Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
204 institutional managers reported holding TFIN for the quarter ended Mar 31, 2026. Together they hold about 92% of shares outstanding; the top 10 hold 54%. 27 opened new positions; 27 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 3.31M | 13.76% | $197.5M | unchanged | 2014 Q4 |
| Kayne Anderson Rudnick Investment Management LLC | 1.96M | 8.17% | $117.3M | trimmed -6.8% | 2024 Q1 |
| State Street | 1.45M | 6.04% | $86.7M | added +9.9% | 2015 Q4 |
| AltraVue Capital, LLC (focused) | 1.43M | 5.96% | $85.5M | trimmed -5.6% | 2023 Q3 |
| Thrivent Financial for Lutherans | 1.34M | 5.57% | $80.0M | trimmed -2.7% | 2018 Q3 |
| Dimensional Fund Advisors | 832.1k | 3.46% | $49.7M | unchanged | 2016 Q4 |
| Barrow Hanley Mewhinney & Strauss LLC | 763.2k | 3.17% | $45.6M | trimmed -5.9% | 2023 Q2 |
| Frontier Capital Management CO LLC | 644.8k | 2.68% | $38.5M | trimmed -14.2% | 2025 Q3 |
| Citadel Advisors | 615.6k | 2.56% | $36.8M | added +5.1% | 2017 Q4 |
| Geode Capital | 546.9k | 2.27% | $32.6M | added +2.7% | 2014 Q4 |
| Diamond Hill Capital Management INC | 538.8k | 2.24% | $32.2M | added +22.5% | 2020 Q4 |
| Ranger Investment Management, L.p. | 523.3k | 2.18% | $31.2M | added +48.5% | 2019 Q2 |
| American Century Companies INC | 478.5k | 1.99% | $28.6M | trimmed -33.3% | 2021 Q1 |
| Bank OF America CORP /DE/ | 460.1k | 1.91% | $27.5M | added +13.1% | 2014 Q4 |
| Investment Management Associates INC /ADV (focused) | 354.0k | 1.47% | $21.1M | added +4.1% | 2023 Q1 |
| Morgan Stanley | 336.4k | 1.40% | $20.1M | added +34.2% | 2016 Q3 |
| UBS | 309.4k | 1.29% | $18.5M | added +118.1% | 2015 Q3 |
| Charles Schwab Investment Management | 291.2k | 1.21% | $17.4M | added +0.6% | 2015 Q1 |
| Goldman Sachs | 268.3k | 1.12% | $16.0M | added +106.6% | 2016 Q3 |
| Northern Trust | 238.2k | 0.99% | $14.2M | added +5.3% | 2014 Q4 |
| Luxor Capital Group, LP (focused) | 232.3k | 0.97% | $13.9M | trimmed -68.6% | 2020 Q4 |
| Wells Fargo & COMPANY/MN | 194.9k | 0.81% | $11.6M | trimmed -13.6% | 2014 Q4 |
| Peregrine Capital Management LLC | 179.9k | 0.75% | $10.7M | trimmed -9% | 2018 Q3 |
| Marshall Wace | 173.6k | 0.72% | $10.4M | trimmed -29.3% | 2024 Q4 |
| Earnest Partners LLC | 154.3k | 0.64% | $9.2M | trimmed -5% | 2022 Q4 |
| Russell Investments Group, LTD. | 153.1k | 0.64% | $9.1M | added +37.6% | 2019 Q1 |
| Brevan Howard Capital Management LP | 150.0k | 0.62% | $9.0M | opened | 2026 Q1 |
| Legato Capital Management LLC | 132.7k | 0.55% | $7.9M | unchanged | 2023 Q3 |
| NEW York State Common Retirement Fund | 127.7k | 0.53% | $7.6M | unchanged | 2015 Q2 |
| NFC Investments, LLC (focused) | 127.5k | 0.53% | $7.6M | unchanged | 2014 Q4 |
| BNY Mellon | 122.2k | 0.51% | $7.3M | trimmed -3.8% | 2014 Q4 |
| WCM Investment Management | 117.5k | 0.49% | $7.0M | added +31.1% | 2025 Q4 |
| Jacobs Asset Management, LLC (focused) | 117.5k | 0.49% | $7.0M | added +922% | 2025 Q4 |
| Banc Funds CO LLC | 117.1k | 0.49% | $7.0M | unchanged | 2014 Q4 |
| First Sabrepoint Capital Management LP (focused) | 110.7k | 0.46% | $6.6M | added +23.4% | 2025 Q4 |
| Philadelphia Financial Management of San Francisco, LLC (focused) | 110.5k | 0.46% | $6.6M | opened | 2026 Q1 |
| Principal Financial Group INC | 110.2k | 0.46% | $6.6M | added +2.2% | 2017 Q2 |
| ArrowMark Colorado Holdings LLC | 107.8k | 0.45% | $6.4M | added +114.3% | 2025 Q4 |
| Envestnet Asset Management INC | 106.3k | 0.44% | $6.3M | trimmed -2.6% | 2019 Q4 |
| Citigroup INC | 104.4k | 0.43% | $6.2M | added +46.3% | 2014 Q4 |
| Ameriprise Financial INC | 103.1k | 0.43% | $6.2M | added +173.4% | 2018 Q1 |
| Boothbay Fund Management, LLC | 97.8k | 0.41% | $5.8M | opened | 2026 Q1 |
| SEI Investments CO | 97.8k | 0.41% | $5.8M | trimmed -10.9% | 2017 Q4 |
| Voloridge Investment Management | 93.6k | 0.39% | $5.6M | trimmed -26.1% | 2025 Q1 |
| Eight 31 Financial, LLC | 89.5k | 0.37% | $5.3M | unchanged | 2023 Q4 |
| Barclays PLC | 88.8k | 0.37% | $5.3M | added +88.4% | 2014 Q4 |
| Public Sector Pension Investment Board | 80.9k | 0.34% | $4.8M | added +3.5% | 2018 Q3 |
| Invesco | 71.8k | 0.30% | $4.3M | added +6.4% | 2015 Q2 |
| Sippican Capital Advisors | 70.4k | 0.29% | $4.2M | trimmed -3.5% | 2021 Q3 |
| Hodges Capital Management INC. | 69.0k | 0.29% | $4.1M | added +11% | 2015 Q3 |
Largest 50 of 204 shown; the full ranked, searchable register is at boothcheck.com/holders/TFIN. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.