Coinbase (COIN) reported third-quarter 2026 total revenue of $1.216 billion and net income of $718.7 million. Basic earnings per share were $2.72, while diluted earnings per share were $2.51.
Transaction revenue was $590.2 million, down 1% from the prior quarter, while subscription and services revenue rose 3% sequentially to $570.2 million.
- Total revenue was flat sequentially and down 35% year over year.
- Total operating expenses were $1.154 billion, down 13% from the prior quarter.
- Cash and cash equivalents totaled $8.6 billion.
- Subscription and services represented 49% of net revenue.
- Coinbase projected fourth-quarter subscription and services revenue of $550 million to $630 million.
$COIN Insider Trading Activity
$COIN insiders have traded $COIN stock on the open market 71 times in the past 6 months. Of those trades, 0 have been purchases and 71 have been sales.
Here’s a breakdown of recent trading of $COIN stock by insiders over the last 6 months:
- FREDERICK R WILSON has made 0 purchases and 46 sales selling 65,068 shares for an estimated $10,256,426.
- ALESIA J HAAS (Chief Financial Officer) has made 0 purchases and 4 sales selling 39,030 shares for an estimated $8,010,634.
- MARC L ANDREESSEN has made 0 purchases and 4 sales selling 41,028 shares for an estimated $7,779,513.
- LAWRENCE J BROCK (Chief People Officer) has made 0 purchases and 9 sales selling 6,616 shares for an estimated $1,250,483.
- JENNIFER N. JONES (Chief Accounting Officer) has made 0 purchases and 2 sales selling 4,113 shares for an estimated $713,568.
- PAUL GREWAL (Chief Legal Officer) has made 0 purchases and 6 sales selling 1,960 shares for an estimated $346,682.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$COIN Hedge Fund Activity
We have seen 505 institutional investors add shares of $COIN stock to their portfolio, and 587 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,885,012 shares (+inf%) to their portfolio in Q2 2026, for an estimated $275,569,904
- JPMORGAN CHASE & CO added 1,395,552 shares (+inf%) to their portfolio in Q2 2026, for an estimated $204,015,746
- FMR LLC removed 979,884 shares (-79.4%) from their portfolio in Q2 2026, for an estimated $143,249,241
- RUFFER LLP removed 936,990 shares (-65.3%) from their portfolio in Q2 2026, for an estimated $136,978,568
- NOMURA HOLDINGS INC added 802,747 shares (+264.5%) to their portfolio in Q2 2026, for an estimated $117,353,583
- OPTIVER HOLDING B.V. added 656,443 shares (+641.8%) to their portfolio in Q2 2026, for an estimated $95,965,402
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC added 534,629 shares (+3415.3%) to their portfolio in Q2 2026, for an estimated $78,157,413
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$COIN Congressional Stock Trading
Members of Congress have traded $COIN stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $COIN stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 1 purchase worth up to $15,000 on 07/17 and 2 sales worth up to $30,000 on 08/18, 06/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
