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
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2022 | 10-K | $294.7M | $40.6M | 17.2% |
| FY 2021 | 10-K | $107.6M | $27.0M | 32.0% |
| FY 2020 | 10-K | $65.6M | $15.1M | 29.2% |
| FY 2019 | 10-K | $50.3M | $13.2M | 33.1% |
| FY 2018 | 10-K | $40.3M | $9.7M | 30.4% |
| FY 2017 | 10-K | $33.4M | $5.4M | 30.2% |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| T. Rowe Price Investment Management | 1,353,593 | $104.9M | 2026-06-30 |
| BlackRock | 1,102,172 | $85.4M | 2026-06-30 |
| STATE STREET | 582,971 | $45.2M | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT | 573,584 | $44.5M | 2026-06-30 |
| COOPER CREEK PARTNERS MANAGEMENT | 467,511 | $36.2M | 2026-06-30 |
| Azora Capital | 457,333 | $35.4M | 2026-06-30 |
| ENDEAVOUR CAPITAL ADVISORS | 429,702 | $33.3M | 2026-06-30 |
| AMERICAN CENTURY COMPANIES | 420,240 | $32.6M | 2026-06-30 |
| FMR | 378,992 | $29.4M | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS | 372,280 | $28.9M | 2026-06-30 |
13F Pro Quality Score
Rank #2,107 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
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