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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, Q2 2021

Institutional positions in Coupa Software Inc as of Jun 30, 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
474
−6 vs. Q1 2021
Shares held
74.9M
−77.0K (−0.1%) vs. Q1 2021
Total value
$19.6B
+$528.6M (+2.8%) vs. Q1 2021
New holders
77
165 more added
Sold out
83
161 more reduced

2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 474 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 heldQ2 2021: $19.6B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Coupa Software Inc; share changes are against Q1 2021.

Institutions holding COUP in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
STRS Ohio749$196.0K0.00%−5,101−87.2%Reduced
Two Sigma Investments, LP770$202.0K0.00%+770New
Tokio Marine Asset Management Co Ltd784$205.0K0.02%+784New
Toroso Investments, LLC791$207.0K0.01%+791New
Prio Wealth Limited Partnership800$210.0K0.01%00.0%Unchanged
Fort Point Capital Partners LLC800$210.0K0.04%+800New
Allstate Corp816$214.0K0.01%−76−8.5%Reduced
Charles Schwab Trust Co842$221.0K0.04%00.0%Unchanged
Sigma Planning Corp870$228.0K0.01%+870New
Evolution Wealth Advisors, LLC870$228.0K0.05%+870New
Private Advisor Group, LLC883$232.0K0.00%−136−13.3%Reduced
MML Investors Services, LLC913$239.0K0.00%−224−19.7%Reduced
Moody Aldrich Partners LLC910$239.0K0.03%−13−1.4%Reduced
Abbrea Capital, LLC915$240.0K0.04%00.0%Unchanged
Kingsview Wealth Management, LLC948$249.0K0.01%+75+8.6%Added
Peapack Gladstone Financial Corp950$249.0K0.01%+950New
MUFG Securities EMEA plc964$253.0K0.00%+964New
Sandbox Financial Partners, LLC990$259.0K0.19%+990New
CPWM, LLC1,000$262.0K0.02%−2,005−66.7%Reduced
Livforsakringsbolaget Skandia, Omsesidigt1,000$262.0K0.02%00.0%Unchanged
QCM Cayman, Ltd.998$262.0K0.68%+998New
Intersect Capital LLC1,010$265.0K0.05%−1−0.1%Reduced
New England Research & Management, Inc.1,025$269.0K0.14%+1,025New
Darwin Advisors, LLC1,037$272.0K0.04%+1,037New
B. Metzler seel. Sohn & Co. Holding AG1,045$274.0K0.00%+50+5.0%Added
Mackenzie Financial Corp1,061$278.0K0.00%−2,012−65.5%Reduced
Banque Cantonale Vaudoise1,100$289.0K0.01%00.0%Unchanged
JustInvest LLC1,104$289.0K0.03%+73+7.1%Added
Standard Family Office LLC1,112$291.0K0.06%−3−0.3%Reduced
Azzad Asset Management Inc1,133$297.0K0.04%+35+3.2%Added
Twin Tree Management, LP1,152$302.0K0.01%+1,152New
World Asset Management Inc1,157$303.0K0.03%−48−4.0%Reduced
B. Riley Wealth Management, Inc.1,166$306.0K0.03%−48−4.0%Reduced
Equitable Trust Co1,173$307.0K0.02%−56−4.6%Reduced
NuWave Investment Management, LLC1,203$315.0K0.35%−2,582−68.2%Reduced
National Asset Management, Inc.1,206$315.0K0.01%−46−3.7%Reduced
Vestcor Inc1,211$317.0K0.01%+1,211New
Corient Capital Partners, LLC1,287$337.0K0.02%+67+5.5%Added
Wealthfront Advisers LLC1,291$338.0K0.00%+1,291New
Silvercrest Asset Management Group LLC1,298$340.0K0.00%−3−0.2%Reduced
Vestmark Advisory Solutions, Inc.1,306$342.0K0.02%00.0%Unchanged
NewEdge Wealth, LLC1,306$342.0K0.03%00.0%Unchanged
Oppenheimer Asset Management Inc.1,354$356.0K0.01%−531−28.2%Reduced
Simplex Trading, LLC1,363$357.0K0.01%+473+53.1%Added
Vontobel Holding Ltd.1,337$361.0K0.00%−681−33.7%Reduced
Paloma Partners Management Co1,394$365.0K0.01%−214−13.3%Reduced
Harbour Investments, Inc.1,394$365.0K0.01%+24+1.8%Added
First Republic Investment Management, Inc.1,474$386.0K0.00%−1,025−41.0%Reduced
Symmetry Partners, LLC1,477$387.0K0.03%−259−14.9%Reduced
Rockefeller Capital Management L.P.1,505$394.0K0.00%−9,891−86.8%Reduced
Legato Capital Management LLC1,532$402.0K0.06%+1,532New
American International Group, Inc.1,547$405.0K0.00%−15−1.0%Reduced
Pitcairn Co1,574$413.0K0.03%−108−6.4%Reduced
Stonnington Group, LLC1,552$420.0K0.09%+1,552New
Alpha Paradigm Partners, LLC1,636$429.0K0.16%+1,636New
Seeyond1,677$439.0K0.04%+7+0.4%Added
Wedbush Securities Inc1,679$440.0K0.02%+1,679New
Conestoga Capital Advisors, LLC1,725$452.0K0.01%+655+61.2%Added
Two Sigma Securities, LLC1,782$467.0K0.12%+1,782New
Clarius Group, LLC1,799$472.0K0.04%+50+2.9%Added
The PNC Financial Services Group, Inc.1,808$473.0K0.00%+383+26.9%Added
Vident Investment Advisory, LLC1,908$500.0K0.02%+131+7.4%Added
Conway Capital Management, Inc.1,925$504.6K0.34%−150−7.2%Reduced
Redpoint Investment Management Pty Ltd1,940$508.0K0.04%+465+31.5%Added
BP PLC1,957$513.0K0.02%00.0%Unchanged
Swedbank AB1,960$513.7K0.00%00.0%Unchanged
Barbara Oil Co.1,965$515.0K0.24%00.0%Unchanged
SG3 Management, LLC2,000$524.0K0.22%+2,000New
Cetera Advisor Networks LLC2,002$525.0K0.01%+2,002New
Shell Asset Management Co2,062$540.0K0.01%−326−13.7%Reduced
IBM Retirement Fund2,071$543.0K0.04%−288−12.2%Reduced
Grace Capital2,100$550.0K0.37%−500−19.2%Reduced
Creative Planning2,109$553.0K0.00%−318−13.1%Reduced
Comerica Bank2,636$554.0K0.00%+494+23.1%Added
Manufacturers Life Insurance Company, The2,140$561.0K0.00%+807+60.5%Added
Healthcare of Ontario Pension Plan Trust Fund2,168$568.0K0.00%+541+33.3%Added
M&T Bank Corp2,228$584.0K0.00%−19−0.8%Reduced
Cutler Group LP2,323$608.0K0.05%+1,223+111.2%Added
Silvant Capital Management LLC2,353$617.0K0.10%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,400$629.1K0.00%−40−1.6%Reduced
Commonwealth Equity Services, LLC2,471$647.0K0.00%+343+16.1%Added
Guggenheim Capital LLC2,488$652.0K0.00%−200−7.4%Reduced
Needham Investment Management LLC2,500$655.0K0.10%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S2,536$665.0K0.03%+2,536New
Steel Peak Wealth Management LLC2,570$674.0K0.05%+839+48.5%Added
CIBC Asset Management Inc2,583$677.0K0.00%+7+0.3%Added
Menlo Advisors LLC2,596$680.0K0.37%00.0%Unchanged
Schroder Investment Management Group2,650$694.0K0.00%+963+57.1%Added
Harvest Investment Services, LLC2,847$746.0K0.31%−261−8.4%Reduced
Mirabella Financial Services LLP2,847$746.0K0.14%+2,847New
Prudential Financial Inc2,932$769.0K0.00%−650−18.1%Reduced
Panagora Asset Management Inc2,963$777.0K0.00%+1,397+89.2%Added
Archon Partners LLC3,000$786.0K0.10%00.0%Unchanged
BW Gestao de Investimentos Ltda.3,000$786.3K0.28%+3,000New
K.J. Harrison & Partners Inc3,000$787.0K0.11%+3,000New
Oak Ridge Investments LLC3,027$793.0K0.07%+44+1.5%Added
Clearbridge Investments, LLC3,120$818.0K0.00%+3,120New
HighTower Advisors, LLC3,115$819.0K0.00%−2,946−48.6%Reduced
Evoke Wealth, LLC3,223$845.0K0.03%00.0%Unchanged
Point72 Hong Kong Ltd3,335$874.0K0.06%−763−18.6%Reduced