Position in COIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,733,612
+$5,214,574 QoQ
Shares Held
100,784
+84.9% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#138
of 1,109 holders
Holding Since
Jun 2021
17 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, 2026SEI INVESTMENTS CO holds $702,519,812 across 11 Financial Data & Stock Exchanges names. COIN ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
328,506 | $183,976,498 | |
| 2 | SPGI |
S&P Global Inc.
|
421,416 | $162,370,889 | |
| 3 | MCO |
Moodys Corp /De/
|
228,164 | $103,340,038 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
598,401 | $73,669,147 | |
| 5 | CME |
Cme Group Inc.
|
252,527 | $55,765,537 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
511,762 | $40,337,079 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
154,202 | $37,420,198 | |
| 8 | MORN |
Morningstar, Inc.
|
112,779 | $17,595,779 |
All Filings in COIN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,733,612 | 100,784 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,519,038 | 54,516 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,089,226 | 49,037 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $47,126,765 | 139,639 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,598,116 | 30,238 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,039,826 | 23,456 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,198,904 | 20,938 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,574,555 | 14,450 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,695,204 | 12,128 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,628,929 | 9,916 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,216,744 | 6,996 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $492,073 | 6,554 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $372,130 | 5,201 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $311,092 | 4,604 | Shares | Sole | 2023-05-12 | |
| 2021-12-31 | $3,334,311 | 13,212 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,930,852 | 12,884 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,531,283 | 17,889 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||