Axos Financial Inc (AX) — 13F Filings Explorer (Q2 2026)

AX ranks #1601 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AX is a top-conviction position for Shaker Investments Llc/oh — at 12.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AX belongs to BlackRock, Inc., but the position matters far more to Shaker Investments Llc/oh, who has 12.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Fidelity has added to its AX position for two straight quarters, increasing it by $128.0M to reach $289.2M today.

Algert Global LLC has trimmed its AX position for two straight quarters, cutting it by $14.5M while still holding $15.4M.

AX is up 1.3% today, and institutions have been net buyers of $670.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

AX posted net income of $490.4M over the trailing twelve months.

• Profitable — net income of $490.4M over the trailing twelve months
• Revenue declined 2.9% year over year
• Net income improved year over year, from $432.9M to $490.4M
• Generated $557.6M in positive operating cash flow
• Liabilities run 8.46x equity — a highly leveraged balance sheet worth noting