13FPulse
中
AX

AX AXOS FINANCIAL INC

2026Q2 · CUSIP 05465C100 · Sector: Financials

Normal

Fund flows are within the usual range

Funds that own it
373
Institutions that reported holding it to the SEC
Net decrease in holders
8
Last quarter 381 → now 373
How unusual is that
Bottom 20%
Stronger than only 15% of US stocks
What the filings say, in one paragraph

373 funds held AX at the end of 2026Q2, down 8 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, the P/E is 11.5x, return on equity is 15.5%. AX has had 6 buying rushes in its history, and the price moved +1.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2016Q2: holders=1 2016Q3: holders=1 2016Q4: holders=1 2017Q1: holders=1 2017Q2: holders=1 2017Q3: holders=1 2017Q4: holders=1 2018Q1: holders=1 2018Q2: holders=1 2018Q3: holders=216 2018Q4: holders=237 2019Q1: holders=234 2019Q2: holders=223 2019Q3: holders=219 2019Q4: holders=218 2020Q1: holders=200 2020Q2: holders=213 2020Q3: holders=199 2020Q4: holders=233 2021Q1: holders=231 2021Q2: holders=230 2021Q3: holders=230 2021Q4: holders=245 2022Q1: holders=246 2022Q2: holders=233 2022Q3: holders=248 2022Q4: holders=243 2023Q1: holders=256 2023Q2: holders=259 2023Q3: holders=259 2023Q4: holders=300 2024Q1: holders=307 2024Q2: holders=318 2024Q3: holders=335 2024Q4: holders=358 2025Q1: holders=350 2025Q2: holders=365 2025Q3: holders=381 2025Q4: holders=378 2026Q1: holders=381 2026Q2: holders=373 -215 -107.5 +0 +107.5 +215 0201401 16Q217Q318Q420Q121Q222Q323Q425Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 6 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2023Q4 Top 20% +13.9% +19.4%
2023Q1 Top 20% +3.0% -0.2%
2022Q3 Top 10% +25.0% -1.8%
2020Q4 Top 20% +4.6% +10.3%
2018Q4 Top 20% -12.0% -17.7%
2018Q3 Top 1% in the market +7.6% -1.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
167
Change in large funds
-1
Total value they hold
$4.7B
Funds buying for the first time
53
Funds that sold out entirely
61
Price change that quarter
+15.8%
Funds holding puts (bearish)
6
Funds holding calls (bullish)
5

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
11.5
EPS (TTM)
$8.48
EPS YoY
+14.1%
Revenue (TTM)
—
Revenue YoY
—
Net margin
—
ROE
15.5%
Debt ratio
89.4%
FCF (TTM)
$291M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.99 2021-12-31: EPS 1.00 2022-03-31: EPS 1.02 2022-06-30: EPS 0.96 2022-09-30: EPS 0.97 2022-12-31: EPS 1.35 2023-03-31: EPS 1.32 2023-06-30: EPS 1.43 2023-09-30: EPS 1.38 2023-12-31: EPS 2.62 2024-03-31: EPS 1.91 2024-06-30: EPS 1.75 2024-09-30: EPS 1.93 2024-12-31: EPS 1.80 2025-03-31: EPS 1.81 2025-06-30: EPS 1.89 2025-09-30: EPS 1.94 2025-12-31: EPS 2.22 2026-03-31: EPS 2.15 2026-06-30: EPS 2.17 0.00 1.44 2.88 20212022202320242025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 10 6 10 13 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-137M38M214M 20162017201820192020202120222023202420252026
Latest quarter $-101M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.