Coastal Financial Corp

CCB

Exchange: Nasdaq
Industry: State Commercial Banks
SEC CIK: 0001437958

SEC filings (opens in a new tab)

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.

Q2 2024 vs. Q1 2024

How the institutions holding Coastal Financial Corp changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of CCB: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Of which not filed for Q2 2024	Q2 2024	Change
Holders	119	2	125	+8
Shares	7.92M	20.4K	8.09M	+184.2K (+2.3%)
Value	$307.9M	$802.2K	$373.1M	+$66.0M (+21.5%)

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Coastal Financial Corp at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to CCB in Q2 2024
Institution	Shares	Value	% of portfolio
Susquehanna International Group, LLP	17,682	$815.8K	0.00%
Diversify Wealth Management, LLC	17,052	$809.3K	0.10%
UBS Asset Management Americas Inc	16,107	$743.2K	0.00%
Corton Capital Inc.	12,577	$580.3K	0.30%
Gsa Capital Partners LLP	10,993	$507.0K	0.04%
Empowered Funds, LLC	10,548	$486.7K	0.01%
Royce & Associates LP	9,963	$459.7K	0.00%
John W. Rosenthal Capital Management, Inc.	9,591	$442.5K	0.63%
Arcus Capital Partners, LLC	8,196	$378.2K	0.15%
D. E. Shaw & Co., Inc.	8,110	$374.2K	0.00%
Susquehanna Fundamental Investments, LLC	7,196	$332.0K	0.01%
Corebridge Financial, Inc.	6,040	$278.7K	0.00%
Raymond James & Associates	5,010	$231.2K	0.00%
Mirae Asset Global ETFs Holdings Ltd.	4,881	$225.2K	0.00%
Portside Wealth Group, LLC	4,503	$207.8K	0.04%
Group One Trading, L.P.	2,407	$111.1K	0.00%
Opal Wealth Advisors, LLC	499	$23.0K	0.01%
Picton Mahoney Asset Management	211	$10.0K	0.00%
Lindbrook Capital, LLC	204	$9.41K	0.00%
nVerses Capital, LLC	200	$9.23K	0.01%
Financial Network Wealth Advisors LLC	175	$8.07K	0.01%
Assetmark, Inc	93	$4.29K	0.00%
SRS Capital Advisors, Inc.	91	$4.20K	0.00%
Creekmur Asset Management LLC	20	$923	0.00%
Rothschild Investment LLC	10	$461	0.00%

Sold out (17)

Institutions that held Coastal Financial Corp at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of CCB in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
New York Life Investment Management LLC	9,669	$375.8K
Exchange Traded Concepts, LLC	9,618	$373.9K
ExodusPoint Capital Management, LP	9,117	$354.0K
Jump Financial, LLC	7,988	$310.5K
XTX Topco Ltd	6,884	$267.6K
Sherbrooke Park Advisers LLC	6,856	$266.5K
HRT Financial LP	6,731	$261.0K
American International Group, Inc.	5,335	$207.4K
Quadrature Capital Ltd	5,326	$207.1K
Cubist Systematic Strategies, LLC	5,279	$205.2K
Aquatic Capital Management LLC	1,700	$66.1K
EntryPoint Capital, LLC	1,663	$64.6K
FRG Family Wealth Advisors LLC	1,450	$56.1K
Point72 Asia (Singapore) Pte. Ltd.	837	$32.5K
Metropolitan Life Insurance Co	641	$24.9K
Point72 (DIFC) Ltd	14	$544
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	2	$77

Not filed for Q2 2024 yet (2)

Institutions that held Coastal Financial Corp at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CCB in Q1 2024 that haven't filed for Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Credit Suisse AG	18,888	$734.2K
Shell Asset Management Co	1,475	$68.0K