Vault-13

BAYFIRST FINANCIAL CORP BAFN

COM · Common Stock · CUSIP 07279B104

15 institutional holders -1 vs Q1 2026
603,525603.5k shares reported held*
2.2% of all shares outstanding*
$3.0mreported value*
3 new 7 added 1 reduced 4 sold out net sold ≈ $57.0k (-11.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 27.0m as of 2026-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $5.00.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q3 22: 14Q4 22: 16Q1 23: 14Q2 23: 14Q3 23: 16Q4 23: 14Q1 24: 15Q2 24: 16Q3 24: 14Q4 24: 13Q1 25: 14Q2 25: 16Q3 25: 14Q4 25: 15Q1 26: 16Q2 26: 1515Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202214
Q4 202216
Q1 202314
Q2 202314
Q3 202316
Q4 202314
Q1 202415
Q2 202416
Q3 202414
Q4 202413
Q1 202514
Q2 202516
Q3 202514
Q4 202515
Q1 202616
Q2 202615

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 2 bought or addedQ3 24: 7 cut or sold outQ4 24: 5 bought or addedQ4 24: 4 cut or sold outQ4 24Q1 25: 8 bought or addedQ1 25: 4 cut or sold outQ2 25: 7 bought or addedQ2 25: 7 cut or sold outQ2 25Q3 25: 10 bought or addedQ3 25: 5 cut or sold outQ4 25: 6 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 7 bought or addedQ1 26: 5 cut or sold outQ2 26: 10 bought or addedQ2 26: 5 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202427
Q4 202454
Q1 202584
Q2 202577
Q3 2025105
Q4 202566
Q1 202675
Q2 2026105

Biggest buyers

Modern Wealth Management, LLC New +27,661+27.7k
RENAISSANCE TECHNOLOGIES LLC New +15,600+15.6k
LPL Financial LLC Added +6,500+6.5k
STIFEL FINANCIAL CORP Added +5,473+5.5k
FIRST MANHATTAN CO. LLC. Added +5,000+5.0k
VANGUARD CAPITAL MANAGEMENT LLC Added +2,171+2.2k
BlackRock, Inc. Added +1,093+1.1k
VANGUARD FIDUCIARY TRUST CO Added +1,049+1.0k
CITADEL ADVISORS LLC Added +180+180
BARCLAYS PLC New +16+16

Biggest sellers

SALZHAUER MICHAEL Sold out -34,606-34.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -19,790-19.8k
Tactive Advisors, LLC Sold out -15,460-15.5k
GEODE CAPITAL MANAGEMENT, LLC Reduced -5,378-5.4k
Tower Research Capital LLC (TRC) Sold out -911-911

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
LEHMAN KENNETH R 13D · may seek influence -0.2 pts · filed 2026-10-19
Stated purposeMr. Lehman acquired his shares because he believes they represent a prudent investment. Mr. Lehman is a member of the boards of directors of the Company and its subsidiary, BayFirst National Bank. Mr. Lehman intends to review continuously his investment in the Company, including the Company's business, financial condition, results of operations, capital structure, management, competitive position, and prospects, as well as general economic, financial market, and industry conditions. Depending on such review and on other factors, including the market price of the Common Stock, conditions in the securities markets generally, general economic and industry conditions, Mr. Lehman's financial condition and investment considerations, and other factors Mr. Lehman deems relevant, Mr. Lehman may, fr… Full filing
39.2% -0.2 pts 12.2m≈ $58.1m 2026-10-19
INTERPLUS RE Ltd 13G · passive investor new · filed 2026-05-20 5.4% new 220.0k≈ $1.1m 2026-05-20

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 1 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 1 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20251$2.0k0——
Q2 20251$5.0k1$3—
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 150,806150.8k $754.0k $754.0k 0.00% Added +2.2k +2,171
2 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 132,926132.9k $664.6k $664.6k 0.00% Added +5.0k +5,000
3 BANC FUNDS CO LLC 0.08% of their portfolio CHICAGO, IL 91,67991.7k $458.4k $458.4k 0.08% Unchanged
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 52,82852.8k $264.1k $264.1k 0.00% Added +1.1k +1,093
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 38,77538.8k $193.9k $193.9k 0.00% Reduced -5.4k -5,378
6 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 36,67336.7k $183.4k $183.4k 0.00% Added +5.5k +5,473
7 Modern Wealth Management, LLC 0.00% of their portfolio KANSAS CITY, MO 27,66127.7k $138.3k $138.3k 0.00% New
8 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 22,21522.2k $111.1k $111.1k 0.00% Added +1.0k +1,049
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 19,32119.3k $96.6k $96.6k 0.00% Added +6.5k +6,500
10 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 15,60015.6k $78.0k $78.0k 0.00% New
11 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,09113.1k $65.5k $65.5k 0.00% Added +180 +180
12 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 1,4121.4k $7.1k $7.1k 0.00% Unchanged
13 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 343343 $1.7k $1.7k 0.00% Unchanged
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 179179 $896 $896 0.00% Unchanged
15 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1616 $80 $80 0.00% New