Follow The Filings

AX Axos Financial Inc.

Financials, filed as AXOS FINANCIAL INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

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

In 2026 Q2 First Eagle Investment Management added to Axos Financial, while Polen Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (First Eagle Investment Management). Not free-float ownership.

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

Who owns AX

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management 0.03%, was 0.02% Add +29.6% 213,312 $21M History
Polen Capital Management exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 16,849 $1.4M History

1 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AX's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AX insider trades
  • None no insider bought on the open market
  • $7.2M sold by 9 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Mosich Nick Director
    Sale
    $125K 1,275 shares at $98.00 1.9% of stake
    Traded Feb 17 Filed Sep 16
    ↗
  2. Roque A Santi Director
    Sale
    $53K 500 shares at $105.30 6.5% of stake
    Traded Aug 5 Filed Aug 7
    ↗
  3. Thomas M Constantine Insider
    Sale
    $177K 1,994 shares at $88.55 11% of stake
    Traded Jun 8 Filed Jun 9
    ↗
  4. Michael James Watson Insider
    Sale
    $138K 1,653 shares at $83.77 27% of stake
    Traded May 19 Filed May 21
    ↗
  5. Roque A Santi Director
    Sale
    $44K 500 shares at $87.77 6.1% of stake
    Traded May 8 Filed May 12
    ↗
  6. Mosich Nick Director
    Sale
    $97K 1,000 shares at $97.00 1.2% of stake
    Traded Feb 11 Filed Feb 13
    ↗
  7. Thomas M Constantine Insider
    Sale
    $326K 3,260 shares at $100.00 17% of stake
    Traded Feb 6 Filed Feb 9
    ↗
  8. Derrick Walsh CFO
    Sale
    $490K 4,846 shares at $101.21 11% of stake
    Traded Feb 6 Filed Feb 6
    ↗
  9. James John Court Director
    Sale
    $1.1M 11,163 shares at $101.01 26% of stake
    Traded Feb 6 Filed Feb 6
    ↗
  10. Gregory Garrabrants CEO
    Sale
    $4.3M 43,294 shares at $99.10 3% of stake
    Traded Feb 4 Filed Feb 6
    ↗
  11. Tamara N Bohlig Director
    Sale
    $185K 2,145 shares at $86.23 14% of stake
    Traded Dec 8, 2025 Filed Dec 10, 2025
    ↗
  12. Edward James Ratinoff Director
    Sale
    $181K 2,145 shares at $84.59 4.4% of stake
    Traded Dec 5, 2025 Filed Dec 8, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 51 sales back to the company, 51 option exercises, 5 gifts, and 1 stock grant.

SEC filings

Recent issuer filings from EDGAR, 20 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 2.01,9.01 Filing Doc
10-K Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 1.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 1 day ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.