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, Q4 2025
Institutional positions in Coastal Financial Corp as of Dec 31, 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
- 208
- +27 vs. Q3 2025
- Shares held
- 12.8M
- +636.0K (+5.2%) vs. Q3 2025
- Total value
- $1.46B
- +$150.6M (+11.5%) vs. Q3 2025
- New holders
- 37
- 67 more added
- Sold out
- 10
- 71 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,269,841 | $145.5M | 0.09% | −111,102−8.0% | Reduced |
| BlackRock, Inc. | 984,825 | $112.9M | 0.00% | +16,952+1.8% | Added |
| Vanguard Group Inc | 784,230 | $89.9M | 0.00% | +18,193+2.4% | Added |
| Azora Capital LP | 618,244 | $70.8M | 4.46% | +27,224+4.6% | Added |
| American Century Companies Inc | 540,469 | $61.9M | 0.03% | +29,920+5.9% | Added |
| Wellington Management Group LLP | 466,867 | $53.5M | 0.01% | −19,330−4.0% | Reduced |
| State Street Corp | 442,827 | $50.7M | 0.00% | −5,108−1.1% | Reduced |
| FMR LLC | 370,033 | $42.4M | 0.00% | +42,377+12.9% | Added |
| Driehaus Capital Management LLC | 344,364 | $39.5M | 0.27% | −12,124−3.4% | Reduced |
| Westwood Holdings Group Inc. | 337,040 | $38.6M | 0.31% | −17,603−5.0% | Reduced |
| Dimensional Fund Advisors LP | 334,147 | $38.3M | 0.01% | −14,206−4.1% | Reduced |
| Manufacturers Life Insurance Company, The | 333,208 | $38.2M | 0.03% | −13,496−3.9% | Reduced |
| Loomis Sayles & Co L P | 330,230 | $37.8M | 0.05% | +100,661+43.8% | Added |
| Geode Capital Management, LLC | 325,897 | $37.4M | 0.00% | +9,357+3.0% | Added |
| Cooper Creek Partners Management LLC | 219,597 | $25.2M | 1.19% | +57,498+35.5% | Added |
| GW&K Investment Management, LLC | 197,829 | $22.7M | 0.20% | +12,426+6.7% | Added |
| Next Century Growth Investors LLC | 178,224 | $20.4M | 1.42% | +100,731+130.0% | Added |
| Kennedy Capital Management, Inc. | 168,825 | $19.3M | 0.41% | +26,914+19.0% | Added |
| UBS Asset Management Americas Inc | 162,186 | $18.6M | 0.00% | −6,578−3.9% | Reduced |
| Endeavour Capital Advisors Inc | 161,924 | $18.6M | 5.16% | −9,500−5.5% | Reduced |
| Emerald Advisers, LLC | 152,755 | $17.5M | 0.54% | +93,669+158.5% | Added |
| Ranger Investment Management, L.P. | 152,039 | $17.4M | 1.19% | −4,146−2.7% | Reduced |
| Peregrine Capital Management LLC | 145,706 | $16.7M | 0.51% | −1,847−1.3% | Reduced |
| JCSD Capital, LLC | 129,040 | $14.8M | 20.47% | −1,000−0.8% | Reduced |
| D.A. Davidson & Co. | 125,539 | $14.4M | 0.09% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 124,703 | $14.3M | 0.17% | −137−0.1% | Reduced |
| Royce & Associates LP | 123,852 | $14.2M | 0.14% | +5,943+5.0% | Added |
| UBS Group AG | 121,760 | $14.0M | 0.00% | −44,425−26.7% | Reduced |
| Alliancebernstein L.P. | 119,238 | $13.7M | 0.00% | −3,218−2.6% | Reduced |
| State of Wisconsin Investment Board | 110,795 | $12.7M | 0.03% | +7,538+7.3% | Added |
| Brevan Howard Capital Management LP | 110,000 | $12.6M | 0.24% | +110,000 | New |
| Emerald Mutual Fund Advisers Trust | 107,737 | $12.3M | 0.60% | +29,555+37.8% | Added |
| Charles Schwab Investment Management Inc | 107,255 | $12.3M | 0.00% | −1,047−1.0% | Reduced |
| Northern Trust Corp | 106,652 | $12.2M | 0.00% | −6,210−5.5% | Reduced |
| Boothbay Fund Management, LLC | 106,342 | $12.2M | 0.32% | +43,716+69.8% | Added |
| Price T Rowe Associates Inc | 105,734 | $12.1M | 0.00% | +293+0.3% | Added |
| Morgan Stanley | 101,301 | $11.6M | 0.00% | +69,633+219.9% | Added |
| Jacobs Asset Management, LLC | 88,449 | $10.1M | 5.65% | +13,449+17.9% | Added |
| Silvercrest Asset Management Group LLC | 85,723 | $9.82M | 0.07% | 00.0% | Unchanged |
| Nuveen, LLC | 77,174 | $8.84M | 0.00% | −878−1.1% | Reduced |
| Invesco Ltd. | 75,974 | $8.71M | 0.00% | −1,003−1.3% | Reduced |
| Segall Bryant & Hamill, LLC | 73,187 | $8.39M | 0.11% | +73,187 | New |
| Stieven Capital Advisors, L.P. | 65,771 | $7.54M | 1.40% | −200−0.3% | Reduced |
| Stifel Financial Corp | 59,654 | $6.84M | 0.01% | +115+0.2% | Added |
| Goldman Sachs Group Inc | 57,810 | $6.62M | 0.00% | −34,493−37.4% | Reduced |
| Bank of America Corp | 50,612 | $5.80M | 0.00% | −15,067−22.9% | Reduced |
| Russell Investments Group, Ltd. | 48,570 | $5.57M | 0.01% | +2,093+4.5% | Added |
| Brinker Capital Investments, LLC | 46,209 | $5.30M | 0.04% | −1,472−3.1% | Reduced |
| Cox Capital Mgt LLC | 47,775 | $5.27M | 3.28% | +656+1.4% | Added |
| First Trust Advisors LP | 43,759 | $5.01M | 0.00% | −15,469−26.1% | Reduced |
| PMC FIG Opportunities LLC | 43,222 | $4.95M | 7.78% | +14,939+52.8% | Added |
| Nomura Asset Management International Inc. | 40,177 | $4.60M | 0.01% | +40,177 | New |
| Kingdon Capital Management, L.L.C. | 40,000 | $4.58M | 0.70% | +40,000 | New |
| Bank of New York Mellon Corp | 35,868 | $4.11M | 0.00% | −2,066−5.4% | Reduced |
| Principal Financial Group Inc | 35,668 | $4.09M | 0.00% | −11,115−23.8% | Reduced |
| SEI Investments Co | 35,317 | $4.05M | 0.00% | +9,823+38.5% | Added |
| Franklin Resources Inc | 34,685 | $3.97M | 0.00% | −2,100−5.7% | Reduced |
| Phocas Financial Corp. | 34,453 | $3.95M | 0.51% | +34,453 | New |
| Envestnet Asset Management Inc | 33,042 | $3.79M | 0.00% | −2,430−6.9% | Reduced |
| Lisanti Capital Growth, LLC | 32,609 | $3.74M | 0.89% | −50−0.2% | Reduced |
| RMB Capital Management, LLC | 30,000 | $3.44M | 0.06% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 30,000 | $3.44M | 1.35% | +300+1.0% | Added |
| Riverwater Partners LLC | 29,601 | $3.39M | 1.31% | 00.0% | Unchanged |
| EAM Investors, LLC | 29,427 | $3.37M | 0.38% | −9,584−24.6% | Reduced |
| Victory Capital Management Inc | 29,422 | $3.37M | 0.00% | +40+0.1% | Added |
| John W. Rosenthal Capital Management, Inc. | 29,013 | $3.32M | 3.08% | 00.0% | Unchanged |
| Swiss National Bank | 26,765 | $3.07M | 0.00% | +600+2.3% | Added |
| Barclays PLC | 25,781 | $2.95M | 0.00% | +5,920+29.8% | Added |
| Bridgeway Capital Management, LLC | 24,832 | $2.85M | 0.06% | −3,100−11.1% | Reduced |
| Colony Group, LLC | 23,842 | $2.73M | 0.00% | −351−1.5% | Reduced |
| Federated Hermes, Inc. | 20,963 | $2.40M | 0.00% | +9,804+87.9% | Added |
| Quent Capital, LLC | 19,889 | $2.28M | 0.16% | +19,889 | New |
| Thornburg Investment Management Inc | 19,252 | $2.21M | 0.03% | +19,252 | New |
| Elizabeth Park Capital Advisors, Ltd. | 19,011 | $2.18M | 1.79% | −9,900−34.2% | Reduced |
| Militia Capital Partners, LP | 19,000 | $2.18M | 0.82% | +9,000+90.0% | Added |
| New York State Common Retirement Fund | 17,856 | $2.05M | 0.00% | +13,586+318.2% | Added |
| BNP Paribas Arbitrage, SA | 17,489 | $2.00M | 0.00% | +7,802+80.5% | Added |
| Great Lakes Advisors, LLC | 16,334 | $1.87M | 0.02% | −7,031−30.1% | Reduced |
| Nomura Holdings Inc | 16,125 | $1.85M | 0.01% | +3,828+31.1% | Added |
| Rhumbline Advisers | 16,089 | $1.84M | 0.00% | −2,758−14.6% | Reduced |
| Rafferty Asset Management, LLC | 15,909 | $1.82M | 0.01% | −5,834−26.8% | Reduced |
| Truist Financial Corp | 15,855 | $1.82M | 0.00% | +1,840+13.1% | Added |
| Pacific Ridge Capital Partners, LLC | 15,706 | $1.80M | 0.40% | −1,018−6.1% | Reduced |
| Persistent Asset Partners Ltd | 15,436 | $1.77M | 0.85% | +6,345+69.8% | Added |
| Harvest Investment Services, LLC | 14,607 | $1.67M | 0.32% | +464+3.3% | Added |
| Wells Fargo & Company | 14,133 | $1.62M | 0.00% | +6,207+78.3% | Added |
| Citigroup Inc | 14,113 | $1.62M | 0.00% | −1,042−6.9% | Reduced |
| EJF Capital LLC | 13,227 | $1.52M | 0.86% | −769−5.5% | Reduced |
| California State Teachers Retirement System | 13,081 | $1.50M | 0.00% | +502+4.0% | Added |
| Arcus Capital Partners, LLC | 12,865 | $1.47M | 0.53% | +193+1.5% | Added |
| Legal & General Group Plc | 12,566 | $1.44M | 0.00% | −2,008−13.8% | Reduced |
| Ameriprise Financial Inc | 12,388 | $1.42M | 0.00% | +12,388 | New |
| Creative Planning | 12,094 | $1.39M | 0.00% | −1,561−11.4% | Reduced |
| Legato Capital Management LLC | 12,070 | $1.38M | 0.12% | +3,970+49.0% | Added |
| Public Employees Retirement System of Ohio | 11,961 | $1.37M | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 11,570 | $1.33M | 0.22% | −769−6.2% | Reduced |
| Susquehanna International Group, LLP | 11,375 | $1.30M | 0.00% | +1,219+12.0% | Added |
| US Bancorp | 10,931 | $1.25M | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 10,901 | $1.25M | 0.10% | −75−0.7% | Reduced |
| Point72 Asset Management, L.P. | 10,813 | $1.24M | 0.00% | +10,813 | New |