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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, Q4 2021

Institutional positions in Coupa Software Inc as of Dec 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
459
+8 vs. Q3 2021
Shares held
76.2M
−175.5K (−0.2%) vs. Q3 2021
Total value
$12.0B
−$4.71B (−28.1%) vs. Q3 2021
New holders
107
175 more added
Sold out
99
124 more reduced

9 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 459 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 heldQ4 2021: $12.0B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Coupa Software Inc; share changes are against Q3 2021.

Institutions holding COUP in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Harbour Investments, Inc.2$00.00%−20−90.9%Reduced
Private Capital Group, LLC2$00.00%00.0%Unchanged
JFS Wealth Advisors, LLC3$00.00%+3New
Capital Advisors, Ltd. LLC1$00.00%+1New
Mach-1 Financial Group, Inc.3$00.00%+3New
Schubert & Co3$00.00%+3New
Sutton Wealth Advisors Inc.3$4740.00%00.0%Unchanged
West Paces Advisors Inc.5$7900.00%00.0%Unchanged
Asset Dedication, LLC8$1.00K0.00%−34−81.0%Reduced
Ci Investments Inc.9$1.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd12$1.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC6$1.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC5$1.00K0.00%00.0%Unchanged
Burleson & Company, LLC6$1.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP4$1.00K0.00%+4New
Massmutual Trust Co FSB4$1.00K0.00%+4New
Reilly Financial Advisors, LLC5$1.00K0.00%+5New
JNBA Financial Advisors6$1.00K0.00%+6New
Ellevest, Inc.9$1.00K0.00%+9New
Cornerstone Advisory, LLC7$1.00K0.00%+7New
Glassman Wealth Services13$2.00K0.00%−8−38.1%Reduced
Parkside Financial Bank & Trust11$2.00K0.00%−3−21.4%Reduced
Tarbox Family Office, Inc.13$2.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC14$2.00K0.00%00.0%Unchanged
Cordasco Financial Network10$2.00K0.00%00.0%Unchanged
Northern Oak Wealth Management Inc15$2.00K0.00%+15New
Clean Yield Group10$2.00K0.00%+10New
Koshinski Asset Management, Inc.16$2.53K0.00%00.0%Unchanged
McDonald Partners LLC16$2.53K0.00%+16New
Absolute Capital Management, LLC16$2.53K0.00%+16New
Rockbridge Investment Management, LCC20$3.00K0.00%−10−33.3%Reduced
AdvisorNet Financial, Inc20$3.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC19$3.00K0.00%+3+18.8%Added
Bell Investment Advisors, Inc20$3.00K0.00%+1+5.3%Added
Fifth Third Bancorp21$3.00K0.00%+20+2,000.0%Added
Robeco Institutional Asset Management B.V.18$3.00K0.00%+18New
Bogart Wealth, LLC19$3.00K0.00%+19New
Larson Financial Group LLC20$3.00K0.00%+20New
CVA Family Office, LLC20$3.00K0.00%+20New
Curi Capital21$3.00K0.00%+21New
IFP Advisors, Inc13$4.00K0.00%−186−93.5%Reduced
Motley Fool Asset Management LLC34$5.00K0.00%+34New
Confluence Wealth Services, Inc.32$5.00K0.00%+32New
Hartford Financial Management Inc.40$6.00K0.00%00.0%Unchanged
HM Payson & Co36$6.00K0.00%−1−2.7%Reduced
Stephens Inc35$6.00K0.00%+10+40.0%Added
Surevest, LLC40$6.00K0.00%+40New
Earnest Partners LLC46$7.00K0.00%00.0%Unchanged
Cambridge Trust Co44$7.00K0.00%+44New
Covestor Ltd43$7.00K0.01%+43New
TCI Wealth Advisors, Inc.52$8.00K0.00%+1+2.0%Added
Carmichael Hill & Associates, Inc.50$8.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC50$8.00K0.00%00.0%Unchanged
NEXT Financial Group, Inc53$8.00K0.00%+43+430.0%Added
CWM, LLC49$8.00K0.00%+49New
Dark Forest Capital Management LP55$9.00K0.00%−360−86.7%Reduced
Pittenger & Anderson Inc60$9.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC65$10.0K0.00%−15−18.8%Reduced
Financial Management Professionals, Inc.65$10.0K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC70$11.0K0.01%+30+75.0%Added
Optiver Holding B.V.72$11.0K0.00%+72New
Credit Agricole S A75$12.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC77$12.0K0.00%+77New
Federation des caisses Desjardins du Quebec78$12.3K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC84$13.0K0.01%+84New
Newbridge Financial Services Group, Inc.97$15.0K0.01%+84+646.2%Added
Adirondack Trust Co100$16.0K0.01%00.0%Unchanged
Sterling Investment Advisors, Ltd.100$16.0K0.00%00.0%Unchanged
Macroview Investment Management LLC104$16.0K0.02%+102+5,100.0%Added
Aquatic Capital Management LLC100$16.0K0.03%+100New
Beaird Harris Wealth Management, LLC100$16.0K0.01%+100New
American Portfolios Advisors116$18.3K0.00%−3,912−97.1%Reduced
Geneos Wealth Management Inc.127$20.0K0.00%−20−13.6%Reduced
Pinnacle Bancorp, Inc.148$23.0K0.01%+72+94.7%Added
Harbor Investment Advisory, LLC153$24.0K0.00%−14−8.4%Reduced
Smithfield Trust Co155$25.0K0.00%+100+181.8%Added
Montag A & Associates Inc166$26.0K0.00%+128+336.8%Added
Fortitude Advisory Group L.L.C.165$26.0K0.01%+165New
Spire Wealth Management177$28.0K0.00%−85−32.4%Reduced
Sandy Cove Advisors, LLC190$30.0K0.03%+190New
HHM Wealth Advisors, LLC200$32.0K0.01%00.0%Unchanged
Standard Family Office LLC200$32.0K0.28%+200New
Kelly Financial Services LLC207$32.7K0.01%+90+76.9%Added
WD Rutherford LLC230$36.0K0.02%00.0%Unchanged
SRS Capital Advisors, Inc.226$36.0K0.00%+30+15.3%Added
Umb Bank N A235$37.0K0.00%+235New
Desjardins Global Asset Management Inc.235$37.0K0.00%+235New
Kistler-Tiffany Companies, LLC245$39.0K0.01%00.0%Unchanged
Acadian Asset Management LLC307$47.0K0.00%+307New
Baillie Gifford & Co309$49.0K0.00%−15−4.6%Reduced
Penserra Capital Management LLC329$51.0K0.00%+65+24.6%Added
Leonteq Securities AG342$54.1K0.00%−249−42.1%Reduced
GraniteShares Advisors LLC365$57.0K0.03%+365New
Migdal Insurance & Financial Holdings Ltd.381$62.0K0.00%−48−11.2%Reduced
Bank Julius Baer & Co. Ltd, Zurich402$63.0K0.00%+2+0.5%Added
Cribstone Capital Management, LLC400$63.0K0.03%00.0%Unchanged
Pacer Advisors, Inc.409$65.0K0.00%−213−34.2%Reduced
Lloyd Advisory Services, LLC.416$66.0K0.03%+102+32.5%Added
Parallel Advisors, LLC423$67.0K0.00%−111−20.8%Reduced
Northwestern Mutual Wealth Management Co426$67.0K0.00%−34−7.4%Reduced