BAILLIE GIFFORD & CO has opened a new $198.2M position in $COIN, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $COIN.
$COIN Hedge Fund Activity
We have seen 834 institutional investors add shares of $COIN stock to their portfolio, and 422 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 4,914,407 shares (+25.5%) to their portfolio in Q2 2025, for an estimated $1,722,450,509
- STATE STREET CORP added 4,260,297 shares (+95.4%) to their portfolio in Q2 2025, for an estimated $1,493,191,495
- BLACKROCK, INC. added 2,712,290 shares (+21.9%) to their portfolio in Q2 2025, for an estimated $950,630,522
- CLEAR STREET LLC added 2,302,619 shares (+708.5%) to their portfolio in Q2 2025, for an estimated $807,044,933
- CLEAR STREET DERIVATIVES LLC removed 2,301,296 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $806,581,235
- FMR LLC added 1,817,660 shares (+77.0%) to their portfolio in Q2 2025, for an estimated $637,071,653
- GEODE CAPITAL MANAGEMENT, LLC added 1,755,146 shares (+46.1%) to their portfolio in Q2 2025, for an estimated $615,161,121
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$COIN Insider Trading Activity
$COIN insiders have traded $COIN stock on the open market 197 times in the past 6 months. Of those trades, 0 have been purchases and 197 have been sales.
Here’s a breakdown of recent trading of $COIN stock by insiders over the last 6 months:
- BRIAN ARMSTRONG (Chairman and CEO) has made 0 purchases and 83 sales selling 1,300,000 shares for an estimated $473,323,961.
- PAUL GREWAL (Chief Legal Officer) has made 0 purchases and 59 sales selling 72,274 shares for an estimated $21,733,440.
- FREDERICK ERNEST III EHRSAM has made 0 purchases and 7 sales selling 68,526 shares for an estimated $17,845,469.
- ALESIA J HAAS (Chief Financial Officer) has made 0 purchases and 20 sales selling 42,970 shares for an estimated $13,395,382.
- LAWRENCE J BROCK (CHIEF PEOPLE OFFICER) has made 0 purchases and 19 sales selling 11,805 shares for an estimated $3,423,629.
- JENNIFER N. JONES (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 9 sales selling 5,209 shares for an estimated $1,480,257.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$COIN Congressional Stock Trading
Members of Congress have traded $COIN stock 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $COIN stock by members of Congress over the last 6 months:
- REPRESENTATIVE TIM MOORE purchased up to $50,000 on 09/11.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 06/24.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/08 and 1 sale worth up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$COIN Analyst Ratings
Wall Street analysts have issued reports on $COIN in the last several months. We have seen 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 10/31/2025
- HC Wainwright & Co. issued a "Buy" rating on 10/31/2025
- Needham issued a "Buy" rating on 10/31/2025
- Rosenblatt issued a "Buy" rating on 10/29/2025
- JP Morgan issued a "Overweight" rating on 10/24/2025
- Rothschild & Co issued a "Buy" rating on 10/03/2025
- Canaccord Genuity issued a "Buy" rating on 08/01/2025
To track analyst ratings and price targets for $COIN, check out Quiver Quantitative's $COIN forecast page.
$COIN Price Targets
Multiple analysts have issued price targets for $COIN recently. We have seen 21 analysts offer price targets for $COIN in the last 6 months, with a median target of $404.0.
Here are some recent targets:
- Andrew Harte from BTIG set a target price of $420.0 on 10/31/2025
- John Todaro from Needham set a target price of $400.0 on 10/31/2025
- Mike Colonnese from HC Wainwright & Co. set a target price of $425.0 on 10/31/2025
- Chris Brendler from Rosenblatt set a target price of $450.0 on 10/29/2025
- Kenneth Worthington from JP Morgan set a target price of $404.0 on 10/24/2025
- Ed Engel from Compass Point set a target price of $277.0 on 10/20/2025
- Benjamin Budish from Barclays set a target price of $361.0 on 10/08/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $COIN ticker page for more data.
