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 |
|---|---|---|---|---|---|
| FMR LLC | 370,033 | $42.4M | 0.00% | +42,377+12.9% | Added |
| State Street Corp | 442,827 | $50.7M | 0.00% | −5,108−1.1% | Reduced |
| Wellington Management Group LLP | 466,867 | $53.5M | 0.01% | −19,330−4.0% | Reduced |
| American Century Companies Inc | 540,469 | $61.9M | 0.03% | +29,920+5.9% | Added |
| Azora Capital LP | 618,244 | $70.8M | 4.46% | +27,224+4.6% | Added |
| Vanguard Group Inc | 784,230 | $89.9M | 0.00% | +18,193+2.4% | Added |
| BlackRock, Inc. | 984,825 | $112.9M | 0.00% | +16,952+1.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,269,841 | $145.5M | 0.09% | −111,102−8.0% | Reduced |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −41,023−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −20,608−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −15,276−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −7,737−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,931−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −2,119−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |