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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.

13F holders, Q3 2026

Institutional positions in Coastal Financial Corp as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
2
0 vs. Q2 2026
Shares held
781
+488 (+166.6%) vs. Q2 2026
Total value
$31.2K
+$8.48K (+37.4%) vs. Q2 2026
New holders
0
1 more added
Sold out
0
0 more reduced

192 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 71 institutionsQ2 2021: 69 institutionsQ3 2021: 79 institutionsQ4 2021: 99 institutionsQ1 2022: 111 institutionsQ2 2022: 104 institutionsQ3 2022: 114 institutionsQ4 2022: 129 institutionsQ1 2023: 124 institutionsQ2 2023: 109 institutionsQ3 2023: 117 institutionsQ4 2023: 116 institutionsQ1 2024: 119 institutionsQ2 2024: 125 institutionsQ3 2024: 146 institutionsQ4 2024: 170 institutionsQ1 2025: 177 institutionsQ2 2025: 177 institutionsQ3 2025: 186 institutionsQ4 2025: 208 institutionsQ1 2026: 183 institutionsQ2 2026: 194 institutions
Value held
Q1 2021: $162.0MQ2 2021: $184.3MQ3 2021: $205.9MQ4 2021: $378.5MQ1 2022: $335.6MQ2 2022: $302.4MQ3 2022: $294.0MQ4 2022: $364.4MQ1 2023: $277.7MQ2 2023: $290.4MQ3 2023: $333.5MQ4 2023: $356.6MQ1 2024: $307.9MQ2 2024: $373.1MQ3 2024: $455.1MQ4 2024: $864.8MQ1 2025: $987.8MQ2 2025: $1.08BQ3 2025: $1.31BQ4 2025: $1.46BQ1 2026: $990.9MQ2 2026: $992.7M
Institutions holding CCB and their total value by quarter
QuarterHoldersValue
Q2 2026194$992.7M
Q1 2026183$990.9M
Q4 2025208$1.46B
Q3 2025186$1.31B
Q2 2025177$1.08B
Q1 2025177$987.8M
Q4 2024170$864.8M
Q3 2024146$455.1M
Q2 2024125$373.1M
Q1 2024119$307.9M
Q4 2023116$356.6M
Q3 2023117$333.5M
Q2 2023109$290.4M
Q1 2023124$277.7M
Q4 2022129$364.4M
Q3 2022114$294.0M
Q2 2022104$302.4M
Q1 2022111$335.6M
Q4 202199$378.5M
Q3 202179$205.9M
Q2 202169$184.3M
Q1 202171$162.0M

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q2 2026.

Institutions holding CCB in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc655$26.2K0.00%+488+292.2%Added
Massmutual Trust Co FSB126$5.03K0.00%00.0%Unchanged
T. Rowe Price Investment Management, Inc.––––Not filed
BlackRock, Inc.––––Not filed
State Street Corp––––Not filed
Vanguard Capital Management LLC––––Not filed
Cooper Creek Partners Management LLC––––Not filed
Azora Capital LP––––Not filed
Endeavour Capital Advisors Inc––––Not filed
American Century Companies Inc––––Not filed
FMR LLC––––Not filed
Dimensional Fund Advisors LP––––Not filed
Wellington Management Group LLP––––Not filed
Geode Capital Management, LLC––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
Loomis Sayles & Co L P––––Not filed
Citadel Advisors LLC––––Not filed
Emerald Advisers, LLC––––Not filed
GW&K Investment Management, LLC––––Not filed
Kennedy Capital Management, Inc.––––Not filed
Emerald Mutual Fund Advisers Trust––––Not filed
Stieven Capital Advisors, L.P.––––Not filed
UBS Group AG––––Not filed
JCSD Capital, LLC––––Not filed
Ranger Investment Management, L.P.––––Not filed
Alliancebernstein L.P.––––Not filed
Advisors Capital Management, LLC––––Not filed
Peregrine Capital Management LLC––––Not filed
Northern Trust Corp––––Not filed
Goldman Sachs Group Inc––––Not filed
Vanguard Portfolio Management LLC––––Not filed
D.A. Davidson & Co.––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Brevan Howard Capital Management LP––––Not filed
Jacobs Asset Management, LLC––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
State of Wisconsin Investment Board––––Not filed
Price T Rowe Associates Inc––––Not filed
Stifel Financial Corp––––Not filed
Bank of America Corp––––Not filed
UBS Asset Management Americas Inc––––Not filed
Millennium Management LLC––––Not filed
Silvercrest Asset Management Group LLC––––Not filed
Segall Bryant & Hamill, LLC––––Not filed
Morgan Stanley––––Not filed
Qube Research & Technologies Ltd––––Not filed
Balyasny Asset Management LLC––––Not filed
Royce & Associates LP––––Not filed
Mendon Capital Advisors Corp––––Not filed
Russell Investments Group, Ltd.––––Not filed
Trexquant Investment LP––––Not filed
Graham Capital Wealth Management, LLC––––Not filed
RMB Capital Management, LLC––––Not filed
Boothbay Fund Management, LLC––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
Franklin Resources Inc––––Not filed
Militia Capital Management LLC––––Not filed
Nomura Asset Management International Inc.––––Not filed
Brinker Capital Investments, LLC––––Not filed
Bank of New York Mellon Corp––––Not filed
Point72 Asset Management, L.P.––––Not filed
Nuveen, LLC––––Not filed
Numerai GP LLC––––Not filed
Envestnet Asset Management Inc––––Not filed
Victory Capital Management Inc––––Not filed
John W. Rosenthal Capital Management, Inc.––––Not filed
ExodusPoint Capital Management, LP––––Not filed
PMC FIG Opportunities LLC––––Not filed
Swiss National Bank––––Not filed
Pacific Ridge Capital Partners, LLC––––Not filed
Arcus Capital Partners, LLC––––Not filed
SEI Investments Co––––Not filed
Quent Capital, LLC––––Not filed
Cox Capital Mgt LLC––––Not filed
Riverwater Partners LLC––––Not filed
XTX Topco Ltd––––Not filed
Citigroup Inc––––Not filed
Federated Hermes, Inc.––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Invesco Ltd.––––Not filed
Quantbot Technologies LP––––Not filed
Rhumbline Advisers––––Not filed
King Luther Capital Management Corp––––Not filed
Jump Financial, LLC––––Not filed
Y-Intercept (Hong Kong) Ltd––––Not filed
Truist Financial Corp––––Not filed
Quantinno Capital Management LP––––Not filed
Walleye Capital LLC––––Not filed
Rafferty Asset Management, LLC––––Not filed
Deutsche Bank AG––––Not filed
Legal & General Group Plc––––Not filed
Squarepoint Ops LLC––––Not filed
Barclays PLC––––Not filed
Wells Fargo & Company––––Not filed
California State Teachers Retirement System––––Not filed
First Bank & Trust––––Not filed
EJF Capital LLC––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
HSBC Holdings PLC––––Not filed
Vident Advisory, LLC––––Not filed