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.
Q3 2025 vs. Q2 2025
How the institutions holding Coastal Financial Corp changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 177 | 1 | 186 | +10 |
| Shares | 11.2M | 2.04K | 12.2M | +959.8K (+8.6%) |
| Value | $1.08B | $198.1K | $1.31B | +$230.2M (+21.2%) |
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (34)
Institutions that held Coastal Financial Corp at the end of Q3 2025 but not at the end of Q2 2025.
Sold out (24)
Institutions that held Coastal Financial Corp at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| ExodusPoint Capital Management, LP | 37,266 | $3.61M |
| Ameriprise Financial Inc | 14,503 | $1.40M |
| PDT Partners, LLC | 13,769 | $1.33M |
| Empowered Funds, LLC | 13,511 | $1.31M |
| Citadel Advisors LLC | 9,413 | $911.8K |
| XTX Topco Ltd | 5,852 | $566.9K |
| TownSquare Capital, LLC | 3,546 | $343.5K |
| Millennium Management LLC | 3,431 | $332.4K |
| Jump Financial, LLC | 3,400 | $329.4K |
| Susquehanna Fundamental Investments, LLC | 3,354 | $324.9K |
| Fiduciary Trust Co | 3,337 | $323.3K |
| Dark Forest Capital Management LP | 2,406 | $233.1K |
| Atria Investments LLC | 2,198 | $212.9K |
| Norden Group LLC | 2,133 | $206.6K |
| FNY Investment Advisers, LLC | 2,000 | $193.0K |
| Skopos Labs, Inc. | 1,612 | $156.2K |
| Point72 Asset Management, L.P. | 1,400 | $135.6K |
| New York State Teachers Retirement System | 1,019 | $99.0K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 132 | $13.0K |
| IFP Advisors, Inc | 0 | $7.65K |
| MAI Capital Management | 10 | $969 |
| Caitong International Asset Management Co., Ltd | 6 | $581 |
| SBI Securities Co., Ltd. | 1 | $97 |
| Avion Wealth | 6 | $0 |
Not filed for Q3 2025 yet (1)
Institutions that held Coastal Financial Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| First Horizon Advisors, Inc. | 2,045 | $198.1K |