Capstone Investment Advisors
COIN icon

Capstone Investment Advisors’s Coinbase COIN Stock Holding History

Capstone Investment Advisors’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.75M Buy
27,200
+9,300
+52% +$1.83M 0.01% 431
2025
Q4 		$4.05M Sell
17,900
-12,300
-41% -$3.67M 0.01% 413
2025
Q3 		$10.2M Sell
30,200
-5,500
-15% -$1.86M 0.02% 317
2025
Q2 		$12.5M Buy
+35,700
New +$8.35M 0.03% 207
2023
Q1 		– Sell
-100,500
Closed -$3.56M – 1577
2022
Q4 		$3.56M Buy
+100,500
New +$5.3M 0.03% 504

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capstone Investment Advisors's COIN Position: Q1 2026 in Review

Capstone Investment Advisors increased its Coinbase (COIN) stake by 41% in Q1 2026, buying an estimated $3.22M and bringing the position to 56,458 shares worth $9.86M. The position accounts for 0.02% of the portfolio, ranked #286.

Capstone Investment Advisors first reported a position in COIN in Q3 2021 and has held it in 6 quarters since. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Capstone Investment Advisors held 56,458 shares of Coinbase worth $9.86M as of Q1 2026.
  • Capstone Investment Advisors bought 16,354 Coinbase shares in Q1 2026, an estimated $3.22M.
  • Coinbase made up 0.02% of Capstone Investment Advisors's portfolio in Q1 2026, its #286 holding.
  • Capstone Investment Advisors first reported a position in Coinbase in Q3 2021 and has held it in 6 quarters since.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.