InvestorLens

CCB — COASTAL FINL CORP WA

Public company

Sign in to save3 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CCB?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 2 buying vs 0 selling last quarter
64
Macro Tailwind
Macro conditions are mixed for this sector
55
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their CCB position last quarter, 2 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime).

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Izzy Englander, Steve Cohen)
  • +3 tracked investors reported holding CCB at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About COASTAL FINL CORP WA (CCB)

COASTAL FINL CORP WA (CCB) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $18M. Across recent filings, tracked investors recorded 7 new positions, 4 increased, 2 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CCB

65
/100
Institutional Accumulation
Added / Increased11
Reduced2
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track CCB

20
/100
Emerging Interest
3investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

CCB Ownership Composition

How COASTAL FINL CORP WA is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
100% of tracked value
Institutions
3
tracked investors
Total Reported
$27M
combined 13F value
Types1
  • Multi-Strategy / Quant100.0%
Multi-Strategy / Quant(3)
100.0%

Tracked investors currently reporting CCB

1 tracked investor has since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    238.2K
    Value
    $18.5M
    % Portfolio
    0.00%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    75.3K
    Value
    $5.8M
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    34.2K
    Value
    $2.6M
    % Portfolio
    0.00%

Previously held CCB

These investors reported CCB in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Paul Tudor JonesTudor Investment Corp41.4K$3.7MMar 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold CCB?
3 tracked institutional investors disclosed a position in CCB (COASTAL FINL CORP WA) in their most recent 13F filing.
Who is the largest institutional holder of CCB?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in CCB, valued at $18M.
Did institutional ownership of CCB increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 4 increased, 2 reduced, and 4 fully exited CCB.
Where does this CCB ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
CCB (COASTAL FINL CORP WA) — Institutional Holders & 13F — InvestorLens