BAFN · NASDAQ · Banks - Regional

BayFirst Financial (BAFN)

Serving consumers and small businesses through a Tampa Bay national bank.

$7.27
At close+0.12 (+1.68%)

Breakdown13F · 13D/G · Form 4

Institutions16 holders · as of Mar 31, 202614.97%614.9K shares
Insiders17 holders · as of Aug 7, 2026323.29%13.28M shares
Strategic holders1 holder · as of May 20, 20265.36%220.0K shares
Adds to343.62%

4.11M company shares as of Aug 23, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing

Two share counts disagree (26.96M in the company's Sep 3, 2026 report, 4.11M elsewhere); stakes use the report.

These groups come from separate filings that can overlap, so they add to 343.62%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
Lehman Kenneth R.Insider
280.02%11.50M13Dfiled Jul 16, 2026
Alfred Tate Jr RogersInsiderdirector, officer: CEO & President
27.83%1.14MForm 4filed Aug 7, 2026
Mark S. BersetInsiderdirector
6.97%286,322Form 4filed May 18, 2026
INTERPLUS RE LtdStrategic
5.36%220,00013Gfiled May 20, 2026
Vanguard Capital Management LLCInstitution
3.62%148,63513Fas of Mar 31, 2026
First Manhattan Co. LLC.Institution
3.11%127,92613Fas of Mar 31, 2026
Banc Funds Co LLCInstitution
2.23%91,67913Fas of Mar 31, 2026
Derek Steven BersetInsiderdirector
1.71%70,233Form 4filed May 18, 2026
Anthony SaravanosInsiderdirector
1.39%57,022Form 4filed May 18, 2026
BlackRock, Inc.Institution
1.26%51,73513Fas of Mar 31, 2026
Geode Capital Management, LLCInstitution
1.08%44,15313Fas of Mar 31, 2026
Christos PolitisInsiderdirector
1.06%43,612Form 4filed May 18, 2026
Anthony N. LeoInsiderdirector
0.90%36,825Form 4filed May 18, 2026
Dennis Reppard III DeloachInsiderdirector
0.87%35,740Form 4filed May 18, 2026
Salzhauer MichaelInstitution
0.84%34,60613Fas of Mar 31, 2026
Stifel Financial CorpInstitution
0.76%31,20013Fas of Mar 31, 2026
Bradly William SpoorInsiderdirector
0.61%24,882Form 4filed May 18, 2026
Tarek HelalInsiderdirector
0.60%24,472Form 4filed Sep 19, 2024
Vanguard Fiduciary Trust CoInstitution
0.52%21,16613Fas of Mar 31, 2026
Thomas Gerard ZernickInsiderdirector
0.50%20,463Form 4filed May 11, 2026
Susquehanna International Group, LLPInstitution
0.48%19,79013Fas of Mar 31, 2026
Tactive Advisors, LLCInstitution
0.38%15,46013Fas of Mar 31, 2026
Citadel Advisors LLCInstitution
0.31%12,91113Fas of Mar 31, 2026
LPL Financial LLCInstitution
0.31%12,82113Fas of Mar 31, 2026
Robin Leigh OliverInsiderdirector, officer: President, COO
0.29%12,091Form 4filed May 11, 2026

13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report

Institutions13F, as of Mar 31, 2026

16 holders · 614.9K shares · 6 new positions · 10 increased · 1 reduced · 5 closed

HolderShares% outstandingChg q/qFiled
Vanguard Capital Management LLC148.6K3.62%+148.6KnewMay 15, 2026
First Manhattan Co. LLC.127.9K3.11%0May 15, 2026
Banc Funds Co LLC91.7K2.23%0May 14, 2026
BlackRock, Inc.51.7K1.26%+2.4KMay 13, 2026
Geode Capital Management, LLC44.2K1.08%+4.5KMay 15, 2026
Salzhauer Michael34.6K0.84%−19.3KMay 5, 2026
Stifel Financial Corp31.2K0.76%+8.0KMay 12, 2026
Vanguard Fiduciary Trust Co21.2K0.52%+21.2KnewMay 8, 2026

Ownership statements13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Lehman Kenneth R42.40%11.50M13DJul 16, 2026
INTERPLUS RE Ltd5.40%220.0K13GMay 20, 2026

Insider tradesForm 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jul 14, 2026
Alfred Tate Jr Rogersdirector, officer: CEO & President
Sale · 4 lots1,142,80022,856

CongressHouse and Senate disclosures

Not reported.