Position in COIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$686,741
-$205,607 QoQ
Shares Held
3,933
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $66,298,306 across 6 Financial Data & Stock Exchanges names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
54,324 | $30,423,612 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
176,730 | $21,757,230 | |
| 3 | FDS |
Factset Research Systems Inc
|
54,429 | $12,523,024 | |
| 4 | CME |
Cme Group Inc.
|
3,007 | $664,035 | |
| 5 | SPGI |
S&P Global Inc.
|
1,281 | $493,599 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
1,800 | $436,806 |
All Filings in COIN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $686,741 | 3,933 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $892,348 | 3,946 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,352,659 | 4,008 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,386,888 | 3,957 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $602,116 | 3,496 | Shares | Defined | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||