Software Inc in every 13F filed by Bordeaux Wealth Advisors LLC, 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 2025 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 Bordeaux Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−98,521−100.0%Sold outHolders
Q4 202298,521$7.80M4.3%00.0%UnchangedHolders
Q3 202298,521$5.79M3.6%00.0%UnchangedHolders
Q2 202298,521$5.63M3.9%−300.0%ReducedHolders
Q1 202298,551$10.0M5.4%+50.0%AddedHolders
Q4 202198,546$15.6M7.2%+250.0%AddedHolders
Q3 202198,521$21.6M12.3%−3,800−3.7%ReducedHolders
Q2 2021102,321$26.8M15.4%−2,000−1.9%ReducedHolders
Q1 2021104,321$26.5M18.4%––Holders

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