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.
Q2 2025 vs. Q1 2025
How the institutions holding Coastal Financial Corp changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 177 | 2 | 177 | +2 |
| Shares | 10.9M | 60.0K | 11.2M | +341.1K (+3.1%) |
| Value | $987.8M | $5.43M | $1.08B | +$102.0M (+10.4%) |
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Coastal Financial Corp at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| JCSD Capital, LLC | 130,040 | $12.6M | 24.50% |
| Silvercrest Asset Management Group LLC | 58,786 | $5.69M | 0.04% |
| Nomura Holdings Inc | 7,947 | $769.8K | 0.01% |
| Amundi | 3,565 | $365.8K | 0.00% |
| Millennium Management LLC | 3,431 | $332.4K | 0.00% |
| Jump Financial, LLC | 3,400 | $329.4K | 0.00% |
| LPL Financial LLC | 3,113 | $301.6K | 0.00% |
| CacheTech Inc. | 2,204 | $213.5K | 0.04% |
| Balyasny Asset Management LLC | 2,155 | $208.8K | 0.00% |
| Skopos Labs, Inc. | 1,612 | $156.2K | 0.02% |
| Point72 Asset Management, L.P. | 1,400 | $135.6K | 0.00% |
| Global Retirement Partners, LLC | 565 | $54.7K | 0.00% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 132 | $13.0K | 0.00% |
| Farther Finance Advisors, LLC | 122 | $11.8K | 0.00% |
| IFP Advisors, Inc | 0 | $7.65K | 0.00% |
| MAI Capital Management | 10 | $969 | 0.00% |
| Caitong International Asset Management Co., Ltd | 6 | $581 | 0.00% |
| True Wealth Design, LLC | 3 | $291 | 0.00% |
| Principal Securities, Inc. | 2 | $194 | 0.00% |
| Avion Wealth | 6 | $0 | 0.00% |
Sold out (18)
Institutions that held Coastal Financial Corp at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| EAM Global Investors LLC | 60,722 | $5.49M |
| Tudor Investment Corp Et Al | 41,424 | $3.75M |
| EAM Investors, LLC | 36,471 | $3.30M |
| Mendon Capital Advisors Corp | 15,000 | $2.65M |
| Alberta Investment Management Corp | 22,124 | $2.00M |
| SummitTX Capital, L.P. | 8,630 | $780.2K |
| Los Angeles Capital Management LLC | 7,534 | $681.1K |
| Corebridge Financial, Inc. | 6,132 | $554.4K |
| Mesirow Financial Investment Management, Inc. | 5,372 | $427.3K |
| Mariner, LLC | 2,911 | $263.2K |
| CIBC World Markets Corp | 2,777 | $251.1K |
| Schonfeld Strategic Advisors LLC | 2,300 | $207.9K |
| Coldstream Capital Management Inc | 1,844 | $166.7K |
| USA Financial Portformulas Corp | 1,254 | $113.4K |
| Quadrant Capital Group LLC | 293 | $26.5K |
| Aster Capital Management (DIFC) Ltd | 85 | $8.39K |
| The PNC Financial Services Group, Inc. | 55 | $4.97K |
| Stephens Consulting, LLC | 5 | $453 |
Not filed for Q2 2025 yet (2)
Institutions that held Coastal Financial Corp at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Orion Portfolio Solutions, LLC | 59,831 | $5.41M |
| Lindbrook Capital, LLC | 208 | $18.8K |