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Disclosery

AX AXOS FINANCIAL INC

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STOK (common), issuer CIK 1299709

374 managers (382 13F filers) reported a position in AX shares at 2025-09-30, 45,081,809 shares in all. 51 filers opened a position and 31 filers sold out during the quarter.

Managers
374
13F filers
382
New
51
Added
125
Reduced
147
Sold out
31
Shares held by filers
45,081,809

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.8,153,348$690M0.01%+189,37413F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding5,932,569$502M-11,108Timeline
STATE STREET CORPin group STATE STREET CORP2,682,654$227M0.01%+30,17613F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,413,512$204M0.1%+35,39113F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,171,772$184M0.04%-155,75813F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,713,270$147M0.01%+191,64613F-HRTimelineGroup
Davis Asset Management, L.P.1,457,219$123M4.39%013F-HRTimeline
FMR LLCin group FMR LLC1,391,601$118M0.01%+1,206,97113F-HRTimelineGroup
WASATCH ADVISORS LP905,479$76.6M0.41%-3,57613F-HRTimeline
EMERALD ADVISERS, LLCgroup of 2 filers holding870,174$73.7M-47,443Timeline
GENEVA CAPITAL MANAGEMENT LLC738,330$62.5M1.07%-1,04413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC709,777$60.1M0.01%-30,87513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP689,760$58.4M0.01%+10,09713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co669,322$56.7M0.01%+24,74813F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding544,249$46.1M+270,348Timeline
MORGAN STANLEYin group MORGAN STANLEY474,770$40.2M<0.01%-125,13313F-HR/ATimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…445,412$37.7M0.01%+68,34613F-HRTimelineGroup
Nuveen, LLCin group TIAA443,439$37.5M0.01%-74,40913F-HRTimelineGroup
SHAKER INVESTMENTS LLC/OH399,717$33.8M13.54%-10,65513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp391,415$33.1M0.01%+6,91213F-HRTimelineGroup
JARISLOWSKY, FRASER Ltd382,183$32.4M0.18%-4,47713F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp380,092$32.1M0.03%-1,83913F-HRTimelineGroup
Bragg Financial Advisors, Inc354,821$30M0.99%+74913F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P351,627$29.8M0.04%-13,34313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding351,343$29.7M+33,683Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO330,886$28M<0.01%+50,90213F-HR/ATimelineGroup
ALGERT GLOBAL LLC329,480$27.9M0.47%+17,41013F-HR/ATimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding315,898$26.7M-12,102Timeline
KENNEDY CAPITAL MANAGEMENT LLC275,081$23.3M0.51%+26,11913F-HRTimeline
Pembroke Management, LTD261,492$22.1M2.2%-5,49113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …257,843$21.5M0.03%+99,04213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.242,181$20.5M<0.01%-21,79113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC237,557$20.1M<0.01%-57,87913F-HRTimelineGroup
Stieven Capital Advisors, L.P.236,959$20.1M3.78%-47,10013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC225,299$19.1M0.01%-10,46713F-HRTimelineGroup
Public Sector Pension Investment Board219,935$18.6M0.07%+12,64813F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding198,981$16.8M+10,943Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC181,599$15.4M<0.01%+1,49413F-HRTimelineGroup
RHUMBLINE ADVISERS161,346$13.7M0.01%+1,74213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC154,953$13.1M0.01%-241,70113F-HRTimelineGroup
Gator Capital Management, LLC154,055$13M3.34%+82513F-HRTimeline
Edgestream Partners, L.P.147,142$12.5M0.36%-18,14113F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD146,561$12.4M0.03%-17,72213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc145,210$12.3M<0.01%-75213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/142,605$12.1M<0.01%-81813F-HR/ATimelineGroup
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …141,955$12M0.54%+56,99513F-HRTimelineGroup
Ategra Capital Management, LLCin group Ategra Capital Management, LLC140,342$11.9M7.96%-79,87413F-HRTimelineGroup
First Eagle Investment Management, LLCin group First Eagle Investment Manage…139,748$11.8M0.02%+4,57613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA123,556$10.5M<0.01%-2,82713F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC117,794$9.97M0.03%-74,24413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC112,803$9.55M0.01%-27,99913F-HRTimelineGroup
Swiss National Bank103,600$8.77M0.01%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson101,540$8.6M<0.01%+77,63313F-HRTimelineGroup
ROYCE & ASSOCIATES LP100,543$8.51M0.08%-3,05013F-HRTimeline
KESTREL INVESTMENT MANAGEMENT CORP99,350$8.41M4.74%013F-HRTimeline
Empowered Funds, LLC97,879$8.29M0.08%+23,02613F-HRTimeline
LORD, ABBETT & CO. LLC96,247$8.15M0.02%-37313F-HRTimeline
RENAISSANCE GROUP LLC92,050$7.79M0.29%+7,86013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC91,140$7.72M<0.01%-40,44513F-HR/ATimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.89,667$7.59M0.03%+2,56013F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC88,181$7.46M0.19%-38,57913F-HRTimeline
Militia Capital Partners, LPin group Militia Capital Management LLC88,000$7.45M3.47%-41,00013F-HR/ATimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…78,368$6.63M0.01%+58513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC74,242$6.28M<0.01%-26,41013F-HRTimelineGroup
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC71,441$6.05M0.02%-25,17513F-HRTimelineGroup
Empirical Finance, LLC69,766$5.91M0.28%+15,13313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,584$5.64M<0.01%+3,05113F-HRTimelineGroup
S&T Bank/PA65,950$5.58M1.57%-7,04213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\65,252$5.52M<0.01%-10,67713F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC62,456$5.29M<0.01%+46,75713F-HRTimeline
ALLIANCEBERNSTEIN L.P.62,010$5.25M<0.01%-69013F-HRTimeline
Rafferty Asset Management, LLC59,789$5.06M0.02%+5,38713F-HRTimeline
TCW GROUP INCin group TCW GROUP INC59,620$5.05M0.04%-30,10013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP59,504$5.04M<0.01%-17,09813F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC59,317$5.02M0.04%+17,02813F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co58,162$5.02M0.01%+2,00913F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …56,500$4.78M<0.01%-25,72013F-HRTimelineGroup
ARGENT CAPITAL MANAGEMENT LLC53,690$4.54M0.12%+14,41513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN52,208$4.42M<0.01%+6,80513F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC52,000$4.4M0.09%-23,20013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…49,886$4.22M<0.01%-8713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/49,346$4.18M<0.01%+3,78413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.48,149$4.08M<0.01%-66,12913F-HRTimelineGroup
AlphaQuest LLC47,839$4.05M0.26%+47,40413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…47,336$4.01M0.01%+2,00413F-HRTimelineGroup
Epoch Investment Partners, Inc.45,389$3.84M0.02%-213F-HRTimeline
Fieldview Capital Management, LLC45,312$3.84M0.63%+9,73113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth43,917$3.72M0.01%+2,03613F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.43,428$3.68M0.18%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,311$3.5M<0.01%-46,76613F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…40,700$3.44M0.13%+1,10013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,419$3.39M0.01%+29,83313F-HRTimeline
PMC FIG Opportunities LLC39,596$3.35M5.13%-14,86313F-HRTimeline
CONNORS INVESTOR SERVICES INC39,218$3.32M0.28%-82513F-HRTimeline
Orchard Capital Management, LLC39,039$3.3M4.36%+1,15313F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…37,794$3.2M0.01%-5,23213F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al35,355$2.99M0.02%013F-HRTimeline
IEQ CAPITAL, LLC32,989$2.79M0.01%-7613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS32,236$2.73M<0.01%+3,77713F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…31,662$2.68M0.01%+45613F-HRTimelineGroup
State of Alaska, Department of Revenue30,669$2.6M0.03%-1,23313F-HRTimeline
FORMULA GROWTH LTD30,624$2.59M0.92%013F-HRTimeline
LPL Financial LLC28,871$2.44M<0.01%-1,12513F-HRTimeline
AXA Investment Managers S.A.28,332$2.4M0.01%13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …28,261$2.39M<0.01%-34413F-HRTimelineGroup
Illinois Municipal Retirement Fund27,811$2.35M0.03%-36413F-HRTimeline
D.A. DAVIDSON & CO.27,643$2.34M0.01%+3,22913F-HRTimeline
ADVISORY RESEARCH INC27,469$2.33M0.31%+1,02413F-HRTimeline
Louisiana State Employees Retirement Sy…25,900$2.19M0.04%+90013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,562$2.16M<0.01%-85813F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…25,286$2.14M<0.01%-3,28413F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…24,782$2.1M0.01%-2,25213F-HRTimelineGroup
OP Asset Management Ltd24,696$2.09M0.03%+1,47613F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,399$2.07M<0.01%-74,22613F-HRTimelineGroup
State of Tennessee, Department of Treas…24,078$2.04M0.01%-6,65513F-HRTimeline
Horizon Investments, LLC23,596$2M0.03%-2,23913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/23,384$1.98M<0.01%-4,84913F-HRTimelineGroup
SG Americas Securities, LLC22,935$1.94M0.01%+21,41513F-HRTimeline
Assenagon Asset Management S.A.22,898$1.94M<0.01%-30,32013F-HRTimeline
DekaBank Deutsche Girozentrale22,226$1.91M<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC22,404$1.9M0.14%-92113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO22,106$1.87M<0.01%+1,13713F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP21,589$1.83M0.15%-27,93013F-HRTimeline
Quantbot Technologies LP21,154$1.79M0.05%-7,88313F-HRTimeline
NJ State Employees Deferred Compensatio…21,000$1.78M0.2%013F-HRTimeline
AVENIR CORP20,790$1.76M0.18%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers20,641$1.75M<0.01%-1,33813F-HRTimelineGroup
CenterBook Partners LP20,309$1.72M0.08%-1,02813F-HRTimeline
Ridgewood Investments LLC18,051$1.53M0.64%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND17,667$1.5M<0.01%+52413F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC17,569$1.49M0.02%-2,64313F-HRTimeline
Federation des caisses Desjardins du Qu…17,517$1.48M0.01%+9513F-HRTimeline
Quantinno Capital Management LP17,355$1.47M<0.01%+3,25513F-HRTimeline
Engineers Gate Manager LP17,306$1.46M0.02%+11,89513F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…17,040$1.44M0.39%-3813F-HRTimelineGroup
COMERICA BANK16,713$1.41M0.01%-2,49113F-HRTimeline
Cetera Investment Advisers16,439$1.39M<0.01%+8,24213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC16,282$1.38M<0.01%-20,49013F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS16,271$1.38M0.01%+7,74113F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG16,253$1.38M0.01%-1,88513F-HRTimelineGroup
AMALGAMATED BANK16,165$1.37M0.01%+89313F-HRTimeline
Csenge Advisory Group15,999$1.35M0.06%+7,77013F-HRTimeline
NFJ INVESTMENT GROUP, LLC15,938$1.35M0.05%-9,46213F-HRTimeline
KLP KAPITALFORVALTNING AS15,900$1.35M0.01%013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…15,891$1.35M<0.01%-7113F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM15,848$1.34M0.01%+1813F-HRTimeline
Handelsbanken Fonder AB15,695$1.33M<0.01%+4,10013F-HRTimeline
HRT FINANCIAL LP15,270$1.29M<0.01%-39,08913F-HRTimeline
CCG WEALTH MANAGEMENT, LLC15,200$1.29M0.61%013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…15,128$1.28M0.01%-23013F-HRTimeline
Police & Firemen's Retirement System of…14,739$1.25M0.01%+2,82913F-HRTimeline
Horizon Investment Services, LLC14,586$1.23M0.47%+10,91313F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP14,554$1.23M0.05%new13F-HR/ATimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…14,357$1.22M0.01%+60713F-HRTimeline
DANSKE BANK A/S13,987$1.18M<0.01%-5,29013F-HR/ATimeline
Ensign Peak Advisors, Inc13,797$1.17M<0.01%-5,35013F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC13,779$1.17M<0.01%+2,21413F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A13,610$1.15M<0.01%13F-HRTimelineGroup
Sterling Capital Management LLC12,824$1.09M0.02%+2,04413F-HRTimeline
Keel Point, LLC12,735$1.08M0.07%-58413F-HRTimeline
Persistent Asset Partners Ltd12,729$1.08M0.78%-6,05213F-HR/ATimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND12,704$1.08M0.01%+40313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,363$1.05M<0.01%-12013F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.11,781$997K<0.01%+32513F-HRTimelineGroup
HANCOCK WHITNEY CORP11,511$974K0.02%-3613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC11,452$969K<0.01%+18713F-HRTimeline
Vestcor Inc10,978$929K0.03%+7,36513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,899$923K<0.01%-2,10713F-HRTimeline
TD Asset Management Inc10,830$917K<0.01%-13813F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…10,664$903K<0.01%+81713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC10,616$899K0.09%+5113F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP10,580$896K<0.01%+5,21413F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments10,469$886K0.05%+48113F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC10,331$875K0.01%-1713F-HRTimeline
ProShare Advisors LLC10,288$871K<0.01%-1,37213F-HRTimeline
MML INVESTORS SERVICES, LLC10,155$860K<0.01%+2,33313F-HRTimeline
Premier Fund Managers Ltd9,961$859K0.04%+1,24013F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC10,000$846K0.13%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC9,993$846K<0.01%-24013F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…9,971$844K<0.01%+2,38813F-HRTimelineGroup
Aviso Financial Inc.9,921$840K0.03%-40813F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC9,648$817K<0.01%-5,16313F-HRTimelineGroup
POLEN CAPITAL MANAGEMENT LLC9,179$777K<0.01%new13F-HRTimeline
Integrated Advisors Network LLC9,018$763K0.03%-18813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,510$744K<0.01%-3413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,772$743K<0.01%-474,22913F-HRTimelineGroup
PINNACLE ASSOCIATES LTD8,350$707K0.01%-5013F-HRTimeline
Dynamic Technology Lab Private Ltd8,130$688K0.12%new13F-HRTimeline
Maryland State Retirement & Pension Sys…8,104$686K0.01%-7,63513F-HRTimeline
Mariner, LLCin group Mariner, LLC7,842$664K<0.01%-72413F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.7,538$638K0.07%+1,36613F-HRTimeline
EJF Capital LP7,195$609K0.35%-3,06113F-HRTimeline
OAK ASSOCIATES LTD /OH/7,142$605K0.04%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management7,125$603K<0.01%-23,10313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,103$601K<0.01%-3713F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd6,916$585K0.01%new13F-HRTimeline
National Philanthropic Trust6,685$566K0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC6,523$552K0.03%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…6,505$551K<0.01%013F-HRTimeline
Waterloo Capital, L.P.6,364$539K0.04%+413F-HRTimeline