Position in COIN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,017,482
-$471,417 QoQ
Shares Held
6,960
-18.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#448
of 1,109 holders
Holding Since
Jun 2022
15 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, 2026SIMON QUICK ADVISORS, LLC holds $1,233,232 across 2 Financial Data & Stock Exchanges names. COIN ranks #1 (82.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
This page
|
6,960 | $1,017,482 | |
| 2 | CME |
Cme Group Inc.
|
977 | $215,750 |
All Filings in COIN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,017,482 | 6,960 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,488,899 | 8,527 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $391,674 | 1,732 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $580,820 | 1,721 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $528,538 | 1,508 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $413,696 | 2,402 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $526,892 | 2,122 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $348,500 | 1,956 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $384,457 | 1,730 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $599,966 | 2,263 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $567,500 | 3,263 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $244,385 | 3,255 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $224,452 | 3,137 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $213,994 | 3,167 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $116,468 | 2,477 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||