Position in COIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$363,428
-$90,208 QoQ
Shares Held
2,486
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#637
of 1,109 holders
Holding Since
Sep 2021
10 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $19,972,703 across 8 Financial Data & Stock Exchanges names. COIN ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
48,870 | $10,791,962 | |
| 2 | SPGI |
S&P Global Inc.
|
7,311 | $2,817,017 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
19,056 | $2,345,984 | |
| 4 | MCO |
Moodys Corp /De/
|
3,336 | $1,510,941 | |
| 5 | FDS |
Factset Research Systems Inc
|
5,399 | $1,242,201 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
5,948 | $468,820 | |
| 7 | MSCI |
MSCI Inc.
|
772 | $432,350 | |
| 8 | COIN |
Coinbase Global, Inc.
This page
|
2,486 | $363,428 |
All Filings in COIN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,428 | 2,486 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $453,636 | 2,598 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $536,177 | 2,371 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,149,490 | 3,406 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $285,298 | 814 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $233,341 | 1,050 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $262,733 | 991 | Shares | Sole | 2024-05-15 | |
| 2022-03-31 | $233,527 | 1,230 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $310,162 | 1,229 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $256,824 | 1,129 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||