Ticker · CUSIP 05465C100

AX

AXOS FINANCIAL INC

Financial Services·Banks - Regional

···Share

Holders (tracked)

Combined shares

1,294,077

Combined value

$111.50M

Last close

$97.96

Quarter

2025Q4

Price is +13.7% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$97.96+37.75 (+62.70%)H $101.01 · L $59.14 · Avg Vol 355K

Tracked holders · last 8 quarters

Flat over the last 8 quarters.

SEC event timeline

15 events

Ken Griffin (Citadel Advisors) added2026-02-17
+5,028 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2026-02-17
−26,494 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−110,987 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−10,116 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+2,138 shares · 2025Q4
Position
Wellington Management added2026-02-17
+82,888 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+7,337 shares · 2025Q4
Position
First Eagle Investment Management added2026-02-04
+2,539 shares · 2025Q4
Position
AQR Capital Management trimmed2025-11-14
−10,467 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+19,443 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−66,129 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−241,701 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+3,784 shares · 2025Q3
Position
Wellington Management added2025-11-14
+68,346 shares · 2025Q3
Position
First Eagle Investment Management added2025-11-12
+4,576 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for AX →

Follow-the-investor returns

If you'd copied each holder of AX…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
T. Rowe Price	2018Q3	$48.99	+100.0%	$5.0M
First Eagle Investment Management	2021Q2	$49.02	+99.8%	$13.9M
Two Sigma Investments	2018Q3	$57.00	+71.8%	$6.7M
Wellington Management	2018Q3	$61.66	+58.9%	$51.8M
AQR Capital Management	2018Q3	$63.47	+54.3%	$22.8M
D.E. Shaw & Co.	2018Q3	$63.91	+53.3%	$2.1M
Izzy Englander (Millennium Mgmt)	2018Q3	$73.50	+33.3%	$14.2M
Ken Griffin (Citadel Advisors)	2019Q1	$85.30	+14.8%	$3.9M
Ken Griffin (Citadel Advisors)	2019Q1	$85.30	+14.8%	$3.9M
Ken Griffin (Citadel Advisors)	2019Q1	$85.30	+14.8%	$3.9M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions0

—

Added to5

Wellington Management
+82,888
$7.1M
AQR Capital Management
+7,337
$632K
Ken Griffin (Citadel Advisors)
+5,028
$433K
First Eagle Investment Management
+2,539
$219K
T. Rowe Price
+2,138
$184

Trimmed3

Two Sigma Investments
−110,987
$9.6M
D.E. Shaw & Co.
−26,494
$2.3M
Izzy Englander (Millennium Mgmt)
−10,116
$872K

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	10	10,138,179	$24.00B	—
2022Q2	12	10,258,496	$19.12B	+2
2022Q3	12	10,483,384	$358.8M	—
2022Q4	12	10,734,091	$410.3M	—
2023Q1	12	10,091,402	$372.6M	—
2023Q2	17	9,934,097	$391.8M	+5
2023Q3	14	10,614,969	$401.9M	-3
2023Q4	14	11,529,217	$629.5M	—
2024Q1	13	11,604,116	$627.1M	-1
2024Q2	17	12,194,089	$696.9M	+4
2024Q3	16	2,589,461	$162.8M	-1
2024Q4	15	1,334,260	$93.2M	-1
2025Q1	12	1,898,326	$122.5M	-3
2025Q2	10	2,061,821	$156.8M	-2
2025Q3	10	1,341,244	$113.5M	—
2025Q4	10	1,294,077	$111.5M	—

Who owns AX

10 super-investors · 2025Q4

Tracked stake

1.29M

Combined value

$111M

% of shares outstanding

—

shares-out unknown

Quarter action mix

Added7Trim3

#	Manager	Shares	Value	% of book	Last action
1	Wellington Management	528.3K	$46M	0.0%	Added+82.9K
2	AQR Capital Management	232.6K	$20M	0.0%	Added+7.3K
3	Izzy Englander Millennium Mgmt	144.8K	$12M	0.0%	Trim−10.1K
4	First Eagle Investment Management	142.3K	$12M	0.0%	Added+2.5K
5	Two Sigma Investments	68.7K	$6M	0.0%	Trim−111.0K
6	T. Rowe Price	51.5K	$4M	0.0%	Added+2.1K
7	Ken Griffin Citadel Advisors	50.8K	$4M	0.0%	Added+5.0K
8	Ken Griffin Citadel Advisors	39.6K	$3M	0.0%	Added+5.0K
9	D.E. Shaw & Co.	21.7K	$2M	0.0%	Trim−26.5K
10	Ken Griffin Citadel Advisors	13.8K	$1M	0.0%	Added+5.0K

Recent moves

20 transactions

ADDWellington Management
+82,888 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+5,028 · 2025Q4
TRIMTwo Sigma Investments
−110,987 · 2025Q4
ADDAQR Capital Management
+7,337 · 2025Q4
TRIMD.E. Shaw & Co.
−26,494 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−10,116 · 2025Q4
ADDT. Rowe Price
+2,138 · 2025Q4
ADDFirst Eagle Investment Management
+2,539 · 2025Q4
ADDWellington Management
+68,346 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−241,701 · 2025Q3
TRIMAQR Capital Management
−10,467 · 2025Q3
ADDTwo Sigma Investments
+19,443 · 2025Q3
TRIMD.E. Shaw & Co.
−66,129 · 2025Q3
ADDT. Rowe Price
+3,784 · 2025Q3
ADDFirst Eagle Investment Management
+4,576 · 2025Q3
TRIMWellington Management
−13 · 2025Q2
SOLDPaul Tudor Jones (Tudor Investment)
−17,430 · 2025Q2
ADDIzzy Englander (Millennium Mgmt)
+239,033 · 2025Q2
TRIMTwo Sigma Investments
−12,707 · 2025Q2
ADDD.E. Shaw & Co.
+6,247 · 2025Q2

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