Position in COIN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,351,638
+$1,993,894 QoQ
Shares Held
19,195
+219.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0.4532430320395937.ToString("F0")%
Shared 0.ToString("F0")%
None 99.5467569679604.ToString("F0")%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026CWM, LLC holds $95,548,230 across 13 Financial Data & Stock Exchanges names. COIN ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
115,114 | $32,355,091 | |
| 2 | SPGI |
S&P Global Inc.
|
42,127 | $17,918,298 | |
| 3 | CME |
Cme Group Inc.
|
46,992 | $13,879,087 | |
| 4 | MSCI |
MSCI Inc.
|
12,583 | $6,782,362 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
60,327 | $5,121,159 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
30,130 | $4,738,846 | |
| 7 | MCO |
Moodys Corp /De/
|
10,568 | $4,610,290 | |
| 8 | COIN |
Coinbase Global, Inc.
This page
|
19,195 | $3,351,638 |
All Filings in COIN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,351,638 | 19,195 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,357,744 | 6,004 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,667,183 | 7,903 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,190,510 | 9,103 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,108,988 | 6,439 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,401,405 | 5,644 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,075,968 | 6,039 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,285,822 | 5,786 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,583,296 | 5,972 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $861,425 | 4,953 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $415,717 | 5,537 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $433,879 | 6,064 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $326,633 | 4,834 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $159,821 | 4,516 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $262,151 | 4,065 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $162,783 | 3,462 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $639,000 | 2,532 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $648,194 | 2,559 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $0 | 2,559 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $0 | 2,559 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $0 | 2,559 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $0 | 2,559 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $0 | 2,559 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||