AXOS FINANCIAL INC (AX) Institutional Ownership Changes & 13F Activity

AXOS FINANCIAL INC (AX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include First Eagle U.S. Value, Polen Capital Management, Sequoia Financial Advisors, and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026First Eagle U.S. ValueBuy22,325164,612$14,006,835
Q1 2026Polen Capital ManagementBuy5,86316,849$1,433,681
Q4 2025Sequoia Financial AdvisorsBuy2,7782,778$239,353
Q4 2025First Eagle U.S. ValueBuy2,539142,287$12,259,448
Q4 2025Polen Capital ManagementBuy1,80710,986$946,554
Q3 2025Polen Capital ManagementBuy9,1799,179$777,002
Q3 2025First Eagle U.S. ValueBuy4,576139,748$11,829,668
Q2 2025First Eagle U.S. ValueSell-27,100135,172$10,278,479
Q1 2025First Eagle U.S. ValueSell-39,500162,272$10,469,789
Q4 2024Renaissance Technologies LLCSell-98,11610,684$746,277
Q4 2024First Eagle U.S. ValueSell-3,600201,772$14,093,774
Q3 2024Renaissance Technologies LLCBuy19,963108,800$6,841,344
Q3 2024First Eagle U.S. ValueSell-8,200205,372$12,913,791
Q2 2024Renaissance Technologies LLCBuy61,53788,837$5,077,035
Q2 2024First Eagle U.S. ValueBuy26,000213,572$12,205,640
Q1 2024First Eagle U.S. ValueBuy12,650187,572$10,136,391
Q4 2023First Eagle U.S. ValueBuy64,939174,922$9,550,741
Q3 2023First Eagle U.S. ValueBuy33,825109,983$4,163,956
Q2 2023First Eagle U.S. ValueBuy61,15576,158$3,003,672
Q1 2023First Eagle U.S. ValueSell-25,00015,003$553,911
Q4 2022Renaissance Technologies LLCSell-49,30027,300$1,043
Q4 2022First Eagle U.S. ValueSell-23,96840,003$1,528,915
Q3 2022Renaissance Technologies LLCSell-94,10076,600$2,622
Q3 2022First Eagle U.S. ValueSell-21,50063,971$2,190
Q2 2022First Eagle U.S. ValueBuy36,95785,471$3,064
Q2 2022Renaissance Technologies LLCSell-1,700170,700$6,120
Q1 2022First Eagle U.S. ValueBuy29,54648,514$2,251
Q4 2021First Eagle U.S. ValueBuy15,00018,968$1,061
Q3 2021First Eagle U.S. ValueBuy3,2003,968$205
Q2 2021First Eagle U.S. ValueBuy768768$36

Frequently asked questions about AX activity

  • Which institutional owners are buying AX?

    Institutional owners buying AX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AX activity?

    "Buy" means an investor increased their reported position in AX compared to the prior reporting period. This reflects growing exposure to AXOS FINANCIAL INC (AX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AX increasing?

    Institutional interest in AX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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