CAPTRUST Financial Advisors’s Coursera COUR Stock Holding History

CAPTRUST Financial Advisors’s Portfolio COUR Stock Details COUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$189K	Buy	33,499 +5,113	+18%	+$29K	﹤0.01%	2898
2026 Q1	$165K	Buy	28,386 +13,851	+95%	+$86.5K	﹤0.01%	2728
2025 Q4	$107K	Sell	14,535 -2,586	-15%	-$22.5K	﹤0.01%	2603
2025 Q3	$200K	Buy	17,121 +4,427	+35%	+$48.1K	﹤0.01%	2430
2025 Q2	$111K	Buy	+12,694	New	+$104K	﹤0.01%	2370
2022 Q3	–	Sell	-150	Closed	-$2K	–	2455
2022 Q2	$2K	Sell	150 -60	-29%	-$1.07K	﹤0.01%	4438
2022 Q1	$5K	Buy	210 +197	+1,515%	+$4.04K	﹤0.01%	4142
2021 Q4	$0	Buy	+13	New	+$395	﹤0.01%	4781

Other funds holding COUR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

IHG

Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return

WCM

Westerly Capital Management San Francisco, California $542M AUM 48.48% 1-Year Est. Return

CAPTRUST Financial Advisors's COUR Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Coursera (COUR) stake by 18% in Q2 2026, buying an estimated $29K and bringing the position to 33,499 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #2898.

CAPTRUST Financial Advisors first reported a position in COUR in Q4 2021 and has held it in 8 quarters since. The position peaked at $200K in Q3 2025. 249 funds tracked by Wall St. Rank hold COUR as of Q2 2026.

CAPTRUST Financial Advisors held 33,499 shares of Coursera worth $189K as of Q2 2026.
CAPTRUST Financial Advisors bought 5,113 Coursera shares in Q2 2026, an estimated $29K.
Coursera made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2898 holding.
CAPTRUST Financial Advisors first reported a position in Coursera in Q4 2021 and has held it in 8 quarters since.
CAPTRUST Financial Advisors's Coursera position peaked at $200K in Q3 2025.
249 funds tracked by Wall St. Rank held Coursera as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.