Follow-The-Filings

Security

CCB

Coastal Finl Corp. Wa · COM NEW

Equity holders as of 2026 Q1 (each manager’s latest book)

8 owners 2 new 1 exit max 0.0% (Vanguard Group Inc.)

grid → activity →
owners 8
max % 0.0%
tracked value $107M
qoq N 2 A 4 R 1 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 784,230 $90M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% New 0.0% 101,185 $8M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 54,884 $4M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 24,095 $2M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 22,600 $2M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add 0.00 pp 14,237 $1M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 6,591 $502 hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 4,058 $465 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 3,200 $367 hist

8 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue — — —
Gross profit — — —
Gross margin — — —
Net income $44.58M $45.22M $46.99M
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $3.75B $3.86B $4.74B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $294.98M $438.7M $490.96M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $196.51M $56.76M $254.58M
Cash from investing -$598.98M -$127.66M -$525.65M
Cash from financing $543.46M $318.16M $555.52M
Net change in cash $140.99M -$30.62M $284.46M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders