AX — AXOS FINANCIAL INC

Ownership history in INCEPTIONR LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR 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
0.16% (2023 Q2)
Avg. % of fund
0.13%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,798 +353 +6.5% 0.12% $491K $84.65
2023 Q3 REDUCED 5,445 -2,240 -29.1% 0.12% $206K $37.86
2023 Q2 INITIATED 7,685 — — 0.16% $303K $39.44
% 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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