StockData
BGSFNYSEServices-Help Supply ServicesFiscal year ends December 28

BGSF, INC.

Financials through Q2 FY2026, quarter ended Jun 28, 2026Last filing: 10-Q on Aug 5, 2026
$4.13−0.27 (-6.08%)

Close on Oct 19, 2026

Market cap
$43.72M
P/E (TTM)
–
Dividend yield
48.43%

Ownership

Institutional holdings as of Jun 30, 2026, from 13F filings

Held by institutions
25.5%
3M of 11M shares
Institutional holders
33
5 new, 4 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only

Shares held by institutions

Holders of more than 5%

Latest Schedule 13D (active) or 13G (passive) filed by each holder

HolderShares% of classFilingAs of
Tieton Capital Management, LLC623,2505.70%13G (passive)Dec 31, 2024
Poplar Point Capital Management LLC592,2965.29%13G (passive)Dec 31, 2025

Top institutional holders

13F holdings as of Jun 30, 2026

HolderShares% of BGSFValueChange% of portfolio
Tieton Capital Management, LLC633,4075.93%$3.62K+2,3700.00%
Vanguard Capital Management LLC484,9954.54%$2.77M−5,3250.00%
Pacific Ridge Capital Partners, LLC381,0833.57%$2.18M−2,9540.39%
BlackRock, Inc.164,0861.54%$936.93K+8,8350.00%
Sei Investments Co140,7981.32%$803.96K−140,7980.00%
Dimensional Fund Advisors LP138,7831.30%$792.53K−7,4240.00%
Geode Capital Management, LLC112,1131.05%$640.34K+2,1040.00%
Bridgeway Capital Management, LLC101,6350.95%$580.34K+2,8790.01%
Citadel Advisors LLC87,9610.82%$502.26K+36,6800.00%
Susquehanna International Group, Llp81,0140.76%$462.59K+10,1360.00%
Vanguard Fiduciary Trust Co60,6570.57%$346.35K+4520.00%
Clear Harbor Asset Management, LLC52,0540.49%$297.23K+250.02%
Oxford Financial Group Ltd50,3680.47%$287.60KNew0.01%
State Street Corp44,1970.41%$252.37K–0.00%
Empowered Funds, LLC40,4350.38%$230.88K+2,8790.00%
Allworth Financial LP39,4000.37%$224.97K–0.00%
Northern Trust Corp21,4600.20%$122.54K−8,9540.00%
Indie Asset Partners, LLC20,0000.19%$114.20KNew0.11%
Verdad Advisers, LP14,4180.14%$82.33K–0.08%
O'Shaughnessy Asset Management, LLC14,3590.13%$81.99K−25,3340.00%

Institutional buying and selling by quarter

Positions opened, added to, reduced and closed by 13F filers

QuarterHoldersShares held% of sharesNew / addedReduced / closedShares boughtShares sold
Q2 2026333M25.5%5 / 119 / 40M0M
Q1 2026323M26.8%6 / 108 / 61M0M
Q4 2025333M24.9%6 / 1011 / 50M1M
Q3 2025323M27.1%5 / 119 / 50M0M
Q2 2025323M27.0%6 / 77 / 40M0M
Q1 2025303M28.9%0 / 713 / 100M0M
Q4 2024403M30.3%7 / 1016 / 90M0M
Q3 2024423M30.8%3 / 914 / 30M0M
Q2 2024434M32.9%6 / 1116 / 90M1M
Q1 2024464M37.8%8 / 1516 / 50M0M
Q4 2023444M38.1%2 / 1916 / 70M0M
Q3 2023494M37.8%5 / 1616 / 40M0M

Top mutual fund and ETF holders

Latest monthly portfolio reports (Form N-PORT)

FundShares% of BGSFValue% of fundAs of
Vanguard Total Stock Market Index Fund351,9193.30%$2.01M0.00%Jun 30, 2026
Adara Smaller Companies Fund150,0101.41%$768.05K0.09%May 31, 2026
Vanguard Extended Market Index Fund119,6671.12%$683.30K0.00%Jun 30, 2026
Fidelity Extended Market Index Fund52,1750.49%$267.14K0.00%May 31, 2026
Omni Small-Cap Value Fund45,1000.42%$257.52K0.02%Jun 30, 2026
EA Bridgeway Omni Small-Cap Value ETF40,4350.38%$230.88K0.01%Jun 30, 2026
iShares Micro-Cap ETF36,3060.34%$207.31K0.01%Jun 30, 2026
Acuitas US Microcap Fund33,2250.31%$189.71K0.16%Jun 30, 2026
U.S. Core Equity 1 Portfolio17,4730.16%$96.98K0.00%Jul 31, 2026
Dimensional U.S. Core Equity 2 ETF17,1560.16%$95.22K0.00%Jul 31, 2026
Fidelity Total Market Index Fund16,6950.16%$85.48K0.00%May 31, 2026
Fidelity Series Total Market Index Fund16,3230.15%$83.57K0.00%May 31, 2026
Ultra-Small Company Market Fund12,4000.12%$70.80K0.05%Jun 30, 2026
Dimensional U.S. Small Cap ETF12,3740.12%$68.68K0.00%Jul 31, 2026
U.S. Micro Cap Portfolio11,2300.11%$62.33K0.00%Jul 31, 2026

Officers, directors and major owners

People who filed Forms 3, 4 or 5 in the last two years

NameRoleShares owned% of sharesLatest filing
Kelly Elizabeth Browninterim co-CEO500.00%Jul 16, 2025
Keith R. SchroederCFO and Secretary41,6860.39%Mar 28, 2025
Donna CarrollDirector50,3910.47%Aug 6, 2026
Paul SeidDirector157,3171.47%Aug 6, 2026
Douglas HaileyDirector233,1292.18%Aug 6, 2026
Richard L. Baum JrDirector252,4752.37%Aug 6, 2026
C. David Allen JRDirector232,4552.18%Aug 6, 2026
Cynthia MarshallDirector45,7420.43%May 9, 2025

Insider trades

Common stock transactions reported on Form 4, newest first

InsiderDateTransactionSharesPriceValueShares after
Douglas Hailey
Director
Aug 4, 2026Award+3,360––233,129
Paul Seid
Director
Aug 4, 2026Award+3,360––156,717
Richard L. Baum Jr
Director
Aug 4, 2026Award+3,360––153,662
Donna Carroll
Director
Aug 4, 2026Award+3,360––50,391
C. David Allen JR
Director
Aug 4, 2026Award+3,360––104,182
Richard L. Baum Jr
Director
May 6, 2026Award+3,691––146,802
C. David Allen JR
Director
May 6, 2026Award+3,691––107,479
Douglas Hailey
Director
May 6, 2026Award+3,691––226,269
Donna Carroll
Director
May 6, 2026Award+3,691––43,531
Paul Seid
Director
May 6, 2026Award+3,691––149,857
Paul Seid
Director
Feb 4, 2026Award+3,354––146,166
C. David Allen JR
Director
Feb 4, 2026Award+3,354––103,788
Douglas Hailey
Director
Feb 4, 2026Award+3,354––222,578
Donna Carroll
Director
Feb 4, 2026Award+3,354––39,840
Richard L. Baum Jr
Director
Feb 4, 2026Award+3,354––143,111
C. David Allen JR
Director
Nov 5, 2025Award+5,482––99,434
Richard L. Baum Jr
Director
Nov 5, 2025Award+5,482––143,757
Douglas Hailey
Director
Nov 5, 2025Award+5,482––218,224
Donna Carroll
Director
Nov 5, 2025Award+5,482––35,486
Paul Seid
Director
Nov 5, 2025Award+5,482––141,812
Paul Seid
Director
Aug 5, 2025Award+2,686––136,330
C. David Allen JR
Director
Aug 5, 2025Award+2,686––93,952
Donna Carroll
Director
Aug 5, 2025Award+2,686––30,004
Richard L. Baum Jr
Director
Aug 5, 2025Award+2,686––138,275
Douglas Hailey
Director
Aug 5, 2025Award+2,686––212,742
Kelly Elizabeth Brown
interim co-CEO
Jul 1, 2025Award+50,000––50,050
Douglas Hailey
Director
May 7, 2025Award+5,859––211,461
Cynthia Marshall
Director
May 7, 2025Award+5,859––45,742
Richard L. Baum Jr
Director
May 7, 2025Award+5,859––131,994
C. David Allen JR
Director
May 7, 2025Award+5,859––88,921
Paul Seid
Director
May 7, 2025Award+5,859––135,049
Donna Carroll
Director
May 7, 2025Award+5,859––25,818
Keith R. Schroeder
CFO and Secretary
Mar 18, 2025Award+31,686––41,686
Donna Carroll
Director
Feb 5, 2025Award+3,613––19,959
Douglas Hailey
Director
Feb 5, 2025Award+3,613––217,100
C. David Allen JR
Director
Feb 5, 2025Award+3,613––83,062
Richard L. Baum Jr
Director
Feb 5, 2025Award+3,613––126,135
Paul Seid
Director
Feb 5, 2025Award+3,613––129,190
Cynthia Marshall
Director
Feb 5, 2025Award+3,613––39,883
C. David Allen JR
Director
Nov 6, 2024Award+2,435––79,449
Richard L. Baum Jr
Director
Nov 6, 2024Award+2,435––122,522
Paul Seid
Director
Nov 6, 2024Award+2,435––125,577
Cynthia Marshall
Director
Nov 6, 2024Award+2,435––36,270
Donna Carroll
Director
Nov 6, 2024Award+2,435––16,346
Douglas Hailey
Director
Nov 6, 2024Award+2,435––213,487
Douglas Hailey
Director
Aug 7, 2024Award+2,145––198,039
Douglas Hailey
Director
Aug 7, 2024Option exercise+7,500$7.10$53.25K205,539
Paul Seid
Director
Aug 7, 2024Option exercise+7,500$7.10$53.25K129,127
Paul Seid
Director
Aug 7, 2024Award+2,145––121,627
C. David Allen JR
Director
Aug 7, 2024Award+2,145––76,014
Richard L. Baum Jr
Director
Aug 7, 2024Option exercise+7,500$7.10$53.25K126,072
Richard L. Baum Jr
Director
Aug 7, 2024Award+2,145––118,572
Cynthia Marshall
Director
Aug 7, 2024Award+2,145––32,320
Donna Carroll
Director
Aug 7, 2024Award+2,145––11,911
C. David Allen JR
Director
Jun 14, 2024Buy+3,129$7.20$22.53K73,869
C. David Allen JR
Director
Jun 14, 2024Buy+1,200$7.10$8.52K70,740
C. David Allen JR
Director
May 29, 2024Buy+6,791$6.60$44.82K67,282
C. David Allen JR
Director
May 29, 2024Buy+500$6.50$3.25K67,782
C. David Allen JR
Director
May 28, 2024Buy+1,000$6.65$6.65K60,491
C. David Allen JR
Director
May 28, 2024Buy+3,209$6.60$21.18K59,491

Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.