$TFIN

$63.99 +$0.66 (1.04%) Close

$TFIN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 23.9M shares outstanding

Who owns TFIN?

By type of holder

Institutions 95.9% Insiders 4.1% Everyone else 0.0%

Concentration Top 10 holders own 54.8%

BlackRock, Inc. 14.2% · Kayne Anderson Rudnick Investment Management LLC 6.0%

Institutional ownership

95.9%

-4.1 pts vs last qtr

Institutional holders

225

+13 vs last qtr

Net shares bought

−999.1K

by institutions in Q2 2026

New / sold out

40 / 27

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

American Century Companies Inc +108.5K
Hodges Capital Management Inc. +93.3K

Biggest sellers in Q2 2026

Kayne Anderson Rudnick Investment Management LLC −541.3K
Luxor Capital Group, LP SOLD OUT −232.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.41M

7 notices from 4 people

Shares covered

35.2K

0.15% of the company

Arranged in advance

25%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Harrison Barnes Former board member $1.49M
Adam Nelson Director $492K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+32.1%

+3.14% a year

Each share's claim on the business

−24.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$267M vs $98.4M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years66% 3–5 years5% 1–3 years20% Under 1 year9%

Quarterly turnover

7.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting TFIN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	3.4M	14.19%	+86.4K (+2.6%)	≤2021	0.0%
Shares held by quarter Peak holding3.4M (Q2'26) Change over 8 quarters+106.3K Share of the company14.190% BlackRock, Inc.'s full portfolio →
KA Kayne Anderson Rudnick Investment Management LLC	1.4M	5.95%	−541.3K (−27.6%)	2024	0.3%
Shares held by quarter Peak holding3.0M (Q1'25) Change over 8 quarters−1.4M Share of the company5.950% Kayne Anderson Rudnick Investment Management LLC's full portfolio →

BlackRock, Inc.

3.4M

% of company

14.19%

Change vs last qtr

+86.4K (+2.6%)

Held since

≤2021

Kayne Anderson Rudnick Investment Management LLC

1.4M

% of company

5.95%

Change vs last qtr

−541.3K (−27.6%)

Held since

2024

28 more super investors behind a free account

See every manager holding Triumph Financial, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TFIN on Form N-PORT; together they hold 46.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$104M	1.4M	5.69%	0.09%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$54.9M	719.7K	3.01%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$104M

% of company

5.69%

% of the fund

0.09%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$54.9M

% of company

3.01%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Triumph Financial, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
DR Davis Richard Loren Insider	713.9K	2.98%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.980% Davis Richard Loren's insider activity →
SC Sparks C Todd Insider	381.3K	1.59%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.590% Sparks C Todd's insider activity →

Davis Richard Loren

Insider

713.9K

% of company

2.98%

Change vs last qtr

—

Held since

—

Sparks C Todd

Insider

381.3K

% of company

1.59%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of Triumph Financial, Inc..

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