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NEOS Investment Management’s Coinbase COIN Stock Holding History

NEOS Investment Management’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 		$5.54M Buy
31,732
+7,727
+32% +$1.52M 0.03% 318
2025
Q4 		$5.43M Buy
24,005
+3,000
+14% +$894K 0.03% 319
2025
Q3 		$7.09M Buy
21,005
+5,796
+38% +$1.97M 0.05% 251
2025
Q2 		$5.33M Buy
+15,209
New +$3.56M 0.07% 236

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

NEOS Investment Management's COIN Position: Q1 2026 in Review

NEOS Investment Management increased its Coinbase (COIN) stake by 32% in Q1 2026, buying an estimated $1.52M and bringing the position to 31,732 shares worth $5.54M. The position accounts for 0.03% of the portfolio, ranked #318.

NEOS Investment Management first reported a position in COIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.09M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • NEOS Investment Management held 31,732 shares of Coinbase worth $5.54M as of Q1 2026.
  • NEOS Investment Management bought 7,727 Coinbase shares in Q1 2026, an estimated $1.52M.
  • Coinbase made up 0.03% of NEOS Investment Management's portfolio in Q1 2026, its #318 holding.
  • NEOS Investment Management first reported a position in Coinbase in Q2 2025 and has held it in 4 quarters since.
  • NEOS Investment Management's Coinbase position peaked at $7.09M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

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