Position in COIN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$258,073
-$550,377 QoQ
Shares Held
1,478
-58.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $34,203,924 across 10 Financial Data & Stock Exchanges names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
40,390 | $8,919,323 | |
| 2 | SPGI |
S&P Global Inc.
|
19,874 | $7,657,302 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
36,000 | $4,431,960 | |
| 4 | MSCI |
MSCI Inc.
|
6,426 | $3,598,817 | |
| 5 | MCO |
Moodys Corp /De/
|
7,706 | $3,490,201 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
36,511 | $2,877,797 | |
| 7 | FDS |
Factset Research Systems Inc
|
7,417 | $1,706,503 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,271 | $793,773 |
All Filings in COIN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,073 | 1,478 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $808,450 | 3,575 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,172,102 | 3,473 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,136,639 | 3,243 | Shares | Sole | 2025-08-04 | |
| 2021-12-31 | $1,115,223 | 4,419 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||