Position in COIN
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$237,266
-$62,713 QoQ
Shares Held
1,623
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#734
of 1,108 holders
Holding Since
Jun 2021
7 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, 2026CX Institutional holds $11,190,053 across 10 Financial Data & Stock Exchanges names. COIN ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
19,153 | $7,379,551 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
4,455 | $1,081,094 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
7,764 | $611,958 | |
| 4 | MCO |
Moodys Corp /De/
|
1,145 | $518,593 | |
| 5 | CME |
Cme Group Inc.
|
2,258 | $498,634 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
3,897 | $479,759 | |
| 7 | MSCI |
MSCI Inc.
|
500 | $280,020 | |
| 8 | COIN |
Coinbase Global, Inc.
This page
|
1,623 | $237,266 |
All Filings in COIN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,266 | 1,623 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $299,979 | 1,718 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $176,163 | 779 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $232,868 | 690 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $85,081 | 494 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $1,551 | 33 | Shares | Sole | 2022-08-02 | |
| 2021-06-30 | $1,519 | 6 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||