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, Q2 2026
Institutional positions in Southern First Bancshares Inc as of Jun 30, 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
- 165
- +17 vs. Q1 2026
- Shares held
- 8.56M
- +1.72M (+25.1%) vs. Q1 2026
- Total value
- $522.1M
- +$149.4M (+40.1%) vs. Q1 2026
- New holders
- 35
- 76 more added
- Sold out
- 18
- 24 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 14,448 | $882.8K | 0.01% | +14,448 | New |
| Franklin Resources Inc | 15,595 | $952.9K | 0.00% | +10,605+212.5% | Added |
| Quantbot Technologies LP | 16,229 | $991.6K | 0.04% | +15,666+2,782.6% | Added |
| Nuveen, LLC | 16,412 | $1.00M | 0.00% | +2,627+19.1% | Added |
| GWM Advisors LLC | 16,707 | $1.02M | 0.00% | +4,564+37.6% | Added |
| Teton Advisors, LLC | 16,800 | $1.03M | 0.59% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 19,639 | $1.20M | 0.12% | +435+2.3% | Added |
| State of Wisconsin Investment Board | 19,877 | $1.21M | 0.00% | +3,014+17.9% | Added |
| Integrated Quantitative Investments LLC | 20,910 | $1.28M | 0.21% | +1,062+5.4% | Added |
| Quantinno Capital Management LP | 20,972 | $1.28M | 0.00% | +5,357+34.3% | Added |
| Marshall Wace, LLP | 21,693 | $1.33M | 0.00% | −2,908−11.8% | Reduced |
| SEI Investments Co | 21,797 | $1.33M | 0.00% | −12,909−37.2% | Reduced |
| Gamco Investors, Inc. Et Al | 24,000 | $1.47M | 0.01% | −5,400−18.4% | Reduced |
| PMC FIG Opportunities LLC | 25,000 | $1.53M | 2.45% | +25,000 | New |
| Barclays PLC | 26,376 | $1.61M | 0.00% | +7,030+36.3% | Added |
| Bank of New York Mellon Corp | 26,662 | $1.63M | 0.00% | +6,432+31.8% | Added |
| Charles Schwab Investment Management Inc | 27,146 | $1.66M | 0.00% | +5,071+23.0% | Added |
| XTX Topco Ltd | 27,962 | $1.71M | 0.02% | +13,871+98.4% | Added |
| Captrust Financial Advisors | 29,119 | $1.78M | 0.00% | +136+0.5% | Added |
| Empowered Funds, LLC | 29,227 | $1.79M | 0.01% | +1,986+7.3% | Added |
| Abacus Planning Group, Inc. | 29,239 | $1.79M | 0.22% | −1,136−3.7% | Reduced |
| Voleon Capital Management LP | 29,730 | $1.82M | 0.03% | +29,730 | New |
| Victory Capital Management Inc | 29,741 | $1.82M | 0.00% | +29,741 | New |
| BNP Paribas Arbitrage, SA | 31,021 | $1.90M | 0.00% | +23,598+317.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 34,246 | $2.09M | 0.00% | +22,427+189.8% | Added |
| Arrowstreet Capital, Limited Partnership | 36,894 | $2.25M | 0.00% | −7,633−17.1% | Reduced |
| D. E. Shaw & Co., Inc. | 40,002 | $2.44M | 0.00% | +24,660+160.7% | Added |
| Algert Global LLC | 41,108 | $2.51M | 0.03% | +7,100+20.9% | Added |
| Acadian Asset Management LLC | 44,884 | $2.74M | 0.00% | −79,701−64.0% | Reduced |
| Bridgeway Capital Management, LLC | 48,265 | $2.95M | 0.05% | −8,369−14.8% | Reduced |
| Citadel Advisors LLC | 49,333 | $3.01M | 0.00% | +49,333 | New |
| Wellington Management Group LLP | 49,465 | $3.02M | 0.00% | +49,465 | New |
| EJF Capital LLC | 54,318 | $3.32M | 2.22% | +54,318 | New |
| Vanguard Fiduciary Trust Co | 59,177 | $3.62M | 0.00% | +8,089+15.8% | Added |
| Qube Research & Technologies Ltd | 59,419 | $3.63M | 0.00% | +21,953+58.6% | Added |
| Gabelli Funds LLC | 62,534 | $3.82M | 0.02% | 00.0% | Unchanged |
| Trexquant Investment LP | 66,318 | $4.05M | 0.03% | +44,057+197.9% | Added |
| Millennium Management LLC | 66,487 | $4.06M | 0.00% | +53,384+407.4% | Added |
| Zacks Investment Management | 67,146 | $4.10M | 0.03% | +5,648+9.2% | Added |
| Vanguard Portfolio Management LLC | 76,294 | $4.66M | 0.00% | +31,545+70.5% | Added |
| AQR Capital Management LLC | 76,428 | $4.67M | 0.00% | +49,745+186.4% | Added |
| Russell Investments Group, Ltd. | 76,998 | $4.70M | 0.00% | +23,705+44.5% | Added |
| Northern Trust Corp | 85,785 | $5.24M | 0.00% | +14,699+20.7% | Added |
| Manufacturers Life Insurance Company, The | 87,448 | $5.34M | 0.00% | +87,448 | New |
| Bank of America Corp | 91,966 | $5.62M | 0.00% | +73,765+405.3% | Added |
| Stieven Capital Advisors, L.P. | 94,114 | $5.75M | 1.10% | +94,114 | New |
| Alliancebernstein L.P. | 106,590 | $5.81M | 0.00% | +65,027+156.5% | Added |
| JPMorgan Chase & Co | 96,212 | $5.87M | 0.00% | +92,824+2,739.8% | Added |
| Goldman Sachs Group Inc | 106,925 | $6.53M | 0.00% | +41,021+62.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 116,130 | $7.10M | 0.02% | +1,000+0.9% | Added |
| Maltese Capital Management LLC | 122,000 | $7.45M | 1.36% | +86,974+248.3% | Added |
| Morgan Stanley | 126,040 | $7.70M | 0.00% | +41,436+49.0% | Added |
| American Century Companies Inc | 157,858 | $9.65M | 0.00% | +8,441+5.6% | Added |
| Banc Funds Co LLC | 162,655 | $9.94M | 1.64% | −9,000−5.2% | Reduced |
| Walleye Capital LLC | 179,992 | $11.0M | 0.05% | +179,992 | New |
| Renaissance Technologies LLC | 186,307 | $11.4M | 0.02% | +35,700+23.7% | Added |
| Geode Capital Management, LLC | 237,053 | $14.5M | 0.00% | +56,822+31.5% | Added |
| Ameriprise Financial Inc | 247,644 | $15.1M | 0.00% | −23,599−8.7% | Reduced |
| State Street Corp | 373,521 | $22.8M | 0.00% | +205,558+122.4% | Added |
| Dimensional Fund Advisors LP | 387,861 | $23.7M | 0.00% | +7,493+2.0% | Added |
| Vanguard Capital Management LLC | 392,789 | $24.0M | 0.00% | +47,904+13.9% | Added |
| Endeavour Capital Advisors Inc | 662,860 | $40.5M | 8.31% | +55,455+9.1% | Added |
| BlackRock, Inc. | 830,375 | $50.7M | 0.00% | +117,965+16.6% | Added |
| T. Rowe Price Investment Management, Inc. | 844,650 | $51.6M | 0.03% | +26,809+3.3% | Added |
| FJ Capital Management LLC | 892,223 | $54.5M | 7.08% | +85,000+10.5% | Added |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −210,121−100.0% | Sold out |
| Elizabeth Park Capital Advisors, Ltd. | 0 | $0 | 0.00% | −37,803−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −7,481−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −7,296−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,252−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −6,570−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −6,197−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −6,092−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −5,601−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −4,561−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −4,492−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −4,481−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,061−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −3,905−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,119−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |