Axos Financial, Inc. - AX

Sector: Financial · Industry: Savings Institution, Federally Chartered

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$4.008B

QoQ value delta ($000)

+$278.1M (+7.46%)

Implied price effect (QoQ)

+1.81%

Total shares

46,491,464

QoQ shares delta

+2,443,361 (+5.55%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 32 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BlackRock, Inc.	717,738	8,330,302	0.01%
VANGUARD GROUP INC	508,121	5,897,415	0.01%
STATE STREET CORP	232,315	2,696,323	0.01%
AMERICAN CENTURY COMPANIES INC	213,224	2,474,755	0.11%
DIMENSIONAL FUND ADVISORS LP	186,925	2,169,494	0.04%
FMR LLC	161,186	1,870,781	0.01%
GEODE CAPITAL MANAGEMENT, LLC	154,686	1,775,539	0.01%
Davis Asset Management, L.P.	125,553	1,457,219	4.5%
AMERIPRISE FINANCIAL INC	64,930	753,598	0.01%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	62,170	721,572	0.01%
NORTHERN TRUST CORP	57,299	665,033	0.01%
GENEVA CAPITAL MANAGEMENT LLC	56,853	659,859	1.07%
WASATCH ADVISORS LP	53,221	617,711	0.32%
MORGAN STANLEY	48,584	563,890	0.0%
WELLINGTON MANAGEMENT GROUP LLP	45,518	528,300	0.01%
EMERALD ADVISERS, LLC	44,922	521,379	1.38%
FRANKLIN RESOURCES INC	39,216	455,161	0.01%
Nuveen, LLC	35,217	408,747	0.01%
SHAKER INVESTMENTS LLC/OH	32,626	378,670	13.57%
Bank of New York Mellon Corp	32,551	377,805	0.01%
1832 Asset Management L.P.	32,343	375,392	0.02%
GOLDMAN SACHS GROUP INC	31,972	371,086	0.0%
Bragg Financial Advisors, Inc	30,626	355,459	1.0%
Boston Partners	30,394	349,273	0.03%
ALGERT GLOBAL LLC	29,880	346,800	0.47%