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Livermore
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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.

Q4 2024 vs. Q3 2024

How the institutions holding Coastal Financial Corp changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of CCB: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1461170+25
Shares8.43M4.96K10.2M+1.76M (+20.9%)
Value$455.1M$267.7K$864.8M+$409.9M (+90.1%)

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (42)

Institutions that held Coastal Financial Corp at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to CCB in Q4 2024
InstitutionSharesValue% of portfolio
Azora Capital LP397,994$33.8M1.52%
Driehaus Capital Management LLC96,215$8.17M0.07%
Westwood Holdings Group Inc.89,742$7.62M0.06%
Roubaix Capital, LLC58,432$4.96M2.38%
FJ Capital Management LLC55,877$4.74M0.55%
EAM Investors, LLC50,956$4.33M0.61%
Elizabeth Park Capital Advisors, Ltd.36,555$3.10M2.53%
Squarepoint Ops LLC19,597$1.66M0.00%
Persistent Asset Partners Ltd18,641$1.66M1.42%
Militia Capital Partners, LP18,000$1.53M0.72%
Susquehanna Fundamental Investments, LLC8,850$751.5K0.01%
Price T Rowe Associates Inc8,537$725.0K0.00%
SEI Investments Co7,552$641.2K0.00%
Raymond James Financial Inc6,267$532.1K0.00%
Emerald Advisers, LLC5,455$463.2K0.02%
Public Employees Retirement System of Ohio5,280$448.3K0.00%
Intech Investment Management LLC4,824$409.6K0.00%
Ashton Thomas Private Wealth, LLC4,404$373.9K0.01%
Toroso Investments, LLC4,032$342.4K0.00%
FNY Investment Advisers, LLC4,000$339.0K0.18%
Fiduciary Trust Co3,940$334.5K0.00%
Norden Group LLC3,762$319.4K0.04%
Arizona State Retirement System3,320$281.9K0.00%
ProShare Advisors LLC3,198$271.5K0.00%
State Board of Administration of Florida Retirement System3,090$262.4K0.00%
Engineers Gate Manager LP3,038$258.0K0.00%
Mariner, LLC2,902$246.4K0.00%
Pictet Asset Management Holding SA2,518$213.8K0.00%
Police & Firemen's Retirement System of New Jersey2,383$202.3K0.00%
KLP Kapitalforvaltning AS2,100$178.3K0.00%
Ameriflex Group, Inc.1,929$172.0K0.08%
USA Financial Portformulas Corp1,441$122.4K0.02%
New York State Teachers Retirement System1,019$87.0K0.00%
Meeder Asset Management Inc755$64.1K0.00%
Simplex Trading, LLC100$8.00K0.00%
Versant Capital Management, Inc79$6.71K0.00%
R Squared Ltd50$4.25K0.00%
Signaturefd, LLC11$9340.00%
EverSource Wealth Advisors, LLC8$6790.00%
GAMMA Investing LLC7$5940.00%
IFP Advisors, Inc0$3400.00%
SBI Securities Co., Ltd.1$850.00%

Sold out (17)

Institutions that held Coastal Financial Corp at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of CCB in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Millennium Management LLC30,783$1.66M
D. E. Shaw & Co., Inc.26,430$1.43M
Quent Capital, LLC19,889$1.07M
Moss Adams Wealth Advisors LLC18,888$1.02M
Jane Street Group, LLC13,472$727.4K
Gsa Capital Partners LLP11,850$640.0K
Arcus Capital Partners, LLC8,896$480.3K
Jump Financial, LLC6,604$356.6K
Marshall Wace, LLP5,637$304.3K
Victory Capital Management Inc5,478$295.8K
Quest Partners LLC3,955$213.5K
nVerses Capital, LLC800$43.2K
Picton Mahoney Asset Management401$21.0K
IMA Wealth, Inc.207$11.2K
Financial Network Wealth Advisors LLC175$9.45K
Allspring Global Investments Holdings, LLC96$5.18K
Capital Performance Advisors LLP46$2.48K

Not filed for Q4 2024 yet (1)

Institutions that held Coastal Financial Corp at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CCB in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates4,958$267.7K