CPNG — COUPANG INC
As of Q2 2026, 46 SEC-registered investment managers reported holding CPNG (COUPANG INC) in their latest 13F filings, with a combined reported value of $9.27B across 537.40M shares. That is -6.1% by share count (-34.70M shares) versus the previous quarter, while reported value moved -11.7%. Ownership is concentrated: the five largest holders account for 56.2% of reported value and the top ten for 76.8%.
Compared with the prior quarter, 5 opened new positions, 14 added to existing stakes, 24 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CPNG is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Baillie Gifford & Co history | Q2 2026 | 78.74M | $1.37B | 1.24% | Reduce |
| Dodge & Cox history | Q2 2026 | 72.19M | $1.25B | 0.66% | Hold |
| BlackRock Inc history | Q2 2026 | 62.40M | $1.08B | 0.02% | Reduce |
| Morgan Stanley history | Q2 2026 | 50.03M | $868.94M | 0.05% | Reduce |
| Vanguard Group history | Q4 2025 | 29.55M | $697.03M | 0.01% | Add |
| Tiger Global Management history | Q2 2026 | 36.47M | $633.45M | 2.65% | Add |
| Dragoneer Investment Group history | Q1 2026 | 27.85M | $525.86M | 17.52% | Add |
| Goldman Sachs Group history | Q2 2026 | 26.63M | $462.52M | 0.04% | Add |
| Point72 Asset Management history | Q2 2026 | 24.88M | $432.19M | 0.50% | Add |
| Geode Capital Management history | Q2 2026 | 23.94M | $415.96M | 0.02% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 20.36M | $353.71M | 0.04% | Reduce |
| Viking Global Investors history | Q4 2023 | 15.49M | $250.86M | 0.93% | Add |
| Harris Associates (Oakmark) history | Q2 2026 | 14.30M | $248.34M | 0.33% | Add |
| Wellington Management Group history | Q2 2026 | 10.40M | $180.69M | 0.03% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 9.88M | $171.69M | 0.01% | Reduce |
| Gates Foundation Trust history | Q2 2026 | 9.25M | $160.64M | 0.47% | Hold |
| Millennium Management history | Q2 2026 | 8.27M | $143.62M | 0.06% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 8.15M | $141.49M | 0.02% | Add |
| Invesco Ltd history | Q2 2026 | 7.47M | $129.80M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 6.67M | $115.85M | 0.02% | Hold |
New Positions (Q2 2026)
- Marshall Wace 3.59M sh · $62.38M
- Balyasny Asset Management 3.46M sh · $60.06M
- JPMorgan Chase & Co 1.05M sh · $18.46M
- CDPQ (Caisse de Depot) 980.50K sh · $17.03M
- Bridgewater Associates 200.58K sh · $3.48M
Fully Exited (vs previous quarter)
- Dragoneer Investment Group sold 27.85M sh · $525.86M
- Fidelity International (FIL) sold 104.05K sh · $1.96M
- Principal Global Investors sold 58.42K sh · $1.10M
- Janus Henderson Group sold 39.56K sh · $746.60K
- PSP Investments sold 18.54K sh · $350.00K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baillie Gifford & Co | 49.02M | 64.62M | 110.37M | 108.35M | 108.43M | 115.18M | 112.08M | 111.10M | 119.68M | 145.52M | 168.60M | 171.35M | 171.13M | 161.04M | 155.26M | 160.90M | 150.38M | 146.12M | 120.66M | 78.74M |
| Dodge & Cox | — | — | — | — | — | — | — | — | — | — | — | 12.11M | 20.11M | 20.23M | 40.78M | 46.61M | 46.95M | 49.23M | 72.01M | 72.19M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 30.91M | 33.22M | 33.50M | 35.63M | 64.24M | 63.87M | 64.88M | 62.40M |
| Morgan Stanley | 68.40M | 77.49M | 136.96M | 139.91M | 134.03M | 128.23M | 123.37M | 112.64M | 86.75M | 85.99M | 87.22M | 85.89M | 72.16M | 69.62M | 70.81M | 69.29M | 68.09M | 58.86M | 56.15M | 50.03M |
| Tiger Global Management | 3.57M | 3.57M | — | — | — | — | — | — | — | — | — | — | 1.99M | 8.12M | 13.33M | 13.59M | 15.84M | 26.27M | 34.60M | 36.47M |
| Goldman Sachs Group | 3.22M | 3.88M | 8.13M | 638.58K | 527.39K | 2.00M | 1.23M | 298.08K | 528.55K | 824.08K | 1.31M | 2.08M | 3.06M | 2.65M | 4.01M | 5.09M | 6.06M | 9.82M | 19.30M | 26.63M |
| Point72 Asset Management | — | — | — | — | — | 69.90K | 90.85K | 1.95M | 1.79M | 3.37M | 824.40K | 530.89K | 1.61M | 340.10K | 4.39M | 5.40M | 4.25M | 6.94M | 8.41M | 24.88M |
| Geode Capital Management | — | — | — | — | — | — | — | 4.57M | 4.67M | 4.93M | 5.16M | 5.86M | 5.89M | 6.13M | 6.72M | 7.88M | 22.64M | 24.33M | 24.88M | 23.94M |
| Norges Bank Investment Management | — | — | — | — | — | 13.24M | — | — | — | 15.49M | — | 19.25M | — | 18.42M | — | 19.60M | — | 21.12M | — | 20.36M |
| Harris Associates (Oakmark) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 9.98M | 14.30M |
| Wellington Management Group | 21.11M | 20.45M | 16.33M | 17.95M | 23.87M | 25.11M | 31.36M | 29.51M | 29.43M | 27.71M | 5.75M | 6.03M | 8.63M | 7.63M | 7.14M | 5.33M | 5.95M | 8.23M | 11.26M | 10.40M |
| Fidelity Management & Research (FMR) | 22.26M | 20.62M | 24.42M | 25.33M | 26.64M | 22.53M | 18.92M | 19.45M | 19.84M | 19.70M | 18.46M | 20.57M | 27.15M | 29.62M | 32.06M | 33.90M | 35.00M | 25.79M | 16.54M | 9.88M |
| Gates Foundation Trust | 5.71M | 5.71M | 5.71M | 5.71M | 9.25M | 9.25M | 9.25M | 9.25M | 9.25M | 9.25M | 9.25M | 9.25M | 9.25M | 9.25M | 9.25M | 9.25M | 9.25M | 9.25M | 9.25M | 9.25M |
| Millennium Management | — | — | — | 869.75K | 1.09M | 8.24M | 5.53M | 102.41K | 190.06K | 98.53K | 1.15M | 752.05K | 304.65K | 2.66M | 3.90M | 1.39M | 2.02M | 1.66M | 5.97M | 8.27M |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | 182.65K | 196.69K | 209.98K | 455.01K | 620.87K | 759.29K | 913.79K | 1.15M | 1.20M | 6.99M | 7.29M | 7.70M | 8.15M |
| Invesco Ltd | 12.41K | 184.30K | 273.39K | 6.90M | 4.59M | 854.01K | 110.83K | 572.02K | 921.62K | 841.74K | 1.10M | 1.19M | 1.20M | 1.26M | 1.82M | 1.23M | 2.82M | 1.59M | 1.37M | 7.47M |
| UBS Group AG | 196.83K | 169.25K | 184.65K | 197.52K | 232.62K | 529.42K | 279.03K | 665.47K | 905.96K | 6.88M | 6.46M | 1.41M | 727.58K | 1.98M | 2.73M | 3.93M | 4.70M | 3.67M | 6.67M | 6.67M |
| Citadel Advisors | 2.56M | 2.72M | 2.93M | 7.42M | 6.01M | 7.35M | 5.90M | 4.79M | 5.90M | 1.59M | 2.01M | 3.25M | 4.35M | 6.59M | 3.53M | 5.66M | 4.18M | 3.18M | 5.80M | 6.60M |
| Citigroup Inc | 377.97K | 477.29K | 78.58K | 100.08K | 74.93K | 57.31K | 998.32K | 256.17K | 369.28K | 873.47K | 1.05M | 1.20M | 1.55M | 1.68M | 760.64K | 1.69M | 2.38M | 2.40M | 3.43M | 6.16M |
| Northern Trust Corp | 269.38K | 272.40K | 762.95K | 701.73K | 357.01K | 693.29K | 728.91K | 2.59M | 2.73M | 2.80M | 2.78M | 5.80M | 5.90M | 5.58M | 6.27M | 6.09M | 8.91M | 9.22M | 6.22M | 5.76M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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