COASTAL FINANCIAL CORP/WA (CCB) Institutional Ownership Changes & 13F Activity
COASTAL FINANCIAL CORP/WA (CCB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Azora Capital Lp, T. Rowe Price Investment Management, Inc., Wellington Management Group Llp, Fmr Llc, and Driehaus Capital Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Arcus Capital Partners, Llc | Buy | +12,865 | — | 12,865 | $1.47M | Q4 2025 | May 06, 2026 |
| Mendon Capital Advisors Corp | Buy | +30,000 | — | 30,000 | $3.44M | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +7,310 | — | 7,310 | $837.65K | Q4 2025 | Feb 18, 2026 |
| Cachetech Inc. | Buy | +2,204 | — | 2,204 | $252.56K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +1,929 | — | 1,929 | $221.04K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +202 | — | 202 | $23.15K | Q4 2025 | Feb 18, 2026 |
| Azora Capital Lp | Buy | +618,244 | — | 618,244 | $70.84M | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | Buy | +489,868 | — | 489,868 | $56.13M | Q4 2025 | Feb 17, 2026 |
| Wellington Management Group Llp | Buy | +466,867 | — | 466,867 | $53.50M | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +370,033 | — | 370,033 | $42.40M | Q4 2025 | Feb 17, 2026 |
| Driehaus Capital Management Llc | Buy | +344,364 | — | 344,364 | $39.46M | Q4 2025 | Feb 17, 2026 |
| Westwood Holdings Group Inc | Buy | +337,040 | — | 337,040 | $38.62M | Q4 2025 | Feb 17, 2026 |
| Cooper Creek Partners Management Llc | Buy | +219,597 | — | 219,597 | $25.16M | Q4 2025 | Feb 17, 2026 |
| Alliancebernstein L.P. | Buy | +119,238 | — | 119,238 | $13.66M | Q4 2025 | Feb 17, 2026 |
| State Of Wisconsin Investment Board | Buy | +110,795 | — | 110,795 | $12.70M | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management Lp | Buy | +110,000 | — | 110,000 | $12.60M | Q4 2025 | Feb 17, 2026 |
| Northern Trust Corp | Buy | +106,652 | — | 106,652 | $12.22M | Q4 2025 | Feb 17, 2026 |
| Boothbay Fund Management, Llc | Buy | +106,342 | — | 106,342 | $12.19M | Q4 2025 | Feb 17, 2026 |
| Price T Rowe Associates Inc | Buy | +105,734 | — | 105,734 | $12.12M | Q4 2025 | Feb 17, 2026 |
| Silvercrest Asset Management Group Llc | Buy | +85,723 | — | 85,723 | $9.82M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +50,612 | — | 50,612 | $5.80M | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | Buy | +48,570 | — | 48,570 | $5.57M | Q4 2025 | Feb 17, 2026 |
| Pmc Fig Opportunities Llc | Buy | +43,222 | — | 43,222 | $4.95M | Q4 2025 | Feb 17, 2026 |
| Nomura Asset Management International Inc. | Buy | +40,177 | — | 40,177 | $4.60M | Q4 2025 | Feb 17, 2026 |
| Kingdon Capital Management, L.L.C. | Buy | +40,000 | — | 40,000 | $4.58M | Q4 2025 | Feb 17, 2026 |
| Curi Capital, Llc | Buy | +30,000 | — | 30,000 | $3.44M | Q4 2025 | Feb 17, 2026 |
| Bridgeway Capital Management, Llc | Buy | +24,832 | — | 24,832 | $2.85M | Q4 2025 | Feb 17, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | Buy | +19,011 | — | 19,011 | $2.18M | Q4 2025 | Feb 17, 2026 |
| Nomura Holdings Inc | Buy | +16,125 | — | 16,125 | $1.85M | Q4 2025 | Feb 17, 2026 |
| Persistent Asset Partners Ltd | Buy | +15,436 | — | 15,436 | $1.77M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about CCB activity
Which institutional owners are buying CCB?
Institutional owners buying CCB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CCB activity?
"Buy" means an investor increased their reported position in CCB compared to the prior reporting period. This reflects growing exposure to COASTAL FINANCIAL CORP/WA (CCB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CCB increasing?
Institutional interest in CCB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related CCB Institutional Insights
- CCB Overview
- CCB 13F Institutional Holders
- CCB Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- CCB Insider Trading & SEC Form 4 Activity
- CCB Articles
- Top Institutional Investor Stock Rankings