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Oak Ridge Investments’s Coinbase COIN Stock Holding History

Oak Ridge Investments’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 		– Sell
-1,978
Closed -$447K – 183
2025
Q4 		$447K Sell
1,978
-120
-6% -$35.8K 0.03% 150
2025
Q3 		$708K Buy
2,098
+5
+0.2% +$1.7K 0.05% 138
2025
Q2 		$734K Buy
2,093
+7
+0.3% +$1.64K 0.05% 132
2025
Q1 		$359K Buy
+2,086
New +$505K 0.03% 152

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

Oak Ridge Investments's COIN Position: Q1 2026 in Review

Oak Ridge Investments sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,978 shares — an estimated $447K sold.

Oak Ridge Investments first reported a position in COIN in Q1 2025 and held it in 4 quarters. The position peaked at $734K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Oak Ridge Investments reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Oak Ridge Investments sold 1,978 Coinbase shares in Q1 2026, an estimated $447K.
  • Oak Ridge Investments first reported a position in Coinbase in Q1 2025 and held it in 4 quarters.
  • Oak Ridge Investments's Coinbase position peaked at $734K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Oak Ridge Investments's 13F filing for Q1 2026, filed 30 Apr 2026.