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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.

Q4 2021 vs. Q3 2021

How the institutions holding Coastal Financial Corp changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of CCB: Q3 2021 compared with Q4 2021
MeasureQ3 2021Q4 2021Change
Holders7999+20
Shares6.50M7.48M+982.8K (+15.1%)
Value$205.9M$378.5M+$172.6M (+83.9%)

New holders (23)

Institutions that held Coastal Financial Corp at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to CCB in Q4 2021
InstitutionSharesValue% of portfolio
Invesco Ltd.39,164$1.98M0.00%
EAM Global Investors LLC38,741$1.96M0.35%
Hennessy Advisors Inc30,000$1.52M0.09%
Stieven Capital Advisors, L.P.20,469$1.04M0.12%
Quent Capital, LLC18,489$936.0K0.20%
Two Sigma Investments, LP17,586$890.0K0.00%
Madrona Financial Services, LLC17,000$861.0K0.36%
River Oaks Capital LLC14,802$749.0K0.69%
Two Sigma Advisers, LP10,400$526.0K0.00%
AQR Capital Management LLC5,699$288.0K0.00%
First Trust Advisors LP5,574$282.0K0.00%
Ashton Thomas Private Wealth, LLC5,279$267.2K0.03%
Evergreen Capital Management LLC5,279$267.0K0.01%
Laird Norton Trust Company, LLC5,000$253.0K0.02%
Baker Tilly Wealth Management, LLC4,428$224.0K0.02%
Voya Investment Management LLC4,048$205.0K0.00%
Cox Capital Mgt LLC4,000$202.0K0.12%
UBS Group AG2,926$148.0K0.00%
US Bancorp376$19.0K0.00%
Aquatic Capital Management LLC300$15.0K0.03%
Schroder Investment Management Group196$10.0K0.00%
Meeder Asset Management Inc83$4.00K0.00%
Simplex Trading, LLC97$4.00K0.00%

Sold out (3)

Institutions that held Coastal Financial Corp at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of CCB in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Boothbay Fund Management, LLC70,000$2.23M
Maltese Capital Management LLC55,400$1.76M
SG Americas Securities, LLC4,056$129.0K