BAYFIRST FINANCIAL CORP BAFN
COM · Common Stock · CUSIP 07279B104
- SectorFinancials
- IndustryState Commercial Banks
- HeadquartersSt Petersburg, FL
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 14 |
| Q4 2022 | 16 |
| Q1 2023 | 14 |
| Q2 2023 | 14 |
| Q3 2023 | 16 |
| Q4 2023 | 14 |
| Q1 2024 | 15 |
| Q2 2024 | 16 |
| Q3 2024 | 14 |
| Q4 2024 | 13 |
| Q1 2025 | 14 |
| Q2 2025 | 16 |
| Q3 2025 | 14 |
| Q4 2025 | 15 |
| Q1 2026 | 16 |
| Q2 2026 | 15 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 2 | 7 |
| Q4 2024 | 5 | 4 |
| Q1 2025 | 8 | 4 |
| Q2 2025 | 7 | 7 |
| Q3 2025 | 10 | 5 |
| Q4 2025 | 6 | 6 |
| Q1 2026 | 7 | 5 |
| Q2 2026 | 10 | 5 |
Biggest buyers
| Modern Wealth Management, LLC | New | +27.7k |
| RENAISSANCE TECHNOLOGIES LLC | New | +15.6k |
| LPL Financial LLC | Added | +6.5k |
| STIFEL FINANCIAL CORP | Added | +5.5k |
| FIRST MANHATTAN CO. LLC. | Added | +5.0k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +2.2k |
| BlackRock, Inc. | Added | +1.1k |
| VANGUARD FIDUCIARY TRUST CO | Added | +1.0k |
| CITADEL ADVISORS LLC | Added | +180 |
| BARCLAYS PLC | New | +16 |
Biggest sellers
| SALZHAUER MICHAEL | Sold out | -34.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -19.8k |
| Tactive Advisors, LLC | Sold out | -15.5k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -5.4k |
| Tower Research Capital LLC (TRC) | Sold out | -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.
| Holder | Stake |
|---|---|
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% |
| INTERPLUS RE Ltd 13G · passive investor new · filed 2026-05-20 | 5.4% |
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 1 | $2.0k | 0 | — | — |
| Q2 2025 | 1 | $5.0k | 1 | $3 | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 150.8k $754.0k | Added +2.2k |
| FIRST MANHATTAN CO. LLC. 0.00% of their portfolio | 132.9k $664.6k | Added +5.0k |
| BANC FUNDS CO LLC 0.08% of their portfolio | 91.7k $458.4k | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 52.8k $264.1k | Added +1.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 38.8k $193.9k | Reduced -5.4k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 36.7k $183.4k | Added +5.5k |
| Modern Wealth Management, LLC 0.00% of their portfolio | 27.7k $138.3k | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 22.2k $111.1k | Added +1.0k |
| LPL Financial LLC 0.00% of their portfolio | 19.3k $96.6k | Added +6.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 15.6k $78.0k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 13.1k $65.5k | Added +180 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 1.4k $7.1k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 343 $1.7k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 179 $896 | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 16 $80 | New |