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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,906,588 | $235M | 9.1% | 2026-Q1 |
| FMR LLC trimmed | 4,754,857 | $228M | 8.9% | 2026-Q1 |
| WASATCH ADVISORS LP added | 3,675,489 | $176M | 6.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,332,319 | $112M | 4.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,091,968 | $100M | 3.9% | 2026-Q1 |
| STATE STREET CORP added | 1,728,998 | $83M | 3.2% | 2026-Q1 |
| Driehaus Capital Management LLC added | 1,523,647 | $73M | 2.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,443,916 | $69M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,295,728 | $62M | 2.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,253,940 | $60M | 2.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 1,214,433 | $58M | 2.3% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 1,151,933 | $55M | 2.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,122,962 | $54M | 2.1% | 2026-Q1 |
| Artisan Partners Limited Partnership trimmed | 1,081,811 | $52M | 2.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,073,413 | $51M | 2.0% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 1,072,649 | $51M | 2.0% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 598,008 | $29M | 1.1% | 2026-Q1 |
| LORD, ABBETT & CO. LLC added | 555,131 | $27M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 542,046 | $26M | 1.0% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 537,180 | $26M | 1.0% | 2026-Q1 |
| Woodline Partners LP added | 488,862 | $23M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 472,398 | $23M | 0.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 452,185 | $22M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 445,903 | $21M | 0.8% | 2026-Q1 |
| Woodson Capital Management, LP trimmed | 440,000 | $21M | 0.8% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 406,719 | $19M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 401,469 | $19M | 0.7% | 2026-Q1 |
| STANSBERRY ASSET MANAGEMENT, LLC trimmed | 397,202 | $19M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 405,141 | $19M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 384,968 | $18M | 0.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 357,889 | $17M | 0.7% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 355,314 | $17M | 0.7% | 2026-Q1 |
| Nuveen, LLC added | 349,529 | $17M | 0.7% | 2026-Q1 |
| UBS Group AG added | 311,632 | $15M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 311,386 | $15M | 0.6% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 308,134 | $15M | 0.6% | 2026-Q1 |
| Aberdeen Group plc trimmed | 298,219 | $14M | 0.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 254,750 | $12M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 253,362 | $12M | 0.5% | 2026-Q1 |
| Trexquant Investment LP added | 246,661 | $12M | 0.5% | 2026-Q1 |
| ALGERT GLOBAL LLC trimmed | 218,911 | $10M | 0.4% | 2026-Q1 |
| JW Asset Management, LLC | 218,621 | $10M | 0.4% | 2026-Q1 |
| Summit Creek Advisors LLC trimmed | 217,140 | $10M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 204,849 | $10M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 199,997 | $10M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 188,936 | $9M | 0.4% | 2026-Q1 |
| GILDER GAGNON HOWE & CO LLC trimmed | 181,917 | $9M | 0.3% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 149,972 | $9M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 163,091 | $8M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 157,232 | $8M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board new | 156,964 | $8M | 0.3% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ trimmed | 156,108 | $7M | 0.3% | 2026-Q1 |
| Ranger Investment Management, L.P. trimmed | 142,260 | $7M | 0.3% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 137,157 | $7M | 0.3% | 2026-Q1 |
| Pier Capital, LLC trimmed | 135,641 | $6M | 0.3% | 2026-Q1 |
| Allworth Financial LP added | 125,384 | $6M | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 119,513 | $6M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 118,936 | $6M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 117,850 | $6M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 112,862 | $5M | 0.2% | 2026-Q1 |
| Divisadero Street Capital Management, LP added | 107,243 | $5M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 106,369 | $5M | 0.2% | 2026-Q1 |
| CREDIT AGRICOLE S A added | 104,436 | $5M | 0.2% | 2026-Q1 |
| Legal & General Group Plc added | 101,814 | $5M | 0.2% | 2026-Q1 |
| CASTLEARK MANAGEMENT LLC added | 97,610 | $5M | 0.2% | 2026-Q1 |
| OAK RIDGE INVESTMENTS LLC added | 96,449 | $5M | 0.2% | 2026-Q1 |
| Swiss National Bank | 95,300 | $5M | 0.2% | 2026-Q1 |
| Capricorn Fund Managers Ltd added | 95,000 | $5M | 0.2% | 2026-Q1 |
| NIA IMPACT ADVISORS, LLC added | 90,855 | $4M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 88,742 | $4M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 77,259 | $4M | 0.1% | 2026-Q1 |
| MAVERICK CAPITAL LTD added | 76,933 | $4M | 0.1% | 2026-Q1 |
| Taproot Management LP new | 76,917 | $4M | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 75,821 | $4M | 0.1% | 2026-Q1 |
| Moody Aldrich Partners LLC trimmed | 73,873 | $4M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 72,235 | $3M | 0.1% | 2026-Q1 |
| Moran Wealth Management, LLC added | 72,167 | $3M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 70,029 | $3M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 69,287 | $3M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 65,239 | $3M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 63,539 | $3M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 61,682 | $3M | 0.1% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 59,941 | $3M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 52,062 | $3M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 57,284 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,779,791 | $147M | 5.7% | 2025-Q4 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. new | 1,381,657 | $73M | 2.8% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. added | 595,393 | $25M | 1.0% | 2025-Q3 stale |
| Point72 Asset Management, L.P. trimmed | 358,235 | $19M | 0.7% | 2025-Q4 stale |
| M&G PLC new | 253,012 | $13M | 0.5% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 228,310 | $12M | 0.5% | 2025-Q4 stale |
| Balyasny Asset Management L.P. trimmed | 213,196 | $11M | 0.4% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 182,000 | $10M | 0.4% | 2025-Q4 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 207,066 | $7M | 0.3% | 2025-Q2 stale |
| Informed Momentum Co LLC trimmed | 86,713 | $5M | 0.2% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 121,472 | $4M | 0.2% | 2025-Q2 stale |
| Bayberry Capital Partners LP new | 93,111 | $4M | 0.2% | 2025-Q3 stale |
| SEVEN GRAND MANAGERS, LLC new | 100,000 | $4M | 0.1% | 2025-Q2 stale |
| Engineers Gate Manager LP added | 77,483 | $3M | 0.1% | 2025-Q3 stale |
| TT International Asset Management LTD trimmed | 64,802 | $3M | 0.1% | 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.
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.