Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns COCO (COCO)


Which tracked institutional funds hold COCO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See COCO company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

266
Institutional holders
48,526,754
Shares held (tracked funds)
85.0%
Of shares outstanding

How the tape is positioned

67 tracked funds added or opened COCO while 85 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

COCO’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes COCO more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in COCO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 266 tracked filers holding COCO, 156 increased or opened the position and 128 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in COCO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 23

  • VANGUARD CAPITAL MANAGEMENT LLC$100M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$54M
  • VANGUARD FIDUCIARY TRUST CO$15M
  • Public Sector Pension Investment Board$8M
  • Divisadero Street Capital Management, LP$5M
  • Capricorn Fund Managers Ltd$5M

Full exits 25

  • VANGUARD GROUP INC$147M
  • FULLER & THALER ASSET MANAGEMENT, INC.$73M
  • Point72 Asset Management, L.P.$19M
  • M&G PLC$13M
  • JANE STREET GROUP, LLC$12M
  • Balyasny Asset Management L.P.$11M

Largest adds

  • WASATCH ADVISORS LP$68M
  • BlackRock, Inc.$40M
  • MARSHALL WACE, LLP$31M
  • STATE STREET CORP$27M
  • Driehaus Capital Management LLC$19M
  • LORD, ABBETT & CO. LLC$15M

Largest trims

  • FMR LLC$45M
  • PRICE T ROWE ASSOCIATES INC /MD/$32M
  • MILLENNIUM MANAGEMENT LLC$27M
  • Artisan Partners Limited Partnership$26M
  • AMERIPRISE FINANCIAL INC$22M
  • WELLINGTON MANAGEMENT GROUP LLP$17M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added4,906,588$235M9.1%2026-Q1
FMR LLC trimmed4,754,857$228M8.9%2026-Q1
WASATCH ADVISORS LP added3,675,489$176M6.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed2,332,319$112M4.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,091,968$100M3.9%2026-Q1
STATE STREET CORP added1,728,998$83M3.2%2026-Q1
Driehaus Capital Management LLC added1,523,647$73M2.8%2026-Q1
AMERIPRISE FINANCIAL INC trimmed1,443,916$69M2.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,295,728$62M2.4%2026-Q1
MARSHALL WACE, LLP added1,253,940$60M2.3%2026-Q1
D. E. Shaw & Co., Inc. trimmed1,214,433$58M2.3%2026-Q1
WESTFIELD CAPITAL MANAGEMENT CO LP added1,151,933$55M2.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,122,962$54M2.1%2026-Q1
Artisan Partners Limited Partnership trimmed1,081,811$52M2.0%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,073,413$51M2.0%2026-Q1
LOOMIS SAYLES & CO L P trimmed1,072,649$51M2.0%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed598,008$29M1.1%2026-Q1
LORD, ABBETT & CO. LLC added555,131$27M1.0%2026-Q1
GOLDMAN SACHS GROUP INC trimmed542,046$26M1.0%2026-Q1
GW&K Investment Management, LLC trimmed537,180$26M1.0%2026-Q1
Woodline Partners LP added488,862$23M0.9%2026-Q1
NORTHERN TRUST CORP added472,398$23M0.9%2026-Q1
TWO SIGMA INVESTMENTS, LP added452,185$22M0.8%2026-Q1
MORGAN STANLEY trimmed445,903$21M0.8%2026-Q1
Woodson Capital Management, LP trimmed440,000$21M0.8%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added406,719$19M0.8%2026-Q1
BANK OF AMERICA CORP /DE/ added401,469$19M0.7%2026-Q1
STANSBERRY ASSET MANAGEMENT, LLC trimmed397,202$19M0.7%2026-Q1
JPMORGAN CHASE & CO added405,141$19M0.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added384,968$18M0.7%2026-Q1
FIRST TRUST ADVISORS LP added357,889$17M0.7%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed355,314$17M0.7%2026-Q1
Nuveen, LLC added349,529$17M0.7%2026-Q1
UBS Group AG added311,632$15M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new311,386$15M0.6%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND trimmed308,134$15M0.6%2026-Q1
Aberdeen Group plc trimmed298,219$14M0.6%2026-Q1
FRANKLIN RESOURCES INC trimmed254,750$12M0.5%2026-Q1
Bank of New York Mellon Corp added253,362$12M0.5%2026-Q1
Trexquant Investment LP added246,661$12M0.5%2026-Q1
ALGERT GLOBAL LLC trimmed218,911$10M0.4%2026-Q1
JW Asset Management, LLC218,621$10M0.4%2026-Q1
Summit Creek Advisors LLC trimmed217,140$10M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed204,849$10M0.4%2026-Q1
Russell Investments Group, Ltd. trimmed199,997$10M0.4%2026-Q1
CITADEL ADVISORS LLC added188,936$9M0.4%2026-Q1
GILDER GAGNON HOWE & CO LLC trimmed181,917$9M0.3%2026-Q1
SEGALL BRYANT & HAMILL, LLC trimmed149,972$9M0.3%2026-Q1
SEI INVESTMENTS CO added163,091$8M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed157,232$8M0.3%2026-Q1
Public Sector Pension Investment Board new156,964$8M0.3%2026-Q1
OBERWEIS ASSET MANAGEMENT INC/ trimmed156,108$7M0.3%2026-Q1
Ranger Investment Management, L.P. trimmed142,260$7M0.3%2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORP added137,157$7M0.3%2026-Q1
Pier Capital, LLC trimmed135,641$6M0.3%2026-Q1
Allworth Financial LP added125,384$6M0.2%2026-Q1
Invesco Ltd. added119,513$6M0.2%2026-Q1
Thrivent Financial for Lutherans trimmed118,936$6M0.2%2026-Q1
RHUMBLINE ADVISERS added117,850$6M0.2%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added112,862$5M0.2%2026-Q1
Divisadero Street Capital Management, LP added107,243$5M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added106,369$5M0.2%2026-Q1
CREDIT AGRICOLE S A added104,436$5M0.2%2026-Q1
Legal & General Group Plc added101,814$5M0.2%2026-Q1
CASTLEARK MANAGEMENT LLC added97,610$5M0.2%2026-Q1
OAK RIDGE INVESTMENTS LLC added96,449$5M0.2%2026-Q1
Swiss National Bank95,300$5M0.2%2026-Q1
Capricorn Fund Managers Ltd added95,000$5M0.2%2026-Q1
NIA IMPACT ADVISORS, LLC added90,855$4M0.2%2026-Q1
Baird Financial Group, Inc. trimmed88,742$4M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added77,259$4M0.1%2026-Q1
MAVERICK CAPITAL LTD added76,933$4M0.1%2026-Q1
Taproot Management LP new76,917$4M0.1%2026-Q1
Pictet Asset Management Holding SA trimmed75,821$4M0.1%2026-Q1
Moody Aldrich Partners LLC trimmed73,873$4M0.1%2026-Q1
PRUDENTIAL FINANCIAL INC added72,235$3M0.1%2026-Q1
Moran Wealth Management, LLC added72,167$3M0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed70,029$3M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed69,287$3M0.1%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH new65,239$3M0.1%2026-Q1
Squarepoint Ops LLC added63,539$3M0.1%2026-Q1
Quantinno Capital Management LP added61,682$3M0.1%2026-Q1
FEDERATED HERMES, INC. added59,941$3M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added52,062$3M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added57,284$3M0.1%2026-Q1
VANGUARD GROUP INC trimmed2,779,791$147M5.7%2025-Q4 stale
FULLER & THALER ASSET MANAGEMENT, INC. new1,381,657$73M2.8%2025-Q4 stale
Alyeska Investment Group, L.P. added595,393$25M1.0%2025-Q3 stale
Point72 Asset Management, L.P. trimmed358,235$19M0.7%2025-Q4 stale
M&G PLC new253,012$13M0.5%2025-Q4 stale
JANE STREET GROUP, LLC added228,310$12M0.5%2025-Q4 stale
Balyasny Asset Management L.P. trimmed213,196$11M0.4%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed182,000$10M0.4%2025-Q4 stale
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed207,066$7M0.3%2025-Q2 stale
Informed Momentum Co LLC trimmed86,713$5M0.2%2025-Q4 stale
Cubist Systematic Strategies, LLC added121,472$4M0.2%2025-Q2 stale
Bayberry Capital Partners LP new93,111$4M0.2%2025-Q3 stale
SEVEN GRAND MANAGERS, LLC new100,000$4M0.1%2025-Q2 stale
Engineers Gate Manager LP added77,483$3M0.1%2025-Q3 stale
TT International Asset Management LTD trimmed64,802$3M0.1%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership