OC
COIN icon

Oppenheimer & Co’s Coinbase COIN Stock Holding History

Oppenheimer & Co’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 		$5.13M Buy
29,353
+11,300
+63% +$2.22M 0.06% 329
2025
Q4 		$4.08M Buy
18,053
+4,319
+31% +$1.29M 0.06% 344
2025
Q3 		$4.64M Buy
13,734
+1,017
+8% +$345K 0.06% 359
2025
Q2 		$4.46M Sell
12,717
-4,007
-24% -$937K 0.06% 346
2025
Q1 		$2.88M Buy
16,724
+6,315
+61% +$1.53M 0.04% 448
2024
Q4 		$2.58M Buy
10,409
+6,420
+161% +$1.63M 0.04% 481
2024
Q3 		$711K Sell
3,989
-3,805
-49% -$762K 0.01% 908
2024
Q2 		$1.73M Buy
7,794
+881
+13% +$203K 0.03% 580
2024
Q1 		$1.83M Sell
6,913
-37
-0.5% -$6.66K 0.03% 539
2023
Q4 		$1.21M Sell
6,950
-568
-8% -$62K 0.02% 649
2023
Q3 		$564K Sell
7,518
-3,612
-32% -$304K 0.01% 896
2023
Q2 		$796K Sell
11,130
-1,685
-13% -$101K 0.02% 789
2023
Q1 		$866K Buy
12,815
+503
+4% +$30.1K 0.02% 738
2022
Q4 		$436K Sell
12,312
-10,693
-46% -$563K 0.01% 957
2022
Q3 		$1.48M Sell
23,005
-1,521
-6% -$106K 0.03% 518
2022
Q2 		$1.15M Sell
24,526
-9,462
-28% -$901K 0.02% 633
2022
Q1 		$6.45M Buy
33,988
+12,416
+58% +$2.43M 0.12% 210
2021
Q4 		$5.44M Buy
21,572
+8,864
+70% +$2.58M 0.1% 246
2021
Q3 		$2.89M Buy
12,708
+8,473
+200% +$2.09M 0.05% 393
2021
Q2 		$1.07M Buy
+4,235
New +$1.1M 0.02% 720

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

Oppenheimer & Co's COIN Position: Q1 2026 in Review

Oppenheimer & Co increased its Coinbase (COIN) stake by 63% in Q1 2026, buying an estimated $2.22M and bringing the position to 29,353 shares worth $5.13M. The position accounts for 0.06% of the portfolio, ranked #329.

Oppenheimer & Co first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.45M in Q1 2022. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Oppenheimer & Co held 29,353 shares of Coinbase worth $5.13M as of Q1 2026.
  • Oppenheimer & Co bought 11,300 Coinbase shares in Q1 2026, an estimated $2.22M.
  • Coinbase made up 0.06% of Oppenheimer & Co's portfolio in Q1 2026, its #329 holding.
  • Oppenheimer & Co first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • Oppenheimer & Co's Coinbase position peaked at $6.45M in Q1 2022.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.