The cluster suggests modest institutional accumulation, but the 45-day 13F lag means positions may already be unwound. Watch for upcoming earnings or partnership announcements as catalysts. Lack of insider buying reduces conviction — consider waiting for a confirming insider open-market purchase before acting on this signal.
Executive Summary
12 institutional buyers accumulated $4.5M net in COUR during Q2 2026, led by Bank of New York Mellon (+$2.3M) and Op Asset Management (+$1.0M), while 3 sellers trimmed $750K. The cluster signals growing institutional interest, though the $4.5M net buying is modest relative to Coursera's $1.5B market cap and lacks insider corroboration (confluence score 19/100, divergent).
Key Financial Metrics
Institutional Positions
Net institutional flow: $3.8M
▲ Buyers (12)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Bank Of New York Mellon | ADD | +96.9% | $4.8M | $2.3M |
| Op Asset Management | ADD | +96.3% | $2.7M | $1.0M |
| Strs Ohio | ADD | +75.9% | $880.0K | $364.0K |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | TRIM | -55.7% | $1.3M | -$740.5K |
Key Facts
- 12 institutions increased COUR positions (net +$4.5M) vs 3 sellers (net -$750K)
- Top buyer: Bank of New York Mellon added 421K shares (+96.9%), now holds $4.8M
- Op Asset Management added 231K shares (+96.3%), now holds $2.7M
- Largest seller: Assenagon Asset Management trimmed 124K shares (-55.7%), sold $740K
- No open-market insider buying detected (confluence score 19/100, divergent)
Financial Impact
Net institutional buying of $4.5M (buyers) vs $750K selling, for a net inflow of ~$3.75M, representing ~0.25% of market cap
Risk Factors
- 13F data is 45+ days stale; positions may have been reversed
- No insider buying to corroborate the institutional thesis
- Historical calibration shows low win rates for high-impact scores on this ticker
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-COUR-2026-Q2 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 9, 2026 7w ago | Institutional Cluster | $5.76 $5.57 | ▼ −3.30% | ▼ −2.38% | — |
Jun 11, 2026 16w ago | Institutional Cluster | $5.33 $5.67 | ▲ +6.38% | ▲ +4.49% | — |
Jun 1, 2026 17w ago | Insider Cluster | $5.54 $5.98 | ▲ +7.94% | ▲ +9.51% | — |
May 21, 2026 19w ago | Insider Cluster | $5.24 $5.33 | ▲ +1.62% | ▲ +1.29% | — |
May 18, 2026 19w ago | 8-K | $5.73 $5.33 | ▼ −6.98% | ▼ −8.56% | — |
May 12, 2026 20w ago | 3 | $5.31 $5.33 | ▲ +0.38% | ▲ +0.99% | — |
May 11, 2026 20w ago | 8-K | $5.66 $5.34 | ▼ −5.65% | ▼ −5.35% | — |
Apr 23, 2026 23w ago | 8-K | $5.28 $5.24 | ▼ −0.76% | ▼ −4.78% | — |
Mar 11, 2026 29w ago | EFFECT | $6.08 $5.60 | ▼ −7.89% | ▼ −8.42% | — |
Feb 28, 2026 30w ago | Institutional Cluster | $6.40 $5.73 | ▼ −10.47% | ▼ −2.53% | — |
US Market Status
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