Coastal Financial Corp

CCB

Exchange: Nasdaq
Industry: State Commercial Banks
SEC CIK: 0001437958

SEC filings (opens in a new tab)

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.

Q4 2025 vs. Q3 2025

How the institutions holding Coastal Financial Corp changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of CCB: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	186	5	208	+27
Shares	12.2M	7.90K	12.8M	+636.0K (+5.2%)
Value	$1.31B	$854.8K	$1.46B	+$150.6M (+11.5%)

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held Coastal Financial Corp at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to CCB in Q4 2025
Institution	Shares	Value	% of portfolio
Brevan Howard Capital Management LP	110,000	$12.6M	0.24%
Segall Bryant & Hamill, LLC	73,187	$8.39M	0.11%
Nomura Asset Management International Inc.	40,177	$4.60M	0.01%
Kingdon Capital Management, L.L.C.	40,000	$4.58M	0.70%
Phocas Financial Corp.	34,453	$3.95M	0.51%
Quent Capital, LLC	19,889	$2.28M	0.16%
Thornburg Investment Management Inc	19,252	$2.21M	0.03%
Ameriprise Financial Inc	12,388	$1.42M	0.00%
Point72 Asset Management, L.P.	10,813	$1.24M	0.00%
Numerai GP LLC	8,531	$977.6K	0.12%
Jain Global LLC	7,204	$825.5K	0.01%
Skopos Labs, Inc.	5,885	$689.7K	0.03%
XTX Topco Ltd	3,937	$451.1K	0.01%
Turtle Creek Wealth Advisors, LLC	3,517	$403.0K	0.03%
Pathstone Holdings, LLC	3,461	$396.6K	0.00%
Marshall Wace, LLP	3,200	$366.7K	0.00%
Citadel Advisors LLC	2,920	$334.6K	0.00%
FourThought Financial Partners, LLC	2,324	$266.3K	0.02%
Jump Financial, LLC	2,284	$261.7K	0.00%
Quantinno Capital Management LP	2,252	$258.1K	0.00%
Jefferies Financial Group Inc.	2,045	$234.3K	0.00%
DRW Securities, LLC	1,866	$213.8K	0.02%
Sanctuary Advisors, LLC	1,852	$212.2K	0.00%
Hamilton Capital Partners Inc.	1,396	$160.0K	0.01%
RiverPark Advisors, LLC	808	$92.6K	0.03%
Pinnacle Wealth Planning Services, Inc.	551	$63.1K	0.01%
Caitong International Asset Management Co., Ltd	438	$50.2K	0.01%
Aquatic Capital Management LLC	405	$46.4K	0.00%
DV Trading LLC	200	$22.9K	0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	186	$21.0K	0.00%
Eurizon Capital SGR S.p.A.	110	$12.6K	0.00%
Jones Financial Companies LLLP	96	$11.0K	0.00%
Los Angeles Capital Management LLC	80	$8.35K	0.00%
Atwood & Palmer Inc	33	$3.78K	0.00%
Zions Bancorporation, National Association	12	$1.38K	0.00%
WPG Advisers, LLC	12	$1.38K	0.00%
Marquette Asset Management, LLC	5	$573	0.00%

Sold out (10)

Institutions that held Coastal Financial Corp at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of CCB in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Macquarie Group Ltd	41,023	$4.44M
Jane Street Group, LLC	20,608	$2.23M
Jacobs Levy Equity Management, Inc	15,276	$1.65M
Mangrove Partners	7,737	$836.9K
Virtu Financial LLC	4,931	$533.0K
Painted Porch Advisors LLC	2,900	$313.7K
Verdence Capital Advisors LLC	2,119	$226.2K
USA Financial Portformulas Corp	944	$102.1K
Principal Securities, Inc.	2	$216
Tortoise Investment Management, LLC	1	$108

Not filed for Q4 2025 yet (5)

Institutions that held Coastal Financial Corp at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CCB in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Cubist Systematic Strategies, LLC	5,543	$599.6K
Point72 (DIFC) Ltd	1,843	$199.4K
Shell Asset Management Co	416	$45.0K
Point72 Europe (London) LLP	53	$5.73K
Point72 Asia (Singapore) Pte. Ltd.	47	$5.08K