Filing Research | COUR - Coursera Inc Institutional Holdings

Snapshot holdings

28 / 28 loaded

#		Instrument	quantity
1	Generali Investments CEE, investicni spolecnost, a.s.	Shares	356.0KSH	$2.0M
2	HAMILTON LANE ADVISORS LLC	Shares	174.4KSH	$983.8K
3	Assenagon Asset Management S.A.	Shares	98.9KSH	$557.9K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	89.7KSH	$423.4K
5	Police & Firemen's Retirement System of New Jersey	Shares	67.1KSH	$378.6K
6	Merit Financial Group, LLC	Shares	26.2KSH	$147.5K
7	Y-Intercept (Hong Kong) Ltd	Shares	19.9KSH	$112.2K
8	Cache Advisors, LLC	Shares	17.8KSH	$100.3K
9	Arkfeld Wealth Strategies, L.L.C.	Shares	16.4KSH	$97.1K
10	NorthCrest Asset Manangement, LLC	Shares	15.7KSH	$89.0K
11	SBI Securities Co., Ltd.	Shares	12.1KSH	$68.2K
12	BENJAMIN EDWARDS INC	Shares	10.1KSH	$57.0K
13	Robeco Institutional Asset Management B.V.	Shares	10.1KSH	$56.7K
14	IFP Advisors, Inc	Shares	5.9KSH	$33.3K
15	Versant Capital Management, Inc	Shares	5.6KSH	$31.3K
16	EverSource Wealth Advisors, LLC	Shares	5.0KSH	$28.2K
17	Curated Wealth Partners LLC	Shares	25.0KSH	$27.9K
18	Farther Finance Advisors, LLC	Shares	4.9KSH	$27.8K
19	GAMMA Investing LLC	Shares	1.7KSH	$9.5K
20	SIGNATUREFD, LLC	Shares	581SH	$3.3K
21	ADIRONDACK TRUST CO	Shares	520SH	$2.9K
22	True Wealth Design, LLC	Shares	435SH	$2.5K
23	Fortitude Family Office, LLC	Shares	273SH	$1.5K
24	SJS Investment Consulting Inc.	Shares	169SH	$954
25	State of Alaska, Department of Revenue	Shares	96.6KSH	$544
26	Hughes Financial Services, LLC	Shares	1SH	$6
27	FNY Investment Advisers, LLC	CALL	198SH	$1
28	Ulland Investment Advisors, LLC	Shares	250SH	$1

Manager changes2026-06-30 vs 2026-03-31

33 / 33 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey added	Shares	+28.8K	+$155.7K	$378.6K
2	Y-Intercept (Hong Kong) Ltd new	Shares	+19.9K	+$112.2K	$112.2K
3	Arkfeld Wealth Strategies, L.L.C. new	Shares	+16.4K	+$97.1K	$97.1K
4	BENJAMIN EDWARDS INC new	Shares	+10.1K	+$57.0K	$57.0K
5	NorthCrest Asset Manangement, LLC added	Shares	+5.6K	+$29.6K	$89.0K
6	Curated Wealth Partners LLC new	Shares	+25.0K	+$27.9K	$27.9K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+12.7K	+$27.7K	$423.4K
8	IFP Advisors, Inc added	Shares	+4.4K	+$24.7K	$33.3K
9	Farther Finance Advisors, LLC added	Shares	+2.7K	+$14.8K	$27.8K
10	Versant Capital Management, Inc added	Shares	+2.2K	+$11.5K	$31.3K
11	EverSource Wealth Advisors, LLC added	Shares	+1.4K	+$7.4K	$28.2K
12	SIGNATUREFD, LLC added	Shares	+543	+$3.1K	$3.3K
13	Fortitude Family Office, LLC new	Shares	+273	+$1.5K	$1.5K
14	State of Alaska, Department of Revenue added	Shares	+26.4K	+$136	$544
15	Hughes Financial Services, LLC new	Shares	+1	+$6	$6
16	FNY Investment Advisers, LLC new	CALL	+198	+$1	$1
17	Ulland Investment Advisors, LLC new	Shares	+250	+$1	$1
18	ADIRONDACK TRUST CO unchanged	Shares	0	-$94	$2.9K
19	Handelsbanken Fonder AB exited	Shares	-30.3K	-$176	$0
20	SJS Investment Consulting Inc. trimmed	Shares	-25	-$176	$954
21	Robeco Institutional Asset Management B.V. unchanged	Shares	0	-$1.8K	$56.7K
22	SBI Securities Co., Ltd. added	Shares	+22	-$2.0K	$68.2K
23	Cache Advisors, LLC unchanged	Shares	0	-$3.2K	$100.3K
24	True Wealth Design, LLC trimmed	Shares	-543	-$3.2K	$2.5K
25	3 FACTOR INDEXING, LLC exited	Shares	-1.5K	-$8.7K	$0
26	GAMMA Investing LLC trimmed	Shares	-1.7K	-$10.5K	$9.5K
27	Merit Financial Group, LLC trimmed	Shares	-2.4K	-$18.5K	$147.5K
28	HAMILTON LANE ADVISORS LLC unchanged	Shares	0	-$31.4K	$983.8K
29	TFC Financial Management, Inc. exited	Shares	-10.0K	-$58.2K	$0
30	Falcon Wealth Planning exited	Shares	-10.2K	-$59.6K	$0
31	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	-$64.1K	$2.0M
32	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-11.6K	-$67.4K	$0
33	Assenagon Asset Management S.A. trimmed	Shares	-124.2K	-$740.5K	$557.9K