Security record · archived quarter
AX
Axos Financial, Inc. · Financial Services · Banks - Regional
11Tracked holders
—Δ holders
5.29MShares held
$302.32MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 104 | -1 | 35.41M | $3.45B | +7 | −11 |
| Q1 2026 | 111 | -4 | 34.68M | $2.95B | +3 | −7 |
| Q4 2025 | 114 | -1 | 36.23M | $3.12B | — | −1 |
| Q3 2025 | 17 | 0 | 22.42M | $1.90B | — | — |
| Q2 2025 | 14 | +1 | 20.16M | $1.53B | +1 | — |
| Q1 2025 | 10 | -2 | 6.11M | $394.50M | +1 | −3 |
| Q4 2024 | 12 | 0 | 6.70M | $468.21M | +1 | −1 |
| Q3 2024 | 11 | 0 | 3.98M | $250.01M | +1 | −1 |
| Q2 2024 | 11 | — | 5.29M | $302.32M | — | — |
Who holds it · Q2 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 1.38M | — | $78.98M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 2 | Geode Capital Management ✦ (passive) | 1.35M | — | $77.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wellington Management ✦ | 805.80K | — | $46.05M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Arrowstreet Capital ✦ | 442.35K | — | $25.28M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Millennium Management ✦ | 367.25K | — | $20.99M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 344.80K | — | $19.71M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 339.05K | — | $19.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | AQR Capital Management ✦ | 121.80K | — | $6.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Renaissance Technologies ✦ | 88.84K | — | $5.08M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 34.16K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Point72 Asset Management ✦ | 10.86K | — | $620,648 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 380 holders, 47.36M shares, $3.96B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Aug 07
SC 13G — STATE STREET CORP
Aug 06
SC 13G — FMR LLC
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2024 ·
Methodology ·
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