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.
13F holders, Q3 2025
Institutional positions in Coastal Financial Corp as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 186
- +10 vs. Q2 2025
- Shares held
- 12.2M
- +959.8K (+8.6%) vs. Q2 2025
- Total value
- $1.31B
- +$230.2M (+21.2%) vs. Q2 2025
- New holders
- 34
- 54 more added
- Sold out
- 24
- 71 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CCB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 194 | $992.7M |
| Q1 2026 | 183 | $990.9M |
| Q4 2025 | 208 | $1.46B |
| Q3 2025 | 186 | $1.31B |
| Q2 2025 | 177 | $1.08B |
| Q1 2025 | 177 | $987.8M |
| Q4 2024 | 170 | $864.8M |
| Q3 2024 | 146 | $455.1M |
| Q2 2024 | 125 | $373.1M |
| Q1 2024 | 119 | $307.9M |
| Q4 2023 | 116 | $356.6M |
| Q3 2023 | 117 | $333.5M |
| Q2 2023 | 109 | $290.4M |
| Q1 2023 | 124 | $277.7M |
| Q4 2022 | 129 | $364.4M |
| Q3 2022 | 114 | $294.0M |
| Q2 2022 | 104 | $302.4M |
| Q1 2022 | 111 | $335.6M |
| Q4 2021 | 99 | $378.5M |
| Q3 2021 | 79 | $205.9M |
| Q2 2021 | 69 | $184.3M |
| Q1 2021 | 71 | $162.0M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,380,943 | $149.4M | 0.09% | +86,616+6.7% | Added |
| BlackRock, Inc. | 967,873 | $104.7M | 0.00% | −32,916−3.3% | Reduced |
| Vanguard Group Inc | 766,037 | $82.9M | 0.00% | +3,801+0.5% | Added |
| Azora Capital LP | 591,020 | $63.9M | 2.96% | −160,078−21.3% | Reduced |
| American Century Companies Inc | 510,549 | $55.2M | 0.03% | +28,616+5.9% | Added |
| Wellington Management Group LLP | 486,197 | $52.6M | 0.01% | +39,984+9.0% | Added |
| State Street Corp | 447,935 | $48.5M | 0.00% | +39,200+9.6% | Added |
| Driehaus Capital Management LLC | 356,488 | $38.6M | 0.28% | +140,776+65.3% | Added |
| Westwood Holdings Group Inc. | 354,643 | $38.4M | 0.27% | −70,324−16.5% | Reduced |
| Dimensional Fund Advisors LP | 348,353 | $37.7M | 0.01% | −10,807−3.0% | Reduced |
| Manufacturers Life Insurance Company, The | 346,704 | $37.5M | 0.03% | −15,363−4.2% | Reduced |
| FMR LLC | 327,656 | $35.4M | 0.00% | +193,775+144.7% | Added |
| Geode Capital Management, LLC | 316,540 | $34.2M | 0.00% | +12,175+4.0% | Added |
| Loomis Sayles & Co L P | 229,569 | $24.8M | 0.03% | +229,569 | New |
| GW&K Investment Management, LLC | 185,403 | $20.1M | 0.18% | −90,697−32.8% | Reduced |
| Endeavour Capital Advisors Inc | 171,424 | $18.5M | 5.61% | −140,071−45.0% | Reduced |
| UBS Asset Management Americas Inc | 168,764 | $18.3M | 0.00% | +132,403+364.1% | Added |
| UBS Group AG | 166,185 | $18.0M | 0.00% | +101,935+158.7% | Added |
| Cooper Creek Partners Management LLC | 162,099 | $17.5M | 0.66% | +84,438+108.7% | Added |
| Ranger Investment Management, L.P. | 156,185 | $16.9M | 1.18% | +156,185 | New |
| Peregrine Capital Management LLC | 147,553 | $16.0M | 0.48% | +6,860+4.9% | Added |
| Kennedy Capital Management, Inc. | 141,911 | $15.4M | 0.34% | −31,151−18.0% | Reduced |
| JCSD Capital, LLC | 130,040 | $14.1M | 24.99% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 125,539 | $13.6M | 0.09% | +125,539 | New |
| Advisors Capital Management, LLC | 124,840 | $13.5M | 0.17% | −16,818−11.9% | Reduced |
| Alliancebernstein L.P. | 122,456 | $13.2M | 0.00% | −6,150−4.8% | Reduced |
| Royce & Associates LP | 117,909 | $12.8M | 0.13% | −30,716−20.7% | Reduced |
| Northern Trust Corp | 112,862 | $12.2M | 0.00% | +913+0.8% | Added |
| Charles Schwab Investment Management Inc | 108,302 | $11.7M | 0.00% | +6,362+6.2% | Added |
| Price T Rowe Associates Inc | 105,441 | $11.4M | 0.00% | +95,104+920.0% | Added |
| State of Wisconsin Investment Board | 103,257 | $11.2M | 0.03% | −460.0% | Reduced |
| Goldman Sachs Group Inc | 92,303 | $9.98M | 0.00% | +8,056+9.6% | Added |
| Silvercrest Asset Management Group LLC | 85,723 | $9.27M | 0.06% | +26,937+45.8% | Added |
| Emerald Mutual Fund Advisers Trust | 78,182 | $8.46M | 0.44% | −813−1.0% | Reduced |
| Nuveen, LLC | 78,052 | $8.44M | 0.00% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 77,493 | $8.38M | 0.61% | +77,493 | New |
| Invesco Ltd. | 76,977 | $8.33M | 0.00% | +12,022+18.5% | Added |
| Jacobs Asset Management, LLC | 75,000 | $8.11M | 4.44% | −25,000−25.0% | Reduced |
| Stieven Capital Advisors, L.P. | 65,971 | $7.14M | 1.35% | −22,600−25.5% | Reduced |
| Bank of America Corp | 65,679 | $7.10M | 0.00% | +19,519+42.3% | Added |
| Boothbay Fund Management, LLC | 62,626 | $6.77M | 0.17% | −48,289−43.5% | Reduced |
| Stifel Financial Corp | 59,539 | $6.44M | 0.01% | −7,207−10.8% | Reduced |
| First Trust Advisors LP | 59,228 | $6.41M | 0.00% | −9,520−13.8% | Reduced |
| Emerald Advisers, LLC | 59,086 | $6.39M | 0.20% | +51,665+696.2% | Added |
| Brinker Capital Investments, LLC | 47,681 | $5.16M | 0.04% | −15,487−24.5% | Reduced |
| Cox Capital Mgt LLC | 47,119 | $5.10M | 3.33% | −56−0.1% | Reduced |
| Principal Financial Group Inc | 46,783 | $5.06M | 0.00% | +4,662+11.1% | Added |
| Russell Investments Group, Ltd. | 46,477 | $5.03M | 0.01% | +45,650+5,520.0% | Added |
| Janus Henderson Group PLC | 42,365 | $4.58M | 0.00% | +37,419+756.6% | Added |
| Macquarie Group Ltd | 41,023 | $4.44M | 0.01% | +2,937+7.7% | Added |
| EAM Investors, LLC | 39,011 | $4.15M | 0.48% | +39,011 | New |
| Bank of New York Mellon Corp | 37,934 | $4.10M | 0.00% | +871+2.4% | Added |
| Franklin Resources Inc | 36,785 | $3.98M | 0.00% | −4,101−10.0% | Reduced |
| Envestnet Asset Management Inc | 35,472 | $3.84M | 0.00% | −12,963−26.8% | Reduced |
| Lisanti Capital Growth, LLC | 32,659 | $3.53M | 0.86% | +32,659 | New |
| Morgan Stanley | 31,668 | $3.43M | 0.00% | −833−2.6% | Reduced |
| RMB Capital Management, LLC | 30,000 | $3.25M | 0.06% | 00.0% | Unchanged |
| Riverwater Partners LLC | 29,601 | $3.20M | 1.33% | −183−0.6% | Reduced |
| Victory Capital Management Inc | 29,382 | $3.18M | 0.00% | +29,382 | New |
| Mendon Capital Advisors Corp | 29,700 | $3.15M | 1.43% | +29,700 | New |
| John W. Rosenthal Capital Management, Inc. | 29,013 | $3.14M | 3.02% | −89−0.3% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 28,911 | $3.12M | 2.53% | −10,400−26.5% | Reduced |
| PMC FIG Opportunities LLC | 28,283 | $3.06M | 4.68% | −19,370−40.6% | Reduced |
| Bridgeway Capital Management, LLC | 27,932 | $3.02M | 0.06% | −33,911−54.8% | Reduced |
| Swiss National Bank | 26,165 | $2.83M | 0.00% | +200+0.8% | Added |
| Colony Group, LLC | 24,193 | $2.76M | 0.00% | +24,193 | New |
| SEI Investments Co | 25,494 | $2.76M | 0.00% | +4,474+21.3% | Added |
| Great Lakes Advisors, LLC | 23,365 | $2.53M | 0.02% | −23,411−50.0% | Reduced |
| Rafferty Asset Management, LLC | 21,743 | $2.35M | 0.01% | +4,641+27.1% | Added |
| Jane Street Group, LLC | 20,608 | $2.23M | 0.00% | +20,608 | New |
| Barclays PLC | 19,861 | $2.15M | 0.00% | −12,145−37.9% | Reduced |
| Two Sigma Investments, LP | 19,690 | $2.13M | 0.00% | −7,615−27.9% | Reduced |
| Rhumbline Advisers | 18,847 | $2.04M | 0.00% | −254−1.3% | Reduced |
| Madrona Financial Services, LLC | 18,465 | $2.00M | 0.44% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 16,724 | $1.81M | 0.40% | −1,175−6.6% | Reduced |
| Quantbot Technologies LP | 16,050 | $1.74M | 0.05% | +6,515+68.3% | Added |
| Jacobs Levy Equity Management, Inc | 15,276 | $1.65M | 0.01% | −819−5.1% | Reduced |
| Citigroup Inc | 15,155 | $1.64M | 0.00% | −1,933−11.3% | Reduced |
| Legal & General Group Plc | 14,574 | $1.58M | 0.00% | +425+3.0% | Added |
| Harvest Investment Services, LLC | 14,143 | $1.53M | 0.31% | +14,143 | New |
| Truist Financial Corp | 14,015 | $1.52M | 0.00% | −4,366−23.8% | Reduced |
| EJF Capital LLC | 13,996 | $1.51M | 0.88% | +449+3.3% | Added |
| Creative Planning | 13,655 | $1.48M | 0.00% | +2,189+19.1% | Added |
| Arcus Capital Partners, LLC | 12,672 | $1.37M | 0.60% | 00.0% | Unchanged |
| California State Teachers Retirement System | 12,579 | $1.36M | 0.00% | +1,920+18.0% | Added |
| First Bank & Trust | 12,339 | $1.33M | 0.22% | −1,827−12.9% | Reduced |
| Nomura Holdings Inc | 12,297 | $1.33M | 0.01% | +4,350+54.7% | Added |
| SG Americas Securities, LLC | 12,204 | $1.32M | 0.00% | +1,463+13.6% | Added |
| Public Employees Retirement System of Ohio | 11,961 | $1.29M | 0.00% | −1,781−13.0% | Reduced |
| Federated Hermes, Inc. | 11,159 | $1.21M | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 10,976 | $1.19M | 0.10% | −598−5.2% | Reduced |
| US Bancorp | 10,931 | $1.18M | 0.00% | −819−7.0% | Reduced |
| Susquehanna International Group, LLP | 10,156 | $1.10M | 0.00% | −18,601−64.7% | Reduced |
| Militia Capital Partners, LP | 10,000 | $1.08M | 0.50% | −22,900−69.6% | Reduced |
| Deutsche Bank AG | 9,819 | $1.06M | 0.00% | +945+10.6% | Added |
| BNP Paribas Arbitrage, SA | 9,687 | $1.05M | 0.00% | +2,546+35.7% | Added |
| Persistent Asset Partners Ltd | 9,091 | $983.4K | 0.71% | −7,341−44.7% | Reduced |
| SummerHaven Investment Management, LLC | 8,309 | $898.8K | 0.52% | −8,994−52.0% | Reduced |
| Legato Capital Management LLC | 8,100 | $876.2K | 0.10% | +8,100 | New |
| Wells Fargo & Company | 7,926 | $857.4K | 0.00% | +1,221+18.2% | Added |