The 10% owner's large buy is a strong vote of confidence, but the CEO's concurrent sale (though small) and poor historical performance of bullish calls on COUR warrant caution. Monitor for additional insider buying or a catalyst (e.g., earnings, partnership) that could validate the 10% owner's thesis.
Price Chart
Executive Summary
Coursera's insider cluster shows a 10% owner (Pale Fire Capital SE) making a $4.6M open-market purchase, while the CEO sold a small $53K position. The buy is material at ~1.4% of market cap, signaling confidence from a major shareholder, but the CEO's sale, though small, adds a mixed signal.
Key Financial Metrics
Key Facts
- Pale Fire Capital SE (10% owner) purchased 1,000,000 shares at $4.6062 for $4,606,200 on 2026-09-29.
- CEO Gregory M. Hart sold 10,300 shares at $5.11 for ~$53,000 on 2026-10-01.
- SVP/CLO Thomas I. Savage was granted 245,000 shares at $0 (non-cash) on 2026-09-30.
- Total cluster value is $4.66M, net direction is mixed due to the CEO's small sale offsetting the large buy.
- The 10% owner's purchase is ~1.4% of Coursera's ~$326M market cap, a significant signal.
Financial Impact
10% owner's $4.6M open-market buy is ~1.4% of market cap; CEO's $53K sale is negligible.
Risk Factors
- CEO's sale, while small, creates a mixed signal and could indicate lack of full confidence at the top.
- The 10% owner's purchase may be a strategic position-building rather than a near-term catalyst.
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-COUR-1790975659773 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 22d ago | SC 13G/A | $5.18 $5.07 | ▲ +2.12% | ▲ +2.55% | $4.75 (+8.30%) |
Oct 2, 2026 25d ago | Insider Cluster | $5.18 $5.07 | ▼ −2.12% | ▼ −2.55% | $4.75 (−8.30%) |
Sep 29, 2026 28d ago | Insider Buy | $4.96 $5.11 | ▲ +3.02% | ▲ +1.11% | $4.75 (−4.23%) |
Sep 21, 2026 5w ago | 8-K | $5.16 $4.64 | ▼ −10.08% | ▼ −9.06% | $4.75 (−7.95%) |
Aug 9, 2026 11w ago | Institutional Cluster | $5.76 $5.54 | ▼ −3.82% | ▼ −3.77% | $4.75 (−17.53%) |
Jun 11, 2026 19w ago | Institutional Cluster | $5.33 $5.30 | ▼ −0.56% | ▼ −1.00% | $4.75 (−10.88%) |
Jun 1, 2026 21w ago | Insider Cluster | $5.54 $5.34 | ▼ −3.61% | ▼ −0.65% | $4.75 (−14.26%) |
May 20, 2026 22w ago | Insider Cluster | $5.24 $5.39 | ▲ +2.86% | ▲ +1.01% | $4.75 (−9.35%) |
May 18, 2026 23w ago | 8-K | $5.73 $5.29 | ▼ −7.68% | ▼ −9.30% | $4.75 (−17.10%) |
May 12, 2026 24w ago | 3 | $5.31 $5.40 | ▲ +1.69% | ▲ +2.85% | $4.75 (−10.55%) |
US Market Status
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