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.
Q1 2024 vs. Q4 2023
How the institutions holding Coastal Financial Corp changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 116 | 3 | 119 | +6 |
| Shares | 8.04M | 209.6K | 7.92M | +95.7K (+1.2%) |
| Value | $356.6M | $9.27M | $307.9M | −$39.3M (−11.3%) |
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held Coastal Financial Corp at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Diversify Advisory Services, LLC | 18,699 | $713.9K | 0.04% |
| Exchange Traded Concepts, LLC | 9,618 | $373.9K | 0.01% |
| ExodusPoint Capital Management, LP | 9,117 | $354.0K | 0.00% |
| Jump Financial, LLC | 7,988 | $310.5K | 0.01% |
| XTX Topco Ltd | 6,884 | $267.6K | 0.04% |
| Sherbrooke Park Advisers LLC | 6,856 | $266.5K | 0.05% |
| HRT Financial LP | 6,731 | $261.0K | 0.00% |
| Bridgeway Capital Management, LLC | 6,500 | $252.7K | 0.01% |
| Quadrature Capital Ltd | 5,326 | $207.1K | 0.00% |
| Cubist Systematic Strategies, LLC | 5,279 | $205.2K | 0.00% |
| FRG Family Wealth Advisors LLC | 1,450 | $56.1K | 0.01% |
| Point72 Asia (Singapore) Pte. Ltd. | 837 | $32.5K | 0.01% |
| Quadrant Capital Group LLC | 655 | $25.5K | 0.00% |
| Massmutual Trust Co FSB | 63 | $2.45K | 0.00% |
| Simplex Trading, LLC | 66 | $2.00K | 0.00% |
| Covestor Ltd | 18 | $1.00K | 0.00% |
| Point72 (DIFC) Ltd | 14 | $544 | 0.00% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $77 | 0.00% |
| CWM, LLC | 7 | $0 | 0.00% |
Sold out (13)
Institutions that held Coastal Financial Corp at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Carlson Capital Management | 69,398 | $3.08M |
| John W. Rosenthal Capital Management, Inc. | 61,701 | $2.74M |
| Mesirow Financial Investment Management, Inc. | 8,580 | $362.6K |
| Susquehanna International Group, LLP | 6,531 | $290.0K |
| Renaissance Technologies LLC | 5,474 | $243.0K |
| Captrust Financial Advisors | 5,364 | $238.2K |
| Portside Wealth Group, LLC | 5,272 | $234.1K |
| Raymond James & Associates | 5,041 | $223.9K |
| D. E. Shaw & Co., Inc. | 4,876 | $216.5K |
| Voya Investment Management LLC | 4,869 | $216.2K |
| SG Americas Securities, LLC | 3,978 | $177.0K |
| West Tower Group, LLC | 790 | $35.1K |
| Quantbot Technologies LP | 657 | $29.2K |
Not filed for Q1 2024 yet (3)
Institutions that held Coastal Financial Corp at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| JCSD Capital, LLC | 116,711 | $5.18M |
| Putnam Investments LLC | 72,393 | $3.21M |
| DFPG Investments, LLC | 20,446 | $875.1K |