RF INDS LTD RFIL
COM PAR $0.01 · Common Stock · CUSIP 749552105
- SectorTechnology
- IndustryElectronic Connectors
- HeadquartersSan Diego, CA
- 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: 10.9m as of 2026-06-15, 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 ≈ $21.21. Options: 5 managers hold calls ($2.4m notional), 3 hold puts ($719.0k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 27 |
| Q4 2022 | 29 |
| Q1 2023 | 27 |
| Q2 2023 | 28 |
| Q3 2023 | 29 |
| Q4 2023 | 26 |
| Q1 2024 | 27 |
| Q2 2024 | 32 |
| Q3 2024 | 28 |
| Q4 2024 | 29 |
| Q1 2025 | 32 |
| Q2 2025 | 36 |
| Q3 2025 | 51 |
| Q4 2025 | 52 |
| Q1 2026 | 67 |
| Q2 2026 | 95 |
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 | 5 | 12 |
| Q4 2024 | 9 | 9 |
| Q1 2025 | 13 | 10 |
| Q2 2025 | 16 | 8 |
| Q3 2025 | 36 | 12 |
| Q4 2025 | 27 | 21 |
| Q1 2026 | 42 | 24 |
| Q2 2026 | 61 | 37 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $604.1k | $189.3k | 0.31 |
| Q4 2025 | $271.1k | $0 | 0.00 |
| Q1 2026 | $308.3k | $308.3k | 1.00 |
| Q2 2026 | $2.4m | $719.0k | 0.30 |
Biggest buyers
| BlackRock, Inc. | Added | +441.3k |
| LPL Financial LLC | Added | +154.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +112.1k |
| AMERIPRISE FINANCIAL INC | New | +63.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New | +58.4k |
| CITADEL ADVISORS LLC | New | +51.4k |
| STATE STREET CORP | Added | +50.1k |
| NORTHERN TRUST CORP | Added | +49.2k |
| RAYMOND JAMES FINANCIAL INC | Added | +42.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +36.3k |
Biggest sellers
| MARSHALL WACE, LLP | Reduced | -235.2k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Reduced | -234.7k |
| JANE STREET GROUP, LLC | Sold out | -85.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -55.0k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -49.2k |
| SEI INVESTMENTS CO | Reduced | -45.9k |
| Man Group plc | Sold out | -45.3k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -30.8k |
| Point72 Asset Management, L.P. | Reduced | -29.1k |
| Trexquant Investment LP | Reduced | -27.8k |
Biggest calls
| JANE STREET GROUP, LLC | New | $1.5m69.1k shares |
| CITADEL ADVISORS LLC | Added | $657.5k31.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $218.5k10.3k shares |
| GROUP ONE TRADING LLC | Added | $42.4k2.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $14.8k700 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $347.8k16.4k shares |
| SIMPLEX TRADING, LLC | Added | $347.8k16.4k shares |
| GROUP ONE TRADING LLC | Added | $23.3k1.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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 |
|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 13G · institution -2.2 pts · filed 2026-08-14 | 5.4% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-29 | 5.4% |
Fell to 5% or below in the last year: RENAISSANCE TECHNOLOGIES LLC (4.8%, 2025-11-13)
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 | 1 | $139.2k | 0 | — | — |
| Q1 2025 | 1 | $70.8k | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| 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 |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 591.2k $12.5m | Added +441.3k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.62% of their portfolio | 588.1k $12.5m | Reduced -234.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 463.8k $9.8m | Reduced -30.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 382.4k $8.1m | Added +30.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 219.8k $4.7m | Added +112.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 205.1k $4.3m | Reduced -21.9k |
| LPL Financial LLC 0.00% of their portfolio | 189.3k $4.0m | Added +154.0k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio | 180.9k $3.8m | Added +29.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 135.6k $2.9m | Reduced -55.0k |
| RITHOLTZ WEALTH MANAGEMENT 0.04% of their portfolio | 132.8k $2.8m | Added +3.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 101.2k $2.1m | Added +26.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 99.8k $2.1m | Added +22.1k |
| STATE STREET CORP 0.00% of their portfolio | 95.1k $2.0m | Added +50.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 84.8k $1.8m | Reduced -1.9k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 83.7k $1.8m | Reduced -6.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 67.7k $1.4m | Added +49.2k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 66.2k $1.4m | Reduced -235.2k |
| Informed Momentum Co LLC 0.12% of their portfolio | 64.3k $1.4m | Reduced -2.6k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 63.7k $1.4m | Added +8.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 63.0k $1.3m | New |
| GSA CAPITAL PARTNERS LLP 0.08% of their portfolio | 60.4k $1.3m | Added +17.3k |
| Trexquant Investment LP 0.01% of their portfolio | 60.1k $1.3m | Reduced -27.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 58.4k $1.2m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 54.4k $1.2m | Added +36.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 53.8k $1.1m | Added +33.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 53.7k $1.1m | Added +42.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 51.4k $1.1m | New |
| Walleye Capital LLC 0.01% of their portfolio | 51.3k $1.1m | Reduced -19.6k |
| Timothy G. Youngquist 2020 Irrevocable Trust 0.20% of their portfolio | 46.8k $992.9k | Reduced -13.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 45.6k $966.4k | Reduced -49.2k |
| Centiva Capital, LP 0.03% of their portfolio | 42.7k $905.8k | Reduced -27.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 38.1k $807.9k | Reduced -45.9k |
| Hillsdale Investment Management Inc. 0.01% of their portfolio | 30.0k $636.4k | Reduced -11.0k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.03% of their portfolio | 28.8k $610.6k | Added +6.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 27.9k $590.8k | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 27.4k $582.1k | New |
| GWN SECURITIES INC. 0.08% of their portfolio | 23.6k $501.1k | New |
| XTX Topco Ltd 0.01% of their portfolio | 21.8k $462.7k | Reduced -1.4k |
| Engineers Gate Manager LP 0.01% of their portfolio | 21.2k $450.7k | Added +4.7k |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 20.7k $439.2k | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 18.7k $396.9k | New |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.05% of their portfolio | 17.9k $378.9k | Reduced -31 |
| MORGAN STANLEY 0.00% of their portfolio | 16.9k $359.1k | Added +2.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 16.9k $357.8k | Added +5.5k |
| Brendel Financial Advisors LLC 0.17% of their portfolio | 16.9k $357.8k | New |
| BAILARD, INC. 0.01% of their portfolio | 15.6k $331.4k | Reduced -17.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 15.4k $325.8k | Reduced -13.0k |
| Integrated Quantitative Investments LLC 0.05% of their portfolio | 15.0k $317.3k | Reduced -8.9k |
| D'Orazio & Associates, Inc. 0.04% of their portfolio | 14.8k $314.4k | New |
| Perigon Wealth Management, LLC 0.00% of their portfolio | 14.2k $301.2k | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 13.9k $295.2k | Reduced -29.1k |
| Nuveen, LLC 0.00% of their portfolio | 11.2k $236.9k | New |
| UBS Group AG 0.00% of their portfolio | 10.1k $214.5k | Reduced -4.6k |
| Revisor Wealth Management LLC 0.05% of their portfolio | 9.4k $200.1k | New |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 9.4k $200.0k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 8.3k $177.0k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 6.7k $141.6k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 5.1k $109.1k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 4.8k $101.8k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 4.2k $89.3k | Reduced -784 |
| State of Wyoming 0.01% of their portfolio | 4.1k $86.1k | New |
| CITIGROUP INC 0.00% of their portfolio | 3.9k $83.5k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 3.9k $82.0k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.5k $74.2k | Reduced -7.7k |
| Founders Capital Management 0.03% of their portfolio | 3.4k $72.5k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 2.7k $58.2k | Reduced -2.1k |
| BARCLAYS PLC 0.00% of their portfolio | 2.7k $58.0k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 2.5k $52.5k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.7k $36.7k | Added +730 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.5k $30.9k | Reduced -13.5k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 1.4k $28.7k | Reduced -4.8k |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 1.4k $28.6k | Unchanged |
| North Star Investment Management Corp. 0.00% of their portfolio | 1.3k $28.1k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 1.1k $23.4k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 1.1k $23.0k | New |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 1.0k $21.7k | Added +180 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 995 $21.1k | Added +986 |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 919 $19.5k | Added +497 |
| Legal & General Group Plc 0.00% of their portfolio | 814 $17.3k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 762 $16.2k | New |
| Larson Financial Group LLC 0.00% of their portfolio | 746 $15.8k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 671 $14.2k | New |
| Indiana Trust & Investment Management Co 0.00% of their portfolio | 660 $14.0k | Reduced -1.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 378 $8.0k | Added +292 |
| FMR LLC 0.00% of their portfolio | 267 $5.7k | Added +88 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 266 $5.6k | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 116 $2.5k | Reduced -98 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 116 $2.5k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 100 $2.1k | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 100 $2.1k | New |
| Quarry LP 0.00% of their portfolio | 73 $1.5k | New |
| Arax Advisory Partners 0.00% of their portfolio | 42 $891 | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 29 $615 | New |
| Rialto Wealth Management, LLC 0.00% of their portfolio | 28 $594 | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 7 $148 | New |