Coinbase Global, Inc. $COIN is Compound Planning Inc.’s 9th Largest Position

Posted by Joseph Griffin on Jun 19th, 2026

Compound Planning Inc. decreased its stake in shares of Coinbase Global, Inc. (NASDAQ:COIN) by 7.6% during the fourth quarter, HoldingsChannel reports. The firm owned 269,416 shares of the cryptocurrency exchange’s stock after selling 22,292 shares during the quarter. Coinbase Global accounts for approximately 1.8% of Compound Planning Inc.’s holdings, making the stock its 9th biggest position. Compound Planning Inc.’s holdings in Coinbase Global were worth $60,926,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. North Dakota State Investment Board purchased a new position in Coinbase Global in the 4th quarter worth approximately $1,626,000. Mizuho Markets Cayman LP purchased a new stake in Coinbase Global during the 4th quarter valued at $33,921,000. Harvest Portfolios Group Inc. increased its holdings in shares of Coinbase Global by 21.7% in the 4th quarter. Harvest Portfolios Group Inc. now owns 376,578 shares of the cryptocurrency exchange’s stock worth $85,159,000 after purchasing an additional 67,082 shares in the last quarter. Axxcess Wealth Management LLC increased its holdings in shares of Coinbase Global by 303.6% in the 4th quarter. Axxcess Wealth Management LLC now owns 20,316 shares of the cryptocurrency exchange’s stock worth $4,594,000 after purchasing an additional 15,282 shares in the last quarter. Finally, Artisan Partners Limited Partnership purchased a new position in shares of Coinbase Global in the third quarter worth $224,663,000. Hedge funds and other institutional investors own 68.84% of the company’s stock.

Coinbase Global Price Performance

Shares of COIN opened at $163.26 on Friday. The firm has a market cap of $43.01 billion, a PE ratio of 61.38, a P/E/G ratio of 5.82 and a beta of 3.32. The company has a current ratio of 2.14, a quick ratio of 2.14 and a debt-to-equity ratio of 0.44. The firm has a fifty day simple moving average of $184.52 and a two-hundred day simple moving average of $201.18. Coinbase Global, Inc. has a 1-year low of $139.36 and a 1-year high of $444.64.

Coinbase Global (NASDAQ:COIN – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The cryptocurrency exchange reported ($1.49) earnings per share for the quarter, missing the consensus estimate of $0.06 by ($1.55). The firm had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.49 billion. Coinbase Global had a net margin of 12.20% and a return on equity of 4.16%. Coinbase Global’s quarterly revenue was down 30.5% compared to the same quarter last year. During the same period in the previous year, the company earned $0.24 earnings per share. On average, equities analysts anticipate that Coinbase Global, Inc. will post 1.74 EPS for the current year.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on COIN. Rosenblatt Securities reaffirmed a “buy” rating and set a $240.00 price target on shares of Coinbase Global in a report on Wednesday. KeyCorp reiterated a “sector weight” rating on shares of Coinbase Global in a report on Wednesday. Robert W. Baird decreased their target price on Coinbase Global from $160.00 to $142.00 and set a “neutral” rating for the company in a research report on Friday, June 5th. Benchmark restated a “buy” rating and set a $270.00 target price on shares of Coinbase Global in a research note on Wednesday. Finally, Bank of America lowered their target price on shares of Coinbase Global from $288.00 to $234.00 in a research note on Thursday, April 2nd. Eighteen equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $250.65.

View Our Latest Stock Analysis on Coinbase Global

Key Headlines Impacting Coinbase Global

Here are the key news stories impacting Coinbase Global this week:

Positive Sentiment: Coinbase unveiled tokenized U.S. stock trading for non-U.S. customers, dividend rights on-chain, and an AI-powered investment advisor, expanding the platform beyond crypto and potentially widening its addressable market. Coinbase (COIN) Launches Tokenized Stocks And AI Advisor Beyond Crypto
Positive Sentiment: Jefferies and multiple other firms said Coinbase’s push into tokenized equities, AI, and broader trading tools could expand growth prospects; several analysts reaffirmed buy ratings and lifted price targets. Coinbase’s push into tokenized equities, AI could expand addressable market, says Jefferies
Positive Sentiment: ARK Invest increased its Coinbase stake while buying shares, signaling continued institutional confidence even as the stock has lagged. Cathie Wood’s Ark Invest Sells Robinhood Stock Into 8% Rally, Loads Up On Coinbase And Block
Positive Sentiment: Coinbase Ventures invested in Multipli, a tokenized credit and real-world asset protocol, reinforcing Coinbase’s push into blockchain-based financial infrastructure. Coinbase Ventures Invests in Multipli
Neutral Sentiment: Shareholders re-elected the board and ratified Deloitte as auditor, a routine governance update with limited direct impact on the stock. Coinbase Shareholders Reelect Board, Ratify Deloitte Auditor
Neutral Sentiment: Management continued to talk up AI agents, tokenized assets, and Coinbase’s ambition to become a broader financial platform, which supports the long-term growth narrative but is still early-stage. Coinbase CEO responds to Jamie Dimon: “My door is open”
Negative Sentiment: Kentucky’s lawsuit against prediction markets Kalshi and Polymarket also named Coinbase-linked partners, adding legal uncertainty around event-contract activity. Kentucky Calls Kalshi An ‘Illegal Sportsbook’—And Coinbase, Robinhood Get Caught In The Crossfire
Negative Sentiment: Satori Finance, which was backed by Coinbase, said it will wind down operations due to poor market conditions and weak revenues, a reminder of risks in crypto/derivatives adjacent ventures. Coinbase-Backed Satori Finance Says It Will Wind Down Operations

Insider Activity at Coinbase Global

In other Coinbase Global news, CFO Alesia J. Haas sold 10,020 shares of the stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $200.00, for a total value of $2,004,000.00. Following the transaction, the chief financial officer owned 377,201 shares of the company’s stock, valued at approximately $75,440,200. This represents a 2.59% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Lawrence J. Brock sold 6,616 shares of the stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $189.01, for a total value of $1,250,490.16. Following the completion of the transaction, the insider directly owned 517 shares in the company, valued at approximately $97,718.17. This represents a 92.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 30,647 shares of company stock valued at $5,740,941 in the last 90 days. 16.66% of the stock is owned by company insiders.

About Coinbase Global

(Free Report)

Coinbase Global, Inc is a U.S.-based company that operates one of the largest cryptocurrency exchange platforms. Founded in 2012 by Brian Armstrong and Fred Ehrsam and headquartered in San Francisco, Coinbase provides technology and infrastructure to buy, sell, store and use a broad range of digital assets. The company became a public company through a direct listing on the NASDAQ in April 2021 and offers services tailored to both retail and institutional customers.

Coinbase’s product portfolio includes its consumer trading platform, a self-custody mobile wallet, and institutional services such as custody, prime brokerage and execution tools.