COASTAL FINANCIAL CORP

CCBNASDAQ

$40.17-0.37 (-0.91%)as of Oct 2, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

COASTAL FINANCIAL CORP price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-63.1%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
T. Rowe Price Investment Management, Inc.	8.86%	$105M	0.07%	Add 6.16%
BlackRock, Inc.	7.21%	$85.4M	0.00%	Not reported
State Street Corp	3.82%	$45.2M	0.00%	Not reported
Vanguard Capital Management LLC	3.75%	$44.5M	0.00%	Not reported
Cooper Creek Partners Management LLC	3.06%	$36.2M	0.86%	Not reported
Azora Capital LP	2.99%	$35.4M	1.49%	Reduce 30.56%
Endeavour Capital Advisors Inc	2.81%	$33.3M	6.84%	Add 57.05%
American Century Companies Inc	2.75%	$32.6M	0.01%	Not reported
FMR LLC	2.48%	$29.4M	0.00%	Not reported
Dimensional Fund Advisors LP	2.44%	$28.9M	0.01%	Not reported
Wellington Management Group LLP	2.36%	$28M	0.00%	Reduce 19.34%
Geode Capital Management, LLC	2.23%	$26.4M	0.00%	Not reported
Manufacturers Life Insurance Company, the	2.20%	$26M	0.02%	Not reported
Loomis Sayles & Co L P	1.86%	$22M	0.03%	Reduce 6.67%
Citadel Advisors LLC	1.54%	$18.2M	0.00%	Not reported
Emerald Advisers, LLC	1.42%	$16.8M	0.39%	Reduce 2.19%
GW&K Investment Management, LLC	1.14%	$13.5M	0.11%	Not reported
Kennedy Capital Management LLC	1.10%	$13M	0.23%	Add 6.00%
Emerald Mutual Fund Advisers Trust	1.03%	$12.1M	0.43%	Not reported
Stieven Capital Advisors, L.P.	1.02%	$12.1M	2.30%	Add 40.88%
UBS Group AG	0.99%	$11.7M	0.00%	Not reported
JCSD Capital, LLC	0.95%	$11.2M	16.39%	Add 3.57%
Alliancebernstein L.P.	0.92%	$10.8M	0.00%	Not reported
Ranger Investment Management, L.P.	0.91%	$10.8M	0.68%	Reduce 8.08%
Advisors Capital Management, LLC	0.87%	$10.4M	0.11%	Add 2.75%
Peregrine Capital Management LLC	0.87%	$10.3M	0.33%	Reduce 4.86%
Northern Trust Corp	0.77%	$9.06M	0.00%	Not reported
Goldman Sachs Group Inc	0.76%	$9M	0.00%	Not reported
Vanguard Portfolio Management LLC	0.74%	$8.72M	0.00%	Not reported
D.A. Davidson & Co.	0.73%	$8.68M	0.05%	Reduce 10.76%
Charles Schwab Investment Management Inc	0.72%	$8.53M	0.00%	Not reported
Brevan Howard Capital Management LP	0.69%	$8.14M	0.06%	Not reported
Jacobs Asset Management, LLC	0.66%	$7.87M	4.95%	Add 13.84%
Vanguard Fiduciary Trust Co	0.61%	$7.27M	0.00%	Not reported
State of Wisconsin Investment Board	0.60%	$7.1M	0.01%	Not reported
Stifel Financial Corp	0.58%	$6.87M	0.01%	Not reported
Bank of America Corp	0.53%	$6.27M	0.00%	Not reported
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0.49%	$5.85M	0.00%	Not reported
Millennium Management LLC	0.49%	$5.84M	0.00%	Not reported
Silvercrest Asset Management Group LLC	0.48%	$5.7M	0.04%	Reduce 4.64%
Segall Bryant & Hamill, LLC	0.46%	$5.49M	0.07%	Add 1.77%
Morgan Stanley	0.44%	$5.23M	0.00%	Not reported
Qube Research & Technologies Ltd	0.44%	$5.23M	0.00%	Not reported
Balyasny Asset Management L.P.	0.41%	$4.81M	0.01%	Not reported
Royce & Associates LP	0.39%	$4.66M	0.04%	Not reported
Mendon Capital Advisors Corp	0.37%	$4.34M	1.53%	Not reported
Russell Investments Group, Ltd.	0.36%	$4.24M	0.00%	Not reported
Trexquant Investment LP	0.35%	$4.11M	0.02%	Not reported
Graham Capital Wealth Management, LLC	0.33%	$3.92M	3.03%	Add 1.51%
Curi Capital, LLC	0.33%	$3.88M	0.06%	Not reported

50 of 178 holders

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