COASTAL FINANCIAL CORP/WA CCB
$78.35
-1.9% 52w: $67.82 – $118.97
Latest 13F among current holders filed 23 days ago (Jun 12, 2026)
Price — last 12 months
research preview data67.8293.40118.97
Jun 20, 2025 Jul 2, 2026
Institutional holders
181
-26 QoQ
13F value
$994.2M
-34.6% QoQ
Smart-money holders
10
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
6.9×
$4.1M calls / $586K puts
Institutional value by quarter
Number of holders
Who owns CCB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | Long only active | 1.3M | $97.0M | 0.1% | -27.5% |
| BlackRock, Inc. | Index provider | 973.9K | $74.1M | 0.0% | -1.1% |
| Azora Capital LP ★2 | Fundamental concentrated | 658.6K | $50.1M | 3.3% | +6.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 562.2K | $42.8M | 0.0% | — |
| STATE STREET CORP | Index provider | 555.0K | $42.2M | 0.0% | +25.3% |
| COOPER CREEK PARTNERS MANAGEMENT LLC ★2 | Fundamental diversified | 450.1K | $34.3M | 1.6% | +105.0% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 447.4K | $34.0M | 0.0% | -4.2% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 418.7K | $31.9M | 0.0% | -22.5% |
| FMR LLC | Long only active | 370.8K | $28.2M | 0.0% | +0.2% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 359.6K | $27.4M | 0.0% | +7.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 337.8K | $25.7M | 0.0% | +1.4% |
| WESTWOOD HOLDINGS GROUP INC | Other | 331.4K | $25.2M | 0.2% | -1.7% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 319.5K | $24.3M | 0.0% | -2.0% |
| LOOMIS SAYLES & CO L P | Other | 304.8K | $23.2M | 0.0% | -7.7% |
| ENDEAVOUR CAPITAL ADVISORS INC ★3 | Fundamental concentrated | 273.6K | $20.8M | 4.7% | +69.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 268.7K | $20.4M | 0.0% | +65.7% |
| EMERALD ADVISERS, LLC | Other | 221.2K | $16.8M | 0.5% | +44.8% |
| GW&K Investment Management, LLC | Other | 182.0K | $13.8M | 0.1% | -8.0% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 115.0K | $13.2M | 0.0% | -3.5% |
| UBS Group AG | Bank broker | 159.7K | $12.2M | 0.0% | +31.2% |
| KENNEDY CAPITAL MANAGEMENT LLC | Other | 158.8K | $12.1M | 0.3% | -6.0% |
| EMERALD MUTUAL FUND ADVISERS TRUST | Other | 156.7K | $11.9M | 0.6% | +45.4% |
| Ranger Investment Management, L.P. | Other | 151.1K | $11.5M | 0.8% | -0.6% |
| JCSD Capital, LLC | Other | 140.1K | $10.7M | 16.6% | +8.6% |
| PEREGRINE CAPITAL MANAGEMENT LLC | Other | 139.6K | $10.6M | 0.4% | -4.2% |
| Advisors Capital Management, LLC | Other | 130.0K | $9.9M | 0.1% | +4.3% |
| Brevan Howard Capital Management LP | Diversified mechanical | 130.0K | $9.9M | 0.1% | +18.2% |
| D.A. DAVIDSON & CO. | Wealth advisor | 125.5K | $9.6M | 0.1% | Held |
| Stieven Capital Advisors, L.P. ★2 | Fundamental diversified | 110.6K | $8.4M | 1.8% | +68.1% |
| NORTHERN TRUST CORP | Index provider | 108.4K | $8.2M | 0.0% | +1.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 107.7K | $8.2M | 0.0% | +0.4% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 101.2K | $7.7M | 0.0% | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 99.3K | $7.6M | 0.0% | — |
| Militia Capital Management LLC | Other | 97.1K | $7.4M | 0.8% | — |
| STATE OF WISCONSIN INVESTMENT BOARD | Diversified mechanical | 95.6K | $7.3M | 0.0% | -13.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 93.9K | $7.1M | 0.0% | +57.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 90.8K | $6.9M | 0.0% | — |
| JACOBS ASSET MANAGEMENT, LLC ★3 | Fundamental concentrated | 89.1K | $6.8M | 4.1% | +0.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 86.7K | $6.6M | 0.0% | +71.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 86.0K | $6.5M | 0.0% | -18.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 85.8K | $6.5M | 0.0% | +48.4% |
| MORGAN STANLEY | Bank broker | 78.0K | $5.9M | 0.0% | -23.0% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Other | 77.1K | $5.9M | 0.0% | -10.1% |
| SEGALL BRYANT & HAMILL, LLC | Other | 69.6K | $5.3M | 0.1% | -4.9% |
| PMC FIG Opportunities LLC ★2 | Fundamental concentrated | 63.6K | $4.8M | 7.5% | +47.2% |
| BOOTHBAY FUND MANAGEMENT, LLC | Diversified mechanical | 61.8K | $4.7M | 0.1% | -41.9% |
| MENDON CAPITAL ADVISORS CORP ★3 | Fundamental concentrated | 56.0K | $4.3M | 1.7% | +86.7% |
| ROYCE & ASSOCIATES LP | Other | 55.7K | $4.2M | 0.0% | -55.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 54.9K | $4.2M | 0.0% | +1779.6% |
| Russell Investments Group, Ltd. | Diversified mechanical | 51.0K | $3.9M | 0.0% | +5.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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