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 |
|---|---|---|---|---|---|
| Arcus Capital Partners, LLC | 17,636 | $1.34M | 0.48% | +4,771+37.1% | Added |
| Federated Hermes, Inc. | 18,265 | $1.39M | 0.00% | −2,698−12.9% | Reduced |
| Citigroup Inc | 18,595 | $1.42M | 0.00% | +4,482+31.8% | Added |
| Susquehanna International Group, LLP | 18,642 | $1.42M | 0.00% | +7,267+63.9% | Added |
| Riverwater Partners LLC | 20,152 | $1.53M | 0.51% | −9,449−31.9% | Reduced |
| Pacific Ridge Capital Partners, LLC | 20,398 | $1.55M | 0.34% | +4,692+29.9% | Added |
| Cox Capital Mgt LLC | 20,451 | $1.56M | 1.03% | −27,324−57.2% | Reduced |
| Quent Capital, LLC | 21,000 | $1.60M | 0.11% | +1,111+5.6% | Added |
| Rafferty Asset Management, LLC | 21,019 | $1.60M | 0.01% | +5,110+32.1% | Added |
| Renaissance Technologies LLC | 22,600 | $1.72M | 0.00% | +22,600 | New |
| Great Lakes Advisors, LLC | 23,321 | $1.77M | 0.01% | +6,987+42.8% | Added |
| Balyasny Asset Management LLC | 24,095 | $1.83M | 0.00% | +21,528+838.6% | Added |
| Persistent Asset Partners Ltd | 24,673 | $1.88M | 0.73% | +9,237+59.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 24,768 | $1.88M | 0.04% | +24,768 | New |
| Quantinno Capital Management LP | 25,377 | $1.93M | 0.00% | +23,125+1,026.9% | Added |
| XTX Topco Ltd | 26,083 | $1.98M | 0.03% | +22,146+562.5% | Added |
| Swiss National Bank | 26,765 | $2.04M | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 27,313 | $2.08M | 0.02% | +27,313 | New |
| John W. Rosenthal Capital Management, Inc. | 29,013 | $2.21M | 2.16% | 00.0% | Unchanged |
| Victory Capital Management Inc | 29,431 | $2.24M | 0.00% | +90.0% | Added |
| Barclays PLC | 30,874 | $2.35M | 0.00% | +5,093+19.8% | Added |
| Jane Street Group, LLC | 31,232 | $2.38M | 0.00% | +31,232 | New |
| The PNC Financial Services Group, Inc. | 32,201 | $2.45M | 0.00% | +32,012+16,937.6% | Added |
| Envestnet Asset Management Inc | 32,417 | $2.47M | 0.00% | −625−1.9% | Reduced |
| SEI Investments Co | 33,298 | $2.53M | 0.00% | −2,019−5.7% | Reduced |
| Bank of New York Mellon Corp | 35,925 | $2.73M | 0.00% | +57+0.2% | Added |
| Nuveen, LLC | 36,273 | $2.76M | 0.00% | −40,901−53.0% | Reduced |
| Brinker Capital Investments, LLC | 42,967 | $3.27M | 0.03% | −3,242−7.0% | Reduced |
| Nomura Asset Management International Inc. | 45,024 | $3.43M | 0.01% | +4,847+12.1% | Added |
| Franklin Resources Inc | 45,587 | $3.47M | 0.00% | +10,902+31.4% | Added |
| Militia Capital Management LLC | 48,559 | $3.70M | 0.83% | +48,559 | New |
| First Trust Advisors LP | 48,713 | $3.71M | 0.00% | +4,954+11.3% | Added |
| Graham Capital Wealth Management, LLC | 49,879 | $3.80M | 3.37% | +49,879 | New |
| RMB Capital Management, LLC | 50,000 | $3.81M | 0.07% | +20,000+66.7% | Added |
| Russell Investments Group, Ltd. | 51,020 | $3.88M | 0.00% | +2,450+5.0% | Added |
| Citadel Advisors LLC | 54,884 | $4.18M | 0.00% | +51,964+1,779.6% | Added |
| Royce & Associates LP | 55,680 | $4.24M | 0.04% | −68,172−55.0% | Reduced |
| Mendon Capital Advisors Corp | 56,000 | $4.26M | 1.65% | +26,000+86.7% | Added |
| Boothbay Fund Management, LLC | 61,793 | $4.70M | 0.11% | −44,549−41.9% | Reduced |
| PMC FIG Opportunities LLC | 63,617 | $4.84M | 7.50% | +20,395+47.2% | Added |
| Segall Bryant & Hamill, LLC | 69,579 | $5.29M | 0.08% | −3,608−4.9% | Reduced |
| Silvercrest Asset Management Group LLC | 77,084 | $5.87M | 0.04% | −8,639−10.1% | Reduced |
| Morgan Stanley | 78,000 | $5.94M | 0.00% | −23,301−23.0% | Reduced |
| Goldman Sachs Group Inc | 85,788 | $6.53M | 0.00% | +27,978+48.4% | Added |
| Price T Rowe Associates Inc | 86,044 | $6.55M | 0.00% | −19,690−18.6% | Reduced |
| Bank of America Corp | 86,657 | $6.59M | 0.00% | +36,045+71.2% | Added |
| Jacobs Asset Management, LLC | 89,146 | $6.78M | 4.06% | +697+0.8% | Added |
| Vanguard Fiduciary Trust Co | 90,773 | $6.91M | 0.00% | +90,773 | New |
| Stifel Financial Corp | 93,884 | $7.14M | 0.01% | +34,230+57.4% | Added |
| State of Wisconsin Investment Board | 95,647 | $7.28M | 0.02% | −15,148−13.7% | Reduced |
| Vanguard Portfolio Management LLC | 99,255 | $7.55M | 0.00% | +99,255 | New |
| Millennium Management LLC | 101,185 | $7.70M | 0.01% | +101,185 | New |
| Charles Schwab Investment Management Inc | 107,726 | $8.20M | 0.00% | +471+0.4% | Added |
| Northern Trust Corp | 108,390 | $8.25M | 0.00% | +1,738+1.6% | Added |
| Stieven Capital Advisors, L.P. | 110,571 | $8.41M | 1.80% | +44,800+68.1% | Added |
| D.A. Davidson & Co. | 125,539 | $9.55M | 0.06% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 130,000 | $9.89M | 0.10% | +20,000+18.2% | Added |
| Advisors Capital Management, LLC | 130,004 | $9.89M | 0.12% | +5,301+4.3% | Added |
| Peregrine Capital Management LLC | 139,607 | $10.6M | 0.39% | −6,099−4.2% | Reduced |
| JCSD Capital, LLC | 140,140 | $10.7M | 16.62% | +11,100+8.6% | Added |
| Ranger Investment Management, L.P. | 151,099 | $11.5M | 0.83% | −940−0.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 156,664 | $11.9M | 0.58% | +48,927+45.4% | Added |
| Kennedy Capital Management, Inc. | 158,763 | $12.1M | 0.26% | −10,062−6.0% | Reduced |
| UBS Group AG | 159,712 | $12.2M | 0.00% | +37,952+31.2% | Added |
| Alliancebernstein L.P. | 115,031 | $13.2M | 0.00% | −4,207−3.5% | Reduced |
| GW&K Investment Management, LLC | 181,988 | $13.8M | 0.12% | −15,841−8.0% | Reduced |
| Emerald Advisers, LLC | 221,182 | $16.8M | 0.53% | +68,427+44.8% | Added |
| UBS Asset Management Americas Inc | 268,689 | $20.4M | 0.00% | +106,503+65.7% | Added |
| Endeavour Capital Advisors Inc | 273,602 | $20.8M | 4.72% | +111,678+69.0% | Added |
| Loomis Sayles & Co L P | 304,788 | $23.2M | 0.03% | −25,442−7.7% | Reduced |
| Geode Capital Management, LLC | 319,525 | $24.3M | 0.00% | −6,372−2.0% | Reduced |
| Westwood Holdings Group Inc. | 331,360 | $25.2M | 0.18% | −5,680−1.7% | Reduced |
| Manufacturers Life Insurance Company, The | 337,819 | $25.7M | 0.02% | +4,611+1.4% | Added |
| Dimensional Fund Advisors LP | 359,571 | $27.4M | 0.01% | +25,424+7.6% | Added |
| FMR LLC | 370,756 | $28.2M | 0.00% | +723+0.2% | Added |
| American Century Companies Inc | 418,674 | $31.9M | 0.02% | −121,795−22.5% | Reduced |
| Wellington Management Group LLP | 447,432 | $34.0M | 0.01% | −19,435−4.2% | Reduced |
| Cooper Creek Partners Management LLC | 450,134 | $34.3M | 1.65% | +230,537+105.0% | Added |
| State Street Corp | 554,958 | $42.2M | 0.00% | +112,131+25.3% | Added |
| Vanguard Capital Management LLC | 562,222 | $42.8M | 0.00% | +562,222 | New |
| Azora Capital LP | 658,617 | $50.1M | 3.30% | +40,373+6.5% | Added |
| BlackRock, Inc. | 973,859 | $74.1M | 0.00% | −10,966−1.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,275,034 | $97.0M | 0.07% | +5,193+0.4% | Added |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −344,364−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −178,224−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −35,668−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −34,453−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −32,609−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −29,427−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −23,842−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −19,252−100.0% | Sold out |
| Elizabeth Park Capital Advisors, Ltd. | 0 | $0 | 0.00% | −19,011−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −16,125−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −14,607−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −12,070−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −7,204−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −6,765−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −5,885−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,517−100.0% | Sold out |