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AX in the 13F filings

Axos Finl Inc · CUSIP 05465C100

Sector · BanksTheme · Commercial banks and thriftsTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
15 May 2024
latest of these filings; the earliest 6 May 2024
Managers listing it
7
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 4 listed it in both
Shares listed
713,902
combined, among listed positions
Reported value
$39m
combined, at the quarter end

Among the 93 comparable managers: 5 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing AX in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

7 of 7 holders

ActionFiling
Voloridge Investment Management LLC441,778$24m0.09%Added+64,08015 May 2024 (the filing on sec.gov)
First Eagle Investment Management LLC187,572$10munder 0.1%Added+12,6509 May 2024 (the filing on sec.gov)
Quantbot Technologies LP32,424$1.8m0.10%Trimmed-23,3936 May 2024 (the filing on sec.gov)
Moore Capital Management LP16,758$906kunder 0.1%Newnew15 May 2024 (the filing on sec.gov)
Caxton Associates LLP16,575$896k0.05%Newnew15 May 2024 (the filing on sec.gov)
PDT Partners LLC9,450$511kunder 0.1%Trimmed-1515 May 2024 (the filing on sec.gov)
Maverick Capital Ltd9,345$505kunder 0.1%Newnew15 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

0246820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AX by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20181$1.9mn.a.n.a.
Q4 20181$1.4mn.a.n.a.
Q1 20192$1.8mn.a.n.a.
Q2 20192$1.9mn.a.n.a.
Q3 20191$1.3mn.a.n.a.
Q4 20193$16mn.a.n.a.
Q1 20201$1.4mn.a.n.a.
Q2 20201$1.5mn.a.n.a.
Q3 20201$1.1mn.a.n.a.
Q4 20201$1.5mn.a.n.a.
Q1 20211$1.4mn.a.n.a.
Q2 20212$1.9mn.a.n.a.
Q3 20212$2.3mn.a.n.a.
Q4 20212$3.1mn.a.n.a.
Q1 20222$3.9mn.a.n.a.
Q2 20222$4.7mn.a.n.a.
Q3 20222$3.2mn.a.n.a.
Q4 20221$1.5mn.a.n.a.
Q1 20231$554kn.a.n.a.
Q2 20232$3.8mn.a.n.a.
Q3 20232$6.2mn.a.n.a.
Q4 20235$41m41
Q1 20247$39m52
Q2 20248$90m72
Q3 20244$74m23
Q4 20243$43m03
Q1 20252$28m02
Q2 20253$27m12
Q3 20252$13m20
Q4 20253$15m1114
Q1 20263$27m177
Q2 20263$36m1212

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AX and BAC →AX and JPM →AX and WFC →Choose a stock to compare with AX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AX, latest filings →Back to the 13F Explorer →