BAFN · BayFirst Financial Corp.

$7.19 +0.04 (+0.56%) At close · Sep 2

Market Cap

$193.86M

26.96M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 15

Total Value: $3,017,625

Total Shares: 603,525

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 15 13F filers · Δ vs Mar 31, 2026

Top Holder

25.0%

+0.8 pts

Top 5

77.4%

+1.9 pts

Top 10

97.5%

+2.2 pts

HHI

1,551

Moderately concentrated+95

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -1

Institutional value: -22.7%

Shares held: -1.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega LPL Financial LLC	+6,500	19,321
Large STIFEL FINANCIAL CORP	+5,473	36,673
Large FIRST MANHATTAN CO. LLC.	+5,000	132,926
Mega VANGUARD CAPITAL MANAGEMENT LLC	+2,171	150,806
Mega BlackRock, Inc.	+1,093	52,828

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds	Open
Mega GEODE CAPITAL MANAGEMENT, LLC	−5,378	38,775

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Modern Wealth Management, LLC	27,661	$138,305
Large RENAISSANCE TECHNOLOGIES LLC	15,600	$78,000
Mega BARCLAYS PLC	16	$80

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small SALZHAUER MICHAEL	34,606	$219,748
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	19,790	$125,666
Small Tactive Advisors, LLC	15,460	$98,171
Mid Tower Research Capital LLC (TRC)	911	$5,784

Filter: New 3 Increased 7 Reduced 1 Sold out 4 Unchanged 4

Showing 15 of 15

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

VANGUARD CAPITAL MANAGEMENT LLC

$754,030

24.99%

150,806

FIRST MANHATTAN CO. LLC.

$664,630

22.02%

132,926

BANC FUNDS CO LLC

$458,395

15.19%

91,679

BlackRock, Inc.

$264,140

8.75%

52,828

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	653	$3,265	1.2%	Sole
BlackRock Fund Advisors	11,504	$57,520	21.8%	Sole
BlackRock Institutional Trust Company, N.A.	40,671	$203,355	77.0%	Sole

GEODE CAPITAL MANAGEMENT, LLC

$193,875

6.42%

38,775

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	7,498	$37,490	19.3%	Defined
Held directly	31,277	$156,385	80.7%	Defined

STIFEL FINANCIAL CORP

$183,365

6.08%

36,673

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	36,673	$183,365	100.0%	Defined

Modern Wealth Management, LLC

$138,305

4.58%

27,661

VANGUARD FIDUCIARY TRUST CO

$111,075

3.68%

22,215

LPL Financial LLC

$96,605

3.20%

19,321

RENAISSANCE TECHNOLOGIES LLC

$78,000

2.58%

15,600

CITADEL ADVISORS LLC

$65,455

2.17%

13,091

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	13,091	$65,455	100.0%	Defined

Vanguard Global Advisers, LLC

$7,060

0.23%

1,412

JONES FINANCIAL COMPANIES LLLP

$1,715

0.06%

343

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	343	$1,715	100.0%	Sole

MORGAN STANLEY

$895

0.03%

179

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	178	$890	99.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	1	$5	0.6%	Defined

BARCLAYS PLC

$80

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	16	$80	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Salzhauer Henry joint	34,606	$219,748	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	19,790	$125,666	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	911	$5,784	100.0%	Defined

Key facts CIK 1649739 CUSIP 07279B104 13F (30d) 15 filings 15 filers Visit website Investor relations