COASTAL FINANCIAL CORP(CCB)Stock Analysis
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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.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in CCB
Events flagged as statistical outliers against CCB's own multi-year baseline — not fixed dollar thresholds.
- Insider cluster2026-08-07
3 insiders bought $1,115,844 of CCB in 30 days — 6.0σ above this company's 2-year norm
View source filing →
CCB Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for COASTAL FINANCIAL CORP (CCB), 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. COASTAL FINANCIAL CORP's 13F Pro composite quality score has ranged between 31 and 40 since 2026, currently 40.3 — an improving long-term trajectory across 8 quarterly and live scoring snapshots.
Revenue
Q2 2026
$178.1M
Net Income
Q2 2026
$-42.1M
Free Cash Flow
Q2 2026
$74.6M
ROIC
Q2 2026
-47.6%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
Net Income
+3.9% YoYEPS (Diluted)
-6.1% YoYTotal Assets
+15.0% YoYOp. Cash Flow
-2.0% YoYFree Cash Flow
-1.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | — | — | — | $294.7M +174.0% | $107.6M +64.0% | $65.6M |
| Net Income | $47.0M +3.9% | $45.2M +1.4% | $44.6M +9.7% | $40.6M +50.4% | $27.0M +78.3% | $15.1M |
| EPS (Diluted) | $3.06 -6.1% | $3.26 -0.3% | $3.27 +8.6% | $3.01 +39.4% | $2.16 +74.2% | $1.24 |
| Total Assets | $4.74B +15.0% | $4.12B +9.8% | $3.75B +19.4% | $3.14B +19.3% | $2.64B +49.2% | $1.77B |
| Operating Cash Flow | $254.6M -2.0% | $259.8M +35.6% | $191.5M +185.5% | $67.1M +124.8% | $29.8M +54.4% | $19.3M |
| Free Cash Flow | $246.1M -1.5% | $249.9M +34.9% | $185.3M +188.4% | $64.3M +135.8% | $27.3M +95.2% | $14.0M |
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Top Institutional Holders of CCB
T. Rowe Price Investment Management, Inc.
$104.9M1,353,593 shBlackRock, Inc.
$85.4M1,102,172 shSTATE STREET CORP
$45.2M582,971 shVANGUARD CAPITAL MANAGEMENT LLC
$44.5M573,584 shCOOPER CREEK PARTNERS MANAGEMENT LLC
$36.2M467,511 shAzora Capital LP
$35.4M457,333 shENDEAVOUR CAPITAL ADVISORS INC
$33.3M429,702 shAMERICAN CENTURY COMPANIES INC
$32.6M420,240 shFMR LLC
$29.4M378,992 shDIMENSIONAL FUND ADVISORS LP
$28.9M372,280 sh
| Fund | Value | Shares |
|---|---|---|
| T. Rowe Price Investment Management, Inc. | $104.9M | 1,353,593 |
| BlackRock, Inc. | $85.4M | 1,102,172 |
| STATE STREET CORP | $45.2M | 582,971 |
| VANGUARD CAPITAL MANAGEMENT LLC | $44.5M | 573,584 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | $36.2M | 467,511 |
| Azora Capital LP | $35.4M | 457,333 |
| ENDEAVOUR CAPITAL ADVISORS INC | $33.3M | 429,702 |
| AMERICAN CENTURY COMPANIES INC | $32.6M | 420,240 |
| FMR LLC | $29.4M | 378,992 |
| DIMENSIONAL FUND ADVISORS LP | $28.9M | 372,280 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is CCB a good stock to buy?
13F Pro's AI-powered analysis of COASTAL FINANCIAL CORP (CCB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CCB are available on the CCB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CCB is classified as a small company.
Which hedge funds own CCB?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CCB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of COASTAL FINANCIAL CORP's investment landscape.