Coastal Financial
CCB • NASDAQ
Coastal Financial is a banks - regional company in the financial services sector on NASDAQ, led by Eric Sprink, with a market cap of $1.7B. As of Q3 2025, 80% of shares are held by 188 institutional investors, with T. Rowe Price Investment Management, Inc. as the largest holder at 9.14%.
CEOEric Sprink
Market Cap$1.7B
Banks - Regional
Financial Services
Employees486.0
Websitecoastalbank.com
Country
United States of America
Overview
Overview of institutional ownership in CCB as of Q3 2025 with a market cap of $1.6B
All Institutions
- Institutions
- 188
- Value Held
- $1.3B
- Shares Held
- 12.2M
- Avg Position
- $7.0M
- Median Position
- $1.1M
Hedge Funds
- Hedge Funds
- 20
- Value Held
- $168.9M
- Shares Held
- 1.6M
- Avg Position
- $8.4M
- Median Position
- $1.9M
Ownership Breakdown
Based on market cap of $1.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in CCB as of Q3 2025
| Institution | Position Value |
|---|---|
T T. Rowe Price Investment Management, Inc. Insurance Manager | $149.4M 0.09% of portfolio |
 BlackRock, Inc. Institution | $104.7M 0.00% of portfolio |
 VANGUARD GROUP INC Institution | $82.9M 0.00% of portfolio |
 Azora Capital LP Hedge Fund•Long/Short | $63.9M 2.96% of portfolio |
A AMERICAN CENTURY COMPANIES INC Institution | $55.2M 0.03% of portfolio |
 WELLINGTON MANAGEMENT CO LLP Long Only Manager | $52.6M 0.01% of portfolio |
 STATE STREET CORP Institution | $48.5M 0.00% of portfolio |
 DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven | $38.6M 0.28% of portfolio |
 WESTWOOD HOLDINGS GROUP INC Institution | $38.4M 0.28% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $37.7M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CCB in Q3 2025
- Traded
- +$104.5M
- Buyers
- 87
- Sellers
- 93
- Total Bought
- +$221.0M
- Total Sold
- −$116.5M
- Avg Position
- $6.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 LOOMIS SAYLES & CO L P Long Only Manager | +$24.8M +229.6K shares |
 FMR LLC Institution | +$21.0M +193.8K shares |
 Ranger Investment Management, L.P. Long Only Manager | +$16.9M +156.2K shares |
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven | +$15.2M +140.8K shares |
 UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager | +$14.3M +132.4K shares |
D DAVIDSON D A & CO Institution | +$13.6M +125.5K shares |
 UBS Group AG Institution | +$11.0M +101.9K shares |
 PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager | +$10.3M +95.1K shares |
T T. Rowe Price Investment Management, Inc. Insurance Manager | +$9.4M +86.6K shares |
C COOPER CREEK PARTNERS MANAGEMENT LLC Hedge Fund•Long/Short | +$9.1M +84.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Azora Capital LP Hedge Fund•Long/Short | −$17.3M −160.1K shares |
 ENDEAVOUR CAPITAL ADVISORS INC Private Equity | −$15.2M −140.1K shares |
 GANNETT WELSH & KOTLER Long Only Manager | −$9.8M −90.7K shares |
WESTWOOD HOLDINGS GROUP INC Institution | −$7.6M −70.3K shares |
 BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds | −$5.2M −48.3K shares |
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager | −$3.7M −33.9K shares |
 ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy | −$3.6M −37.3K shares |
BlackRock, Inc. Institution | −$3.6M −32.9K shares |
 KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager | −$3.4M −31.2K shares |
R ROYCE & ASSOCIATES LLC Institution | −$3.3M −30.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CCB in Q3 2025
- New Positions
- 19
- New Value
- $74.1M
- Exited Positions
- 22
- Exited Value
- $11.7M
New Positions
| Institution | Position Value |
|---|---|
LOOMIS SAYLES & CO L P Long Only Manager | $24.8M 229.6K shares |
Ranger Investment Management, L.P. Long Only Manager | $16.9M 156.2K shares |
D DAVIDSON D A & CO Institution | $13.6M 125.5K shares |
 NEXT CENTURY GROWTH INVESTORS LLC Long Only Manager | $8.4M 77.5K shares |
 AH Lisanti Capital Growth, LLC Long Only Manager | $3.5M 32.7K shares |
C Colony Group, LLC Institution | $2.8M 24.2K shares |
 Harvest Investment Services, LLC RIA/Wealth | $1.5M 14.1K shares |
 Legato Capital Management LLC Fund of Funds | $876.2K 8.1K shares |
 MANGROVE PARTNERS Hedge Fund•Multi-Strategy | $836.9K 7.7K shares |
$509.8K 4.7K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy | $3.6M 37.3K shares |
 AMERIPRISE FINANCIAL INC Institution | $1.4M 14.5K shares |
 PDT Partners, LLC Hedge Fund•Quant | $1.3M 13.8K shares |
 Empowered Funds, LLC ETF Provider | $1.3M 13.5K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $911.8K 9.4K shares |
X XTX Topco Ltd Institution | $566.9K 5.9K shares |
 TOWNSQUARE CAPITAL LLC RIA/Wealth | $343.5K 3.5K shares |
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | $332.4K 3.4K shares |
J Jump Financial, LLC Institution | $329.4K 3.4K shares |
 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Hedge Fund•Distressed | $324.9K 3.4K shares |
Options Activity
Institutions with the largest Call and Put options positions in CCB as of Q3 2025
- Call Positions
- 3
- Call Value
- $4.3M
- Put Positions
- 1
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.7M 153.0 contracts |
J JCSD Capital, LLC Hedge Fund•Sector | $1.5M 140.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.2M 107.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | - - contracts |
Most Committed Institutions
Institutions with CCB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
J JCSD Capital, LLC Hedge Fund•Sector | 24.99% $14.1M |
ENDEAVOUR CAPITAL ADVISORS INC Private Equity | 5.59% $18.5M |
 PMC FIG Opportunities LLC Real Assets | 4.90% $3.1M |
 JACOBS ASSET MANAGEMENT, LLC Hedge Fund•Long/Short | 4.44% $8.1M |
 Cox Capital Co LLC RIA/Wealth | 3.33% $5.1M |
 John W. Rosenthal Capital Management, Inc. Hedge Fund•Long/Short | 3.11% $3.1M |
Azora Capital LP Hedge Fund•Long/Short | 2.96% $63.9M |
 Elizabeth Park Capital Advisors, Ltd. Hedge Fund•Long/Short | 2.48% $3.1M |
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector | 1.42% $3.2M |
S Stieven Capital Advisors, L.P. Hedge Fund•Long/Short | 1.35% $7.1M |
Hedge Fund Spotlight
Discover hedge funds investing in CCB
C
CacheTech Inc.
Hedge Fund • Multi-Strategy
Portfolio ManagerPatrick Cormac Murphy
- Portfolio Value
- $468.6M
- Positions
- 193
- Last Reported
- Q3 2025
Sector Allocation
Position in Coastal Financial
- Market Value
- $238.4K
- Shares Held
- 2.2K
- Portfolio Weight
- 0.05%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $59.7M | 12.74% | |
ETF ETF | $32.7M | 6.97% | |
ETF ETF | $28.7M | 6.12% |
