Coastal Financial (CCB)

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	642.26 mm	642.26 mm	642.26 mm	642.26 mm	642.26 mm	642.26 mm
Cash burn (monthly)	25.83 mm	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	62.42 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	579.84 mm	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	22.4	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

CCB institutional ownership history Ownership history

71.2% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	168	144	+16.7%
Opened positions	41	25	+64.0%
Closed positions	17	6	+183.3%
Increased positions	59	50	+18.0%
Reduced positions	48	45	+6.7%

13F shares	Current	Prev Q	Change
Total value	708.90 bn	372.92 bn	+90.1%
Total shares	10.76 mm	9.01 mm	+19.5%
Total puts	0.00	0.00
Total calls	3.80 k	3.80 k	–
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change
T. Rowe Price Investment Management	1.32 mm	$112.28 mm	+47.2%
BlackRock	1.07 mm	$90.83 bn	-4.3%
Vanguard	685.39 k	$58.20 bn	+11.4%
MFC Manulife Financial	669.62 k	$33.90 mm	0.0%
Wellington Management	456.89 k	$38.79 bn	+1067.9%
Endeavour Capital Advisors	455.23 k	$38.65 bn	-39.2%
Azora Capital	397.99 k	$33.79 bn	NEW
Manufacturers Life Insurance Company, The	385.43 k	$32.73 bn	+9.7%
Dimensional Fund Advisors	363.31 k	$30.85 bn	-2.1%
STT State Street	352.59 k	$29.94 bn	+12.2%

Largest transactions	Shares	Bought/sold	Change
T. Rowe Price Investment Management	1.32 mm	+423.86 k	+47.2%
Wellington Management	456.89 k	+417.77 k	+1067.9%
Azora Capital	397.99 k	+397.99 k	NEW
Endeavour Capital Advisors	455.23 k	-293.18 k	-39.2%
Driehaus Capital Management	96.22 k	+96.22 k	NEW
WHG Westwood	89.74 k	+89.74 k	NEW
Kennedy Capital Management	299.46 k	+83.33 k	+38.6%
Royce & Associates	89.55 k	+79.55 k	+795.5%
Jacobs Asset Management	110.10 k	-77.40 k	-41.3%
Vanguard	685.39 k	+70.27 k	+11.4%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

CCB insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
10 Dec 25	Hovde Steven D	Common Stock	Sell	Dispose S	Yes	No	118.5	1,500	177.75 k	11,500
10 Dec 25	Hovde Steven D	Common Stock	Sell	Dispose S	Yes	No	116	1,500	174.00 k	13,000
9 Dec 25	Hovde Steven D	Common Stock	Sell	Dispose S	Yes	No	115.5	1,500	173.25 k	14,500
8 Dec 25	Hovde Steven D	Common Stock	Sell	Dispose S	Yes	No	114.5	1,500	171.75 k	16,000
8 Dec 25	Hovde Steven D	Common Stock	Sell	Dispose S	Yes	No	113.5	1,500	170.25 k	17,500
5 Dec 25	Hovde Steven D	Common Stock	Sell	Dispose S	Yes	No	112.5	1,000	112.50 k	19,000
5 Dec 25	Hovde Steven D	Common Stock	Sell	Dispose S	Yes	No	112	1,611	180.43 k	20,000
1 Dec 25	Brian T Hamilton	Common Stock	Payment of exercise	Dispose F	No	No	113.81	6,232	709.26 k	77,780
28 Nov 25	Brian T Hamilton	Common Stock	Payment of exercise	Dispose F	No	No	111.35	232	25.83 k	84,012
31 Oct 25	Brian T Hamilton	Common Stock	Payment of exercise	Dispose F	No	No	106.5	229	24.39 k	84,244

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

News

From Benzinga Pro

TD Cowen Maintains Buy on Coastal Financial, Raises Price Target to $155

5 Dec 25

TD Cowen analyst Steven Alexopoulos maintains Coastal Financial (NASDAQ:CCB) with a Buy and raises the price target from $140 to $155.

Coastal Finl Q3 EPS $0.88 Beats $0.87 Estimate, Sales $144.678M Beat $139.963M Estimate

29 Oct 25

Coastal Finl (NASDAQ:CCB) reported quarterly earnings of $0.88 per share which beat the analyst consensus estimate of $0.87 by 0.92 percent. This is a 9.28 percent decrease over earnings of $0.97 per share from the same

TD Cowen Initiates Coverage On Coastal Financial with Buy Rating, Announces Price Target of $140

25 Sep 25

TD Cowen analyst Steven Alexopoulos initiates coverage on Coastal Financial (NASDAQ: CCB) with a Buy rating and announces Price Target of $140.

Press releases

From Benzinga Pro

Coastal Names Seasoned Fintech Leader Brandon Soto as New Chief Financial Officer

22 Sep 25

EVERETT, Wash., Sept. 22, 2025 (GLOBE NEWSWIRE) -- Coastal Financial Corporation (NASDAQ:CCB) (the "Company"), and its subsidiary, Coastal Community Bank (the "Bank"), today announced the appointment of Brandon Soto as