NASDAQ · BAFN

BayFirst Financial Corp.

Closing price · Nov 13, 2026 $6.16

Latest quarter · ended Sep 30, 2026

Cash got weaker

descriptionFiled Nov 10, 2026
Cash from operationsWorse
$949K
Quarter ended Dec 31, 2024: $100M cash from operationsQuarter ended Mar 31, 2025: $75.1M cash from operationsQuarter ended Jun 30, 2025: $64.2M cash from operationsQuarter ended Sep 30, 2025: $48.2M cash from operationsQuarter ended Dec 31, 2025: $101M cash from operationsQuarter ended Mar 31, 2026: −$3.21M cash from operationsQuarter ended Jun 30, 2026: $363K cash from operationsQuarter ended Sep 30, 2026: $949K cash from operations
Dec '24Sep '26
−98% from $48.2M a year ago
Share countDiluting
+683.9%
Quarter ended Dec 31, 2024: 4.15M sharesQuarter ended Mar 31, 2025: 4.13M sharesQuarter ended Jun 30, 2025: 4.13M sharesQuarter ended Sep 30, 2025: 4.11M sharesQuarter ended Dec 31, 2025: 4.11M sharesQuarter ended Mar 31, 2026: 4.11M sharesQuarter ended Jun 30, 2026: 26.96M sharesQuarter ended Sep 30, 2026: 32.22M shares
Dec '24Sep '26
32.22M shares vs. 4.11M a year ago

Numbers come from the company's own 10-Q and 10-K reports filed with the SEC. Each bar is one quarter, oldest on the left. The colored bar is the latest. Hover over or tap a bar to see its number.

Smart money pulse

What insiders and funds are doing

Mixed Insiders: as of Nov 13 Funds: as of Jun 30, 2026
−1000+100 0
  • info
    No real insider sales in 12 months. Planned 10b5-1 sales and tax withholding are left out.

−100 means everyone selling, +100 everyone buying. This is data, not advice.

How the Pulse works

Pulse runs from −100 (everyone selling) to +100 (everyone buying). Half comes from insiders: real buyers vs. real sellers in the last 90 days (Form 4). Half comes from funds: funds that bought vs. funds that sold last quarter (13F). 13F is a snapshot of long positions on the last day of the quarter, filed up to 45 days later. It does not show short positions or trades since then.

Who owns it

15 funds report owning BAFN, down from 16

Holdings as of Jun 30, 2026
New3
Added5
Held6
Trimmed1
Sold out4

Insider trades · last 12 months

Real buys and sales

No open-market buys or sales by officers or directors in the last 12 months. Hidden: 17 tax withholdings. Press All filings to see them.

● Open-market buy● Open-market sale
CEOCFOOther officersDirectorsDecJanFebMarAprMayJunJulAugSepOctNovShares withheld for tax · Jan 23 · $502Shares withheld for tax · Jan 23 · $898Shares withheld for tax · Jan 26 · $1.62KShares withheld for tax · Jan 27 · $802Shares withheld for tax · Feb 3 · $592Shares withheld for tax · Feb 3 · $891Shares withheld for tax · Feb 3 · $5.92KCode J · Feb 5 · $300Code J · Feb 5 · $400 · 2 peopleCode J · Feb 5 · $1.5KCode J · Feb 19 · $3 · 2 peopleCode J · Feb 19 · $6Code J · Feb 19 · $1Code J · May 7 · $300Code J · May 7 · $300Code J · May 7 · $1.5KShares withheld for tax · May 15 · $6.93K · 10 peopleOpen-market sale · Jul 14 · 1.14M shCode J · Sep 4 · $300Code J · Sep 4 · $300Code J · Oct 8 · $4.2M · 7 peopleCode J · Oct 8 · $7.72KCode J · Oct 8 · $38.5KCode J · Nov 6 · 303,019 sh · 3 peopleCode J · Nov 6 · 2,747 shCode J · Nov 6 · 27,472 sh
CEOCFOOther officersDirectorsJunJulAugSepOctNovOpen-market sale · Jul 14 · 1.14M shCode J · Sep 4 · $300Code J · Sep 4 · $300Code J · Oct 8 · $4.2M · 7 peopleCode J · Oct 8 · $7.72KCode J · Oct 8 · $38.5KCode J · Nov 6 · 303,019 sh · 3 peopleCode J · Nov 6 · 2,747 shCode J · Nov 6 · 27,472 sh

Last 6 months. A wider screen shows 12.

Showing 0 real trades. Hidden: 17 tax withholdings. Those happen on a schedule and say little about what an insider thinks. Bigger dot means a bigger trade.

Showing every filing. Dashed circles are routine: grants, tax withholding, option exercises and planned sales.

Top holders

Biggest funds in BAFN

As of Jun 30, 2026
FundOwnsValueChange
Vanguard Capital Management LLC0.5%$754K+1%
First Manhattan Co. LLC.0.4%$665K+4%
Banc Funds Co LLC0.3%$458KSame
BlackRock, Inc.0.2%$264K+2%
Geode Capital Management, LLC0.1%$194K−12%

"Owns" is shares reported divided by shares outstanding.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast