AX — AXOS FINANCIAL INC

Ownership history in EMERALD ADVISERS, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which EMERALD ADVISERS, LLC reported a position in AXOS FINANCIAL INC (AX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.55% (2025 Q1)
Avg. % of fund
0.91%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 521,379 -7,533 -1.4% 1.38% $44.9M $86.16
2025 Q3 REDUCED 528,912 -24,679 -4.5% 1.44% $44.8M $84.65
2025 Q2 ADDED 553,591 +20,005 +3.7% 1.54% $42.1M $76.04
2025 Q1 ADDED 533,586 +54,466 +11.4% 1.55% $34.4M $64.52
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AX price (monthly, adj. close)

Other funds also holding AX

As of 2025 Q4 — sorted by position size

SHAKER INVESTMENTS LLC/OH 3Y 7Y 13.57% Ategra Capital Management, LLC 6.29% KESTREL INVESTMENT MANAGEMENT CORP 3Y 7Y 4.7% Davis Asset Management, L.P. 3Y 4.5% Stieven Capital Advisors, L.P. 3Y 7Y 4.09% Militia Capital Partners, LP 3.27% Gator Capital Management, LLC 3Y 7Y 3.08% Orchard Capital Management, LLC 3Y 2.97% Pembroke Management, LTD 3Y 7Y 2.57% S&T BANK/PA 3Y 7Y 1.51%
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