Guru Ownership Trend
Guru Analysis for Coastal Financial Corporation (CCB)
Coastal Financial Corporation (CCB), a key player in the Financials sector, continues to attract institutional attention.
As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $7.14 M.
Top institutional holders include Chuck Royce and Renaissance Technologies (RenTech).
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.16 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Chuck Royce reduced exposure by 55.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Coastal Financial Corporation (CCB)
Major holders include Chuck Royce ($4.24 M), Renaissance Technologies (RenTech) ($1.72 M), Steven Cohen ($1.08 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 102,309 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $3.16 M, with 3 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited CCB. The total reported sell value was $5.22 M.
Yes, 1 managers opened new positions in CCB, and 2 increased their existing holdings. The total reported buy value was $2.07 M.