Position in COIN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,521,046
-$2,604,281 QoQ
Shares Held
17,245
-41.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#332
of 1,116 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, 2026OPPENHEIMER & CO INC holds $28,579,613 across 10 Financial Data & Stock Exchanges names. COIN ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
23,257 | $10,533,560 | |
| 2 | CME |
Cme Group Inc.
|
34,892 | $7,705,200 | |
| 3 | COIN |
Coinbase Global, Inc.
This page
|
17,245 | $2,521,046 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
7,781 | $1,888,215 | |
| 5 | MSCI |
MSCI Inc.
|
3,113 | $1,743,404 | |
| 6 | SPGI |
S&P Global Inc.
|
4,106 | $1,582,205 | |
| 7 | VALU |
Value Line Inc
|
21,018 | $850,808 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
7,731 | $609,357 |
All Filings in COIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,521,046 | 17,245 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,125,327 | 29,353 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,082,505 | 18,053 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,635,087 | 13,734 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,457,181 | 12,717 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,880,374 | 16,724 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,584,554 | 10,409 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $710,720 | 3,989 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,732,060 | 7,794 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,832,774 | 6,913 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,208,744 | 6,950 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $564,451 | 7,518 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $796,351 | 11,130 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $865,909 | 12,815 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $435,721 | 12,312 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,483,592 | 23,005 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,153,212 | 24,526 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,452,961 | 33,988 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,444,125 | 21,572 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,890,815 | 12,708 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,072,725 | 4,235 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||