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.
13F holders, Q1 2022
Institutional positions in Coastal Financial Corp as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 111
- +13 vs. Q4 2021
- Shares held
- 7.34M
- −27.4K (−0.4%) vs. Q4 2021
- Total value
- $335.6M
- −$37.1M (−10.0%) vs. Q4 2021
- New holders
- 20
- 40 more added
- Sold out
- 7
- 33 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CCB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 194 | $992.7M |
| Q1 2026 | 183 | $990.9M |
| Q4 2025 | 208 | $1.46B |
| Q3 2025 | 186 | $1.31B |
| Q2 2025 | 177 | $1.08B |
| Q1 2025 | 177 | $987.8M |
| Q4 2024 | 170 | $864.8M |
| Q3 2024 | 146 | $455.1M |
| Q2 2024 | 125 | $373.1M |
| Q1 2024 | 119 | $307.9M |
| Q4 2023 | 116 | $356.6M |
| Q3 2023 | 117 | $333.5M |
| Q2 2023 | 109 | $290.4M |
| Q1 2023 | 124 | $277.7M |
| Q4 2022 | 129 | $364.4M |
| Q3 2022 | 114 | $294.0M |
| Q2 2022 | 104 | $302.4M |
| Q1 2022 | 111 | $335.6M |
| Q4 2021 | 99 | $378.5M |
| Q3 2021 | 79 | $205.9M |
| Q2 2021 | 69 | $184.3M |
| Q1 2021 | 71 | $162.0M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Street Corp | 163,549 | $7.48M | 0.00% | −3,144−1.9% | Reduced |
| Geode Capital Management, LLC | 170,404 | $7.79M | 0.00% | +11,070+6.9% | Added |
| Emerald Mutual Fund Advisers Trust | 179,974 | $8.23M | 0.36% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 222,983 | $10.2M | 0.24% | −16,756−7.0% | Reduced |
| Brinker Capital Investments, LLC | 279,907 | $12.8M | 0.20% | −38,046−12.0% | Reduced |
| EJF Capital LLC | 429,671 | $19.7M | 2.11% | −560,856−56.6% | Reduced |
| Vanguard Group Inc | 459,351 | $21.0M | 0.00% | +14,256+3.2% | Added |
| Price T Rowe Associates Inc | 574,461 | $26.3M | 0.00% | −3,374−0.6% | Reduced |
| BlackRock Inc. | 647,411 | $29.6M | 0.00% | −6,581−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 678,224 | $31.0M | 0.02% | +3,336+0.5% | Added |
| Endeavour Capital Advisors Inc | 718,561 | $32.9M | 5.23% | +4,819+0.7% | Added |
| Stieven Capital Advisors, L.P. | 0 | $0 | 0.00% | −20,469−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −4,428−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −4,048−100.0% | Sold out |
| Cox Capital Mgt LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Second Curve Capital LLC | – | – | – | – | Not filed |