Dragoneer Investment Group LLC Has $472.24 Million Stock Position in Coupang, Inc. $CPNG

Dragoneer Investment Group LLC lessened its holdings in shares of Coupang, Inc. (NYSE:CPNG) by 29.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 14,665,691 shares of the company’s stock after selling 6,227,761 shares during the quarter. Coupang comprises 10.4% of Dragoneer Investment Group LLC’s investment portfolio, making the stock its 3rd largest position. Dragoneer Investment Group LLC’s holdings in Coupang were worth $472,235,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of CPNG. Eminence Capital LP grew its stake in Coupang by 38.0% in the 3rd quarter. Eminence Capital LP now owns 9,434,385 shares of the company’s stock worth $303,787,000 after buying an additional 2,597,282 shares in the last quarter. Brevan Howard Capital Management LP lifted its holdings in shares of Coupang by 550.1% during the 3rd quarter. Brevan Howard Capital Management LP now owns 306,770 shares of the company’s stock worth $9,878,000 after acquiring an additional 259,583 shares during the last quarter. Capitolis Liquid Global Markets LLC purchased a new position in Coupang in the third quarter worth $7,546,000. Bank of America Corp DE increased its stake in Coupang by 198.8% in the third quarter. Bank of America Corp DE now owns 5,510,247 shares of the company’s stock valued at $177,430,000 after acquiring an additional 3,666,227 shares during the last quarter. Finally, Bank of Nova Scotia increased its stake in Coupang by 333.6% in the third quarter. Bank of Nova Scotia now owns 879,000 shares of the company’s stock valued at $28,304,000 after acquiring an additional 676,300 shares during the last quarter. 83.72% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Coupang

Here are the key news stories impacting Coupang this week:

• Positive Sentiment: Company says breach impact was limited — only ~3,000 account records were retained, no evidence the data was transferred to others, and the perpetrator deleted the data after media reports. This reduced perceived severity of the incident and helped calm investor panic. Coupang Says Data Leak Perpetrator Did Not Transfer Data to Others
• Positive Sentiment: Coverage indicates customer payment information does not appear to be at risk and hacked data was largely retrieved, supporting the stock bounce as investors reassess the business impact. An E-Commerce Stock Is Jumping Today After a Cyberattack Knocked It Down
• Positive Sentiment: Unusual options activity — large volume of call purchases — suggests short‑term bullish/speculative interest that can amplify intraday upside. Investors Purchase Large Volume of Call Options on Coupang (NYSE:CPNG)
• Neutral Sentiment: Macro/market context: Coupang was singled out in premarket moves alongside other names as futures fell, meaning some price moves reflect broader market volatility rather than company-specific fundamentals. S&P 500 Futures Fall in Premarket Trading; Coupang, FirstService Lead
• Negative Sentiment: Multiple securities class actions have been filed and numerous law firms are soliciting lead plaintiffs, alleging disclosure failures and investor losses during Aug 6–Dec 16, 2025 — this elevates potential legal liability and will keep headline risk high. Coupang, Inc. Class Action: Levi & Korsinsky Reminds Coupang, Inc. Investors
• Negative Sentiment: Investor‑protection firms and boutique plaintiffs’ shops have launched additional actions and investigations into the company’s breach disclosures and stock drops, which increases the chance of protracted litigation and settlement costs. Johnson Fistel Investigates Data Breach Disclosures
• Negative Sentiment: Analyses flag valuation and rising regulatory scrutiny following the breach and lawsuits — even with limited operational impact, increased compliance costs and reputational damage could weigh on longer‑term valuation. Coupang (NYSE:CPNG) Valuation After Major Data Breach, Lawsuits and Rising Regulatory Scrutiny

Insider Buying and Selling

In other Coupang news, VP Pranam Kolari sold 11,653 shares of the stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $31.98, for a total value of $372,662.94. Following the completion of the sale, the vice president owned 147,023 shares in the company, valued at approximately $4,701,795.54. This trade represents a 7.34% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 12.78% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of research firms have recently issued reports on CPNG. Mizuho upped their price objective on Coupang from $30.00 to $32.00 and gave the stock a “neutral” rating in a report on Thursday, November 6th. Zacks Research upgraded Coupang from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 4th. Arete Research started coverage on shares of Coupang in a research report on Thursday, September 18th. They set a “buy” rating and a $40.00 price target on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Coupang in a research note on Wednesday, October 8th. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $31.00 price objective on shares of Coupang in a research note on Sunday, December 14th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $33.25.

Coupang Stock Up 6.5%

Shares of NYSE CPNG opened at $24.28 on Monday. The firm’s fifty day moving average is $27.68 and its 200 day moving average is $29.36. Coupang, Inc. has a 52 week low of $19.02 and a 52 week high of $34.08. The company has a quick ratio of 0.82, a current ratio of 1.06 and a debt-to-equity ratio of 0.13. The company has a market cap of $44.34 billion, a price-to-earnings ratio of 115.60 and a beta of 1.18.

Coupang (NYSE:CPNG) last announced its quarterly earnings results on Tuesday, November 4th. The company reported $0.05 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.04 by $0.01. Coupang had a net margin of 1.16% and a return on equity of 6.95%. The business had revenue of $9.27 billion for the quarter, compared to analyst estimates of $9.13 billion. During the same quarter last year, the firm earned $0.06 EPS. The company’s revenue was up 17.8% on a year-over-year basis. On average, equities research analysts expect that Coupang, Inc. will post 0.17 earnings per share for the current year.

Coupang Profile

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.