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, Q2 2022
Institutional positions in Coastal Financial Corp as of Jun 30, 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
- 104
- −4 vs. Q1 2022
- Shares held
- 7.76M
- +612.9K (+8.6%) vs. Q1 2022
- Total value
- $302.4M
- −$24.5M (−7.5%) vs. Q1 2022
- New holders
- 10
- 41 more added
- Sold out
- 14
- 34 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 566,986 | $21.6M | 0.00% | −7,475−1.3% | Reduced |
| BlackRock Inc. | 630,418 | $24.0M | 0.00% | −16,993−2.6% | Reduced |
| Manufacturers Life Insurance Company, The | 670,411 | $25.6M | 0.02% | −7,813−1.2% | Reduced |
| Endeavour Capital Advisors Inc | 730,525 | $27.8M | 5.38% | +11,964+1.7% | Added |
| EAM Investors, LLC | 0 | $0 | 0.00% | −52,371−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −44,530−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −29,660−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −5,270−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| FirstPurpose Wealth LLC | 0 | $0 | 0.00% | −4,598−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −2,618−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −1,660−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Mendon Capital Advisors Corp | – | – | – | – | Not filed |
| John W. Rosenthal Capital Management, Inc. | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |