Axos Financial (AX) Superinvestor holders
14 of the superinvestors we track hold Axos Financial (AX) in their latest 13F filings, $231M in total.
Summary
The largest holder is Mark Donovan (Boston Partners), with $42M, 0.0% of the portfolio.
In their latest quarter: 3 opened a new position, 3 added, 7 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Mark Donovan Boston Partners |
Added | 433,647 | $42M | 0.0% | Q2 2026 |
| Arrowstreet Capital | Added | 409,682 | $40M | 0.0% | Q2 2026 |
| Wasatch Wasatch Global Investors |
Trimmed | 399,908 | $35M | 0.3% | Q3 2026 |
| Aziz Hamzaogullari Loomis Sayles & Co |
Trimmed | 290,688 | $28M | 0.0% | Q2 2026 |
| Jean-Marie Eveillard First Eagle Investment Management |
Added | 213,312 | $21M | 0.0% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | 201,867 | $20M | 0.0% | Q2 2026 |
| Derek Pilecki Gator Capital Management |
Trimmed | 166,475 | $16M | 3.5% | Q2 2026 |
| Chuck Royce Royce Investment Partners |
Trimmed | 153,249 | $13M | 0.1% | Q3 2026 |
| Alan Howard Brevan Howard |
Trimmed | 128,644 | $13M | 0.2% | Q2 2026 |
| WCM Investment Management | Trimmed | 23,623 | $2M | 0.0% | Q2 2026 |
| Paul Marshall Marshall Wace |
New position | 5,751 | $560,090 | 0.0% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Held | 4,497 | $437,963 | 0.0% | Q2 2026 |
| Ken Tropin Graham Capital Management |
New position | 2,281 | $222,147 | 0.0% | Q2 2026 |
| Acadian Acadian Asset Management |
New position | 281 | $24,000 | 0.0% | Q3 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 13 |
| Q1 2026 | 16 |
| Q4 2025 | 16 |
| Q3 2025 | 15 |
| Q2 2025 | 16 |
| Q1 2025 | 14 |
| Q4 2024 | 16 |
| Q3 2024 | 16 |
Questions about Axos Financial
Which superinvestors own Axos Financial?
14 of the superinvestors we track hold Axos Financial (AX) in their latest 13F filings, $231M in total. Mark Donovan, Arrowstreet Capital, Wasatch, Aziz Hamzaogullari, Jean-Marie Eveillard, Cliff Asness.
Who is the largest superinvestor holder of AX?
The largest holder is Mark Donovan (Boston Partners), with $42M, 0.0% of the portfolio.
From Axos Financial's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.