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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.

Q1 2026 vs. Q4 2025

How the institutions holding Coastal Financial Corp changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of CCB: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2084183−21
Shares12.8M803.9K13.0M+988.6K (+8.3%)
Value$1.46B$92.1M$990.9M−$381.1M (−27.8%)

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Coastal Financial Corp at the end of Q1 2026 but not at the end of Q4 2025.

Sold out (51)

Institutions that held Coastal Financial Corp at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of CCB in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Driehaus Capital Management LLC344,364$39.5M
Next Century Growth Investors LLC178,224$20.4M
Kingdon Capital Management, L.L.C.40,000$4.58M
Principal Financial Group Inc35,668$4.09M
Phocas Financial Corp.34,453$3.95M
Lisanti Capital Growth, LLC32,609$3.74M
EAM Investors, LLC29,427$3.37M
Colony Group, LLC23,842$2.73M
Thornburg Investment Management Inc19,252$2.21M
Elizabeth Park Capital Advisors, Ltd.19,011$2.18M
Nomura Holdings Inc16,125$1.85M
Harvest Investment Services, LLC14,607$1.67M
Legato Capital Management LLC12,070$1.38M
Jain Global LLC7,204$825.5K
Toroso Investments, LLC6,765$775.2K
Skopos Labs, Inc.5,885$689.7K
Turtle Creek Wealth Advisors, LLC3,517$403.0K
MML Investors Services, LLC3,247$372.1K
Marshall Wace, LLP3,200$366.7K
Coldstream Capital Management Inc3,067$351.4K
Amundi2,946$337.6K
Pictet Asset Management Holding SA2,456$281.4K
Portside Wealth Group, LLC2,427$278.1K
Voya Investment Management LLC2,405$275.6K
ProShare Advisors LLC2,360$270.4K
FourThought Financial Partners, LLC2,324$266.3K
Jump Financial, LLC2,284$261.7K
CacheTech Inc.2,204$252.6K
Verition Fund Management LLC2,100$240.6K
Quest Partners LLC2,079$238.2K
Two Sigma Advisers, LP2,000$229.2K
DRW Securities, LLC1,866$213.8K
Sanctuary Advisors, LLC1,852$212.2K
RiverPark Advisors, LLC808$92.6K
Caitong International Asset Management Co., Ltd438$50.2K
Aquatic Capital Management LLC405$46.4K
Amalgamated Bank405$46.0K
University of Texas/Texas Am Investment Managment Co230$26.4K
MCF Advisors LLC212$24.3K
DV Trading LLC200$22.9K
Eurizon Capital SGR S.p.A.110$12.6K
Jones Financial Companies LLLP96$11.0K
SRS Capital Advisors, Inc.92$10.5K
Strategic Advocates LLC80$9.17K
Signaturefd, LLC48$5.50K
GAMMA Investing LLC38$4.35K
Zions Bancorporation, National Association12$1.38K
WPG Advisers, LLC12$1.38K
Marquette Asset Management, LLC5$573
UMA Financial Services, Inc.5$573
True Wealth Design, LLC3$344

Not filed for Q1 2026 yet (4)

Institutions that held Coastal Financial Corp at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CCB in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc784,230$89.9M
Militia Capital Partners, LP19,000$2.18M
Global Retirement Partners, LLC649$74.4K
Comerica Bank38$4.33K