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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, Q3 2021

Institutional positions in Coupa Software Inc as of Sep 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
460
−11 vs. Q2 2021
Shares held
76.4M
+1.50M (+2.0%) vs. Q2 2021
Total value
$16.7B
−$2.87B (−14.6%) vs. Q2 2021
New holders
70
172 more added
Sold out
81
146 more reduced

3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 460 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 heldQ3 2021: $16.7B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Coupa Software Inc; share changes are against Q2 2021.

Institutions holding COUP in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Security National Trust Co700$183.0K0.04%00.0%Unchanged
Toroso Investments, LLC931$204.0K0.01%+140+17.7%Added
Stonnington Group, LLC917$205.0K0.05%−635−40.9%Reduced
Tokio Marine Asset Management Co Ltd936$205.0K0.02%+152+19.4%Added
Two Sigma Securities, LLC957$210.0K0.04%−825−46.3%Reduced
Symmetry Partners, LLC1,002$215.0K0.01%−475−32.2%Reduced
Livforsakringsbolaget Skandia, Omsesidigt1,000$219.0K0.01%00.0%Unchanged
CPWM, LLC1,000$219.0K0.02%00.0%Unchanged
State of Wyoming1,001$219.0K0.14%+348+53.3%Added
Intersect Capital LLC1,010$221.0K0.04%00.0%Unchanged
Signaturefd, LLC1,011$222.0K0.01%+384+61.2%Added
Steward Partners Investment Advisory, LLC1,013$222.0K0.00%+447+79.0%Added
KG&L Capital Management,LLC1,020$224.0K0.10%+1,020New
Corient Capital Partners, LLC1,029$226.0K0.02%−258−20.0%Reduced
World Asset Management Inc1,045$229.0K0.02%−112−9.7%Reduced
B. Metzler seel. Sohn & Co. Holding AG1,045$229.0K0.00%00.0%Unchanged
Aristotle Atlantic Partners, LLC1,048$230.0K0.02%−80,767−98.7%Reduced
Simplex Trading, LLC890$233.0K0.01%−473−34.7%Reduced
Vestcor Inc1,077$236.0K0.01%−134−11.1%Reduced
Regal Investment Advisors LLC1,087$238.0K0.02%+1,087New
Abbrea Capital, LLC1,089$239.0K0.04%+174+19.0%Added
Banque Cantonale Vaudoise1,100$241.0K0.01%00.0%Unchanged
Evolution Wealth Advisors, LLC1,105$242.0K0.05%+235+27.0%Added
Azzad Asset Management Inc1,120$245.5K0.04%−13−1.1%Reduced
Peapack Gladstone Financial Corp1,125$247.0K0.01%+175+18.4%Added
Cetera Advisor Networks LLC1,152$252.0K0.00%−850−42.5%Reduced
Allstate Corp1,167$256.0K0.01%+351+43.0%Added
Silvercrest Asset Management Group LLC1,215$266.0K0.00%−83−6.4%Reduced
Engineers Gate Manager LP1,236$271.0K0.02%+1,236New
Fulcrum Asset Management LLP–$273.0K0.13%–New
Davenport & Co LLC1,249$274.0K0.00%+1,249New
Manufacturers Life Insurance Company, The1,333$292.0K0.00%−807−37.7%Reduced
American International Group, Inc.1,437$315.0K0.00%−110−7.1%Reduced
First Republic Investment Management, Inc.1,445$317.0K0.00%−29−2.0%Reduced
Bayesian Capital Management, LP1,467$322.0K0.09%+1,467New
Malaga Cove Capital, LLC1,497$328.0K0.14%+1,497New
Zevenbergen Capital Investments LLC1,505$330.0K0.01%−112,444−98.7%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital1,558$341.0K0.00%+1,558New
Voya Financial Advisors, Inc.1,588$344.0K0.04%+1,588New
Darwin Advisors, LLC1,578$346.0K0.06%+541+52.2%Added
Quantamental Technologies LLC1,639$359.0K0.24%+1,639New
Seeyond1,660$363.0K0.04%−17−1.0%Reduced
Rockefeller Capital Management L.P.1,660$363.0K0.00%+155+10.3%Added
Landsberg, Bennett, & Dubbaneh LLC1,653$366.0K0.05%+1,653New
Conestoga Capital Advisors, LLC1,755$385.0K0.01%+30+1.7%Added
Equitable Trust Co1,764$387.0K0.02%+591+50.4%Added
Clarius Group, LLC1,799$394.0K0.04%00.0%Unchanged
Conway Capital Management, Inc.1,825$400.0K0.27%−100−5.2%Reduced
Silvant Capital Management LLC1,843$404.0K0.07%−510−21.7%Reduced
Wedbush Securities Inc1,841$404.0K0.02%+162+9.6%Added
Chicago Trust Co NA1,922$421.0K0.09%−1,637−46.0%Reduced
Shell Asset Management Co1,927$422.0K0.01%−135−6.5%Reduced
Redpoint Investment Management Pty Ltd1,940$425.0K0.04%00.0%Unchanged
Private Advisor Group, LLC1,961$430.0K0.00%+1,078+122.1%Added
Barbara Oil Co.1,965$431.0K0.20%00.0%Unchanged
IBM Retirement Fund2,071$454.0K0.04%00.0%Unchanged
Creative Planning2,186$479.0K0.00%+77+3.7%Added
Mackenzie Financial Corp2,238$491.0K0.00%+1,177+110.9%Added
AlphaCrest Capital Management LLC2,270$498.0K0.03%+2,270New
MML Investors Services, LLC2,341$513.0K0.00%+1,428+156.4%Added
ACT Capital Management, LLC2,400$526.0K0.27%+2,400New
Marshall Wace, LLP2,473$542.0K0.00%−20,468−89.2%Reduced
Needham Investment Management LLC2,500$548.0K0.07%00.0%Unchanged
Panagora Asset Management Inc2,567$563.0K0.00%−396−13.4%Reduced
Menlo Advisors LLC2,596$568.0K0.30%00.0%Unchanged
Advisory Services Network, LLC2,640$579.0K0.02%−958−26.6%Reduced
Prudential Financial Inc2,371$580.0K0.00%−561−19.1%Reduced
Virtue Capital Management, LLC2,661$583.0K0.10%+2,661New
Karani Asset Management LLC2,666$584.0K0.28%−32,856−92.5%Reduced
Commonwealth Equity Services, LLC2,695$590.0K0.00%+224+9.1%Added
Cutler Group LP2,701$592.0K0.04%+378+16.3%Added
Pier 88 Investment Partners LLC2,835$621.0K0.19%−5,800−67.2%Reduced
Stanley-Laman Group, Ltd.2,847$624.0K0.08%+2,847New
Grace Capital2,600$633.0K0.39%+500+23.8%Added
Kemnay Advisory Services Inc.2,919$640.0K0.08%+2,919New
Kestra Advisory Services, LLC2,928$642.0K0.01%−582−16.6%Reduced
M&T Bank Corp2,939$643.0K0.00%+711+31.9%Added
Occudo Quantitative Strategies LP2,991$656.0K0.08%−1,714−36.4%Reduced
Los Angeles Capital Management LLC2,999$657.0K0.00%−15,481−83.8%Reduced
Oak Ridge Investments LLC3,003$658.0K0.06%−24−0.8%Reduced
Archon Partners LLC3,000$658.0K0.09%00.0%Unchanged
CIBC Asset Management Inc3,006$659.0K0.00%+423+16.4%Added
Gluskin Sheff & Assoc Inc2,788$665.0K0.03%+2,788New
Verition Fund Management LLC3,069$673.0K0.01%−1,265−29.2%Reduced
Schroder Investment Management Group3,109$682.0K0.00%+459+17.3%Added
Guggenheim Capital LLC3,196$700.0K0.00%+708+28.5%Added
The PNC Financial Services Group, Inc.3,200$701.0K0.00%+1,392+77.0%Added
Evoke Wealth, LLC3,223$706.0K0.03%00.0%Unchanged
Bokf, NA3,262$715.0K0.01%+3,262New
Pearl River Capital, LLC3,286$720.0K0.20%+3,286New
Paloma Partners Management Co3,363$738.0K0.03%+1,969+141.2%Added
Grandview Asset Management LLC3,382$741.0K0.76%−110−3.2%Reduced
Prelude Capital Management, LLC3,389$743.0K0.04%−467−12.1%Reduced
Daiwa Securities Group Inc.3,430$752.0K0.00%−1,576−31.5%Reduced
Nordea Investment Management AB3,475$757.0K0.00%00.0%Unchanged
Capula Management Ltd3,520$772.0K0.06%+3,520New
Pier Capital, LLC3,547$777.0K0.08%−47−1.3%Reduced
Achmea Investment Management B.V.3,592$787.0K0.02%+128+3.7%Added
Oppenheimer & Co Inc3,593$788.0K0.01%−475−11.7%Reduced
Clearbridge Investments, LLC3,613$792.0K0.00%+493+15.8%Added