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.

Q1 2025 vs. Q4 2024

How the institutions holding Coastal Financial Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of CCB: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	170	1	177	+8
Shares	10.2M	96.3K	10.9M	+824.0K (+8.2%)
Value	$864.8M	$8.17M	$987.8M	+$131.2M (+15.3%)

1 institution that held it in Q4 2024 haven't filed for Q1 2025 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 Q1 2025 but not at the end of Q4 2024.

Institutions new to CCB in Q1 2025
Institution	Shares	Value	% of portfolio
Peregrine Capital Management LLC	112,594	$10.2M	0.34%
Nuveen, LLC	87,060	$7.87M	0.00%
Cooper Creek Partners Management LLC	64,713	$5.85M	0.19%
EAM Global Investors LLC	60,722	$5.49M	1.49%
Great Lakes Advisors, LLC	49,913	$4.51M	0.04%
Macquarie Group Ltd	32,222	$2.91M	0.00%
Alberta Investment Management Corp	22,124	$2.00M	0.01%
Arcus Capital Partners, LLC	12,619	$1.14M	0.46%
Dark Forest Capital Management LP	10,147	$917.4K	0.04%
SummitTX Capital, L.P.	8,630	$780.2K	0.03%
Verition Fund Management LLC	8,579	$775.6K	0.00%
XTX Topco Ltd	6,301	$569.7K	0.03%
CIBC World Markets Corp	2,777	$251.1K	0.00%
Atria Investments LLC	2,405	$217.4K	0.00%
Schonfeld Strategic Advisors LLC	2,300	$207.9K	0.00%
Quest Partners LLC	2,079	$188.0K	0.02%
Coldstream Capital Management Inc	1,844	$166.7K	0.00%
University of Texas/Texas Am Investment Managment Co	230	$20.8K	0.00%
IMA Wealth, Inc.	207	$18.7K	0.00%
Aster Capital Management (DIFC) Ltd	85	$8.39K	0.00%
Rossby Financial, LCC	57	$5.02K	0.00%
The PNC Financial Services Group, Inc.	55	$4.97K	0.00%
Parkside Financial Bank & Trust	10	$906	0.00%
Comerica Bank	9	$812	0.00%
Stephens Consulting, LLC	5	$453	0.00%

Sold out (17)

Institutions that held Coastal Financial Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of CCB in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Philadelphia Financial Management of San Francisco, LLC	102,351	$8.69M
Roubaix Capital, LLC	58,432	$4.96M
FJ Capital Management LLC	55,877	$4.74M
Punch & Associates Investment Management, Inc.	39,000	$3.31M
Squarepoint Ops LLC	19,597	$1.66M
Corton Capital Inc.	4,289	$364.2K
HSBC Holdings PLC	4,250	$355.3K
Toroso Investments, LLC	4,032	$342.4K
Point72 Asset Management, L.P.	3,300	$280.2K
Engineers Gate Manager LP	3,038	$258.0K
Pictet Asset Management Holding SA	2,518	$213.8K
Meeder Asset Management Inc	755	$64.1K
Simplex Trading, LLC	100	$8.00K
SRS Capital Advisors, Inc.	91	$7.73K
R Squared Ltd	50	$4.25K
Creekmur Asset Management LLC	20	$1.70K
IFP Advisors, Inc	0	$340

Not filed for Q1 2025 yet (1)

Institutions that held Coastal Financial Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CCB in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	96,253	$8.17M