COIN in the 13F filings
Coinbase Global Inc · CUSIP 19260Q107
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 17 Jan 2024
- Managers listing it
- 17
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 5 listed it in both
- Shares listed
- 21,898,382
- combined, among listed positions
- Reported value
- $3.8bn
- combined, at the quarter end
Among the 93 comparable managers: 11 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing COIN in Q4 2023
17 of 17 holders
What managers have written about COIN
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- Coinbase's 2021 S-1 founder letter from Brian Armstrong · Coinbase · 25 Feb 2021 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- Man Group PLCnew position · 450,470 shares now+450,470
- Point72 Asset Management LPnew position · 158,728 shares now+158,728
- Tudor Investment Corpnew position · 79,616 shares now+79,616
- Hudson Bay Capital Management LPnew position · 40,000 shares now+40,000
- Discovery Capital Management LLCnew position · 33,596 shares now+33,596
Reductions
- ARK Investment Management LLCexisting position · 8,599,683 shares now-2,003,881
- Voloridge Investment Management LLCexisting position · 683,143 shares now-967,706
- Renaissance Technologies LLCexisting position · 265,273 shares now-864,840
- Two Sigma Advisers LPexisting position · 1,448,400 shares now-698,200
- Baillie Gifford & Coexisting position · 10,778 shares now-2,100
New positions and exits
New (6)
Exited (1)
- Tiger Global Management LLCwas $2.9m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2021 | 10 | $2.9bn | n.a. | n.a. |
| Q3 2021 | 10 | $3.6bn | n.a. | n.a. |
| Q4 2021 | 15 | $4.7bn | n.a. | n.a. |
| Q1 2022 | 10 | $2.7bn | n.a. | n.a. |
| Q2 2022 | 7 | $1.2bn | n.a. | n.a. |
| Q3 2022 | 7 | $849m | n.a. | n.a. |
| Q4 2022 | 7 | $586m | n.a. | n.a. |
| Q1 2023 | 8 | $1.5bn | n.a. | n.a. |
| Q2 2023 | 11 | $1.6bn | n.a. | n.a. |
| Q3 2023 | 7 | $1.2bn | n.a. | n.a. |
| Q4 2023 | 17 | $3.8bn | 11 | 7 |
| Q1 2024 | 16 | $5.2bn | 6 | 11 |
| Q2 2024 | 18 | $5.0bn | 14 | 5 |
| Q3 2024 | 15 | $3.4bn | 9 | 8 |
| Q4 2024 | 17 | $5.6bn | 10 | 6 |
| Q1 2025 | 10 | $1.4bn | 6 | 5 |
| Q2 2025 | 23 | $4.9bn | 18 | 4 |
| Q3 2025 | 18 | $4.4bn | 12 | 10 |
| Q4 2025 | 14 | $2.4bn | 17 | 18 |
| Q1 2026 | 10 | $1.7bn | 14 | 19 |
| Q2 2026 | 9 | $1.0bn | 16 | 15 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
COIN and V →COIN and AXP →COIN and BAC →Choose a stock to compare with COIN →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own COIN, latest filings →Back to the 13F Explorer →