Position in COIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$556,983
-$467,279 QoQ
Shares Held
3,810
-35.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#541
of 1,109 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $11,098,535 across 9 Financial Data & Stock Exchanges names. COIN ranks #8 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
8,648 | $3,332,200 | |
| 2 | MCO |
Moodys Corp /De/
|
3,260 | $1,476,519 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
11,888 | $1,463,531 | |
| 4 | CME |
Cme Group Inc.
|
5,919 | $1,307,092 | |
| 5 | MSCI |
MSCI Inc.
|
1,595 | $893,263 | |
| 6 | FDS |
Factset Research Systems Inc
|
3,789 | $871,773 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
8,908 | $702,128 | |
| 8 | COIN |
Coinbase Global, Inc.
This page
|
3,810 | $556,983 |
All Filings in COIN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,983 | 3,810 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,024,262 | 5,866 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $836,039 | 3,697 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,590,590 | 4,713 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,262,815 | 3,603 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $354,277 | 2,057 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $459,355 | 1,850 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $493,887 | 2,772 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $526,685 | 2,370 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $816,039 | 3,078 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $431,321 | 2,480 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $227,242 | 3,176 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $228,454 | 3,381 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $202,515 | 4,307 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $798,930 | 4,208 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $543,352 | 2,153 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||