Verdence Capital Advisors LLC

Position in COIN — Coinbase Global, Inc.

CIK 1719305 HUNT VALLEY, MD

Back to COIN Full portfolio

Position in COIN

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$654,962

-$1,346,829 QoQ

Shares Held

3,751

-57.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Common Shares in COIN Over Time

Shares Held

Position Value (USD)

Derivatives in COIN

reported options exposure · as of Mar 31, 2026

CallValue

$2,619,150

CallShares

15,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

Verdence Capital Advisors LLC holds $4,431,116 across 5 Financial Data & Stock Exchanges names.

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	7,790	$1,720,265
2	MCO	Moodys Corp /De/	2,218	$1,004,576
3	MSCI	MSCI Inc.	1,774	$993,510
4	SPGI	S&P Global Inc.	1,192	$459,389
5	MORN	Morningstar, Inc.	1,624	$253,376

All Filings in COIN

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18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$654,962	3,751	-57.6%	Shares	Sole	2026-04-30
2026-03-31	$2,619,150	15,000	-32.4%	Call	Sole	2026-04-30
2025-12-31	$2,001,791	8,852	-7.1%	Shares	Sole	2026-01-29
2025-12-31	$6,660	22,200	+38.8%	Call	Sole	2026-01-29
2025-09-30	$376,800	16,000	+25.0%	Call	Sole	2025-10-29
2025-09-30	$3,214,929	9,526	-1.3%	Shares	Sole	2025-10-29
2025-06-30	$3,381,177	9,647	-0.8%	Shares	Sole	2025-07-25
2025-03-31	$9,144	12,800	—	Call	Sole	2025-05-02
2025-03-31	$1,674,936	9,725	+25.6%	Shares	Sole	2025-05-02
2024-12-31	$1,922,835	7,744	+8.5%	Shares	Sole	2025-02-06
2024-09-30	$1,272,133	7,140	+7.8%	Shares	Sole	2024-11-01
2024-06-30	$1,471,607	6,622	+9.8%	Shares	Sole	2024-07-25
2024-03-31	$1,599,203	6,032	-0.1%	Shares	Sole	2024-04-25
2023-12-31	$1,049,955	6,037	+33.4%	Shares	Sole	2024-02-01
2023-09-30	$339,661	4,524	+50.4%	Shares	Sole	2023-10-25
2023-06-30	$215,150	3,007	+154.2%	Shares	Sole	2023-07-31
2022-03-31	$224,604	1,183	+43.0%	Shares	Sole	2022-05-02
2021-06-30	$209,479	827	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.