Kerrisdale Advisers LLC Decreases Position in Coupang, Inc. $CPNG

Posted by George Bondi on Aug 31st, 2026

Kerrisdale Advisers LLC decreased its holdings in Coupang, Inc. (NYSE:CPNG – Free Report) by 70.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 43,693 shares of the company’s stock after selling 106,597 shares during the period. Kerrisdale Advisers LLC’s holdings in Coupang were worth $759,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. Norges Bank purchased a new position in Coupang in the fourth quarter valued at $498,333,000. Assenagon Asset Management S.A. increased its holdings in Coupang by 1,394.1% during the 1st quarter. Assenagon Asset Management S.A. now owns 17,117,583 shares of the company’s stock worth $323,180,000 after purchasing an additional 15,971,942 shares during the period. Tiger Global Management LLC increased its holdings in Coupang by 65.9% during the 4th quarter. Tiger Global Management LLC now owns 26,267,259 shares of the company’s stock worth $619,645,000 after purchasing an additional 10,429,680 shares during the period. Capital International Investors raised its position in Coupang by 20.4% in the 4th quarter. Capital International Investors now owns 41,131,036 shares of the company’s stock valued at $970,340,000 after purchasing an additional 6,977,942 shares in the last quarter. Finally, Dragoneer Investment Group LLC raised its position in Coupang by 47.1% in the 4th quarter. Dragoneer Investment Group LLC now owns 21,576,556 shares of the company’s stock valued at $508,991,000 after purchasing an additional 6,910,865 shares in the last quarter. 83.72% of the stock is currently owned by institutional investors and hedge funds.

Coupang Trading Down 0.1%

CPNG opened at $16.51 on Monday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.68 and a current ratio of 0.87. Coupang, Inc. has a one year low of $14.92 and a one year high of $34.08. The company has a market cap of $29.68 billion, a P/E ratio of -38.40 and a beta of 1.13. The business’s 50-day simple moving average is $16.87 and its 200-day simple moving average is $17.79.

Coupang (NYSE:CPNG – Get Free Report) last posted its earnings results on Tuesday, August 4th. The company reported ($0.09) earnings per share for the quarter, topping the consensus estimate of ($0.27) by $0.18. The firm had revenue of $8.86 billion during the quarter, compared to analysts’ expectations of $8.92 billion. Coupang had a negative return on equity of 8.77% and a negative net margin of 2.16%.The firm’s revenue was up 3.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.02 earnings per share. As a group, equities research analysts expect that Coupang, Inc. will post -0.46 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CAO Jonathan D. Lee sold 5,519 shares of the company’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $16.10, for a total value of $88,855.90. Following the completion of the transaction, the chief accounting officer owned 181,915 shares in the company, valued at approximately $2,928,831.50. This represents a 2.94% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Harold Rogers sold 192,110 shares of the stock in a transaction on Monday, August 10th. The shares were sold at an average price of $16.18, for a total transaction of $3,108,339.80. Following the completion of the transaction, the insider directly owned 740,931 shares in the company, valued at $11,988,263.58. This trade represents a 20.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 12.83% of the stock is currently owned by company insiders.

Analyst Ratings Changes

CPNG has been the subject of a number of analyst reports. Barclays reissued an “overweight” rating and set a $29.00 price objective on shares of Coupang in a research report on Tuesday, July 7th. CLSA started coverage on shares of Coupang in a research note on Monday, June 15th. They issued an “outperform” rating and a $24.00 price target for the company. Citigroup cut shares of Coupang from a “buy” rating to a “neutral” rating and lowered their price target for the stock from $23.00 to $22.20 in a report on Wednesday, May 6th. Deutsche Bank Aktiengesellschaft raised shares of Coupang from a “hold” rating to a “buy” rating and dropped their price objective for the company from $23.00 to $21.50 in a research report on Wednesday, August 5th. Finally, Mizuho set a $22.00 price objective on shares of Coupang in a report on Wednesday, August 5th. Six research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Coupang currently has a consensus rating of “Hold” and an average price target of $25.39.

Get Our Latest Stock Analysis on CPNG

Coupang Company Profile

(Free Report)

Coupang, listed on the New York Stock Exchange under the ticker CPNG, is a South Korean e-commerce company headquartered in Seoul. Founded in 2010 by Bom Kim, the company grew rapidly by combining an online marketplace with a large direct-retail business model. Coupang completed a primary listing in the United States in 2021, and it has become one of South Korea’s leading online retailers by focusing on convenience, speed and a wide product assortment across consumer categories.

The company operates a vertically integrated e-commerce platform that includes a customer-facing marketplace and an extensive logistics and fulfillment network.