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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Arcus Capital Partners, LlcBuy+12,865—12,865$1.47MQ4 2025May 06, 2026
Mendon Capital Advisors CorpBuy+30,000—30,000$3.44MQ4 2025Feb 18, 2026
Raymond James Financial IncBuy+7,310—7,310$837.65KQ4 2025Feb 18, 2026
Cachetech Inc.Buy+2,204—2,204$252.56KQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+1,929—1,929$221.04KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+202—202$23.15KQ4 2025Feb 18, 2026
Azora Capital LpBuy+618,244—618,244$70.84MQ4 2025Feb 17, 2026
T. Rowe Price Investment Management, Inc.Buy+489,868—489,868$56.13MQ4 2025Feb 17, 2026
Wellington Management Group LlpBuy+466,867—466,867$53.50MQ4 2025Feb 17, 2026
Fmr LlcBuy+370,033—370,033$42.40MQ4 2025Feb 17, 2026
Driehaus Capital Management LlcBuy+344,364—344,364$39.46MQ4 2025Feb 17, 2026
Westwood Holdings Group IncBuy+337,040—337,040$38.62MQ4 2025Feb 17, 2026
Cooper Creek Partners Management LlcBuy+219,597—219,597$25.16MQ4 2025Feb 17, 2026
Alliancebernstein L.P.Buy+119,238—119,238$13.66MQ4 2025Feb 17, 2026
State Of Wisconsin Investment BoardBuy+110,795—110,795$12.70MQ4 2025Feb 17, 2026
Brevan Howard Capital Management LpBuy+110,000—110,000$12.60MQ4 2025Feb 17, 2026
Northern Trust CorpBuy+106,652—106,652$12.22MQ4 2025Feb 17, 2026
Boothbay Fund Management, LlcBuy+106,342—106,342$12.19MQ4 2025Feb 17, 2026
Price T Rowe Associates IncBuy+105,734—105,734$12.12MQ4 2025Feb 17, 2026
Silvercrest Asset Management Group LlcBuy+85,723—85,723$9.82MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+50,612—50,612$5.80MQ4 2025Feb 17, 2026
Russell Investments Group, Ltd.Buy+48,570—48,570$5.57MQ4 2025Feb 17, 2026
Pmc Fig Opportunities LlcBuy+43,222—43,222$4.95MQ4 2025Feb 17, 2026
Nomura Asset Management International Inc.Buy+40,177—40,177$4.60MQ4 2025Feb 17, 2026
Kingdon Capital Management, L.L.C.Buy+40,000—40,000$4.58MQ4 2025Feb 17, 2026
Curi Capital, LlcBuy+30,000—30,000$3.44MQ4 2025Feb 17, 2026
Bridgeway Capital Management, LlcBuy+24,832—24,832$2.85MQ4 2025Feb 17, 2026
Elizabeth Park Capital Advisors, Ltd.Buy+19,011—19,011$2.18MQ4 2025Feb 17, 2026
Nomura Holdings IncBuy+16,125—16,125$1.85MQ4 2025Feb 17, 2026
Persistent Asset Partners LtdBuy+15,436—15,436$1.77MQ4 2025Feb 17, 2026
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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.