Coupang, Inc. $CPNG Shares Sold by Dragoneer Investment Group LLC

Dragoneer Investment Group LLC trimmed its position in Coupang, Inc. (NYSE:CPNG) by 29.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,665,691 shares of the company’s stock after selling 6,227,761 shares during the period. Coupang makes up approximately 10.4% of Dragoneer Investment Group LLC’s portfolio, making the stock its 3rd biggest position. Dragoneer Investment Group LLC owned approximately 0.80% of Coupang worth $472,235,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Sumitomo Mitsui DS Asset Management Company Ltd lifted its holdings in shares of Coupang by 4.6% in the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 7,436 shares of the company’s stock worth $239,000 after purchasing an additional 330 shares in the last quarter. California State Teachers Retirement System lifted its stake in shares of Coupang by 0.5% in the third quarter. California State Teachers Retirement System now owns 78,679 shares of the company’s stock valued at $2,533,000 after buying an additional 361 shares in the last quarter. Sequoia Financial Advisors LLC lifted its stake in shares of Coupang by 0.5% in the second quarter. Sequoia Financial Advisors LLC now owns 68,468 shares of the company’s stock valued at $2,051,000 after buying an additional 363 shares in the last quarter. CIBC Asset Management Inc grew its holdings in shares of Coupang by 0.6% during the third quarter. CIBC Asset Management Inc now owns 65,029 shares of the company’s stock valued at $2,094,000 after buying an additional 364 shares during the last quarter. Finally, Resonant Capital Advisors LLC increased its position in shares of Coupang by 2.9% during the third quarter. Resonant Capital Advisors LLC now owns 13,088 shares of the company’s stock worth $421,000 after acquiring an additional 374 shares in the last quarter. Institutional investors and hedge funds own 83.72% of the company’s stock.

Key Stores Impacting 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

Coupang Trading Up 6.5%

NYSE:CPNG opened at $24.28 on Monday. Coupang, Inc. has a 12 month low of $19.02 and a 12 month high of $34.08. The company has a current ratio of 1.06, a quick ratio of 0.82 and a debt-to-equity ratio of 0.13. The firm’s 50 day moving average is $27.68 and its 200 day moving average is $29.36. The stock has a market capitalization of $44.34 billion, a PE ratio of 115.60 and a beta of 1.18.

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

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the stock. Bank of America raised their price target on shares of Coupang from $36.00 to $38.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Arete Research started coverage on Coupang in a report on Thursday, September 18th. They set a “buy” rating and a $40.00 price target for the company. Zacks Research upgraded Coupang from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 4th. Morgan Stanley reiterated an “overweight” rating and issued a $31.00 target price on shares of Coupang in a research note on Sunday, December 14th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Coupang in a research report on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $33.25.

Insider Transactions at Coupang

In other news, VP Pranam Kolari sold 11,653 shares of the firm’s stock in a transaction 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 transaction, the vice president directly owned 147,023 shares of the company’s stock, valued at $4,701,795.54. This trade represents a 7.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 12.78% of the stock is owned by insiders.

Coupang Company 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.