Holders over time
- COIN
- V
| Quarter | COIN | V |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 55 holders, $62.2bn |
| Q4 2020 | none listed holders, n.a. | 52 holders, $67.1bn |
| Q1 2021 | none listed holders, n.a. | 58 holders, $64.5bn |
| Q2 2021 | 10 holders, $2.9bn | 52 holders, $69.3bn |
| Q3 2021 | 10 holders, $3.6bn | 56 holders, $63.6bn |
| Q4 2021 | 15 holders, $4.7bn | 47 holders, $58.0bn |
| Q1 2022 | 10 holders, $2.7bn | 59 holders, $61.8bn |
| Q2 2022 | 7 holders, $1.2bn | 57 holders, $55.2bn |
| Q3 2022 | 7 holders, $849m | 57 holders, $50.7bn |
| Q4 2022 | 7 holders, $586m | 54 holders, $59.4bn |
| Q1 2023 | 8 holders, $1.5bn | 55 holders, $64.0bn |
| Q2 2023 | 11 holders, $1.6bn | 54 holders, $65.2bn |
| Q3 2023 | 7 holders, $1.2bn | 55 holders, $61.5bn |
| Q4 2023 | 17 holders, $3.8bn | 48 holders, $68.6bn |
| Q1 2024 | 16 holders, $5.2bn | 50 holders, $73.1bn |
| Q2 2024 | 18 holders, $5.0bn | 45 holders, $69.5bn |
| Q3 2024 | 15 holders, $3.4bn | 47 holders, $70.5bn |
| Q4 2024 | 17 holders, $5.6bn | 48 holders, $77.6bn |
| Q1 2025 | 10 holders, $1.4bn | 43 holders, $83.5bn |
| Q2 2025 | 23 holders, $4.9bn | 45 holders, $83.4bn |
| Q3 2025 | 18 holders, $4.4bn | 48 holders, $82.8bn |
| Q4 2025 | 14 holders, $2.4bn | 49 holders, $86.0bn |
| Q1 2026 | 10 holders, $1.7bn | 49 holders, $73.3bn |
| Q2 2026 | 9 holders, $1.0bn | 52 holders, $81.9bn |
Coinbase Global Inc
- Holders
- 16
- Reported value
- $5.2bn
- Buyers
- 6
- Sellers
- 11
Breadth -5 among 93 comparable managers.
Visa Inc
- Holders
- 50
- Reported value
- $73.1bn
- Buyers
- 17
- Sellers
- 31
Breadth -14 among 93 comparable managers.
Who holds both, Q1 2024
Both (10)
Baillie Gifford & Co, Fidelity (FMR LLC), Jane Street Group LLC, Man Group PLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only COIN (6)
ARK Investment Management LLC, Hudson Bay Capital Management LP, Moore Capital Management LP, PDT Partners LLC, Tudor Investment Corp, Verition Fund Management LLC
Only V (40)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, and 15 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.