Position in COIN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,310,532
-$1,252,210 QoQ
Shares Held
15,805
-22.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#336
of 1,109 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $74,594,275 across 11 Financial Data & Stock Exchanges names. COIN ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
436,020 | $34,367,096 | |
| 2 | CME |
Cme Group Inc.
|
54,241 | $11,978,040 | |
| 3 | SPGI |
S&P Global Inc.
|
22,431 | $8,642,464 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
48,066 | $5,917,405 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
16,355 | $3,968,867 | |
| 6 | MCO |
Moodys Corp /De/
|
8,127 | $3,680,880 | |
| 7 | COIN |
Coinbase Global, Inc.
This page
|
15,805 | $2,310,532 | |
| 8 | MSCI |
MSCI Inc.
|
3,197 | $1,790,447 |
All Filings in COIN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,310,532 | 15,805 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,562,742 | 20,404 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $4,006,974 | 17,719 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,789,640 | 17,155 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $4,666,774 | 13,315 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,184,393 | 12,683 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,288,332 | 9,216 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,151,690 | 6,464 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,080,704 | 4,863 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,201,258 | 4,531 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $826,120 | 4,750 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,144,369 | 15,242 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $284,196 | 3,972 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $238,116 | 3,524 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $175,463 | 4,958 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $491,413 | 7,620 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $245,491 | 5,221 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $2,314,990 | 9,173 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,048,455 | 4,609 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,174,045 | 4,635 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||