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CIK: 0001700272
Total reported value
$2.4B
$2.4B
47 檔
24.7%
According to the latest 13F quarterly dataset, Azora Capital LP managed an equity portfolio of $2.4B at the end of Q4 2025, spanning 47 distinct U.S. exchange-listed positions.
In Q4 2025, Azora Capital LP adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 33 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 10.08% | -2.21% | +26.84% | |
| 2 | BEN | Franklin Resources Inc | Stock-Financials | 8.72% | +1.76% | +78.77% | |
| 3 | IBOC | International Bancshares Crp | Stock-Other | 6.38% | -2.98% | +35.09% | |
| 4 | C | Citigroup Inc | Stock-Financials | 5.90% | — | +56.46% | |
| 5 | OMF | Onemain Holdings Inc | Stock-Financials | 5.80% | +1.71% | +210.72% | |
| 6 | VLY | Valley National Bancorp | Stock-Financials | 5.74% | -0.91% | -19.84% | |
| 7 | BBT | Beacon Financial CORP | Stock-Other | 5.20% | -6.19% | EXIT | |
| 8 | WT | Wisdomtree Inc | Stock-Other | 4.72% | -1.32% | +9.26% | |
| 9 | CCB | Coastal Financial Corp/wa | Stock-Other | 4.46% | -1.81% | +4.61% | |
| 10 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 3.85% | -0.73% | -34.80% | |
| 11 | SYF | Synchrony Financial | Stock-Financials | 3.50% | +1.54% | NEW | |
| 12 | UWMC | Uwm Holdings CORP | Stock-Other | 3.12% | — | +230.83% | |
| 13 | WBS | Webster Financial CORP | Stock-Financials | 3.03% | — | -46.00% | |
| 14 | EVR | Evercore Inc - A | Stock-Financials | 2.53% | +2.68% | NEW | |
| 15 | ARX | Accelerant Holdings | Stock-Other | 2.51% | -0.23% | +288.94% | |
| 16 | RELY | Remitly Global Inc | Stock-Other | 2.50% | — | +50.38% | |
| 17 | UPST | Upstart Holdings Inc | Stock-Financials | 2.43% | — | — | |
| 18 | HUT | Hut 8 CORP | Stock-Financials | 2.00% | -2.36% | EXIT | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.68% | -3.64% | EXIT | |
| 20 | DLO | DLocal Limited | Stock-Other | 1.38% | — | — | |
| 21 | NP | Neptune Insurance Holdi-cl A | Stock-Other | 1.37% | +0.43% | — | |
| 22 | BRBS | Blue Ridge Bankshares Inc | Stock-Other | 1.33% | -0.75% | EXIT | |
| 23 | EWBC | East West Bancorp Inc | Stock-Financials | 1.22% | -2.19% | EXIT | |
| 24 | SLM | Slm CORP | Stock-Financials | 1.13% | -0.38% | — | |
| 25 | SEIC | Sei Investments Company | Stock-Financials | 1.12% | +1.64% | NEW | |
| 26 | INDB | Independent Bank Corp/ma | Stock-Other | 1.02% | — | — | |
| 27 | CBC | Central Bancompany | Stock-Other | 0.88% | -0.14% | — | |
| 28 | ✓ | Stock-Other | 0.88% | +1.79% | NEW | ||
| 29 | DAVE | Dave Inc | Stock-Other | 0.87% | -0.14% | EXIT | |
| 30 | CIFR | Cipher Digital Inc | Stock-Tech | 0.83% | +0.19% | — | |
| 31 | HAPN | Happen Inc | Stock-Other | 0.64% | — | -77.56% | |
| 32 | ✓ | Bitdeer Technologies Group | Stock-Other | 0.55% | -1.90% | EXIT | |
| 33 | DBRG | Digitalbridge Group Inc | Stock-Financials | 0.48% | -0.18% | -86.48% | |
| 34 | COSO | Coastal South Bancshares Inc | Stock-Other | 0.45% | — | -22.58% | |
| 35 | 1B2 | Bitfarms Ltd/canada | Stock-Other | 0.39% | -1.31% | EXIT | |
| 36 | WLTH | Wealthfront CORP | Stock-Other | 0.26% | -0.49% | EXIT | |
| 37 | COLB | Columbia Banking System Inc | Stock-Financials | 0.21% | +1.39% | NEW | |
| 38 | RIOT | Riot Platforms Inc | Stock-Financials | 0.21% | -3.03% | EXIT | |
| 39 | PFBC | Preferred Bank/los Angeles | Stock-Other | 0.20% | — | — | |
| 40 | WAFD | Wafd Inc | Stock-Other | 0.15% | — | — | |
| 41 | OBT | Orange County Bancorp Inc | Stock-Other | 0.10% | — | +7.36% | |
| 42 | SFST | Southern First Bancshares | Stock-Other | 0.04% | — | — | |
| 43 | OBK | Origin Bancorp Inc | Stock-Other | 0.04% | — | +4.03% | |
| 44 | RBB | Rbb Bancorp | Stock-Other | 0.04% | — | — | |
| 45 | DCOM | Dime Commercial Bancshares I | Stock-Other | 0.04% | — | — | |
| 46 | PGC | Peapack Gladstone Finl CORP | Stock-Other | 0.02% | — | +4.06% | |
| 47 | SLNH | Soluna Holdings Inc | Stock-Other | — | — | +97.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BEN | Franklin Resources Inc | +5.3% | +78.77% | Add |
| 2 | OMF | Onemain Holdings Inc | +4.7% | +210.72% | Add |
| 3 | LPLA | Lpl Financial Holdings Inc | +4.6% | +26.84% | Add |
| 4 | BBT | Beacon Financial CORP | +4.6% | +454.54% | Add |
| 5 | C | Citigroup Inc | +3.5% | +56.46% | Add |
| 6 | SYF | Synchrony Financial | +3.1% | +388.71% | Add |
| 7 | IBOC | International Bancshares Crp | +2.8% | +35.09% | Add |
| 8 | UWMC | Uwm Holdings CORP | +2.2% | +230.83% | Add |
| 9 | ARX | Accelerant Holdings | +2.1% | +288.94% | Add |
| 10 | HUT | Hut 8 CORP | +1.6% | +181.21% | Add |
| 11 | CCB | Coastal Financial Corp/wa | +1.5% | +4.61% | Add |
| 12 | WT | Wisdomtree Inc | +1.1% | +9.26% | Add |
| 13 | RELY | Remitly Global Inc | +1.1% | +50.38% | Add |
| 14 | VLY | Valley National Bancorp | +1% | -19.84% | Trim |
| 15 | EVR | Evercore Inc - A | +0.5% | -8.41% | Trim |
| 16 | BRBS | Blue Ridge Bankshares Inc | +0.5% | +10.50% | Add |
| 17 | COSO | Coastal South Bancshares Inc | +0.1% | -22.58% | Trim |
| 18 | OBT | Orange County Bancorp Inc | 0% | +7.36% | Add |
| 19 | OBK | Origin Bancorp Inc | 0% | +4.03% | Add |
| 20 | PGC | Peapack Gladstone Finl CORP | 0% | +4.06% | Add |
| 21 | SLNH | Soluna Holdings Inc | — | +97.69% | Add |
| 22 | 1B2 | Bitfarms Ltd/canada | -0.1% | -35.57% | Trim |
| 23 | TCBI | Texas Capital Bancshares Inc | -0.2% | -34.80% | Trim |
| 24 | DAVE | Dave Inc | -0.4% | -53.09% | Trim |
| 25 | ✓ | Bitdeer Technologies Group | -0.6% | -43.88% | Trim |
| 26 | WBS | Webster Financial CORP | -0.9% | -46.00% | Trim |
| 27 | RIOT | Riot Platforms Inc | -0.9% | -79.18% | Trim |
| 28 | HAPN | Happen Inc | -1% | -77.56% | Trim |
| 29 | ✓ | -1.4% | -45.26% | Trim | |
| 30 | DBRG | Digitalbridge Group Inc | -1.5% | -86.48% | Trim |
| 31 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 32 | TFC | Truist Financial CORP | — | EXIT | Sold out |
| 33 | CG | Carlyle Group Inc/the | — | EXIT | Sold out |
| 34 | CMA | Comerica Inc | — | EXIT | Sold out |
| 35 | FHN | First Horizon CORP | — | EXIT | Sold out |
| 36 | EBC | Eastern Bankshares Inc | — | EXIT | Sold out |
| 37 | NU | Nu Holdings Ltd. | — | EXIT | Sold out |
| 38 | FIBK | First Interstate Bancsys-a | — | EXIT | Sold out |
| 39 | KLAR | Klarna Group plc | — | EXIT | Sold out |
| 40 | PJT | Pjt Partners Inc - A | — | EXIT | Sold out |
| 41 | UPST | Upstart Holdings Inc | — | NEW | New buy |
| 42 | SOFI | Sofi Technologies Inc | — | EXIT | Sold out |
| 43 | MS | Morgan Stanley | — | EXIT | Sold out |
| 44 | NCNO | Ncino Inc | — | EXIT | Sold out |
| 45 | STNE | StoneCo Ltd. | — | EXIT | Sold out |
| 46 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 47 | TPG | Tpg Inc | — | EXIT | Sold out |
| 48 | DLO | DLocal Limited | — | NEW | New buy |
| 49 | NP | Neptune Insurance Holdi-cl A | — | NEW | New buy |
| 50 | BGC | Bgc Group Inc-a | — | EXIT | Sold out |
According to official SEC Form 13F filings, Azora Capital LP reported a total U.S. public equity portfolio value of $2.4B across 47 disclosed positions in Q4 2025.
During Q4 2025, Azora Capital LP's top holdings by market value included LPLA (10.1%)、BEN (8.7%)、IBOC (6.4%). The largest single position, LPLA, represented 10.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LPLA, BEN, IBOC) accounted for 24.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
UPST
市值: $38.6M
Top Position Liquidated / Trimmed
BAC
前期市值: $144.4M
In Q4 2025, Azora Capital LP made 80 total portfolio adjustments, initiating 17 new buys, adding to 18 positions, trimming 12 holdings, and fully liquidating 33 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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