Position in COIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$875,678
-$336,813 QoQ
Shares Held
5,990
-13.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#472
of 1,109 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $30,069,812 across 10 Financial Data & Stock Exchanges names. COIN ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
25,021 | $9,640,658 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
56,964 | $4,489,902 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
36,073 | $4,440,947 | |
| 4 | CME |
Cme Group Inc.
|
13,383 | $2,955,367 | |
| 5 | MCO |
Moodys Corp /De/
|
5,450 | $2,468,414 | |
| 6 | MSCI |
MSCI Inc.
|
4,162 | $2,330,886 | |
| 7 | FDS |
Factset Research Systems Inc
|
8,877 | $2,042,420 | |
| 8 | COIN |
Coinbase Global, Inc.
This page
|
5,990 | $875,678 |
All Filings in COIN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,678 | 5,990 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,212,491 | 6,944 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,457,698 | 6,446 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,537,249 | 7,518 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,736,223 | 10,660 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $1,384,729 | 8,040 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $2,488,710 | 10,023 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $1,087,727 | 6,105 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $1,057,370 | 4,758 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $1,157,513 | 4,366 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $421,756 | 2,425 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $326,227 | 4,828 | Shares | Sole | 2025-07-31 | |
| 2022-09-30 | $368,366 | 5,712 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $284,000 | 6,040 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $442,753 | 2,332 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,286,976 | 9,062 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,327,573 | 5,836 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,478,258 | 5,836 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||