2026-09-01
No AI summary for this filing type
View Full Filing (SEC EDGAR)Bayfirst Financial CORP
$7.55+11%
+$296.8K
Net Activity
-1.85% total shares
Institutions Holding
15
Popularity Rank
#9082
Avg Weight
0.01%
Total Value
$3.0M
15 institutions currently hold BAFN, with 11 net buyers and 5 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
5
Net Buying Institutions
11
Top 5 by Value
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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).
BAFN ranks #9082 out of 37503 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.
First Manhattan Co. LLC. has trimmed its BAFN position for two straight quarters, cutting it by $339.6K while still holding $664.6K.
BAFN reported a net loss of $22.9M in its latest fiscal year.
+$324.6K
Total Buy Value
$476.3K
Total Sell Value
11
Net Buyers
5
Net Sellers
BAFN
Q2 2026
Top 5 Institutional Movers
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 2026-06-30 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.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
8
Filings (14d)
No AI summary for this filing type
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)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 The company filed the call transcript as an exhibit to this 8-K, and an archived version is available on its investor relations website.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.
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)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 Full Filing (SEC EDGAR)BayFirst Financial Corp. shareholders voted on July 14, 2026 to amend the company’s articles of incorporation, increasing the number of authorized shares of common stock to 100 million. The approval came under Proposal 2 at the annual meeting.
View Full Filing (SEC EDGAR)BayFirst Financial Corp. disclosed in an 8-K filing that it is taking massive financial charges as part of an asset resolution plan. The charges include $37 million in loan adjustments on government-guaranteed and SBA 7(a) loans, a $1.5 million impairment on an equity investment, and a $1.6 million write-down on USDA loan premiums. These adjustments will be reflected in the company's second-quarter 2026 earnings, set for release on July 30, 2026. Additionally, the filing states that previously issued financial statements should no longer be relied upon, implying a restatement.
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)07279B104
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,248
Total reported value
$2.2T
3233 13F institutions increased their position this quarter
Institutions Holding
5,996
Total reported value
$3.6T
3036 13F institutions increased their position this quarter
Institutions Holding
6,159
Total reported value
$1.8T
2975 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,640
Total reported value
$985.8B
Held by 4640 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,587
Total reported value
$528.9B
Held by 4587 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,423
Total reported value
$354.5B
Held by 4423 institutions — one of the most-tracked stocks on AlphaSMO
Access BAFN's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BAFNCLI
npx alphasmo stocks get BAFN