Position in COIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$246,476
+$17,388 QoQ
Shares Held
1,686
+28.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#722
of 1,109 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026CI INVESTMENTS INC. holds $108,080,236 across 9 Financial Data & Stock Exchanges names. COIN ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
182,563 | $70,341,130 | |
| 2 | MCO |
Moodys Corp /De/
|
54,833 | $24,834,962 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
44,825 | $5,518,405 | |
| 4 | CME |
Cme Group Inc.
|
16,387 | $3,618,741 | |
| 5 | MSCI |
MSCI Inc.
|
2,183 | $1,222,567 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
11,158 | $879,473 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
3,384 | $821,195 | |
| 8 | FDS |
Factset Research Systems Inc
|
2,596 | $597,287 |
All Filings in COIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,476 | 1,686 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $229,088 | 1,312 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $258,478 | 1,143 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $387,776 | 1,149 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $432,504 | 1,234 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $220,454 | 1,280 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $310,375 | 1,250 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $256,742 | 1,441 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $291,121 | 1,310 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $200,430 | 756 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $152,527 | 877 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $72,602 | 967 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $69,618 | 973 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $52,839 | 782 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $52,483 | 1,483 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $58,298 | 904 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $37,521 | 798 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,037 | 16 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,366,997 | 45,041 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,242,287 | 45,025 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,398,500 | 45,000 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||