HolderBook

COINBASE GLOBAL INC (COIN)

Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.

34
Reporting holders
$33.7M
Reported value
1.3%
Calls
0.0%
Puts
-1,103
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Paragon Capital Management Ltd$20.5M109,7863.77%21qHELD
TITLEIST ASSET MANAGEMENT, LLC$2.5M13,4630.16%7q-1.5%-$37.3K
Farther Finance Advisors, LLC$1.9M8,4510.01%16q+31.8%+$469.6K
CoreCap Advisors, LLC$1.3M7,0610.04%12q+22.4%+$240.7K
GAMMA Investing LLC$1.1M5,8050.04%12q+94.1%+$524.6K
Balefire, LLC$1.0M5,5570.16%newNEW
REX Advisers, LLC$950.1K5,0004.50%newNEW
Valeo Financial Advisors, LLC$659.1K3,1360.01%12q+13.3%+$77.1K
Aletheian Wealth Advisors LLC$629.5K3,3770.25%13q+20.9%+$108.7K
Wedmont Private Capital$461.9K2,6860.01%11q-8.8%-$44.4K
DLK Investment Management, LLC$394.8K2,1180.14%newNEW
Everhart Financial Group, Inc.$380.8K2,0430.02%6q+2.8%+$10.3K
AMERICAN NATIONAL BANK & TRUST$358.8K1,9250.03%5q+50.9%+$121.0K
Whalen Wealth Management Inc.$344.3K1,8470.15%newNEW
SAPIENT CAPITAL LLC$248.7K1,3340.00%5q-51.5%-$263.6K
Capital Advisors Wealth Management, LLC$213.3K1,1440.02%12q-23.3%-$64.9K
GK Wealth Management LLC$159.0K8530.09%newNEW
Versant Capital Management, Inc$154.7K8300.01%18q-13.2%-$23.5K
MassMutual Private Wealth & Trust, FSB$115.4K6190.00%14q+35.4%+$30.2K
ELEVATION WEALTH PARTNERS, LLC$88.2K4730.02%15q+7.0%+$5.8K
ARMSTRONG ADVISORY GROUP, INC$30.2K1620.00%16q-16.1%-$5.8K
MJT & Associates Financial Advisory Group, Inc.$25.0K1340.02%5qHELD
NORTH POINT PORTFOLIO MANAGERS CORP/OH$18.6K1000.00%newNEW
Bullock Wealth Management Group$15.1K800.01%3qHELD
STEPH & CO$9.3K500.00%8qHELD
Rosenberg Matthew Hamilton$9.1K490.00%newNEW
Mn Services Vermogensbeheer B.V.$6.4K34,3000.05%18qHELD
Investors Research Corp$6.2K330.00%18qHELD
Marquette Asset Management, LLC$5.6K300.00%16q+76.5%+$2.4K
Retirement Wealth Solutions LLC$5.6K300.00%5q+87.5%+$2.6K
Quintet Private Bank (Europe) S.A.$5.6K300.00%11qHELD
Trust Co$4.1K220.00%10qHELD
Planning Strategies Inc.$3.5K190.00%2q+18.8%
Grove Bank & Trust$1.7K90.00%4qHELD
Davis Capital Management$1.5K80.00%3q+14.3%
CX Institutional$4912,6330.01%7q+62.2%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-022026-09-29Directors or officers departed or appointedfiling
2026-09-022026-09-01Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-21HAAS ALESIA JChief Financial OfficerSold39,030$8.0M ×4
2026-08-03WILSON FREDERICK RDirectorSold35,068$5.1M ×15
2026-10-01Andreessen Marc LDirectorSold13,676$2.5M
2026-09-08Andreessen Marc LDirectorSold13,676$2.5M
2026-05-15HAAS ALESIA JChief Financial OfficerSold9,750$2.0M
2026-04-16HAAS ALESIA JChief Financial OfficerSold10,020$2.0M
2026-06-01WILSON FREDERICK RDirectorSold10,000$1.8M ×10
2026-07-01WILSON FREDERICK RDirectorSold10,000$1.6M ×14
2026-09-21Andreessen Marc LDirectorSold6,838$1.4M
2026-10-02Andreessen Marc LDirectorSold6,838$1.4M
2026-05-22Brock Lawrence JChief People OfficerSold6,616$1.3M ×9
2026-08-24Jones Jennifer N.Chief Accounting OfficerSold2,062$389.2K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202634$33.7M178,26481361.3%
Q2 20261,137$38.5B158,578,29510633843239.8%
Q1 20261,200$41.2B144,737,27312549036239.2%
Q4 20251,285$55.8B148,892,69310949039739.7%
Q3 20251,358$85.9B150,808,82222459030543.6%
Q2 20251,288$84.4B142,575,50437044430242.8%
Q1 20251,010$34.2B115,800,21315041624541.7%
Q4 20241,045$52.4B122,550,51419336225342.0%
Q3 2024886$31.2B112,195,63510030925735.7%
Q2 2024936$37.7B115,645,96710636124531.8%
Q1 2024939$44.9B112,781,44219826629033.8%
Q4 2023851$31.4B108,807,54923318920039.8%
Q3 2023632$11.2B102,505,8337017519231.2%
Q2 2023651$11.4B107,877,0557920613832.1%
Q1 2023648$11.3B112,408,21113814316933.0%
Q4 2022585$5.5B105,160,1839015217832.2%
Q3 2022624$9.6B107,485,3228715920127.9%
Q2 2022634$7.7B108,903,12814723013430.0%
Q1 2022803$19.2B77,636,21116229318723.6%
Q4 2021899$28.4B85,877,90024126319624.0%
Q3 2021671$18.0B57,541,86815223213128.2%
Q2 2021626$16.3B44,348,4186350032.6%
Q1 20213$771.0K2,9792000.0%
Q4 20201$648.0K2,5590000.0%
Q3 20201$648.0K2,5590000.0%
Q2 20202$660.0K2,8090000.0%
Q1 20201$648.0K2,5590000.0%
Q4 20191$648.0K2,5590000.0%
Q3 20191$648.0K2,5590000.0%
Q2 20191$648.0K2,5590000.0%
Q1 20191$648.0K2,5591000.0%