Position in COIN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$259,341
-$222,757 QoQ
Shares Held
1,774
-35.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#713
of 1,114 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $17,836,795 across 8 Financial Data & Stock Exchanges names. COIN ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
28,605 | $11,021,269 | |
| 2 | MCO |
Moodys Corp /De/
|
6,343 | $2,872,871 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
9,669 | $1,190,350 | |
| 4 | MSCI |
MSCI Inc.
|
1,921 | $1,075,836 | |
| 5 | CME |
Cme Group Inc.
|
3,350 | $739,780 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,969 | $453,027 | |
| 7 | COIN |
Coinbase Global, Inc.
This page
|
1,774 | $259,341 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
2,846 | $224,321 |
All Filings in COIN
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,341 | 1,774 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $482,098 | 2,761 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $517,408 | 2,288 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $795,463 | 2,357 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $838,372 | 2,392 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $840,999 | 4,883 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,159,064 | 4,668 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $822,076 | 4,614 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $825,139 | 3,713 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $729,875 | 2,753 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $427,495 | 2,458 | Shares | Sole | 2024-02-05 | |
| 2023-06-30 | $365,477 | 5,108 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $345,147 | 5,108 | Shares | Sole | 2023-04-12 | |
| 2022-09-30 | $407,834 | 6,324 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $298,012 | 6,338 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $750,706 | 3,954 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,172,763 | 4,647 | Shares | Sole | 2022-01-20 | |
| 2021-06-30 | $1,028,904 | 4,062 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||