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Azora Capital LP

SEC CIK
0001700272
Latest filing
Aug 14, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
44
−13 vs. Q3 2021
Portfolio value
$639.3M
−$203.3M (−24.1%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Azora Capital LP in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
ALITAlight, Inc. / DelawareCOM CL A5,325,351$57.6M9.0%−177,905−3.2%ReducedHistory
COWNCowen Inc.CL A NEW1,497,441$54.1M8.5%−261,684−14.9%ReducedHistory
PACWPacwest BancorpCOM798,596$36.1M5.6%−9,779−1.2%ReducedHistory
WTWisdomTree, Inc.COM5,059,300$31.0M4.8%+362,316+7.7%AddedHistory
XYZBlock, Inc.CL A189,164$30.6M4.8%−35,506−15.8%ReducedHistory
IBOCInternational Bancshares CorpCOM667,784$28.3M4.4%−25,786−3.7%ReducedHistory
TCBITexas Capital Bancshares IncCOM401,159$24.2M3.8%+268,816+203.1%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock268,963$21.4M3.3%+130,642+94.4%AddedHistory
PWPPerella Weinberg PartnersCLASS A COM1,556,679$20.0M3.1%−119,623−7.1%ReducedHistory
Nuvei Corp67079A102COM304,650$19.8M3.1%+304,650New–
CNDConcord Acquisition CorpCOM CL A1,884,570$19.6M3.1%+160,573+9.3%AddedHistory
GSGoldman Sachs Group IncStock50,958$19.5M3.0%+50,958NewHistory
AMKAssetMark Financial Holdings, Inc.COM727,308$19.1M3.0%+55,099+8.2%AddedHistory
NTBBank of N.T. Butterfield & Son LtdSHS NEW462,475$17.6M2.8%+462,475NewHistory
Ci Finl Corp125491100COM832,443$17.4M2.7%−386,652−31.7%Reduced–
Far Peak Acquisition CorpG3312L103SHS CL A1,723,138$17.3M2.7%00.0%Unchanged–
FHIFederated Hermes, Inc.CL B453,090$17.0M2.7%+453,090NewHistory
GPNGlobal Payments IncStock111,259$15.0M2.4%+111,259NewHistory
CADECadence BancorporationEQUITY US CM486,037$14.5M2.3%+486,037NewHistory
SNVSynovus Financial CorpCOM NEW292,056$14.0M2.2%+292,056NewHistory
FOCSFocus Financial Partners Inc.COM CL A213,875$12.8M2.0%−235,422−52.4%ReducedHistory
Pioneer Merger Corp.G7S24C103CL A SHS1,156,827$11.4M1.8%00.0%Unchanged–
STLSterling BancorpCOM429,439$11.1M1.7%+874+0.2%AddedHistory
COINCoinbase Global, Inc.COM CL A43,290$10.9M1.7%+43,290NewHistory
RJFRaymond James Financial IncCOM105,808$10.6M1.7%+105,808NewHistory
ZGZillow Group, Inc.CL A170,191$10.6M1.7%+125,091+277.4%AddedHistory
LPLALPL Financial Holdings Inc.COM64,624$10.3M1.6%+3,967+6.5%AddedHistory
NTRSNorthern Trust CorpCOM70,585$8.44M1.3%+70,585NewHistory
SICPSilvergate Capital CorpCL A56,922$8.44M1.3%+56,922NewHistory
OCAOmnichannel Acquisition Corp.COM CL A584,203$5.81M0.9%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock30,555$5.76M0.9%−25,417−45.4%ReducedHistory
JHGJanus Henderson Group Ltd.ORD SHS135,863$5.70M0.9%+135,863NewHistory
COFCapital One Financial CorpStock38,861$5.64M0.9%+38,861NewHistory
WTFCWintrust Financial CorpCOM61,250$5.56M0.9%+61,250NewHistory
Aurora Acquisition CorpG0698L103CLASS A ORD SHS517,875$5.13M0.8%00.0%Unchanged–
VRMVroom, Inc.COM365,494$3.94M0.6%+365,494NewHistory
ALKTAlkami Technology, Inc.Stock172,999$3.47M0.5%−39,925−18.8%ReducedHistory
STTState Street CorpCOM30,543$2.84M0.4%+30,543NewHistory
Bridgetown 2 Holdings LtdG1355V103CL A228,641$2.27M0.4%−337,543−59.6%Reduced–
ACVAACV Auctions Inc.COM CL A115,056$2.17M0.3%+115,056NewHistory
TCBXThird Coast Bancshares, Inc.COM52,475$1.36M0.2%+52,475NewHistory
GPGIGPGI, Inc.COM CL A100,000$784.0K0.1%+100,000NewHistory
BILLBILL Holdings, Inc.Stock908$226.0K<0.1%−87,044−99.0%ReducedHistory
BLNDBlend Labs, Inc.CL A10,049$74.0K<0.1%+10,049NewHistory

Sold out since Q3 2021 (33)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Azora Capital LP sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
AAMIAcadian Asset Management Inc.COM2,929,867$76.6M9.1%History
MTBM&T Bank CorpCOM186,097$27.8M3.3%History
LPROOpen Lending CorpCOM726,672$26.2M3.1%History
CNNECannae Holdings, Inc.COM729,948$22.7M2.7%History
IVZInvesco Ltd.Stock743,531$17.9M2.1%History
Bakkt, Inc.G9441E100SHS CL A1,732,577$17.5M2.1%–
NSTBNorthern Star Investment Corp. IICOM CLASS A1,706,795$16.9M2.0%History
Austerlitz Acquisition CorpG0633U101COM CL A1,379,247$13.4M1.6%–
WALWestern Alliance BancorporationCOM112,246$12.2M1.4%History
Austerlitz Acquisition CorpG0633D109SHS CL A1,180,539$11.7M1.4%–
CMAComerica IncCOM143,987$11.6M1.4%History
VPC Impact Acqu Holdi III IN91835J108COM CL A1,057,197$10.5M1.2%–
WRLDWorld Acceptance CorpCOM45,532$8.63M1.0%History
CRMTAmericas Carmart IncCOM68,150$7.96M0.9%History
UMPQUmpqua Holdings CorpCOM304,044$6.16M0.7%History
PRCHPorch Group, Inc.COM332,970$5.89M0.7%History
ALLYAlly Financial Inc.Stock113,874$5.81M0.7%History
CNSCohen & Steers, Inc.COM68,541$5.74M0.7%History
FFWMFirst Foundation Inc.COM209,546$5.51M0.7%History
FCAXFortress Capital Acquisition CorpSHS CL A457,018$4.47M0.5%History
CADECadence BancorporationCL A202,513$4.45M0.5%History
MLMoneylion Inc.CL A623,734$4.22M0.5%History
CBOECboe Global Markets, Inc.COM33,014$4.09M0.5%History
OPENOpendoor Technologies Inc.COM179,367$3.68M0.4%History
MCBMetropolitan Bank Holding Corp.COM30,000$2.53M0.3%History
Trebia Acquisition CorpG9027T109COM CL A191,602$1.90M0.2%–
FTAC Hera Acquisition Corp.G3728Y129UNIT 02/28/202692,141$918.0K0.1%–
Alight, Inc. / Delaware01626W119Warrant / Rights265,131$809.0K0.1%–
Austerlitz Acquisition CorpG0633U127*W EXP 02/19/202341,037$358.0K<0.1%–
FISVFiserv IncStock2,988$324.0K<0.1%History
Paysafe LtdG6964L115*W EXP 08/11/202155,738$288.0K<0.1%–
Cazoo Group LtdG2007L105COM30,823$239.0K<0.1%–
Fortress Capital Acquisition CorpG36427121*W EXP 99/99/99990,411$80.0K<0.1%–