Bayfirst Financial CORP (BAFN) Quarterly Institutional 13F Update (Q2 2026)

First Manhattan Co. LLC.

BlackRock, Inc.

Geode Capital Management, LLC

View all 15 holding institutions

Source and citation information

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Across its top 15 institutional holders, BAFN's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 28/100).

Notable Holders

BAFN ranks #9090 out of 37701 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

15 institutions disclose a position in BAFN, but none treat it as a major bet — even Banc Funds Co LLC, its most concentrated holder, allocates just 0.1% of its own portfolio to it.

Company Fundamentals

BAFN reported a net loss of $22.9M in its latest fiscal year.

Not yet profitable — net loss of $22.9M in the latest fiscal year
Net income declined year over year, from $12.6M to -$22.9M
Generated $285.3M in positive operating cash flow
Liabilities run 13.85x equity — a highly leveraged balance sheet worth noting

Price Chart

BAFN Quarterly 13F Institutional Trade Shifts

Recent Activity

+$324.6K

Total Buy Value

$476.3K

Total Sell Value

New buy3

Trim1

Add8

Sold out4

Net Buyers

Net Sellers

Top Movers

BAFN

Q2 2026

Top 5 Institutional Movers

Salzhauer Michael

-$219.7K

Sold out

Vanguard GroupAggregated

-$215.0K

Trim

First Manhattan Co

-$147.7K

Trim

Modern Wealth Management

+$138.3K

New buy

Susquehanna International Group, LLP

-$125.7K

Sold out

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

BAFN does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Recent BAFN Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

Active 5%+ Holders

Data as of 2026-10-19

Reporting Person	Type	Filing Date	Shares	% of Class
Kenneth R. Lehman	13D/A	2026-10-19	12.18M	39.2%
Kenneth R. Lehman	13D/A	2026-10-13	12.25M	39.4%

View all Schedule 13D/13G filings

Material Events (8-K)

Filings (14d)

Data as of 2026-09-30

2026-09-30

No AI summary for this filing type

2026-09-29

AI summary pending

2026-09-24

AI summary pending

2026-09-01

No AI summary for this filing type

2026-08-27

AI summary pending

2026-08-18

BayFirst Financial Corp. held a conference call on August 14, 2026, to discuss its financial results for the quarter ended June 30, 2026. The company filed the call transcript as an exhibit to this 8-K, and an archived version is available on its investor relations website. There are no actual financial numbers in this filing — it's just the formal notice that the call happened and where to find the materials.

2026-08-13

AI summary pending

2026-07-28

BayFirst Financial Corp. (NASDAQ: BAFN) announced it has moved its second-quarter 2026 earnings report to after market close on August 13. This follows earlier disclosures about an asset resolution plan and the need to restate financial statements for 2024, 2025, and the first quarter of 2026—meaning those previously issued statements and audit reports should no longer be relied upon. The company expects to file the amended reports by August 12.

View all Form 8-K filings

CUSIP

07279B104

FAQ

Who are the top institutional investors holding BAYFIRST FINANCIAL CORP (BAFN)?

Major stakeholders currently include Vanguard Capital Management LLC ($754.0K), First Manhattan Co. LLC. ($664.6K), Banc Funds Co LLC ($458.4K). Based on the latest 13F filings, there are a total of 15 tracked investment funds and institutions maintaining positions in BAFN.

What is the overall institutional sentiment toward BAFN recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $296.8K, driven by 11 managers accumulating shares while 5 reduced their exposure.

Which institutions have been selling or reducing their BAFN positions?

In the latest period, 1 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $476.3K.

Are there any notable investors adding BAFN to their portfolios?

Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 8 existing holders added to their shares. The total reported buy value for the quarter amounted to $324.6K.

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