# AXOS FINANCIAL INC (AX) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 05465C100
Page URL: https://superinvestorclub.com/stock/AX
Last updated: 2026-07-08T13:37:06.650Z

## Summary

As of the most recent 13F filing period, AXOS FINANCIAL INC (AX) is held by 2 tracked superinvestors with an aggregate position value of $31.7M representing 035586816849 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 355868 | $30.3M | 0.96% | 2026-03-31 |
| 2 | [Polen Capital](https://superinvestorclub.com/manager/271) | Polen Capital Management | 16849 | $1.4M | 0.01% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2024-03-31: 1 holders, $505,004 aggregate, 09345 shares
- 2024-06-30: 1 holders, $2.1M aggregate, 036200 shares
- 2024-12-31: 1 holders, $27.8M aggregate, 0398364 shares
- 2025-03-31: 1 holders, $22.8M aggregate, 0353950 shares
- 2025-06-30: 1 holders, $26.9M aggregate, 0354072 shares
- 2025-09-30: 2 holders, $30.8M aggregate, 03548219179 shares
- 2025-12-31: 2 holders, $31.6M aggregate, 035545910986 shares
- 2026-03-31: 2 holders, $31.7M aggregate, 035586816849 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "AXOS FINANCIAL INC (AX) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/AX), aggregating SEC 13F, Form 4, and congressional disclosures."