Follow-The-Filings

Security · featured owners

AX Axos Financial Inc.

Financials COM Equity as of 2026 Q2 among managers we track

  • 1 Owner
  • Max 0.0%
  • $21M
  • 1 add 1 exit

AX (Axos Financial Inc.) is held in 1 featured 13F book as of 2026 Q2. First Eagle Investment Management is the largest tracked holder by portfolio weight (0.03%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.0% (First Eagle Investment Management) · not free-float ownership

  1. First Eagle Investment Manage... add 0.03%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
First Eagle Investment Management 2026 Q2 0.03% Add +29.6% 213,312 $21M history
Polen Capital Management exited 2026 Q2 last 2026 Q1 0.01% Exit −0.01% 16,849 $1M history

SEC filings

Recent issuer filings from EDGAR · 11 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-K
8-K 7.01,9.01
8-K 2.02,8.01,9.01
8-K 8.01,9.01
8-K 8.01,9.01
8-K 2.01,9.01
8-K 7.01,9.01
8-K 2.02,9.01
10-Q
8-K 1.01,9.01
8-K 8.01,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 rows shown

Filed Form Detail Links
4 Period Sep 3, 2026
4 Period Aug 5, 2026
4 Period Jun 30, 2026
4 Period Jun 8, 2026
4 Period May 19, 2026
4 Period May 12, 2026
4 Period May 8, 2026
4/A Period Mar 15, 2026
4 Period Mar 20, 2026 · 10 forms
4 Period Mar 15, 2026 · 7 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $65.26M $64.64M $65.79M $81.25M
Net income $307.16M $450.01M $432.91M $490.37M
Net margin * 470.7% 696.2% 658.0% 603.5%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total assets $20.35B $22.86B $24.78B $29.96B
Total equity $1.92B $2.29B $2.68B $3.17B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $187.96M $305.48M $490.33M $557.6M
Cash from investing -$2.39B -$2.59B -$1.84B -$5.04B
Cash from financing $3.01B $2.09B $1.34B $3.61B
Net change in cash $807.39M -$196.31M -$9.42M -$868.55M

ownership over time

filing count by report period · click a bar for that quarter’s holders