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, Q1 2026
Institutional positions in Coastal Financial Corp as of Mar 31, 2026. 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
- 183
- −21 vs. Q4 2025
- Shares held
- 13.0M
- +988.6K (+8.3%) vs. Q4 2025
- Total value
- $990.9M
- −$381.1M (−27.8%) vs. Q4 2025
- New holders
- 30
- 66 more added
- Sold out
- 51
- 63 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,275,034 | $97.0M | 0.07% | +5,193+0.4% | Added |
| BlackRock, Inc. | 973,859 | $74.1M | 0.00% | −10,966−1.1% | Reduced |
| Azora Capital LP | 658,617 | $50.1M | 3.30% | +40,373+6.5% | Added |
| Vanguard Capital Management LLC | 562,222 | $42.8M | 0.00% | +562,222 | New |
| State Street Corp | 554,958 | $42.2M | 0.00% | +112,131+25.3% | Added |
| Cooper Creek Partners Management LLC | 450,134 | $34.3M | 1.65% | +230,537+105.0% | Added |
| Wellington Management Group LLP | 447,432 | $34.0M | 0.01% | −19,435−4.2% | Reduced |
| American Century Companies Inc | 418,674 | $31.9M | 0.02% | −121,795−22.5% | Reduced |
| FMR LLC | 370,756 | $28.2M | 0.00% | +723+0.2% | Added |
| Dimensional Fund Advisors LP | 359,571 | $27.4M | 0.01% | +25,424+7.6% | Added |
| Manufacturers Life Insurance Company, The | 337,819 | $25.7M | 0.02% | +4,611+1.4% | Added |
| Westwood Holdings Group Inc. | 331,360 | $25.2M | 0.18% | −5,680−1.7% | Reduced |
| Geode Capital Management, LLC | 319,525 | $24.3M | 0.00% | −6,372−2.0% | Reduced |
| Loomis Sayles & Co L P | 304,788 | $23.2M | 0.03% | −25,442−7.7% | Reduced |
| Endeavour Capital Advisors Inc | 273,602 | $20.8M | 4.72% | +111,678+69.0% | Added |
| UBS Asset Management Americas Inc | 268,689 | $20.4M | 0.00% | +106,503+65.7% | Added |
| Emerald Advisers, LLC | 221,182 | $16.8M | 0.53% | +68,427+44.8% | Added |
| GW&K Investment Management, LLC | 181,988 | $13.8M | 0.12% | −15,841−8.0% | Reduced |
| Alliancebernstein L.P. | 115,031 | $13.2M | 0.00% | −4,207−3.5% | Reduced |
| UBS Group AG | 159,712 | $12.2M | 0.00% | +37,952+31.2% | Added |
| Kennedy Capital Management, Inc. | 158,763 | $12.1M | 0.26% | −10,062−6.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 156,664 | $11.9M | 0.58% | +48,927+45.4% | Added |
| Ranger Investment Management, L.P. | 151,099 | $11.5M | 0.83% | −940−0.6% | Reduced |
| JCSD Capital, LLC | 140,140 | $10.7M | 16.62% | +11,100+8.6% | Added |
| Peregrine Capital Management LLC | 139,607 | $10.6M | 0.39% | −6,099−4.2% | Reduced |
| Advisors Capital Management, LLC | 130,004 | $9.89M | 0.12% | +5,301+4.3% | Added |
| Brevan Howard Capital Management LP | 130,000 | $9.89M | 0.10% | +20,000+18.2% | Added |
| D.A. Davidson & Co. | 125,539 | $9.55M | 0.06% | 00.0% | Unchanged |
| Stieven Capital Advisors, L.P. | 110,571 | $8.41M | 1.80% | +44,800+68.1% | Added |
| Northern Trust Corp | 108,390 | $8.25M | 0.00% | +1,738+1.6% | Added |
| Charles Schwab Investment Management Inc | 107,726 | $8.20M | 0.00% | +471+0.4% | Added |
| Millennium Management LLC | 101,185 | $7.70M | 0.01% | +101,185 | New |
| Vanguard Portfolio Management LLC | 99,255 | $7.55M | 0.00% | +99,255 | New |
| State of Wisconsin Investment Board | 95,647 | $7.28M | 0.02% | −15,148−13.7% | Reduced |
| Stifel Financial Corp | 93,884 | $7.14M | 0.01% | +34,230+57.4% | Added |
| Vanguard Fiduciary Trust Co | 90,773 | $6.91M | 0.00% | +90,773 | New |
| Jacobs Asset Management, LLC | 89,146 | $6.78M | 4.06% | +697+0.8% | Added |
| Bank of America Corp | 86,657 | $6.59M | 0.00% | +36,045+71.2% | Added |
| Price T Rowe Associates Inc | 86,044 | $6.55M | 0.00% | −19,690−18.6% | Reduced |
| Goldman Sachs Group Inc | 85,788 | $6.53M | 0.00% | +27,978+48.4% | Added |
| Morgan Stanley | 78,000 | $5.94M | 0.00% | −23,301−23.0% | Reduced |
| Silvercrest Asset Management Group LLC | 77,084 | $5.87M | 0.04% | −8,639−10.1% | Reduced |
| Segall Bryant & Hamill, LLC | 69,579 | $5.29M | 0.08% | −3,608−4.9% | Reduced |
| PMC FIG Opportunities LLC | 63,617 | $4.84M | 7.50% | +20,395+47.2% | Added |
| Boothbay Fund Management, LLC | 61,793 | $4.70M | 0.11% | −44,549−41.9% | Reduced |
| Mendon Capital Advisors Corp | 56,000 | $4.26M | 1.65% | +26,000+86.7% | Added |
| Royce & Associates LP | 55,680 | $4.24M | 0.04% | −68,172−55.0% | Reduced |
| Citadel Advisors LLC | 54,884 | $4.18M | 0.00% | +51,964+1,779.6% | Added |
| Russell Investments Group, Ltd. | 51,020 | $3.88M | 0.00% | +2,450+5.0% | Added |
| RMB Capital Management, LLC | 50,000 | $3.81M | 0.07% | +20,000+66.7% | Added |
| Graham Capital Wealth Management, LLC | 49,879 | $3.80M | 3.37% | +49,879 | New |
| First Trust Advisors LP | 48,713 | $3.71M | 0.00% | +4,954+11.3% | Added |
| Militia Capital Management LLC | 48,559 | $3.70M | 0.83% | +48,559 | New |
| Franklin Resources Inc | 45,587 | $3.47M | 0.00% | +10,902+31.4% | Added |
| Nomura Asset Management International Inc. | 45,024 | $3.43M | 0.01% | +4,847+12.1% | Added |
| Brinker Capital Investments, LLC | 42,967 | $3.27M | 0.03% | −3,242−7.0% | Reduced |
| Nuveen, LLC | 36,273 | $2.76M | 0.00% | −40,901−53.0% | Reduced |
| Bank of New York Mellon Corp | 35,925 | $2.73M | 0.00% | +57+0.2% | Added |
| SEI Investments Co | 33,298 | $2.53M | 0.00% | −2,019−5.7% | Reduced |
| Envestnet Asset Management Inc | 32,417 | $2.47M | 0.00% | −625−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 32,201 | $2.45M | 0.00% | +32,012+16,937.6% | Added |
| Jane Street Group, LLC | 31,232 | $2.38M | 0.00% | +31,232 | New |
| Barclays PLC | 30,874 | $2.35M | 0.00% | +5,093+19.8% | Added |
| Victory Capital Management Inc | 29,431 | $2.24M | 0.00% | +90.0% | Added |
| John W. Rosenthal Capital Management, Inc. | 29,013 | $2.21M | 2.16% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 27,313 | $2.08M | 0.02% | +27,313 | New |
| Swiss National Bank | 26,765 | $2.04M | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 26,083 | $1.98M | 0.03% | +22,146+562.5% | Added |
| Quantinno Capital Management LP | 25,377 | $1.93M | 0.00% | +23,125+1,026.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 24,768 | $1.88M | 0.04% | +24,768 | New |
| Persistent Asset Partners Ltd | 24,673 | $1.88M | 0.73% | +9,237+59.8% | Added |
| Balyasny Asset Management LLC | 24,095 | $1.83M | 0.00% | +21,528+838.6% | Added |
| Great Lakes Advisors, LLC | 23,321 | $1.77M | 0.01% | +6,987+42.8% | Added |
| Renaissance Technologies LLC | 22,600 | $1.72M | 0.00% | +22,600 | New |
| Rafferty Asset Management, LLC | 21,019 | $1.60M | 0.01% | +5,110+32.1% | Added |
| Quent Capital, LLC | 21,000 | $1.60M | 0.11% | +1,111+5.6% | Added |
| Cox Capital Mgt LLC | 20,451 | $1.56M | 1.03% | −27,324−57.2% | Reduced |
| Pacific Ridge Capital Partners, LLC | 20,398 | $1.55M | 0.34% | +4,692+29.9% | Added |
| Riverwater Partners LLC | 20,152 | $1.53M | 0.51% | −9,449−31.9% | Reduced |
| Susquehanna International Group, LLP | 18,642 | $1.42M | 0.00% | +7,267+63.9% | Added |
| Citigroup Inc | 18,595 | $1.42M | 0.00% | +4,482+31.8% | Added |
| Federated Hermes, Inc. | 18,265 | $1.39M | 0.00% | −2,698−12.9% | Reduced |
| Arcus Capital Partners, LLC | 17,636 | $1.34M | 0.48% | +4,771+37.1% | Added |
| Numerai GP LLC | 17,442 | $1.33M | 0.13% | +8,911+104.5% | Added |
| Invesco Ltd. | 17,395 | $1.32M | 0.00% | −58,579−77.1% | Reduced |
| King Luther Capital Management Corp | 15,683 | $1.19M | 0.01% | +15,683 | New |
| CI Private Wealth, LLC | 15,630 | $1.19M | 0.00% | +15,630 | New |
| Rhumbline Advisers | 15,262 | $1.16M | 0.00% | −827−5.1% | Reduced |
| Trexquant Investment LP | 14,605 | $1.11M | 0.01% | +14,605 | New |
| Truist Financial Corp | 14,936 | $1.11M | 0.00% | −919−5.8% | Reduced |
| Point72 Asset Management, L.P. | 14,237 | $1.08M | 0.00% | +3,424+31.7% | Added |
| SG Americas Securities, LLC | 13,719 | $1.04M | 0.00% | +5,704+71.2% | Added |
| California State Teachers Retirement System | 12,985 | $988.2K | 0.00% | −96−0.7% | Reduced |
| EJF Capital LLC | 12,269 | $933.7K | 0.66% | −958−7.2% | Reduced |
| Qube Research & Technologies Ltd | 12,096 | $920.5K | 0.00% | +12,096 | New |
| Public Employees Retirement System of Ohio | 11,961 | $910.2K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 11,748 | $894.0K | 0.00% | −640−5.2% | Reduced |
| Deutsche Bank AG | 11,715 | $891.5K | 0.00% | +1,294+12.4% | Added |
| Susquehanna Fundamental Investments, LLC | 11,634 | $885.3K | 0.03% | +11,634 | New |
| First Bank & Trust | 11,382 | $866.2K | 0.14% | −188−1.6% | Reduced |