Axos Financial, Inc
Held by 8 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 05465C100 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns AX?
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Who owns AX? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Wasatch Advisors | Wasatch Advisors LP | 515.58K | $50.21M | 0.3% | Reduced | -100.8K | -16.4% | -$9.82M |
| 2 | Boston Partners | Boston Partners Global Investors | 433.65K | $42.25M | 0.0% | Added | +20.5K | +5.0% | +$2.00M |
| 3 | Ken Griffin | Citadel Advisors | 375.75K | $36.59M | 0.0% | Added | +307.0K | +446.2% | +$29.90M |
| 4 | Matthew McLennan | First Eagle Investment Management | 213.31K | $20.77M | 0.0% | Added | +48.7K | +29.6% | +$4.74M |
| 5 | Chuck Royce | Royce & Associates | 201.21K | $19.60M | 0.2% | Added | +66.6K | +49.5% | +$6.49M |
| 6 | Bridgeway | Bridgeway Capital Management | 30.20K | $2.94M | 0.1% | Held | 0 | 0.0% | $0 |
| 7 | Orchard Capital | Orchard Capital Management | 22.49K | $2.19M | 2.4% | Added | +283 | +1.3% | +$27.56K |
| 8 | Sprucegrove | Sprucegrove Investment Management | 1.40K | $136.35K | 0.0% | Held | 0 | 0.0% | $0 |
Column filters
| Manager | Fund | Shares sold | Value last quarter ↓ |
|---|---|---|---|
| Fred Alger | Fred Alger Management | -35.9K | $3.05M |
| Two Sigma | Two Sigma Investments | -31.6K | $2.69M |
| Polen Capital | Polen Capital Management | -16.8K | $1.43M |
| David Shaw | D.E. Shaw & Co. | -12.8K | $1.09M |
Politician trades
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No politician trades match these filters.