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Next Capital Management’s Coinbase COIN Stock Holding History

Next Capital 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
2025
Q1 		– Sell
-895
Closed -$222K – 127
2024
Q4 		$222K Buy
+895
New +$227K 0.09% 129
2024
Q3 		– Sell
-1,015
Closed -$226K – 140
2024
Q2 		$226K Hold
1,015
– – 0.09% 123
2024
Q1 		$269K Buy
+1,015
New +$183K 0.11% 117

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Next Capital Management's COIN Position: Q1 2025 in Review

Next Capital Management sold out of Coinbase (COIN) in Q1 2025, closing a stake of 895 shares — an estimated $222K sold.

Next Capital Management first reported a position in COIN in Q1 2024 and held it in 3 quarters. The position peaked at $269K in Q1 2024. 996 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

  • Next Capital Management reported no remaining Coinbase position as of Q1 2025 after selling out during the quarter.
  • Next Capital Management sold 895 Coinbase shares in Q1 2025, an estimated $222K.
  • Next Capital Management first reported a position in Coinbase in Q1 2024 and held it in 3 quarters.
  • Next Capital Management's Coinbase position peaked at $269K in Q1 2024.
  • 996 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on Next Capital Management's 13F filing for Q1 2025, filed 6 May 2025.