Creative Planning’s Coursera COUR Stock Holding History

Creative Planning’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	$24.1M	Sell	4,271,723 -31,247	-0.7%	-$178K	0.01%	431
2026 Q1	$25M	Buy	4,302,970 +106,628	+3%	+$666K	0.02%	355
2025 Q4	$30.9M	Buy	4,196,342 +4,146,856	+8,380%	+$36.1M	0.02%	285
2025 Q3	$579K	Buy	49,486 +23,650	+92%	+$257K	﹤0.01%	2582
2025 Q2	$226K	Sell	25,836 -8,841	-25%	-$72.4K	﹤0.01%	3131
2025 Q1	$231K	Sell	34,677 -25,199	-42%	-$200K	﹤0.01%	2953
2024 Q4	$509K	Sell	59,876 -21,216	-26%	-$164K	﹤0.01%	2206
2024 Q3	$644K	Buy	81,092 +51,564	+175%	+$407K	﹤0.01%	1889
2024 Q2	$211K	Buy	+29,528	New	+$281K	﹤0.01%	2642
2022 Q3	–	Sell	-19,921	Closed	-$282K	–	2346
2022 Q2	$282K	Buy	+19,921	New	+$355K	﹤0.01%	1654

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

Creative Planning's COUR Position: Q2 2026 in Review

Creative Planning reduced its Coursera (COUR) stake by 0.73% in Q2 2026, selling an estimated $178K and leaving 4,271,723 shares worth $24.1M. The position accounts for 0.01% of the portfolio, ranked #431.

Creative Planning first reported a position in COUR in Q2 2022 and has held it in 10 quarters since. The position peaked at $30.9M in Q4 2025. 249 funds tracked by Wall St. Rank hold COUR as of Q2 2026.

Creative Planning held 4,271,723 shares of Coursera worth $24.1M as of Q2 2026.
Creative Planning sold 31,247 Coursera shares in Q2 2026, an estimated $178K.
Coursera made up 0.01% of Creative Planning's portfolio in Q2 2026, its #431 holding.
Creative Planning first reported a position in Coursera in Q2 2022 and has held it in 10 quarters since.
Creative Planning's Coursera position peaked at $30.9M in Q4 2025.
249 funds tracked by Wall St. Rank held Coursera as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.