Root Financial Partners
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Root Financial Partners’s Coupang CPNG Stock Holding History

Root Financial Partners’s Portfolio CPNG Stock Details CPNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.2K Buy
+1,527
New +$24.5K ﹤0.01% 1522
2026
Q2 		– Sell
-2,265
Closed -$42.8K – 1003
2026
Q1 		$42.8K Buy
2,265
+921
+69% +$18K ﹤0.01% 943
2025
Q4 		$31.7K Buy
1,344
+116
+9% +$3.3K ﹤0.01% 915
2025
Q3 		$39.5K Buy
+1,228
New +$37.1K ﹤0.01% 761

Other funds holding CPNG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $297M AUM 27.88% 1-Year Est. Return
WOCP
White Oak Capital Partners Singapore $343M AUM 6.37% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Root Financial Partners's CPNG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Coupang (CPNG) in Q3 2026: 1,527 shares worth $21.2K. The stake represents ﹤0.01% of the portfolio and ranks #1522 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CPNG as recently as Q1 2026.

Root Financial Partners first reported a position in CPNG in Q3 2025 and has held it in 4 quarters since. The position peaked at $42.8K in Q1 2026. 139 funds tracked by Wall St. Rank hold CPNG as of Q3 2026.

  • Root Financial Partners held 1,527 shares of Coupang worth $21.2K as of Q3 2026.
  • Coupang was a new Root Financial Partners position in Q3 2026.
  • Coupang made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1522 holding.
  • Root Financial Partners first reported a position in Coupang in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Coupang position peaked at $42.8K in Q1 2026.
  • 139 funds tracked by Wall St. Rank held Coupang as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.