COASTAL FINANCIAL CORP(CCB)— Stock Profile, AI Score & Financials

Financials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .

COASTAL FINANCIAL CORP (CCB) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores CCB at 40.3/100 on a 32-signal composite quality model, placing it at rank #2,107 of 2,962 stocks — the bottom half of the AI-ranked universe. CCB scores in the top quartile across earnings quality (96.7), free cash flow (92.3). Areas of concern include institutional flow (17.2) and profitability (26.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 44.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), COASTAL FINANCIAL CORP reports quarterly revenue of $178.1M, net income of $-42.1M, free cash flow of $74.6M. Top institutional holders of CCB by reported 13-F value include T. Rowe Price Investment Management, BlackRock, STATE STREET, based on the most recent SEC filings. CCB trades on the Nasdaq exchange and files with the SEC under CIK 1437958. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CCB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for COASTAL FINANCIAL CORP directly from SEC EDGAR.

AI Quality Score

40.3/100

AI Rank

#2,107

Revenue

$178.1M

Net Income

$-42.1M

Free Cash Flow

$74.6M

CCB key financials by period

COASTAL FINANCIAL CORP reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodFormRevenueNet incomeOperating margin
FY 202210-K$294.7M$40.6M17.2%
FY 202110-K$107.6M$27.0M32.0%
FY 202010-K$65.6M$15.1M29.2%
FY 201910-K$50.3M$13.2M33.1%
FY 201810-K$40.3M$9.7M30.4%
FY 201710-K$33.4M$5.4M30.2%

Institutions holding CCB

Institutional investors reporting a position in COASTAL FINANCIAL CORP on SEC Form 13F.
InstitutionSharesValueReported
T. Rowe Price Investment Management1,353,593$104.9M2026-06-30
BlackRock1,102,172$85.4M2026-06-30
STATE STREET582,971$45.2M2026-06-30
VANGUARD CAPITAL MANAGEMENT573,584$44.5M2026-06-30
COOPER CREEK PARTNERS MANAGEMENT467,511$36.2M2026-06-30
Azora Capital457,333$35.4M2026-06-30
ENDEAVOUR CAPITAL ADVISORS429,702$33.3M2026-06-30
AMERICAN CENTURY COMPANIES420,240$32.6M2026-06-30
FMR378,992$29.4M2026-06-30
DIMENSIONAL FUND ADVISORS372,280$28.9M2026-06-30
CCB

COASTAL FINANCIAL CORP

CCB
NasdaqSmall CapFinancials

13F Pro Quality Score

40.3/100

Rank #2,107 of 2,962 stocks

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

62.2/100

Profitability

26.0/100

Balance Sheet

34.1/100

Earnings Quality

96.7/100

Free Cash Flow

92.3/100

Institutional Flow

17.2/100

Revenue Scale

40.5/100

Dilution Risk

44.8/100

Price Chart

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Key Metrics

Revenue

Q2 2026
EDGAR

$178.07M

Net Income

Q2 2026
EDGAR

$-42.10M

EPS (Diluted)

Q2 2026
EDGAR

$-2.76

ROIC

Q2 2026
EDGAR

-47.6%

Free Cash Flow

Q2 2026
EDGAR

$74.65M

Top Institutional Holders

as of Q2 2026
$997.09M total

Financial Trends

Revenue & Net Income

Earnings Per Share

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