SCHEDULE: Baillie Gifford Reports 5.4% Stake in Coursera

Baillie Gifford & Co. has disclosed beneficial ownership of 15,409,837 shares, representing 5.4% of Coursera, Inc.'s common stock, as of June 30, 2026.

Summary

• Baillie Gifford & Co. has filed a Schedule 13G, indicating it beneficially owns 15,409,837 shares of Coursera, Inc. common stock.
• This holding represents 5.4% of the class of securities.
• The filing is an amendment (No. 1) and the event date requiring the filing is June 30, 2026.
• Baillie Gifford & Co. acts as an investment adviser for these securities.
• The shares are held on behalf of investment advisory clients, which may include investment companies, employee benefit plans, pension funds, and other institutional clients.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive filing, indicating a significant but stable institutional holding without immediate aggressive action.

Positives

• Significant institutional ownership by Baillie Gifford & Co., a reputable investment firm, suggests confidence in Coursera's long-term prospects.
• The filing confirms a substantial holding, indicating continued strategic investment in the company.

Negatives

• The filing does not disclose any new information that would be considered negative; it is a standard disclosure of beneficial ownership.

Risks

• As an investment adviser, Baillie Gifford & Co. may change its holdings based on market conditions or client needs, potentially impacting Coursera's stock price.
• The filing does not detail the specific investment strategies or time horizons of the underlying clients, which could influence future trading activity.

Future Outlook

This filing is a disclosure of ownership and does not contain forward-looking statements or guidance from Coursera, Inc. itself. Baillie Gifford's future actions regarding its stake are not specified.

Industry Context

StockSavvy.ai notes that significant institutional holdings, like this one by Baillie Gifford, are common in the online education technology sector. Such investments often reflect a belief in the sector's growth potential and the specific company's market position.

Comparison to Industry Standards

• As a Schedule 13G filing, it represents a passive investment stake. Many institutional investors hold similar percentages in publicly traded companies within the EdTech sector.
• The 5.4% stake is a substantial but not controlling interest, typical for many institutional asset managers who diversify across numerous holdings.

Stakeholder Impact

• Shareholders: The continued significant holding by a major investment firm may provide a degree of stability and confidence in the stock.
• Management: The filing confirms a substantial investor's presence, which can influence board dynamics and strategic decisions if the stake were to increase significantly.
• Potential Investors: The disclosure provides transparency on a major shareholder, aiding in investment analysis.

Next Steps

• Baillie Gifford & Co. will continue to hold or potentially adjust its stake in Coursera, Inc. based on its investment advisory mandates.
• Coursera, Inc. will continue its operations as an online education platform.

Key Dates

Keywords

Coursera, Baillie Gifford, Schedule 13G, Institutional Investor, Beneficial Ownership, Investment Adviser, Common Stock