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 2022
Institutional positions in Coupa Software Inc as of Dec 31, 2022. 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
COUP is no longer listed, so this page shows Q4 2022. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 369
- +16 vs. Q3 2022
- Shares held
- 79.4M
- +3.23M (+4.2%) vs. Q3 2022
- Total value
- $5.97B
- +$1.49B (+33.2%) vs. Q3 2022
- New holders
- 132
- 89 more added
- Sold out
- 116
- 117 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Coupa Software Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 4 | $0 | 0.00% | −24−85.7% | Reduced |
| Ci Investments Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1 | $79 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 2 | $158 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3 | $238 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4 | $317 | 0.00% | +4 | New |
| CVA Family Office, LLC | 5 | $396 | 0.00% | +5 | New |
| Advisory Services Network, LLC | 7 | $554 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 8 | $633 | 0.00% | +8 | New |
| My Personal CFO, LLC | 9 | $713 | 0.00% | +9 | New |
| State of Wyoming | 10 | $792 | 0.00% | +2+25.0% | Added |
| MB, Levis & Associates, LLC | 11 | $871 | 0.00% | +11 | New |
| Umb Bank N A | 17 | $1.00K | 0.00% | −507−96.8% | Reduced |
| Ronald Blue Trust, Inc. | 15 | $1.00K | 0.00% | −29−65.9% | Reduced |
| Spire Wealth Management | 14 | $1.00K | 0.00% | −20−58.8% | Reduced |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 19 | $1.50K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.58K | 0.00% | −565−96.6% | Reduced |
| Institutional & Family Asset Management, LLC | 20 | $1.58K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 22 | $1.74K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 22 | $1.74K | 0.00% | +22 | New |
| CoreCap Advisors, LLC | 23 | $1.82K | 0.00% | +23 | New |
| Fuller & Thaler Asset Management, Inc. | 19 | $2.00K | 0.00% | −193,525−100.0% | Reduced |
| Toronto Dominion Bank | 25 | $2.00K | 0.00% | −60,945−100.0% | Reduced |
| Baker Avenue Asset Management, LP | 26 | $2.06K | 0.00% | +26 | New |
| Paragon Wealth Strategies, LLC | 26 | $2.06K | 0.00% | +26 | New |
| AdvisorNet Financial, Inc | 30 | $2.38K | 0.00% | +10+50.0% | Added |
| GWM Advisors LLC | 37 | $2.61K | 0.00% | +37 | New |
| Rockefeller Capital Management L.P. | 58 | $3.00K | 0.00% | −15−20.5% | Reduced |
| FinTrust Capital Advisors, LLC | 38 | $3.01K | 0.00% | +38 | New |
| Hartford Financial Management Inc. | 40 | $3.17K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 40 | $3.17K | 0.01% | +38+1,900.0% | Added |
| Earnest Partners LLC | 46 | $3.64K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 50 | $3.96K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 50 | $3.96K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 55 | $4.35K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 55 | $4.35K | 0.00% | +8+17.0% | Added |
| Caas Capital Management LP | 60 | $4.75K | 0.00% | +60 | New |
| IFP Advisors, Inc | 68 | $5.00K | 0.00% | −11−13.9% | Reduced |
| Capital Advisors, Ltd. LLC | 68 | $5.00K | 0.00% | +49+257.9% | Added |
| Money Concepts Capital Corp | 68 | $5.38K | 0.00% | +61+871.4% | Added |
| First Horizon Advisors, Inc. | 70 | $5.54K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 75 | $5.94K | 0.00% | −4−5.1% | Reduced |
| Credit Agricole S A | 75 | $5.94K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 75 | $5.94K | 0.00% | +33+78.6% | Added |
| Northwestern Mutual Wealth Management Co | 83 | $6.57K | 0.00% | −46−35.7% | Reduced |
| Private Trust Co NA | 85 | $7.00K | 0.00% | +85 | New |
| Bell Investment Advisors, Inc | 89 | $7.05K | 0.00% | +71+394.4% | Added |
| Abound Wealth Management | 93 | $7.36K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 95 | $7.52K | 0.00% | +95 | New |
| Adirondack Trust Co | 100 | $7.92K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $7.92K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $7.92K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 100 | $8.00K | 0.00% | −25−20.0% | Reduced |
| WR Wealth Planners, LLC | 115 | $9.11K | 0.01% | +115 | New |
| Covestor Ltd | 121 | $10.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 170 | $13.0K | 0.01% | +170 | New |
| FNY Investment Advisers, LLC | 200 | $15.0K | 0.02% | +200 | New |
| Cambridge Trust Co | 200 | $16.0K | 0.00% | +200 | New |
| Versant Capital Management, Inc | 215 | $17.0K | 0.01% | +178+481.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 244 | $19.0K | 0.00% | +244 | New |
| Kistler-Tiffany Companies, LLC | 245 | $19.4K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 272 | $21.5K | 0.01% | +272 | New |
| TD Waterhouse Canada Inc. | 207 | $22.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 281 | $22.2K | 0.00% | +265+1,656.3% | Added |
| Ellevest, Inc. | 319 | $25.3K | 0.00% | +170+114.1% | Added |
| Steward Partners Investment Advisory, LLC | 367 | $29.1K | 0.00% | −166−31.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 388 | $31.0K | 0.00% | −19−4.7% | Reduced |
| Cribstone Capital Management, LLC | 400 | $31.7K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 400 | $32.0K | 0.00% | +4+1.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 450 | $35.6K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 515 | $40.8K | 0.03% | −2,029−79.8% | Reduced |
| Leonteq Securities AG | 561 | $44.4K | 0.00% | +12+2.2% | Added |
| Advisors Asset Management, Inc. | 632 | $50.0K | 0.00% | −212−25.1% | Reduced |
| Lindbrook Capital, LLC | 653 | $51.7K | 0.01% | −35−5.1% | Reduced |
| Parallel Advisors, LLC | 712 | $56.4K | 0.00% | −28−3.8% | Reduced |
| Quadrant Capital Group LLC | 748 | $59.2K | 0.01% | +382+104.4% | Added |
| Meeder Asset Management Inc | 886 | $70.1K | 0.01% | +882+22,050.0% | Added |
| CWM, LLC | 978 | $77.0K | 0.00% | +523+114.9% | Added |
| Quent Capital, LLC | 979 | $77.5K | 0.01% | +824+531.6% | Added |
| American International Group, Inc. | 985 | $78.0K | 0.00% | −20−2.0% | Reduced |
| Belvedere Trading LLC | 1,440 | $114.0K | 0.07% | +1,440 | New |
| Yarbrough Capital, LLC | 1,580 | $125.1K | 0.01% | +1,580 | New |
| Nomura Asset Management Co Ltd | 2,053 | $162.5K | 0.00% | −13,616−86.9% | Reduced |
| Franklin Resources Inc | 2,219 | $175.7K | 0.00% | +172+8.4% | Added |
| Jump Financial, LLC | 2,576 | $203.9K | 0.01% | −38,667−93.8% | Reduced |
| Advisor Group Holdings, Inc. | 2,649 | $209.0K | 0.00% | −2,468−48.2% | Reduced |
| Ieq Capital, LLC | 2,680 | $212.2K | 0.01% | +2,680 | New |
| Clarius Group, LLC | 2,711 | $215.0K | 0.02% | +2,711 | New |
| Ethic Inc. | 2,726 | $215.8K | 0.01% | +2,726 | New |
| First Bank & Trust | 2,748 | $218.0K | 0.06% | −5,838−68.0% | Reduced |
| Virtu Financial LLC | 2,890 | $229.0K | 0.03% | +2,890 | New |
| Manufacturers Life Insurance Company, The | 2,931 | $232.0K | 0.00% | +2,931 | New |
| Quantinno Capital Management LP | 2,937 | $233.0K | 0.02% | −1,970−40.1% | Reduced |
| CI Private Wealth, LLC | 2,943 | $233.0K | 0.00% | +2,943 | New |
| Cannon Global Investment Management, LLC | 3,000 | $237.0K | 0.35% | +3,000 | New |
| MetLife Investment Management | 3,218 | $254.8K | 0.00% | −64−2.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,225 | $255.3K | 0.00% | +3,225 | New |
| Evoke Wealth, LLC | 3,242 | $256.7K | 0.01% | +30+0.9% | Added |