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 2022 vs. Q2 2022
How the institutions holding Coastal Financial Corp changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 104 | 1 | 114 | +11 |
| Shares | 7.76M | 1.52K | 7.37M | −392.6K (−5.1%) |
| Value | $302.4M | $58.0K | $294.0M | −$8.31M (−2.7%) |
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Coastal Financial Corp at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 609,085 | $24.2M | 0.02% |
| John W. Rosenthal Capital Management, Inc. | 22,711 | $902.5K | 0.84% |
| Quadrature Capital Ltd | 15,363 | $609.0K | 0.02% |
| Toth Financial Advisory Corp | 13,300 | $529.0K | 0.10% |
| Jacobs Levy Equity Management, Inc | 13,230 | $526.0K | 0.00% |
| Susquehanna International Group, LLP | 9,125 | $363.0K | 0.00% |
| HSBC Holdings PLC | 7,516 | $301.0K | 0.00% |
| Algert Global LLC | 5,970 | $237.0K | 0.01% |
| Dark Forest Capital Management LP | 4,086 | $162.0K | 0.03% |
| Aquatic Capital Management LLC | 700 | $28.0K | 0.00% |
| Allspring Global Investments Holdings, LLC | 588 | $23.0K | 0.00% |
| Point72 Hong Kong Ltd | 505 | $20.0K | 0.00% |
| Signaturefd, LLC | 72 | $3.00K | 0.00% |
| Quadrant Capital Group LLC | 26 | $1.00K | 0.00% |
| Covestor Ltd | 2 | $0 | 0.00% |
Sold out (4)
Institutions that held Coastal Financial Corp at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Price T Rowe Associates Inc | 566,986 | $21.6M |
| HighTower Trust Services, LTA | 278,541 | $17.2M |
| Employees Retirement System of Texas | 50,000 | $1.91M |
| Principal Financial Group Inc | 8,617 | $329.0K |
Not filed for Q3 2022 yet (1)
Institutions that held Coastal Financial Corp at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Dorsey Wright & Associates | 1,522 | $58.0K |