13F

Investor

Azora Capital LP

CIK 0001700272 · filed 2026-02-17 · SEC filing

13F book

$1.59B

Positions

47

Largest name

10.1%

Lpl Finl Hldgs Inc

Est. mark

—

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Lpl Finl Hldgs Inc—448.2K$160.1M10.1%—Held
Franklin Resources IncBEN5.8M$138.5M8.7%—Held
International Bancshares Cor—1.52M$101.3M6.4%—Held
Citigroup Inc—802.3K$93.6M5.9%—Held
Onemain Hldgs Inc—1.36M$92.1M5.8%—Held
Valley Natl Bancorp—7.8M$91.1M5.7%—Held
Beacon Financial CorpBBT3.13M$82.6M5.2%—Held
WisdomTree, Inc.WT6.15M$75M4.7%—Held
Coastal Finl Corp Wa—618.2K$70.8M4.5%—Held
Texas Cap Bancshares Inc—675.8K$61.2M3.9%—Held
Synchrony Financial—667.1K$55.7M3.5%—Held
UWM Holdings CorpUWMC11.3M$49.5M3.1%—Held
Webster Finl Corp—764.3K$48.1M3.0%—Held
Evercore Inc.EVR118.1K$40.2M2.5%—Held
Accelerant HoldingsARX2.44M$39.9M2.5%—Held
Remitly Global, Inc.RELY2.88M$39.7M2.5%—Held
Upstart Hldgs Inc—882.2K$38.6M2.4%—Held
Hut 8 Corp.HUT690.5K$31.7M2.0%—Held
Schwab Charles Corp—267.2K$26.7M1.7%—Held
Dlocal LtdDLO1.55M$21.9M1.4%—Held
Neptune Ins Hldgs Inc—744K$21.7M1.4%—Held
Blue Ridge Bankshares Inc Va—4.94M$21.1M1.3%—Held
East West Bancorp IncEWBC172.7K$19.4M1.2%—Held
Slm Corp—665.7K$18M1.1%—Held
Sei Invts Co—216.5K$17.8M1.1%—Held
Independent Bk Corp Mass—221.8K$16.2M1.0%—Held
Central Bancompany, Inc.CBC581.7K$14M0.9%—Held
Webull Corp—1.8M$14M0.9%—Held
Dave Inc—62.5K$13.8M0.9%—Held
Cipher Mining IncCIFR890.6K$13.1M0.8%—Held
Lendingclub CorpHAPN536.6K$10.2M0.6%—Held
Bitdeer Technologies GroupBTDR782K$8.77M0.6%—Held
Digitalbridge Group Inc—500.7K$7.68M0.5%—Held
CoastalSouth Bancshares, Inc.COSO308.9K$7.18M0.5%—Held
Bitfarms Ltd—2.64M$6.2M0.4%—Held
Wealthfront CorpWLTH300.5K$4.08M0.3%—Held
Columbia Bkg Sys Inc—121.7K$3.4M0.2%—Held
Riot Platforms, Inc.RIOT261.2K$3.31M0.2%—Held
Preferred Bk Los Angeles Ca—32.9K$3.11M0.2%—Held
Wafd Inc—75.4K$2.41M0.2%—Held
Orange Cnty Bancorp Inc—53.7K$1.53M0.1%—Held
Southern First Bancshares IncSFST12.5K$645.3K0.0%—Held
Origin Bancorp, Inc.OBK17K$639.8K0.0%—Held
Rbb BancorpRBB30.9K$638K0.0%—Held
Dime Cmnty Bancshares Inc—18.7K$561.8K0.0%—Held
Peapack-Gladstone Finl Corp—11.1K$308K0.0%—Held
Soluna Holdings Inc—29.4K$34.4K0.0%—Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.