Institutional shares held 47 Million
613K calls
543K puts
Total value of holdings $2.96B
$38.5M calls
$34.1M puts
Market Cap $3.77B
59,970,800 Shares Out.
Institutional ownership 78.41%
# of Institutions 400


Latest Institutional Activity in AX

Top Purchases

Q1 2025
Sg Americas Securities, LLC Shares Held: 11.6K ($731K)
Q1 2025
Principal Financial Group Inc Shares Held: 348K ($21.9M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 50.4K ($3.17M)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 5.12K ($322K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 8.02K ($504K)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 1.83K ($115K)
Q1 2025
Assenagon Asset Management S.A. Shares Held: 54.6K ($3.43M)
Q1 2025
Allspring Global Investments Holdings, LLC Shares Held: 119K ($7.5M)
Q1 2025
Rhumbline Advisers Shares Held: 157K ($9.84M)
Q1 2025
Teacher Retirement System Of Texas Shares Held: 7.93K ($498K)

About AX

Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States. It operates through Banking Business and Securities Business segments. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured cash sweep accounts. It also provides single family, multifamily, and commercial mortgage loans; commercial real estate secured loans; commercial and industrial non-real estate, asset-backed, lines of credit, and term loans; automobile loans; fixed rate term unsecured loans; and other loans, such as structure settlements, small business administration consumer loans, and securities-backed loans. In addition, the company offers ACH origination, wire transfer, commercial check printing, business bill pay and account transfer; remote deposit capture, mobile deposit, lockbox, merchant, and online payment portal; concierge banking; mobile and text messaging banking; and payment services, as well as debit and credit cards, and digital wallets. Further, it provides disclosed clearing services; back-office services, such as record keeping, trade reporting, accounting, general back-office support, securities and margin lending, reorganization assistance, and custody of securities; and financing to brokerage customers. The company was formerly known as BofI Holding, Inc. and changed its name to Axos Financial, Inc. in September 2018. Axos Financial, Inc. was incorporated in 1999 and is based in Las Vegas, Nevada.


Insider Transactions at AX

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
View All Transactions

Last 12 Months Summary

Buy / Acquisition
361K Shares
From 23 Insiders
Exercise of conversion of derivative security 358K shares
Open market or private purchase 3K shares
Sell / Disposition
572K Shares
From 32 Insiders
Payment of exercise price or tax liability 96.4K shares
Bona fide gift 180K shares
Open market or private sale 205K shares
Sale (or disposition) back to the issuer 91.1K shares

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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