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Coupa Software Inc

COUPDelisted Feb 28, 2023
Industry
Services-Prepackaged Software
SEC CIK
0001385867

Coupa Software Inc was delisted on Feb 28, 2023; its insiders filed their last Form 4 on Feb 28, 2023; 369 institutions reported holding it in 13F filings for Q4 2022, worth $5.97B in total; superinvestors Maverick Capital and Soros Fund Management held it.

13F holders, Q1 2021

Institutional positions in Coupa Software Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
482
No complete 13F data for Q4 2020
Shares held
75.3M
No complete 13F data for Q4 2020
Total value
$19.2B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting COUP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 482 institutions
Q1 2021: 482 institutionsQ2 2021: 474 institutionsQ3 2021: 460 institutionsQ4 2021: 459 institutionsQ1 2022: 404 institutionsQ2 2022: 356 institutionsQ3 2022: 357 institutionsQ4 2022: 369 institutionsQ1 2023: 3 institutionsQ2 2023: 1 institutionQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2021: $19.2B
Q1 2021: $19.2BQ2 2021: $19.6BQ3 2021: $16.7BQ4 2021: $12.0BQ1 2022: $7.54BQ2 2022: $4.36BQ3 2022: $4.49BQ4 2022: $5.97BQ1 2023: $5.14KQ2 2023: $3.01KQ3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding COUP and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20231$3.01K
Q1 20233$5.14K
Q4 2022369$5.97B
Q3 2022357$4.49B
Q2 2022356$4.36B
Q1 2022404$7.54B
Q4 2021459$12.0B
Q3 2021460$16.7B
Q2 2021474$19.6B
Q1 2021482$19.2B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Coupa Software Inc.

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

Institutions holding COUP in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Alpha DNA Investment Management LLC3$00.00%––
Financial Perspectives, Inc1,781$70.00%––
Ameritas Investment Company, LLC1$2540.00%––
Macroview Investment Management LLC2$1.00K0.00%––
Tradewinds Capital Management, LLC5$1.00K0.00%––
Institutional & Family Asset Management, LLC5$1.00K0.00%––
Newbridge Financial Services Group, Inc.5$1.00K0.00%––
ClariVest Asset Management LLC6$2.00K0.00%––
O'Shaughnessy Asset Management, LLC8$2.00K0.00%––
Parkside Financial Bank & Trust6$2.00K0.00%––
CWM, LLC7$2.00K0.00%––
NVWM, LLC7$2.00K0.00%––
Lindbrook Capital, LLC9$2.00K0.00%––
Allred Capital Management, LLC8$2.04K0.00%––
Kelly Financial Services LLC11$2.80K0.00%––
Berkshire Capital Holdings Inc10$3.00K0.00%––
Hudock, Inc.15$3.00K0.00%––
Tarbox Family Office, Inc.13$3.00K0.00%––
Glassman Wealth Services12$3.00K0.00%––
Turim 21 Investimentos Ltda.10$3.00K0.00%––
Zions Bancorporation, N.A.12$3.00K0.00%––
Harvest Fund Management Co., Ltd12$3.00K0.00%––
Fiduciary Planning LLC10$3.00K0.00%––
Enterprise Financial Services Corp14$4.00K0.00%––
BerganKDV Wealth Management, LLC16$4.00K0.00%––
Patriot Financial Group Insurance Agency, LLC14$4.00K0.00%––
Private Capital Group, LLC16$4.00K0.00%––
AdvisorNet Financial, Inc20$5.00K0.00%––
Capital Analysts, LLC20$5.00K0.00%––
Stephens Inc22$6.00K0.00%––
NEXT Financial Group, Inc23$6.00K0.00%––
First Horizon Advisors, Inc.28$7.00K0.00%––
FinTrust Capital Advisors, LLC31$8.00K0.00%––
Rockbridge Investment Management, LCC30$8.00K0.00%––
HM Payson & Co37$9.00K0.00%––
Meridian Wealth Partners, LLC36$9.00K0.00%––
Eudaimonia Partners, LLC36$9.00K0.00%––
Loomis Sayles & Co L P41$10.0K0.00%––
Hartford Financial Management Inc.40$10.0K0.00%––
Burleson & Company, LLC40$10.0K0.00%––
Moser Wealth Advisors, LLC40$10.0K0.01%––
Montag A & Associates Inc48$12.0K0.00%––
Earnest Partners LLC46$12.0K0.00%––
Liberty Wealth Management LLC38$12.0K0.01%––
Sandy Spring Bank51$13.0K0.00%––
Carmichael Hill & Associates, Inc.50$13.0K0.01%––
Cedar Mountain Advisors, LLC50$13.0K0.00%––
Smithfield Trust Co55$14.0K0.00%––
American Portfolios Advisors58$14.8K0.00%––
Pittenger & Anderson Inc60$15.0K0.00%––
Global Retirement Partners, LLC58$15.0K0.00%––
Fifth Third Bancorp66$17.0K0.00%––
Brewin Dolphin Wealth Management Ltd69$17.6K0.00%––
Whittier Trust Co69$18.0K0.00%––
TCI Wealth Advisors, Inc.71$18.0K0.01%––
Credit Agricole S A75$19.0K0.00%––
Wealthcare Advisory Partners LLC75$19.0K0.00%––
Berman Capital Advisors, LLC76$19.0K0.00%––
Benjamin F. Edwards & Company, Inc.78$20.0K0.00%––
International Assets Investment Management, LLC61$21.0K0.00%––
RMR Wealth Builders85$22.0K0.01%––
WealthShield Partners, LLC96$24.0K0.00%––
GPS Wealth Strategies Group, LLC98$24.0K0.01%––
Adirondack Trust Co100$25.0K0.01%––
Carroll Financial Associates, Inc.109$27.0K0.00%––
Arkadios Wealth Advisors108$27.0K0.00%––
Lloyd Advisory Services, LLC.105$27.0K0.01%––
Total Clarity Wealth Management, Inc.105$27.0K0.02%––
IFP Advisors, Inc119$31.0K0.00%––
Sterling Investment Advisors, Ltd.143$36.0K0.01%––
Lazard Asset Management LLC148$37.0K0.00%––
Northwestern Mutual Wealth Management Co155$39.0K0.00%––
Penserra Capital Management LLC171$43.0K0.00%––
Exchange Traded Concepts, LLC174$44.0K0.00%––
Prime Capital Investment Advisors, LLC187$48.0K0.00%––
Meeder Asset Management Inc194$50.0K0.00%––
Cullen/Frost Bankers, Inc.200$51.0K0.00%––
Saban Cheryl200$51.0K7.63%––
HHM Wealth Advisors, LLC200$51.0K0.02%––
Kistler-Tiffany Companies, LLC245$62.0K0.02%––
Quadrant Capital Group LLC262$67.0K0.01%––
Valeo Financial Advisors, LLC293$75.0K0.00%––
Geneos Wealth Management Inc.287$77.0K0.00%––
State of Wyoming333$85.0K0.14%––
Baillie Gifford & Co387$98.0K0.00%––
Fukoku Mutual Life Insurance Co400$102.0K0.01%––
Bank Julius Baer & Co. Ltd, Zurich401$102.0K0.00%––
Cribstone Capital Management, LLC400$102.0K0.07%––
Mine & Arao Wealth Creation & Management, LLC.400$102.0K0.07%––
Wolff Wiese Magana LLC425$108.0K0.08%––
WD Rutherford LLC445$113.0K0.07%––
Federation des caisses Desjardins du Quebec452$115.1K0.00%––
Castleark Management LLC455$116.0K0.00%––
Agf Investments Inc.558$142.0K0.00%––
Stelac Advisory Services LLC568$145.0K0.05%––
Nisa Investment Advisors, LLC615$157.0K0.00%––
Captrust Financial Advisors625$159.0K0.00%––
Signaturefd, LLC630$160.0K0.01%––
Migdal Insurance & Financial Holdings Ltd.631$161.0K0.00%––
Parallel Advisors, LLC683$174.0K0.01%––