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 |
|---|---|---|---|---|---|
| First Bank & Trust | 12,339 | $1.33M | 0.22% | −1,827−12.9% | Reduced |
| California State Teachers Retirement System | 12,579 | $1.36M | 0.00% | +1,920+18.0% | Added |
| Arcus Capital Partners, LLC | 12,672 | $1.37M | 0.60% | 00.0% | Unchanged |
| Creative Planning | 13,655 | $1.48M | 0.00% | +2,189+19.1% | Added |
| EJF Capital LLC | 13,996 | $1.51M | 0.88% | +449+3.3% | Added |
| Truist Financial Corp | 14,015 | $1.52M | 0.00% | −4,366−23.8% | Reduced |
| Harvest Investment Services, LLC | 14,143 | $1.53M | 0.31% | +14,143 | New |
| Legal & General Group Plc | 14,574 | $1.58M | 0.00% | +425+3.0% | Added |
| Citigroup Inc | 15,155 | $1.64M | 0.00% | −1,933−11.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 15,276 | $1.65M | 0.01% | −819−5.1% | Reduced |
| Quantbot Technologies LP | 16,050 | $1.74M | 0.05% | +6,515+68.3% | Added |
| Pacific Ridge Capital Partners, LLC | 16,724 | $1.81M | 0.40% | −1,175−6.6% | Reduced |
| Madrona Financial Services, LLC | 18,465 | $2.00M | 0.44% | 00.0% | Unchanged |
| Rhumbline Advisers | 18,847 | $2.04M | 0.00% | −254−1.3% | Reduced |
| Two Sigma Investments, LP | 19,690 | $2.13M | 0.00% | −7,615−27.9% | Reduced |
| Barclays PLC | 19,861 | $2.15M | 0.00% | −12,145−37.9% | Reduced |
| Jane Street Group, LLC | 20,608 | $2.23M | 0.00% | +20,608 | New |
| Rafferty Asset Management, LLC | 21,743 | $2.35M | 0.01% | +4,641+27.1% | Added |
| Great Lakes Advisors, LLC | 23,365 | $2.53M | 0.02% | −23,411−50.0% | Reduced |
| SEI Investments Co | 25,494 | $2.76M | 0.00% | +4,474+21.3% | Added |
| Colony Group, LLC | 24,193 | $2.76M | 0.00% | +24,193 | New |
| Swiss National Bank | 26,165 | $2.83M | 0.00% | +200+0.8% | Added |
| Bridgeway Capital Management, LLC | 27,932 | $3.02M | 0.06% | −33,911−54.8% | Reduced |
| PMC FIG Opportunities LLC | 28,283 | $3.06M | 4.68% | −19,370−40.6% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 28,911 | $3.12M | 2.53% | −10,400−26.5% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 29,013 | $3.14M | 3.02% | −89−0.3% | Reduced |
| Mendon Capital Advisors Corp | 29,700 | $3.15M | 1.43% | +29,700 | New |
| Victory Capital Management Inc | 29,382 | $3.18M | 0.00% | +29,382 | New |
| Riverwater Partners LLC | 29,601 | $3.20M | 1.33% | −183−0.6% | Reduced |
| RMB Capital Management, LLC | 30,000 | $3.25M | 0.06% | 00.0% | Unchanged |
| Morgan Stanley | 31,668 | $3.43M | 0.00% | −833−2.6% | Reduced |
| Lisanti Capital Growth, LLC | 32,659 | $3.53M | 0.86% | +32,659 | New |
| Envestnet Asset Management Inc | 35,472 | $3.84M | 0.00% | −12,963−26.8% | Reduced |
| Franklin Resources Inc | 36,785 | $3.98M | 0.00% | −4,101−10.0% | Reduced |
| Bank of New York Mellon Corp | 37,934 | $4.10M | 0.00% | +871+2.4% | Added |
| EAM Investors, LLC | 39,011 | $4.15M | 0.48% | +39,011 | New |
| Macquarie Group Ltd | 41,023 | $4.44M | 0.01% | +2,937+7.7% | Added |
| Janus Henderson Group PLC | 42,365 | $4.58M | 0.00% | +37,419+756.6% | Added |
| Russell Investments Group, Ltd. | 46,477 | $5.03M | 0.01% | +45,650+5,520.0% | Added |
| Principal Financial Group Inc | 46,783 | $5.06M | 0.00% | +4,662+11.1% | Added |
| Cox Capital Mgt LLC | 47,119 | $5.10M | 3.33% | −56−0.1% | Reduced |
| Brinker Capital Investments, LLC | 47,681 | $5.16M | 0.04% | −15,487−24.5% | Reduced |
| Emerald Advisers, LLC | 59,086 | $6.39M | 0.20% | +51,665+696.2% | Added |
| First Trust Advisors LP | 59,228 | $6.41M | 0.00% | −9,520−13.8% | Reduced |
| Stifel Financial Corp | 59,539 | $6.44M | 0.01% | −7,207−10.8% | Reduced |
| Boothbay Fund Management, LLC | 62,626 | $6.77M | 0.17% | −48,289−43.5% | Reduced |
| Bank of America Corp | 65,679 | $7.10M | 0.00% | +19,519+42.3% | Added |
| Stieven Capital Advisors, L.P. | 65,971 | $7.14M | 1.35% | −22,600−25.5% | Reduced |
| Jacobs Asset Management, LLC | 75,000 | $8.11M | 4.44% | −25,000−25.0% | Reduced |
| Invesco Ltd. | 76,977 | $8.33M | 0.00% | +12,022+18.5% | Added |
| Next Century Growth Investors LLC | 77,493 | $8.38M | 0.61% | +77,493 | New |
| Nuveen, LLC | 78,052 | $8.44M | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 78,182 | $8.46M | 0.44% | −813−1.0% | Reduced |
| Silvercrest Asset Management Group LLC | 85,723 | $9.27M | 0.06% | +26,937+45.8% | Added |
| Goldman Sachs Group Inc | 92,303 | $9.98M | 0.00% | +8,056+9.6% | Added |
| State of Wisconsin Investment Board | 103,257 | $11.2M | 0.03% | −460.0% | Reduced |
| Price T Rowe Associates Inc | 105,441 | $11.4M | 0.00% | +95,104+920.0% | Added |
| Charles Schwab Investment Management Inc | 108,302 | $11.7M | 0.00% | +6,362+6.2% | Added |
| Northern Trust Corp | 112,862 | $12.2M | 0.00% | +913+0.8% | Added |
| Royce & Associates LP | 117,909 | $12.8M | 0.13% | −30,716−20.7% | Reduced |
| Alliancebernstein L.P. | 122,456 | $13.2M | 0.00% | −6,150−4.8% | Reduced |
| Advisors Capital Management, LLC | 124,840 | $13.5M | 0.17% | −16,818−11.9% | Reduced |
| D.A. Davidson & Co. | 125,539 | $13.6M | 0.09% | +125,539 | New |
| JCSD Capital, LLC | 130,040 | $14.1M | 24.99% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 141,911 | $15.4M | 0.34% | −31,151−18.0% | Reduced |
| Peregrine Capital Management LLC | 147,553 | $16.0M | 0.48% | +6,860+4.9% | Added |
| Ranger Investment Management, L.P. | 156,185 | $16.9M | 1.18% | +156,185 | New |
| Cooper Creek Partners Management LLC | 162,099 | $17.5M | 0.66% | +84,438+108.7% | Added |
| UBS Group AG | 166,185 | $18.0M | 0.00% | +101,935+158.7% | Added |
| UBS Asset Management Americas Inc | 168,764 | $18.3M | 0.00% | +132,403+364.1% | Added |
| Endeavour Capital Advisors Inc | 171,424 | $18.5M | 5.61% | −140,071−45.0% | Reduced |
| GW&K Investment Management, LLC | 185,403 | $20.1M | 0.18% | −90,697−32.8% | Reduced |
| Loomis Sayles & Co L P | 229,569 | $24.8M | 0.03% | +229,569 | New |
| Geode Capital Management, LLC | 316,540 | $34.2M | 0.00% | +12,175+4.0% | Added |
| FMR LLC | 327,656 | $35.4M | 0.00% | +193,775+144.7% | Added |
| Manufacturers Life Insurance Company, The | 346,704 | $37.5M | 0.03% | −15,363−4.2% | Reduced |
| Dimensional Fund Advisors LP | 348,353 | $37.7M | 0.01% | −10,807−3.0% | Reduced |
| Westwood Holdings Group Inc. | 354,643 | $38.4M | 0.27% | −70,324−16.5% | Reduced |
| Driehaus Capital Management LLC | 356,488 | $38.6M | 0.28% | +140,776+65.3% | Added |
| State Street Corp | 447,935 | $48.5M | 0.00% | +39,200+9.6% | Added |
| Wellington Management Group LLP | 486,197 | $52.6M | 0.01% | +39,984+9.0% | Added |
| American Century Companies Inc | 510,549 | $55.2M | 0.03% | +28,616+5.9% | Added |
| Azora Capital LP | 591,020 | $63.9M | 2.96% | −160,078−21.3% | Reduced |
| Vanguard Group Inc | 766,037 | $82.9M | 0.00% | +3,801+0.5% | Added |
| BlackRock, Inc. | 967,873 | $104.7M | 0.00% | −32,916−3.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,380,943 | $149.4M | 0.09% | +86,616+6.7% | Added |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −37,266−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −14,503−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −13,769−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −13,511−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −9,413−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,852−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −3,546−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −3,431−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −3,354−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −3,337−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,406−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −2,198−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −2,133−100.0% | Sold out |