Position in COIN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$14,334,221
-$1,894,730 QoQ
Shares Held
98,052
+5.5% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#142
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,386,409,847 across 11 Financial Data & Stock Exchanges names. COIN ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,551,958 | $342,718,885 | |
| 2 | SPGI |
S&P Global Inc.
|
813,960 | $313,617,068 | |
| 3 | MCO |
Moodys Corp /De/
|
412,231 | $186,707,664 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
2,290,057 | $180,502,292 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
1,205,888 | $148,456,871 | |
| 6 | MSCI |
MSCI Inc.
|
124,554 | $69,755,222 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
281,945 | $68,419,593 | |
| 8 | TRU |
TransUnion
|
308,311 | $22,241,555 |
All Filings in COIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,334,221 | 98,052 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $16,228,951 | 92,944 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $16,713,102 | 73,906 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,388,428 | 63,375 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $21,271,939 | 60,692 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $8,860,716 | 51,447 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,303,208 | 41,495 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,653,182 | 48,567 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $9,966,348 | 44,847 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,360,889 | 39,080 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,723,653 | 50,159 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,578,838 | 47,667 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,200,377 | 30,753 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,905,136 | 28,195 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,013,817 | 28,647 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,379,985 | 52,411 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,497,937 | 53,125 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,485,245 | 28,891 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,907,146 | 35,294 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,517,299 | 24,254 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,896,767 | 15,384 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||