Axos Financial, Inc.
US ˙ NYSE ˙ US05465C1009

SecurityAX / Axos Financial, Inc.
InstitutionEngineers Gate Manager LP
Latest Disclosed Ownership11,002 shares
Latest Disclosed Value $ 936,160
Engineers Gate Manager LP reports 5.91% decrease in ownership of AX / Axos Financial, Inc.

On May 15, 2026 - Engineers Gate Manager LP filed a 13F-HR form disclosing ownership of 11,002 shares of Axos Financial, Inc. (US:AX) valued at $936,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 11,693 shares of Axos Financial, Inc.. This represents a change in shares of -5.91% during the quarter. The current value of the position is $930,989 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AXOS FINANCIAL COM 05465C100 11,002 -691 -5.91 936 -7.05 0.0117
2026-02-17 2025-12-31 13F AXOS FINANCIAL COM 05465C100 11,693 -5,613 -32.43 1,007 -31.22 0.0119
2025-11-14 2025-09-30 13F AXOS FINANCIAL COM 05465C100 17,306 11,895 219.83 1,465 256.20 0.0168
2025-08-14 2025-06-30 13F AXOS FINANCIAL COM 05465C100 5,411 -13,886 -71.96 411 -66.99 0.0051
2025-05-15 2025-03-31 13F AXOS FINANCIAL COM 05465C100 19,297 -3,318 -14.67 1,245 -21.15 0.0210
2025-02-14 2024-12-31 13F AXOS FINANCIAL COM 05465C100 22,615 8,935 65.31 1,580 83.60 0.0275
2024-11-14 2024-09-30 13F AXOS FINANCIAL COM 05465C100 13,680 2,685 24.42 860 36.94 0.0168
2024-08-14 2024-06-30 13F AXOS FINANCIAL COM 05465C100 10,995 10,995 628 0.0142
2023-11-14 2023-09-30 13F AXOS FINANCIAL COM 05465C100 0 -34,853 -100.00 0 -100.00
2023-08-14 2023-06-30 13F AXOS FINANCIAL COM 05465C100 34,853 26,187 302.18 1,375 330.72 0.0520
2023-05-15 2023-03-31 13F AXOS FINANCIAL COM 05465C100 8,666 1,741 25.14 320 20.83 0.0134
2023-02-14 2022-12-31 13F AXOS FINANCIAL COM 05465C100 6,925 -1,604 -18.81 265 -9.59 0.0159
2022-11-14 2022-09-30 13F AXOS FINANCIAL COM 05465C100 8,529 -48,340 -85.00 292 -85.68 0.0182
2022-08-15 2022-06-30 13F AXOS FINANCIAL COM 05465C100 56,869 56,869 2,039 0.0747
2022-05-16 2022-03-31 13F AXOS FINANCIAL COM 05465C100 0 -5,943 -100.00 0 -100.00
2022-02-14 2021-12-31 13F AXOS FINANCIAL COM 05465C100 5,943 1,718 40.66 332 52.29 0.0149
2021-11-15 2021-09-30 13F AXOS FINANCIAL COM 05465C100 4,225 4,225 218 0.0124
2021-08-16 2021-06-30 13F AXOS FINANCIAL COM 05465C100 0 -37,662 -100.00 0 -100.00
2021-05-17 2021-03-31 13F AXOS FINANCIAL COM 05465C100 37,662 3,547 10.40 1,770 38.28 0.0877
2021-02-16 2020-12-31 13F AXOS FINANCIAL COM 05465C100 34,115 34,115 1,280 0.0555
2019-11-14 2019-09-30 13F AXOS FINL COM 05465C100 0 -22,835 -100.00 0 -100.00
2019-08-14 2019-06-30 13F AXOS FINL COM 05465C100 22,835 22,835 622 0.0343
2017-08-10 2017-06-30 13F BOFI HLDG COM 05566U108 0 -29,504 -100.00 0 -100.00
2017-05-05 2017-03-31 13F BOFI HLDG COM 05566U108 29,504 29,504 771 0.0765
2017-02-10 2016-12-31 13F BOFI HLDG COM 05566U108 0 -53,002 -100.00 0 -100.00
2016-11-09 2016-09-30 13F BOFI HLDG COM 05566U108 53,002 2,182 4.29 1,187 31.89 0.1236
2016-08-11 2016-06-30 13F BOFI HLDG COM 05566U108 50,820 50,820 0.00 900 0.0646
2015-11-16 2015-09-30 13F BOFI HLDG COM 05566U108 0 -9,906 -100.00 0 -100.00
2015-08-14 2015-06-30 13F BOFI HLDG COM 05566U108 9,906 -7,075 -41.66 1,047 -33.73 0.1025
2015-05-15 2015-03-31 13F BOFI HLDG COM 05566U108 16,981 10,408 158.34 1,580 209.20 0.2101
2015-02-17 2014-12-31 13F BOFI HLDG COM 05566U108 6,573 6,573 511 0.1455
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.