What smart money is saying about Coinbase Global, Inc.
3 funds in our archive have pitched Coinbase Global, Inc. — most recently Aristotle Core Equity in December 2025.
Coinbase Global, Inc. provides financial infrastructure and technology for the cryptoeconomy in the United States and internationally. It offers the primary financial account in the cryptoeconomy for consumers; a marketplace with a pool of liquidity for transacting in crypto assets for institutions; and technology and services that enable developers to build crypto-based applications and securely accept crypto assets as payment. The company was founded in 2012 and is based in Wilmington, Delaware.
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Position history
Between Q3 2025 and Q2 2026, 1 fund letter reported a position in Coinbase Global, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 2 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position
- HoldsArtisan Partners Developing World FundJune 2026
“Coinbase also declined due to digital asset prices and legislative dynamics, even as it executes on new revenue streams.”
Read the letterCoinbase Global, Inc.
Also mentioned · 1
These funds discuss Coinbase Global, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedTroy Asset Management Global Equity StrategyJuly 2026
“Google, OpenAI/Stripe, and Coinbase are all developing agent-native protocols that could theoretically route transactions outside card networks entirely.”
Read the letterCoinbase Global, Inc.
Fund coverage · 3 theses
- Aristotle Core EquityDecember 2025
Coinbase Global is the leading U.S. crypto exchange with strong compliance and security, expanding into derivatives and abroad while shifting toward recurring revenues amid improving regulatory clarity.
Read the full thesis - Patient Capital ManagementDecember 2025
Coinbase is evolving into a broader financial exchange with expanding products that diversify revenues and enhance long-term earnings power.
Read the full thesis - Aristotle Large Cap Growth EquitySeptember 2025
Coinbase Global is the leading U.S. cryptocurrency exchange, boasting over 65% of trading volume due to its strong focus on compliance, security, and diverse revenue streams, making it a dominant player in the market.
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Read every full thesis on Coinbase Global, Inc.
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