A 10% owner's $6.75M open-market buy at a 2.1% market cap weight is a rare and powerful signal. Monitor for any subsequent 13D filing or public statement from Pale Fire Capital regarding strategic intent, and watch for additional insider buying or a potential catalyst (e.g., earnings, restructuring, or M&A).
Price Chart
Executive Summary
Pale Fire Capital SE, a 10% owner of Coursera, purchased 1.33M shares worth $6.75M in open-market transactions between September 18-25, 2026, at an average price of $5.06. This is a large, concentrated conviction buy by a major shareholder, representing approximately 2.1% of the company's market cap, and is a strong bullish signal.
Key Financial Metrics
Key Facts
- Pale Fire Capital SE, a 10% owner, purchased 1.33M shares of Coursera (COUR) at $5.06 per share.
- Total open-market purchase value: $6.75M.
- Transactions occurred between September 18 and September 25, 2026.
- The purchase represents approximately 2.1% of Coursera's market cap (~$326M), exceeding the 2% materiality threshold.
Financial Impact
Insider purchase of $6.75M, representing ~2.1% of market cap.
Risk Factors
- The purchase may be a prelude to a broader strategic move (e.g., takeover attempt or board challenge) that could introduce uncertainty.
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| INSIDER-BUY Data (Synthetic) | 0000921895-26-002677 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 21d ago | SC 13G/A | $5.18 $5.07 | ▲ +2.12% | ▲ +2.55% | $4.96 (+4.25%) |
Oct 2, 2026 23d ago | Insider Cluster | $5.18 $5.07 | ▼ −2.12% | ▼ −2.55% | $4.96 (−4.25%) |
Sep 29, 2026 26d ago | Insider Buy | $4.96 $5.11 | ▲ +3.02% | ▲ +1.11% | $4.96 (+0.00%) |
Sep 21, 2026 5w ago | 8-K | $5.16 $4.64 | ▼ −10.08% | ▼ −9.06% | $4.96 (−3.88%) |
Aug 9, 2026 11w ago | Institutional Cluster | $5.76 $5.54 | ▼ −3.82% | ▼ −3.77% | $4.96 (−13.89%) |
Jun 11, 2026 19w ago | Institutional Cluster | $5.33 $5.30 | ▼ −0.56% | ▼ −1.00% | $4.96 (−6.94%) |
Jun 1, 2026 20w ago | Insider Cluster | $5.54 $5.34 | ▼ −3.61% | ▼ −0.65% | $4.96 (−10.47%) |
May 20, 2026 22w ago | Insider Cluster | $5.24 $5.39 | ▲ +2.86% | ▲ +1.01% | $4.96 (−5.34%) |
May 18, 2026 23w ago | 8-K | $5.73 $5.29 | ▼ −7.68% | ▼ −9.30% | $4.96 (−13.44%) |
May 12, 2026 23w ago | 3 | $5.31 $5.40 | ▲ +1.69% | ▲ +2.85% | $4.96 (−6.59%) |
US Market Status
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