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 |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 388 | $31.0K | 0.00% | −19−4.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 367 | $29.1K | 0.00% | −166−31.1% | Reduced |
| Ellevest, Inc. | 319 | $25.3K | 0.00% | +170+114.1% | Added |
| Allworth Financial LP | 281 | $22.2K | 0.00% | +265+1,656.3% | Added |
| TD Waterhouse Canada Inc. | 207 | $22.2K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 272 | $21.5K | 0.01% | +272 | New |
| Kistler-Tiffany Companies, LLC | 245 | $19.4K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 244 | $19.0K | 0.00% | +244 | New |
| Versant Capital Management, Inc | 215 | $17.0K | 0.01% | +178+481.1% | Added |
| Cambridge Trust Co | 200 | $16.0K | 0.00% | +200 | New |
| FNY Investment Advisers, LLC | 200 | $15.0K | 0.02% | +200 | New |
| Riverview Trust Co | 170 | $13.0K | 0.01% | +170 | New |
| Covestor Ltd | 121 | $10.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 115 | $9.11K | 0.01% | +115 | New |
| Smithfield Trust Co | 100 | $8.00K | 0.00% | −25−20.0% | Reduced |
| 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 |
| EverSource Wealth Advisors, LLC | 95 | $7.52K | 0.00% | +95 | New |
| Abound Wealth Management | 93 | $7.36K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 89 | $7.05K | 0.00% | +71+394.4% | Added |
| Private Trust Co NA | 85 | $7.00K | 0.00% | +85 | New |
| Northwestern Mutual Wealth Management Co | 83 | $6.57K | 0.00% | −46−35.7% | Reduced |
| 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 |
| First Horizon Advisors, Inc. | 70 | $5.54K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 68 | $5.38K | 0.00% | +61+871.4% | Added |
| 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 |
| Caas Capital Management LP | 60 | $4.75K | 0.00% | +60 | New |
| 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 |
| Cedar Mountain Advisors, LLC | 50 | $3.96K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 50 | $3.96K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 46 | $3.64K | 0.00% | 00.0% | Unchanged |
| 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 |
| FinTrust Capital Advisors, LLC | 38 | $3.01K | 0.00% | +38 | New |
| Rockefeller Capital Management L.P. | 58 | $3.00K | 0.00% | −15−20.5% | Reduced |
| GWM Advisors LLC | 37 | $2.61K | 0.00% | +37 | New |
| AdvisorNet Financial, Inc | 30 | $2.38K | 0.00% | +10+50.0% | Added |
| Baker Avenue Asset Management, LP | 26 | $2.06K | 0.00% | +26 | New |
| Paragon Wealth Strategies, LLC | 26 | $2.06K | 0.00% | +26 | 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 |
| CoreCap Advisors, LLC | 23 | $1.82K | 0.00% | +23 | New |
| Comerica Securities,inc. | 22 | $1.74K | 0.00% | +22 | New |
| Allspring Global Investments Holdings, LLC | 22 | $1.74K | 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 |
| Crewe Advisors LLC | 19 | $1.50K | 0.00% | 00.0% | Unchanged |
| 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 |
| MB, Levis & Associates, LLC | 11 | $871 | 0.00% | +11 | New |
| State of Wyoming | 10 | $792 | 0.00% | +2+25.0% | Added |
| My Personal CFO, LLC | 9 | $713 | 0.00% | +9 | New |
| Farther Finance Advisors, LLC | 8 | $633 | 0.00% | +8 | New |
| Advisory Services Network, LLC | 7 | $554 | 0.00% | +7 | New |
| CVA Family Office, LLC | 5 | $396 | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 4 | $317 | 0.00% | +4 | New |
| Montag A & Associates Inc | 3 | $238 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $158 | 0.00% | 00.0% | Unchanged |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1 | $79 | 0.00% | +1 | New |
| 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 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −1,870,913−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,652,627−100.0% | Sold out |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −1,235,151−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −538,818−100.0% | Sold out |
| KCL Capital, L.P. | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −392,167−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −207,322−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −195,002−100.0% | Sold out |
| Stephens Investment Management Group LLC | 0 | $0 | 0.00% | −189,951−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −169,500−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −160,300−100.0% | Sold out |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −152,380−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −130,100−100.0% | Sold out |
| Bloom Tree Partners, LLC | 0 | $0 | 0.00% | −118,048−100.0% | Sold out |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −108,405−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −100,064−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −87,790−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −58,478−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −57,664−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −52,140−100.0% | Sold out |
| Iridian Asset Management LLC | 0 | $0 | 0.00% | −49,321−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −48,837−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −48,066−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −37,367−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −36,620−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −35,795−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −33,466−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −32,615−100.0% | Sold out |
| Taylor Frigon Capital Management LLC | 0 | $0 | 0.00% | −32,064−100.0% | Sold out |