Coursera Inc (COUR) — 13F Holders Deep Dive (Q2 2026)

COUR ranks #2445 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

COUR is a disclosed holding of Baillie Gifford (Baillie Gifford & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

COUR is a top-conviction position for Pale Fire Capital SE — at 8.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in COUR belongs to California State Teachers Retirement System, but the position matters far more to Pale Fire Capital SE, who has 8.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Westerly Capital Management, LLC has added to its COUR position for two straight quarters, increasing it by $27.0M to reach $34.3M today.

NEA Management Company, LLC has trimmed its COUR position for two straight quarters, cutting it by $22.1M while still holding $72.6M.

COUR is down 1.1% today, but institutions show net buying of $634.8M this quarter — a divergence between today's price move and the underlying institutional flow.

COUR reported a net loss of $136.3M over the trailing twelve months.

• Not yet profitable — net loss of $136.3M over the trailing twelve months
• Revenue grew 22.7% year over year
• Net income declined year over year, from -$50.9M to -$136.3M
• Generated $108.7M in positive operating cash flow
• Current ratio of 2.51x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.57x equity — within a conventional range