Position in COIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,099,665
-$762,706 QoQ
Shares Held
21,203
-4.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#307
of 1,109 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $225,341,293 across 11 Financial Data & Stock Exchanges names. COIN ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
231,045 | $89,021,330 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
300,343 | $36,975,225 | |
| 3 | MCO |
Moodys Corp /De/
|
62,645 | $28,373,172 | |
| 4 | CME |
Cme Group Inc.
|
95,497 | $21,088,601 | |
| 5 | MSCI |
MSCI Inc.
|
26,486 | $14,833,218 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
171,627 | $13,527,638 | |
| 7 | FDS |
Factset Research Systems Inc
|
46,932 | $10,798,111 | |
| 8 | MORN |
Morningstar, Inc.
|
22,838 | $3,563,183 |
All Filings in COIN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,099,665 | 21,203 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,862,371 | 22,120 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,073,214 | 26,856 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,488,903 | 22,190 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,201,570 | 17,694 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,805,971 | 16,292 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $3,526,853 | 14,204 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,513,266 | 14,106 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,825,209 | 12,713 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,452,392 | 13,022 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,103,040 | 12,092 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $767,092 | 10,217 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $490,761 | 6,859 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $368,661 | 5,456 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $207,633 | 5,867 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $282,079 | 4,374 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $1,181,688 | 6,224 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,504,882 | 5,963 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,449,730 | 6,373 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,272,325 | 5,023 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||