Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

BayFirst Financial Corp.

CIK 0001649739BAFN· quarter ending 2026-06-30

Shares outstanding

26,962,815

as of 2026-08-05 · 10-Q cover page, filed 2026-08-14

Held by 13F filers

603,525

2.2% of shares outstanding

Holders

-1 vs 2026-03-31 · 3 new, 4 exited

Value

$3.0M

shares -1.9% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-14, as of 2026-08-05)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	BAFN · NASDAQ	26,962,815	603,525	2.2%	15	07279B104

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	07279B104	COM	15	603,525	26,962,815	2.2%	$3.0M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (15 of 15 · 07279B104)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	VANGUARD CAPITAL MANAGEMENT LLC	150,806	0.56%	$754K	+2,171 (+1.5%)
2	FIRST MANHATTAN CO. LLC.	132,926	0.49%	$665K	+5,000 (+3.9%)
3	BANC FUNDS CO LLC	91,679	0.34%	$458K	—
4	BlackRock, Inc.	52,828	0.20%	$264K	+1,093 (+2.1%)
5	GEODE CAPITAL MANAGEMENT, LLC	38,775	0.14%	$194K	-5,378 (-12.2%)
6	STIFEL FINANCIAL CORP	36,673	0.14%	$183K	+5,473 (+17.5%)
7	Modern Wealth Management, LLC	27,661	0.10%	$138K	NEW
8	VANGUARD FIDUCIARY TRUST CO	22,215	0.08%	$111K	+1,049 (+5.0%)
9	LPL Financial LLC	19,321	0.07%	$97K	+6,500 (+50.7%)
10	RENAISSANCE TECHNOLOGIES LLC	15,600	0.06%	$78K	NEW
11	CITADEL ADVISORS LLC	13,091	0.05%	$65K	+180 (+1.4%)
12	Vanguard Global Advisers, LLC	1,412	0.01%	$7K	—
13	JONES FINANCIAL COMPANIES LLLP	343	0.00%	$2K	—
14	MORGAN STANLEY	179	0.00%	$896	—
15	BARCLAYS PLC	16	0.00%	$80	NEW

Exited since 2026-03-31 (4 filers; largest 4 shown)

SALZHAUER MICHAEL	−34,606
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−19,790
Tactive Advisors, LLC	−15,460
Tower Research Capital LLC (TRC)	−911

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
LEHMAN KENNETH R	SCHEDULE 13D	2026-07-16	2026-07-14	11,500,000	42.4%
INTERPLUS RE Ltd	SCHEDULE 13G	2026-05-20	2026-05-12	220,000	5.4%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.