Crescent Grove Advisors, LLC COIN Coinbase Global Inc

Ownership history in Crescent Grove Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Crescent Grove Advisors, LLC reported Coinbase Global Inc (COIN) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows COIN at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this COIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crescent Grove Advisors, LLC's position in Coinbase Global Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

COIN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crescent Grove Advisors, LLC held COIN — position size vs. price
% of Fund (quarterly)    COIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 774 -3 -0.4% 0.02% $261K 2025-11-13 $283.14
2025 Q2 REDUCED 38.2% -4.7% 777 -481 -38.2% 0.03% $272K 2025-08-13 $327.01
2025 Q1 ADDED 1,258 +400 +46.6% 0.02% $217K 2025-04-24 $203.87
2024 Q4 REDUCED 25.9% -30.6% 858 -300 -25.9% 0.02% $213K 2025-01-21 $294.19
2024 Q3 INITIATED 1,158 0.02% $206K 2024-10-30 $211.74

FAQ About Crescent Grove Advisors, LLC and COIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crescent Grove Advisors, LLC reported owning COIN?

Crescent Grove Advisors, LLC reported COIN across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported COIN position in Crescent Grove Advisors, LLC's portfolio?

The largest reported portfolio weight for COIN was 0.03% in 2025 Q2.

What is the latest reported COIN position on this page?

The most recent filing on this page is 2025 Q3, when Crescent Grove Advisors, LLC reported 774 shares, equal to 0.02% of portfolio, with an estimated market value of $261K.

What does the chart on this COIN ownership page compare?

The chart compares Crescent Grove Advisors, LLC's quarterly COIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Crescent Grove Advisors, LLC time their COIN position?

Based on 13F filing dates vs. subsequent COIN price moves, Crescent Grove Advisors, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on COIN relative to SPY over the holding period was +13.5%.

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