Follow-The-Filings

Security

AX

Axos Financial Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

9 owners 1 exit max 0.0% (First Eagle Investment Ma...)

grid → activity →
owners 9
max % 0.0%
tracked value $559M
qoq A 4 R 3 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
First Eagle Investment Management, LLC 2026 Q1 0.0% — 164,612 $14M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 5,897,415 $508M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 234,747 $20M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 68,678 $6M hist
Polen Capital Management LLC 2026 Q1 0.0% Add +0.01 pp 16,849 $1M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 68,790 $6M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 27,035 $2M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 12,824 $1M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 3,195 $272 hist
Israel Englander - Millennium Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 144,837 $12M hist

9 current · 1 exited last period · options excluded

financials

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

Income statement

Metric FY2023 FY2024 FY2025
Revenue $65.26M $64.64M $65.79M
Gross profit — — —
Gross margin — — —
Net income $307.16M $450.01M $432.91M
Net margin * 470.7% 696.2% 658.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $20.35B $22.86B $24.78B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $1.92B $2.29B $2.68B

Cash flow

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

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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