BayFirst Financial Corp.
BAFN- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001649739
In the last 90 days, BayFirst Financial Corp. insiders filed 0 open-market purchases and 1 sale; 15 institutions reported holding it in 13F filings for Q2 2026, worth $3.02M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in BayFirst Financial Corp. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 16
- +2 vs. Q4 2025
- Shares held
- 614.9K
- +161.7K (+35.7%) vs. Q4 2025
- Total value
- $3.90M
- +$347.0K (+9.8%) vs. Q4 2025
- New holders
- 6
- 4 more added
- Sold out
- 4
- 1 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BAFN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 15 | $3.02M |
| Q1 2026 | 16 | $3.90M |
| Q4 2025 | 15 | $4.90M |
| Q3 2025 | 14 | $6.67M |
| Q2 2025 | 15 | $7.93M |
| Q1 2025 | 13 | $9.34M |
| Q4 2024 | 12 | $7.12M |
| Q3 2024 | 13 | $7.69M |
| Q2 2024 | 15 | $7.64M |
| Q1 2024 | 14 | $9.60M |
| Q4 2023 | 13 | $9.05M |
| Q3 2023 | 15 | $7.82M |
| Q2 2023 | 13 | $9.30M |
| Q1 2023 | 13 | $10.8M |
| Q4 2022 | 15 | $11.9M |
| Q3 2022 | 13 | $11.3M |
| Q2 2022 | 13 | $12.2M |
| Q1 2022 | 10 | $14.5M |
| Q4 2021 | 7 | $7.87M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding BayFirst Financial Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 148,635 | $943.8K | 0.00% | +148,635 | New |
| First Manhattan Co | 127,926 | $812.3K | 0.00% | 00.0% | Unchanged |
| Banc Funds Co LLC | 91,679 | $582.2K | 0.11% | 00.0% | Unchanged |
| BlackRock, Inc. | 51,735 | $328.5K | 0.00% | +2,371+4.8% | Added |
| Geode Capital Management, LLC | 44,153 | $280.4K | 0.00% | +4,469+11.3% | Added |
| Salzhauer Michael | 34,606 | $219.7K | 0.10% | −19,300−35.8% | Reduced |
| Stifel Financial Corp | 31,200 | $198.1K | 0.00% | +8,000+34.5% | Added |
| Vanguard Fiduciary Trust Co | 21,166 | $134.4K | 0.00% | +21,166 | New |
| Susquehanna International Group, LLP | 19,790 | $125.7K | 0.00% | +19,790 | New |
| Tactive Advisors, LLC | 15,460 | $98.2K | 0.03% | +15,460 | New |
| Citadel Advisors LLC | 12,911 | $82.0K | 0.00% | +12,911 | New |
| LPL Financial LLC | 12,821 | $81.4K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 1,412 | $8.97K | 0.00% | +1,412 | New |
| Tower Research Capital LLC (TRC) | 911 | $5.79K | 0.00% | +142+18.5% | Added |
| Jones Financial Companies LLLP | 343 | $2.17K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 179 | $1.14K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 0 | $0 | 0.00% | −33,898−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −19,300−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |