Driehaus Capital Management’s Coastal Financial CCB Stock Holding History

Driehaus Capital Management’s Portfolio CCB Stock Details CCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-344,364	Closed	-$39.5M	–	378
2025 Q4	$39.5M	Sell	344,364 -12,124	-3%	-$1.32M	0.27%	124
2025 Q3	$38.6M	Buy	356,488 +140,776	+65%	+$14.9M	0.28%	123
2025 Q2	$20.9M	Sell	215,712 -1,170	-0.5%	-$101K	0.17%	173
2025 Q1	$19.6M	Buy	216,882 +120,667	+125%	+$10.5M	0.19%	163
2024 Q4	$8.17M	Buy	+96,215	New	+$6.71M	0.07%	271

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Driehaus Capital Management's CCB Position: Q1 2026 in Review

Driehaus Capital Management sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 344,364 shares — an estimated $39.5M sold.

Driehaus Capital Management first reported a position in CCB in Q4 2024 and held it in 5 quarters. The position peaked at $39.5M in Q4 2025. 183 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

Driehaus Capital Management reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
Driehaus Capital Management sold 344,364 Coastal Financial shares in Q1 2026, an estimated $39.5M.
Driehaus Capital Management first reported a position in Coastal Financial in Q4 2024 and held it in 5 quarters.
Driehaus Capital Management's Coastal Financial position peaked at $39.5M in Q4 2025.
183 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Driehaus Capital Management's 13F filing for Q1 2026, filed 15 May 2026.