Southern First Bancshares Inc
SFST- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001090009
In the last 90 days, Southern First Bancshares Inc insiders filed 1 open-market purchase and 8 sales; 165 institutions reported holding it in 13F filings for Q2 2026, worth $522.1M in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q1 2026
Institutional positions in Southern First Bancshares Inc 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
- 149
- +23 vs. Q4 2025
- Shares held
- 6.84M
- +615.7K (+9.9%) vs. Q4 2025
- Total value
- $372.8M
- +$52.1M (+16.3%) vs. Q4 2025
- New holders
- 32
- 47 more added
- Sold out
- 9
- 35 more reduced
3 institutions 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 SFST 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 | 165 | $522.1M |
| Q1 2026 | 149 | $372.8M |
| Q4 2025 | 129 | $343.2M |
| Q3 2025 | 116 | $288.6M |
| Q2 2025 | 102 | $245.7M |
| Q1 2025 | 97 | $210.9M |
| Q4 2024 | 94 | $257.5M |
| Q3 2024 | 101 | $216.3M |
| Q2 2024 | 95 | $184.1M |
| Q1 2024 | 91 | $201.1M |
| Q4 2023 | 92 | $235.2M |
| Q3 2023 | 87 | $168.9M |
| Q2 2023 | 82 | $157.3M |
| Q1 2023 | 90 | $191.6M |
| Q4 2022 | 100 | $291.4M |
| Q3 2022 | 100 | $263.3M |
| Q2 2022 | 103 | $275.2M |
| Q1 2022 | 107 | $320.2M |
| Q4 2021 | 102 | $396.5M |
| Q3 2021 | 94 | $333.9M |
| Q2 2021 | 91 | $317.6M |
| Q1 2021 | 97 | $288.9M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 15,615 | $851.0K | 0.00% | +5,540+55.0% | Added |
| Teton Advisors, LLC | 16,800 | $915.6K | 0.64% | −700−4.0% | Reduced |
| State of Wisconsin Investment Board | 16,863 | $919.0K | 0.00% | +1,502+9.8% | Added |
| Bank of America Corp | 18,201 | $992.0K | 0.00% | +7,985+78.2% | Added |
| Sheets Smith Wealth Management | 19,204 | $1.05M | 0.12% | +2,883+17.7% | Added |
| Barclays PLC | 19,346 | $1.05M | 0.00% | −10,454−35.1% | Reduced |
| Integrated Quantitative Investments LLC | 19,848 | $1.08M | 0.20% | +19,848 | New |
| Bank of New York Mellon Corp | 20,230 | $1.10M | 0.00% | −624−3.0% | Reduced |
| EAM Investors, LLC | 21,475 | $1.17M | 0.14% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,075 | $1.20M | 0.00% | −269−1.2% | Reduced |
| Trexquant Investment LP | 22,261 | $1.21M | 0.01% | +1,477+7.1% | Added |
| Assenagon Asset Management S.A. | 24,495 | $1.33M | 0.00% | +11,545+89.2% | Added |
| Marshall Wace, LLP | 24,601 | $1.34M | 0.00% | −25,850−51.2% | Reduced |
| AQR Capital Management LLC | 26,683 | $1.45M | 0.00% | +3,649+15.8% | Added |
| Empowered Funds, LLC | 27,241 | $1.48M | 0.01% | +27,241 | New |
| Captrust Financial Advisors | 28,983 | $1.58M | 0.00% | +754+2.7% | Added |
| Gamco Investors, Inc. Et Al | 29,400 | $1.60M | 0.02% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 30,375 | $1.66M | 0.22% | −83−0.3% | Reduced |
| Algert Global LLC | 34,008 | $1.85M | 0.03% | +34,008 | New |
| SEI Investments Co | 34,706 | $1.89M | 0.00% | +20,673+147.3% | Added |
| Maltese Capital Management LLC | 35,026 | $1.91M | 0.38% | +6,382+22.3% | Added |
| Qube Research & Technologies Ltd | 37,466 | $2.04M | 0.00% | +13,787+58.2% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 37,803 | $2.06M | 1.59% | +37,803 | New |
| Alliancebernstein L.P. | 41,563 | $2.14M | 0.00% | −115,813−73.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 44,527 | $2.43M | 0.00% | +11,065+33.1% | Added |
| Vanguard Portfolio Management LLC | 44,749 | $2.44M | 0.00% | +44,749 | New |
| Vanguard Fiduciary Trust Co | 51,088 | $2.78M | 0.00% | +51,088 | New |
| Russell Investments Group, Ltd. | 53,293 | $2.90M | 0.00% | −60−0.1% | Reduced |
| Bridgeway Capital Management, LLC | 56,634 | $3.09M | 0.06% | +2,282+4.2% | Added |
| Zacks Investment Management | 61,498 | $3.35M | 0.03% | +4,513+7.9% | Added |
| Gabelli Funds LLC | 62,534 | $3.41M | 0.02% | +1,956+3.2% | Added |
| Goldman Sachs Group Inc | 65,904 | $3.59M | 0.00% | −12,076−15.5% | Reduced |
| Northern Trust Corp | 71,086 | $3.87M | 0.00% | +4,313+6.5% | Added |
| Morgan Stanley | 84,604 | $4.61M | 0.00% | +30,552+56.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 115,130 | $6.27M | 0.02% | +115,130 | New |
| Acadian Asset Management LLC | 124,585 | $6.79M | 0.01% | +35,802+40.3% | Added |
| American Century Companies Inc | 149,417 | $8.14M | 0.00% | +23,848+19.0% | Added |
| Renaissance Technologies LLC | 150,607 | $8.21M | 0.01% | +22,700+17.7% | Added |
| State Street Corp | 167,963 | $9.15M | 0.00% | +2,977+1.8% | Added |
| Banc Funds Co LLC | 171,655 | $9.36M | 1.74% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 180,231 | $9.83M | 0.00% | +1,517+0.8% | Added |
| rhino investment partners, Inc | 210,121 | $11.5M | 3.19% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 271,243 | $14.8M | 0.00% | +3,500+1.3% | Added |
| Vanguard Capital Management LLC | 344,885 | $18.8M | 0.00% | +344,885 | New |
| Dimensional Fund Advisors LP | 380,368 | $20.7M | 0.00% | +2,657+0.7% | Added |
| Endeavour Capital Advisors Inc | 607,405 | $33.1M | 7.51% | +21,391+3.7% | Added |
| BlackRock, Inc. | 712,410 | $38.8M | 0.00% | −9,424−1.3% | Reduced |
| FJ Capital Management LLC | 807,223 | $44.0M | 4.95% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 817,841 | $44.6M | 0.03% | +33,103+4.2% | Added |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −42,397−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −35,739−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,131−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −12,526−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −5,662−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,223−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |