Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BAFN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 149K | $944K | β | 3.616% | 0.00% |
| 2 | FIRST MANHATTAN CO | 128K | $812K | 0.0% | 3.113% | 0.00% |
| 3 | BANC FUNDS CO LLC | 92K | $582K | 0.0% | 2.231% | 0.11% |
| 4 | BlackRock, Inc. | 52K | $329K | +4.8% | 1.259% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 44K | $280K | +11.3% | 1.074% | 0.00% |
| 6 | SALZHAUER MICHAEL | 35K | $220K | -35.8% | 0.842% | 0.10% |
| 7 | STIFEL FINANCIAL CORP | 31K | $198K | +34.5% | 0.759% | 0.00% |
| 8 | Arcus Capital Partners, LLC | 19K | $152K | β | 0.470% | 0.03% |
| 9 | VANGUARD FIDUCIARY TRUST CO | 21K | $134K | β | 0.515% | 0.00% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20K | $126K | β | 0.481% | 0.00% |
| 11 | Tactive Advisors, LLC | 15K | $98K | β | 0.376% | 0.03% |
| 12 | CITADEL ADVISORS LLC | 13K | $82K | β | 0.314% | 0.00% |
| 13 | LPL Financial LLC | 13K | $81K | 0.0% | 0.312% | 0.00% |
| 14 | Vanguard Global Advisers, LLC | 1K | $9K | β | 0.034% | 0.00% |
| 15 | Tower Research Capital LLC (TRC) | 911 | $6K | +18.5% | 0.022% | 0.00% |
| 16 | JONES FINANCIAL COMPANIES LLLP | 343 | $2K | 0.0% | 0.008% | 0.00% |
| 17 | MORGAN STANLEY | 179 | $1K | 0.0% | 0.004% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BAFN β a direct measure of their conviction.
Filings activity in BAFN during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 17 | +21% | 19.47% | 3.33 pp | $4M | 15% |
| Q4 2025 | 14 | +0.0% | 22.80% | 9.21 pp | $5M | 29% |
| Q3 2025 | 14 | 13% | 32.01% | 6.05 pp | $7M | 16% |
| Q2 2025 | 16 | +14% | 38.06% | 6.32 pp | $8M | 14% |
| Q1 2025 | 14 | +7.7% | 44.38% | +10.21 pp | $9M | +30% |
| Q4 2024 | 13 | 7.1% | 34.17% | 2.74 pp | $7M | 7.4% |
| Q3 2024 | 14 | 13% | 36.91% | +0.23 pp | $8M | +0.6% |
| Q2 2024 | 16 | β | 36.68% | β | $8M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BAFN stock.
Based on Q1 2026 13F filings, institutional ownership of BayFirst Financial Corp. stands at 19.5%, held across 17 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of BAFN, with approximately 148,635 shares worth $0.00B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of BAFN, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for BAFN is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
7 institutions opened new positions in BAFN during Q1 2026, while 4 fully exited. 1 added to existing positions and 9 trimmed.
BAFN institutional ownership fell by 3.33 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 93.1% of all reported 13F value in BAFN, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
BayFirst Financial Corp. (BAFN) Institutional Ownership