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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 1 | $3.01K |
| Q1 2023 | 3 | $5.14K |
| Q4 2022 | 369 | $5.97B |
| Q3 2022 | 357 | $4.49B |
| Q2 2022 | 356 | $4.36B |
| Q1 2022 | 404 | $7.54B |
| Q4 2021 | 459 | $12.0B |
| Q3 2021 | 460 | $16.7B |
| Q2 2021 | 474 | $19.6B |
| Q1 2021 | 482 | $19.2B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Coupa Software Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 65 | $10.0K | 0.00% | −15−18.8% | Reduced |
| Financial Management Professionals, Inc. | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 55 | $9.00K | 0.00% | −360−86.7% | Reduced |
| Pittenger & Anderson Inc | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 52 | $8.00K | 0.00% | +1+2.0% | Added |
| Carmichael Hill & Associates, Inc. | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 53 | $8.00K | 0.00% | +43+430.0% | Added |
| CWM, LLC | 49 | $8.00K | 0.00% | +49 | New |
| Earnest Partners LLC | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 44 | $7.00K | 0.00% | +44 | New |
| Covestor Ltd | 43 | $7.00K | 0.01% | +43 | New |
| Hartford Financial Management Inc. | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 36 | $6.00K | 0.00% | −1−2.7% | Reduced |
| Stephens Inc | 35 | $6.00K | 0.00% | +10+40.0% | Added |
| Surevest, LLC | 40 | $6.00K | 0.00% | +40 | New |
| Motley Fool Asset Management LLC | 34 | $5.00K | 0.00% | +34 | New |
| Confluence Wealth Services, Inc. | 32 | $5.00K | 0.00% | +32 | New |
| IFP Advisors, Inc | 13 | $4.00K | 0.00% | −186−93.5% | Reduced |
| Rockbridge Investment Management, LCC | 20 | $3.00K | 0.00% | −10−33.3% | Reduced |
| AdvisorNet Financial, Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 19 | $3.00K | 0.00% | +3+18.8% | Added |
| Bell Investment Advisors, Inc | 20 | $3.00K | 0.00% | +1+5.3% | Added |
| Fifth Third Bancorp | 21 | $3.00K | 0.00% | +20+2,000.0% | Added |
| Robeco Institutional Asset Management B.V. | 18 | $3.00K | 0.00% | +18 | New |
| Bogart Wealth, LLC | 19 | $3.00K | 0.00% | +19 | New |
| Larson Financial Group LLC | 20 | $3.00K | 0.00% | +20 | New |
| CVA Family Office, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Curi Capital | 21 | $3.00K | 0.00% | +21 | New |
| Koshinski Asset Management, Inc. | 16 | $2.53K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 16 | $2.53K | 0.00% | +16 | New |
| Absolute Capital Management, LLC | 16 | $2.53K | 0.00% | +16 | New |
| Glassman Wealth Services | 13 | $2.00K | 0.00% | −8−38.1% | Reduced |
| Parkside Financial Bank & Trust | 11 | $2.00K | 0.00% | −3−21.4% | Reduced |
| Tarbox Family Office, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 15 | $2.00K | 0.00% | +15 | New |
| Clean Yield Group | 10 | $2.00K | 0.00% | +10 | New |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | −34−81.0% | Reduced |
| Ci Investments Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $1.00K | 0.00% | +4 | New |
| Massmutual Trust Co FSB | 4 | $1.00K | 0.00% | +4 | New |
| Reilly Financial Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| JNBA Financial Advisors | 6 | $1.00K | 0.00% | +6 | New |
| Ellevest, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Cornerstone Advisory, LLC | 7 | $1.00K | 0.00% | +7 | New |
| West Paces Advisors Inc. | 5 | $790 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3 | $474 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $0 | 0.00% | −20−90.9% | Reduced |
| Private Capital Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Mach-1 Financial Group, Inc. | 3 | $0 | 0.00% | +3 | New |
| Schubert & Co | 3 | $0 | 0.00% | +3 | New |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −4,566,251−100.0% | Sold out |
| Tybourne Capital Management (HK) Ltd | 0 | $0 | 0.00% | −1,003,150−100.0% | Sold out |
| Pelham Capital Ltd. | 0 | $0 | 0.00% | −398,735−100.0% | Sold out |
| Sands Capital Management, LLC | 0 | $0 | 0.00% | −230,192−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −200,280−100.0% | Sold out |
| Glynn Capital Management LLC | 0 | $0 | 0.00% | −142,469−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −115,001−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −112,258−100.0% | Sold out |
| Cadian Capital Management, LP | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Steadview Capital Management LLC | 0 | $0 | 0.00% | −104,200−100.0% | Sold out |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −51,084−100.0% | Sold out |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −46,000−100.0% | Sold out |
| Alpha Family Trust | 0 | $0 | 0.00% | −39,700−100.0% | Sold out |
| NZS Capital, LLC | 0 | $0 | 0.00% | −26,092−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Evolutionary Tree Capital Management, LLC | 0 | $0 | 0.00% | −24,266−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −22,364−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −21,137−100.0% | Sold out |
| Wisconsin Capital Management LLC | 0 | $0 | 0.00% | −19,535−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −18,269−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −14,856−100.0% | Sold out |
| Mathes Company, Inc. | 0 | $0 | 0.00% | −13,853−100.0% | Sold out |
| Precept Management LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,605−100.0% | Sold out |
| Bedell Frazier Investment Counseling, LLC | 0 | $0 | 0.00% | −8,447−100.0% | Sold out |
| Tiger Management L.L.C. | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Codex Capital, L.L.C. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −6,725−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,354−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −5,379−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −4,880−100.0% | Sold out |
| Ridgecrest Wealth Partners, LLC | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| B. Riley Wealth Management, Inc. | 0 | $0 | 0.00% | −3,631−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,389−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −3,382−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |