Position in COIN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$39,313,414
-$8,427,928 QoQ
Shares Held
268,920
-1.6% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#75
of 1,109 holders
Holding Since
Jun 2021
21 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, 2026IEQ CAPITAL, LLC holds $132,265,001 across 9 Financial Data & Stock Exchanges names. COIN ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
This page
|
268,920 | $39,313,414 | |
| 2 | SPGI |
S&P Global Inc.
|
59,406 | $22,888,825 | |
| 3 | MCO |
Moodys Corp /De/
|
37,900 | $17,165,668 | |
| 4 | FDS |
Factset Research Systems Inc
|
74,386 | $17,114,730 | |
| 5 | MSCI |
MSCI Inc.
|
22,717 | $12,722,428 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
129,736 | $10,225,791 | |
| 7 | MORN |
Morningstar, Inc.
|
53,907 | $8,410,570 | |
| 8 | CME |
Cme Group Inc.
|
15,371 | $3,394,377 |
All Filings in COIN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,313,414 | 268,920 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $47,741,342 | 273,417 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $90,498,740 | 400,189 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $133,444,558 | 395,403 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $97,278,499 | 277,550 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $41,595,094 | 241,509 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $59,395,346 | 239,208 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $45,277,629 | 254,126 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $57,288,226 | 257,788 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $167,961,473 | 633,530 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $77,409,356 | 445,086 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $36,070,684 | 480,430 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $32,020,556 | 447,527 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $30,757,187 | 455,190 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $17,411,242 | 491,982 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $30,908,251 | 479,272 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $23,526,221 | 500,345 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $105,021,248 | 553,151 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $138,781,039 | 549,911 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $109,573,021 | 481,682 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $105,496,157 | 416,487 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||