Coastal Financial Corp
CCB- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001437958
In the last 90 days, Coastal Financial Corp insiders filed 3 open-market purchases and 0 sales; 194 institutions reported holding it in 13F filings for Q2 2026, worth $992.7M in total; no superinvestor holds it.
Q3 2021 vs. Q2 2021
How the institutions holding Coastal Financial Corp changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 69 | 1 | 79 | +11 |
| Shares | 6.45M | 8.12K | 6.50M | +53.5K (+0.8%) |
| Value | $184.3M | $231.0K | $205.9M | +$21.8M (+11.9%) |
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Coastal Financial Corp at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Boothbay Fund Management, LLC | 70,000 | $2.23M | 0.09% |
| Second Curve Capital LLC | 66,753 | $2.13M | 2.64% |
| Price T Rowe Associates Inc | 62,358 | $1.99M | 0.00% |
| Employees Retirement System of Texas | 50,000 | $1.59M | 0.02% |
| Emerald Mutual Fund Advisers Trust | 8,325 | $265.0K | 0.01% |
| First Horizon Advisors, Inc. | 7,857 | $250.0K | 0.01% |
| Prelude Capital Management, LLC | 7,713 | $246.0K | 0.01% |
| State of Wisconsin Investment Board | 6,300 | $201.0K | 0.00% |
| Goldman Sachs Group Inc | 6,296 | $201.0K | 0.00% |
| SG Americas Securities, LLC | 4,056 | $129.0K | 0.00% |
| MetLife Investment Management | 3,437 | $109.5K | 0.00% |
| Metropolitan Life Insurance Co | 2,600 | $82.8K | 0.00% |
| Wells Fargo & Company | 37 | $1.00K | 0.00% |
Sold out (2)
Institutions that held Coastal Financial Corp at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Hunter Perkins Capital Management, LLC | 151,675 | $4.33M |
| Millennium Management LLC | 10,590 | $302.0K |
Not filed for Q3 2021 yet (1)
Institutions that held Coastal Financial Corp at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| First Horizon Corp | 8,123 | $231.0K |