BayFirst Financial Ownership | Who Owns BayFirst Financial?
BayFirst Financial Ownership Summary
BayFirst Financial is owned by 4.27% institutional investors, 15.45% insiders, and 80.28% retail investors. Banc funds is the largest institutional shareholder, holding 4.11% of BAFN shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 0.93% of its assets in BayFirst Financial shares.
BAFN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | BayFirst Financial | 4.27% | 15.45% | 80.28% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Banc funds | 169.77K | 4.11% | $1.78M |
| First manhattan co. llc. | 127.93K | 3.10% | $1.34M |
| Vanguard group | 106.99K | 2.59% | $1.12M |
| Salzhauer michael | 68.88K | 1.67% | $720.44K |
| Blackrock | 48.95K | 1.23% | $568.76K |
| Blackrock funding, inc. /de | 50.34K | 1.22% | $526.51K |
| Geode capital management | 39.35K | 0.95% | $411.72K |
| Northern trust | 34.17K | 0.83% | $357.44K |
| Stifel financial | 15.83K | 0.38% | $165.59K |
| Susquehanna group, llp | 14.05K | 0.35% | $163.27K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Salzhauer michael | 68.88K | 0.35% | $720.44K |
| Banc funds | 169.77K | 0.31% | $1.78M |
| First manhattan co. llc. | 127.93K | 0.00% | $1.34M |
| Stifel financial | 15.83K | 0.00% | $165.59K |
| Tower research capital llc (trc) | 536.00 | 0.00% | $5.61K |
| Renaissance | 10.00K | 0.00% | $133.00K |
| Bank of america corp /de/ | 29.00 | - | $337.00 |
| Blackrock | 48.95K | - | $568.76K |
| Gator capital management | - | - | - |
| Northern trust | 34.17K | - | $357.44K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Banc funds | 169.77K | 0.31% | 44.50K |
| Salzhauer michael | 68.88K | 0.35% | 26.45K |
| Vanguard group | 106.99K | - | 17.89K |
| Susquehanna group, llp | 14.05K | - | 14.05K |
| Renaissance | 10.00K | 0.00% | 10.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Graham capital wealth management | - | - | -44.69K |
| Kennedy capital management | - | - | -35.42K |
| Gator capital management | - | - | -33.45K |
| Avantax planning partners | - | - | -29.60K |
| Ubs group | 10.54K | - | -6.42K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 14.05K | - | 14.05K | $163.27K |
| Renaissance | 10.00K | 0.00% | 10.00K | $133.00K |
| Jones financial companies lllp | 396.00 | - | 396.00 | $3.52K |
| Bank of america corp /de/ | 29.00 | - | 29.00 | $337.00 |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -28.00 |
| Raymond james financial | -400.00 |
| Fny investment advisers | -5.57K |
| Avantax planning partners | -29.60K |
| Gator capital management | -33.45K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 3 | -80.00% | 176,263 | -68.89% | 4 | 2.27% | 3 | -57.14% | - | -100.00% |
| Jun 30, 2025 | 15 | 15.38% | 566,528 | 1.47% | 13 | 7.50% | 7 | -12.50% | 6 | 100.00% |
| Mar 31, 2025 | 13 | 8.33% | 558,335 | 4.02% | 13 | 7.48% | 8 | 60.00% | 3 | 200.00% |
| Dec 31, 2024 | 12 | -7.69% | 536,743 | -8.23% | 13 | 6.26% | 5 | 66.67% | 1 | -75.00% |
| Sep 30, 2024 | 13 | -13.33% | 584,897 | -11.07% | 14 | 5.40% | 3 | -40.00% | 4 | -33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional Extnd Mkt Idx Tr | 38.61K | 0.93% | -17.59K |
| Vanguard Total Stock Mkt Idx Inv | 30.81K | 0.75% | -673.00 |
| Fidelity Extended Market Index | 19.42K | 0.47% | -160.00 |
| iShares Micro-Cap ETF | 8.48K | 0.21% | - |
| Fidelity Total Market Index | 7.15K | 0.17% | -15.00 |
| BlackRock Extended Equity Market K | 5.83K | 0.14% | -2.00 |
| Northern Small Cap Core I | 5.71K | 0.14% | -335.00 |
| Extended Equity Market Fund K | 5.65K | 0.14% | -113.00 |
| Fidelity Series Total Market Index | 5.10K | 0.12% | - |
| Spartan Extended Market Index Pool F | 4.24K | 0.10% | 160.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 15, 2025 | Berset Derek Steven | - | Sell | $2.90 |
| May 01, 2025 | Zernick Thomas Gerard | CEO | Buy | $4.98K |
| Feb 06, 2025 | McKim Scott Joseph | EVP, Chief Financial Officer | Buy | $1.97K |
| Aug 02, 2024 | Tudor Rhonda S | SVP, Chief Accounting Officer | Buy | $1.29K |
| Jul 31, 2024 | McKim Scott Joseph | EVP, Chief Financial Officer | Buy | $1.29K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 1 | 1 |
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 4 | - |
| 2024 Q2 | 2 | - |
BAFN Ownership FAQ
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