Valley National Advisers’s Coupang CPNG Stock Holding History

Valley National Advisers’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 Q1	$1K	Hold	100	–	–	﹤0.01%	819
2025 Q4	$2K	Hold	100	–	–	﹤0.01%	765
2025 Q3	$3K	Hold	100	–	–	﹤0.01%	689
2025 Q2	$2K	Hold	100	–	–	﹤0.01%	712
2025 Q1	$2K	Hold	100	–	–	﹤0.01%	702
2024 Q4	$2K	Hold	100	–	–	﹤0.01%	678
2024 Q3	$2K	Sell	100 -145	-59%	-$3.22K	﹤0.01%	650
2024 Q2	$5K	Hold	245	–	–	﹤0.01%	742
2024 Q1	$4K	Buy	245 +125	+104%	+$2.05K	﹤0.01%	816
2023 Q4	$1K	Sell	120 -70	-37%	-$1.16K	﹤0.01%	1043
2023 Q3	$3K	Buy	190 +90	+90%	+$1.62K	﹤0.01%	757
2023 Q2	$2K	Hold	100	–	–	﹤0.01%	775
2023 Q1	$2K	Hold	100	–	–	﹤0.01%	759
2022 Q4	$1K	Hold	100	–	–	﹤0.01%	777
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	775
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	754
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	786
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	737
2021 Q3	$3K	Buy	+100	New	+$3.46K	﹤0.01%	719

Other funds holding CPNG

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return