AXOS FINANCIAL INC (AX): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in AX · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
13
13F filers
Aggregate Value
$142.4M
Across holders
Last Price
$96.94
2026-08-24
Sector
Financials
GICS
Quarterly fund activity6 increased6 reduced6 exited
Full exits: VOLORIDGE INVESTMENT MANAGEMENT, LLC, BALYASNY ASSET MANAGEMENT LLC, Schonfeld Strategic Advisors LLC, TWO SIGMA INVESTMENTS, LP, FRED ALGER MANAGEMENT, LLC, SHAW D E & CO INC
Institutional Holders of AX
13 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
Hedge Fund410K$39.9M28.0%0.0%Added+$27.9MQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund376K$36.6M25.7%0.0%Added+$34.3MQ2 2026
First Eagle Investment Management, LLC
CIK 0001325447
Institutional Manager213K$20.8M14.6%0.0%Added$-11.3MQ2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund202K$19.7M13.8%0.0%Reduced+$19.7MQ2 2026
Brevan Howard Capital Management LP
CIK 0001512857
Hedge Fund129K$12.5M8.8%0.1%Reduced+$9.6MQ2 2026
Squarepoint Ops LLC
CIK 0001642575
Hedge Fund64K$6.2M4.3%0.0%Reduced$-11.4MQ2 2026
TCW GROUP INC
CIK 0000850401
Hedge Fund54K$5.2M3.7%0.0%Unchanged+$0Q2 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund6K$560K0.4%0.0%AddedQ2 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund5K$502K0.4%0.0%Reduced$-1.1MQ2 2026
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund2K$208K0.1%0.0%Reduced$-388KQ2 2026
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