Stock Taper 
NORTH REEF CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alkami Technology, Inc. | ALKT | 9.22M | $167.16M |
 First Horizon Corporation | FHN | 9.2M | $235.92M |
 KeyCorp | KEY | 8.25M | $190.16M |
 Marqeta, Inc. | MQ | 7.9M | $32.07M |
 Seacoast Banking Corporation of Florida | SBCF | 4.78M | $158.77M |
 Atlantic Union Bankshares Corporation | AUB | 3.56M | $150.84M |
 MarketAxess Holdings Inc. | MKTX | 3.4M | $385.3M |
 Flagstar Financial, Inc. | FLG | 3.05M | $45.57M |
 Ameris Bancorp | ABCB | 2.73M | $246.61M |
 ACI Worldwide, Inc. | ACIW | 2.62M | $131.61M |
 Wealthfront Corporation | WLTH | 2.44M | $21.85M |
 Amerant Bancorp Inc. | AMTB | 1.86M | $47.35M |
 Eagle Bancorp, Inc. | EGBN | 1.71M | $48.65M |
 Trustmark Corporation | TRMK | 1.57M | $72.03M |
 Piper Sandler Companies | PIPR | 1.35M | $97.66M |
 Primis Financial Corp | FRST | 1.23M | $20.07M |
 i3 Verticals, Inc. | IIIV | 1.07M | $22.96M |
 First Western Financial, Inc. | MYFW | 742.63K | $23.85M |
 Pinnacle Financial Partners, Inc. | PNFP | 731.54K | $73.8M |
 TriCo Bancshares | TCBK | 667.06K | $35.92M |