Coastal Financial Corp: which funds bought and sold

Institutions that bought and sold Coastal Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 99 institutions that filed 13F reports for both quarters added to or opened positions in Coastal Financial, and 81 cut or closed them. Together they sold a net 251K shares, −1.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 184K shares (−3.6%); index fund managers were net buyers of 210K shares (+7.4%). 29 opened a new position and 17 sold out entirely.

Bought, Q2 2026 99 institutions, 29 of them new holders Sold, Q2 2026 81 institutions, 17 of them sold out

Net change, all compared −251K shares (−1.9%)

Net change, active managers −184K shares (−3.6%), 24 bought, 16 sold

Buyers versus sellers

institutions compared, 208

99 bought 28 81 sold

Active managers and hedge funds 24 bought · 16 sold · −184K

Index fund managers 9 bought · 1 sold · +210K

Other institutions 66 bought · 64 sold · −278K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+180K +328.6%	235K	$18.2M
Endeavour Capital Advisors Inc	+156K +57.1%	430K	$33.3M
Blackrock, Inc. Index funds	+128K +13.2%	1.1M	$85.4M
T. Rowe Price Investment Management, Inc. Active manager	+79K +6.2%	1.4M	$105M
Qube Research & Technologies Ltd Hedge fund	+55K +457.3%	67K	$5.2M
D. E. Shaw & Co., Inc. Hedge fund	+48K New position	48K	$3.7M
Stieven Capital Advisors, L.P.	+45K +40.9%	156K	$12.1M
Trexquant Investment LP Hedge fund	+38K +262.7%	53K	$4.1M
Balyasny Asset Management L.P. Hedge fund	+38K +157.5%	62K	$4.8M
Goldman Sachs Group Inc	+30K +35.3%	116K	$9M
State Street Corp Index funds	+28K +5.0%	583K	$45.2M
Alliancebernstein L.P. Active manager	+26K +22.9%	141K	$10.8M
Geode Capital Management, LLC Index funds	+22K +6.8%	341K	$26.4M
Point72 Asset Management, L.P. Hedge fund	+20K +140.1%	34K	$2.6M
Cooper Creek Partners Management LLC	+17K +3.9%	468K	$36.2M
Jump Financial, LLC	+16K New position	16K	$1.2M
Walleye Capital LLC Hedge fund	+15K New position	15K	$1.1M
Quantbot Technologies LP Hedge fund	+15K +652.8%	17K	$1.3M
Vanguard Portfolio Management LLC Index funds	+13K +13.3%	112K	$8.7M
Dimensional Fund Advisors LP	+13K +3.5%	372K	$28.9M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+180K +328.6%	235K	$18.2M
T. Rowe Price Investment Management, Inc. Active manager	+79K +6.2%	1.4M	$105M
Qube Research & Technologies Ltd Hedge fund	+55K +457.3%	67K	$5.2M
D. E. Shaw & Co., Inc. Hedge fund	+48K New position	48K	$3.7M
Trexquant Investment LP Hedge fund	+38K +262.7%	53K	$4.1M
Balyasny Asset Management L.P. Hedge fund	+38K +157.5%	62K	$4.8M
Alliancebernstein L.P. Active manager	+26K +22.9%	141K	$10.8M
Point72 Asset Management, L.P. Hedge fund	+20K +140.1%	34K	$2.6M
Walleye Capital LLC Hedge fund	+15K New position	15K	$1.1M
Quantbot Technologies LP Hedge fund	+15K +652.8%	17K	$1.3M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Westwood Holdings Group Inc Active manager	−331K Sold out	0	—
Azora Capital LP Hedge fund	−201K −30.6%	457K	$35.4M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−193K −71.9%	75K	$5.9M
Militia Capital Management LLC	−101K −69.1%	45K	$3.5M
Wellington Management Group LLP Active manager	−87K −19.3%	361K	$28M
First Trust Advisors LP	−42K −85.4%	7,131	$552,723
Pmc Fig Opportunities LLC	−37K −58.2%	27K	$2.1M
PNC Financial Services Group, Inc.	−32K −99.8%	79	$6,123
Jane Street Group, LLC	−31K Sold out	0	—
Millennium Management LLC Hedge fund	−26K −25.6%	75K	$5.8M
Brevan Howard Capital Management LP Hedge fund	−25K −19.2%	105K	$8.1M
Persistent Asset Partners Ltd	−25K Sold out	0	—
Great Lakes Advisors, LLC	−23K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−23K Sold out	0	—
Loomis Sayles & Co L P Active manager	−20K −6.7%	284K	$22M
Barclays PLC	−18K −58.4%	13K	$994,454
Susquehanna International Group, LLP	−16K −85.7%	2,670	$206,952
D.A. Davidson & Co.	−14K −10.8%	112K	$8.7M
Boothbay Fund Management, LLC Hedge fund	−13K −21.5%	49K	$3.8M
Ranger Investment Management, L.P. Active manager	−12K −8.1%	139K	$10.8M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Westwood Holdings Group Inc Active manager	−331K Sold out	0	—
Azora Capital LP Hedge fund	−201K −30.6%	457K	$35.4M
Wellington Management Group LLP Active manager	−87K −19.3%	361K	$28M
Millennium Management LLC Hedge fund	−26K −25.6%	75K	$5.8M
Brevan Howard Capital Management LP Hedge fund	−25K −19.2%	105K	$8.1M
Renaissance Technologies LLC Hedge fund	−23K Sold out	0	—
Loomis Sayles & Co L P Active manager	−20K −6.7%	284K	$22M
Boothbay Fund Management, LLC Hedge fund	−13K −21.5%	49K	$3.8M
Ranger Investment Management, L.P. Active manager	−12K −8.1%	139K	$10.8M
Bridgeway Capital Management, LLC Active manager	−10K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
D. E. Shaw & Co., Inc.Hedge fund	48K	$3.7M
Jump Financial, LLC	16K	$1.2M
Walleye Capital LLCHedge fund	15K	$1.1M
HSBC Holdings PLC	11K	$876,351
Diversify Advisory Services, LLC	9,323	$674,719
OP Asset Management Ltd	6,421	$497,692
Marshall Wace, LLPHedge fund	5,724	$443,667
Engineers Gate Manager LPHedge fund	4,543	$352,128
Quadrature Capital LtdHedge fund	4,382	$339,649
Aquatic Capital Management LLC	4,311	$334,146

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Westwood Holdings Group IncActive manager	331K	$25.2M
Jane Street Group, LLC	31K	$2.4M
Persistent Asset Partners Ltd	25K	$1.9M
Great Lakes Advisors, LLC	23K	$1.8M
Renaissance Technologies LLCHedge fund	23K	$1.7M
Public Employees Retirement System Of Ohio	12K	$910,232
Bridgeway Capital Management, LLCActive manager	10K	$796,082
Fiduciary Trust Co	4,189	$318,783
Freestone Grove Partners LPHedge fund	3,536	$269,090
Jefferies Financial Group Inc.	3,201	$243,596

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 194
Ten largest holders: 47.9%
Index fund managers: 23.9%
Active managers and hedge funds: 38.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	24	16	6	5	−184K	−3.6%
Index fund managers	9	1	0	0	+210K	+7.4%
Other institutions	66	64	23	12	−278K	−5.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Coastal Financial.

Only managers that filed a holdings report for both quarters are compared (208 here). 6 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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