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.
Q2 2026 vs. Q1 2026
How the institutions holding Coastal Financial Corp changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 183 | 2 | 194 | +13 |
| Shares | 13.0M | 6.29K | 12.8M | −146.7K (−1.1%) |
| Value | $990.9M | $479.8K | $992.7M | +$2.21M (+0.2%) |
2 institutions that held it in Q1 2026 haven't filed for Q2 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 Q2 2026 but not at the end of Q1 2026.
Sold out (17)
Institutions that held Coastal Financial Corp at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Westwood Holdings Group Inc. | 331,360 | $25.2M |
| Jane Street Group, LLC | 31,232 | $2.38M |
| Persistent Asset Partners Ltd | 24,673 | $1.88M |
| Great Lakes Advisors, LLC | 23,321 | $1.77M |
| Renaissance Technologies LLC | 22,600 | $1.72M |
| Public Employees Retirement System of Ohio | 11,961 | $910.2K |
| Bridgeway Capital Management, LLC | 10,461 | $796.1K |
| Fiduciary Trust Co | 4,189 | $318.8K |
| Freestone Grove Partners LP | 3,536 | $269.1K |
| Jefferies Financial Group Inc. | 3,201 | $243.6K |
| Dark Forest Capital Management LP | 2,910 | $221.5K |
| Intech Investment Management LLC | 2,865 | $218.0K |
| Pinnacle Wealth Planning Services, Inc. | 661 | $50.3K |
| Quadrant Capital Group LLC | 166 | $12.6K |
| Advisory Services Network, LLC | 5 | $381 |
| Hughes Financial Services, LLC | 3 | $228 |
| Keating Financial Advisory Services, Inc. | 1 | $76 |
Not filed for Q2 2026 yet (2)
Institutions that held Coastal Financial Corp at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Janus Henderson Group PLC | 6,160 | $469.8K |
| CWM, LLC | 131 | $9.97K |