Axos Financial, Inc.
US ˙ NYSE ˙ US05465C1009

SecurityAX / Axos Financial, Inc.
InstitutionJanus Henderson Group Plc
Latest Disclosed Ownership23,907 shares
Latest Disclosed Value $ 2,036,040
Janus Henderson Group Plc reports 53.14% decrease in ownership of AX / Axos Financial, Inc.

On May 18, 2026 - Janus Henderson Group Plc filed a 13F-HR/A form disclosing ownership of 23,907 shares of Axos Financial, Inc. (US:AX) valued at $2,034,247 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 51,022 shares of Axos Financial, Inc.. This represents a change in shares of -53.14% during the quarter. The current value of the position is $2,095,688 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)
2026-05-18 2026-03-31 13F/A-1 AXOS FINANCIAL COM 05465C100 23,907 -27,115 -53.14 2,036 -53.66 0.0003
2026-05-15 2026-03-31 13F AXOS FINANCIAL COM 05465C100 23,907 -27,115 -53.14 2,036 -53.66 0.0004
2026-02-17 2025-12-31 13F AXOS FINANCIAL COM 05465C100 51,022 -50,518 -49.75 4,395 -48.88 0.0020
2025-11-14 2025-09-30 13F AXOS FINANCIAL COM 05465C100 101,540 77,633 324.73 8,596 372.51 0.0039
2025-08-14 2025-06-30 13F AXOS FINANCIAL COM 05465C100 23,907 -23,924 -50.02 1,819 -40.13 0.0009
2025-05-15 2025-03-31 13F AXOS FINANCIAL COM 05465C100 47,831 -2,568 -5.10 3,039 -13.67 0.0017
2025-02-14 2024-12-31 13F AXOS FINANCIAL COM 05465C100 50,399 427 0.85 3,520 12.03 0.0018
2024-11-14 2024-09-30 13F AXOS FINANCIAL COM 05465C100 49,972 -2,907 -5.50 3,142 3.90 0.0016
2024-08-14 2024-06-30 13F AXOS FINANCIAL COM 05465C100 52,879 -2,761 -4.96 3,023 0.57 0.0016
2024-05-15 2024-03-31 13F AXOS FINANCIAL COM 05465C100 55,640 31,464 130.15 3,007 127.73 0.0016
2024-02-14 2023-12-31 13F AXOS FINANCIAL COM 05465C100 24,176 -44 -0.18 1,320 44.10 0.0008
2023-11-14 2023-09-30 13F AXOS FINANCIAL COM 05465C100 24,220 1 0.00 917 -3.98 0.0006
2023-08-14 2023-06-30 13F AXOS FINANCIAL COM 05465C100 24,219 -57 -0.23 955 6.47 0.0006
2023-05-15 2023-03-31 13F AXOS FINANCIAL COM 05465C100 24,276 12,874 112.91 896 105.98 0.0006
2023-02-14 2022-12-31 13F AXOS FINANCIAL COM 05465C100 11,402 2,600 29.54 435 44.04 0.0003
2022-11-14 2022-09-30 13F AXOS FINANCIAL COM 05465C100 8,802 -2,012 -18.61 302 -22.16 0.0002
2022-08-15 2022-06-30 13F AXOS FINANCIAL COM 05465C100 10,814 15 0.14 388 -22.55 0.0003
2022-05-16 2022-03-31 13F AXOS FINANCIAL COM 05465C100 10,799 -8,284 -43.41 501 -53.05 0.0002
2022-02-14 2021-12-31 13F AXOS FINANCIAL COM 05465C100 19,083 6,691 53.99 1,067 66.98 0.0004
2021-11-16 2021-09-30 13F AXOS FINANCIAL COM 05465C100 12,392 6,766 120.26 639 144.83 0.0003
2021-08-16 2021-06-30 13F AXOS FINANCIAL COM 05465C100 5,626 775 15.98 261 14.47 0.0001
2021-05-17 2021-03-31 13F AXOS FINANCIAL COM 05465C100 4,851 4,851 228 0.0001
2020-05-14 2020-03-31 13F AXOS FINL COM 05465C100 0 -769,223 -100.00 0 -100.00
2020-02-18 2019-12-31 13F AXOS FINL COM 05465C100 769,223 -9,131 -1.17 23,292 8.23 0.0119
2019-11-14 2019-09-30 13F AXOS FINL COM 05465C100 778,354 3,043 0.39 21,521 1.86 0.0117
2019-07-31 2019-06-30 13F AXOS FINL COM 05465C100 775,311 -10,256 -1.31 21,127 -7.13 0.0115
2019-04-30 2019-03-31 13F AXOS FINL COM 05465C100 785,567 5,284 0.68 22,750 15.79 0.0126
2019-02-06 2018-12-31 13F AXOS FINL COM 05465C100 780,283 114,225 17.15 19,648 -14.22 0.0125
2018-11-09 2018-09-30 13F AXOS FINL COM 05465C100 666,058 -1,608 -0.24 22,906 -16.14 0.0122
2018-08-10 2018-06-30 13F BOFI HLDG COM 05566U108 667,666 30,942 4.86 27,314 5.84 0.0156
2018-05-14 2018-03-31 13F BOFI HLDG COM 05566U108 636,724 -161,668 -20.25 25,806 8.10 0.0152
2018-03-12 2017-12-31 13F/A-1 BOFI HLDG COM 05566U108 798,392 297,803 59.49 23,872 67.50 0.0147
2018-02-09 2017-12-31 13F BOFI HLDG COM 05566U108 798,392 297,803 23,872
2017-11-14 2017-09-30 13F BOFI HLDG COM 05566U108 500,589 -152,767 -23.38 14,252 -8.04 0.0091
2017-08-17 2017-06-30 13F/A-1 BOFI HLDG COM 05566U108 653,356 -32,370 -4.72 15,498 -13.51 0.0106
2017-08-14 2017-06-30 13F BOFI HLDG COM 05566U108 653,356 -32,370 15,498
2017-05-03 2017-03-31 13F BOFI HLDG COM 05566U108 685,726 -29,967 -4.19 17,918 -12.31 0.1258
2017-01-30 2016-12-31 13F BOFI HLDG COM 05566U108 715,693 -153,032 -17.62 20,433 5.01 0.1507
2016-10-24 2016-09-30 13F BOFI HLDG COM 05566U108 868,725 -5,804 -0.66 19,459 25.64 0.1434
2016-07-29 2016-06-30 13F BOFI HLDG COM 05566U108 874,529 319,516 57.57 15,488 30.77 0.1288
2016-05-12 2016-03-31 13F BOFI HLDG COM 05566U108 555,013 -16,041 -2.81 11,844 -1.47 0.0961
2016-02-03 2015-12-31 13F BOFI HLDG COM 05566U108 571,054 430,613 306.61 12,021 -33.56 0.0965
2015-11-16 2015-09-30 13F BOFI HLDG COM 05566U108 140,441 3,787 2.77 18,093 25.25 0.1594
2015-08-17 2015-06-30 13F BOFI HLDG COM 05566U108 136,654 30,578 28.83 14,446 9.77 0.1135
2015-06-02 2015-03-31 13F/A-1 BOFI HLDG COM 05566U108 106,076 -8,502 -7.42 13,160 47.62 0.1015
2015-05-15 2015-03-31 13F BOFI HLDG COM 05566U108 106,076 13,160
2015-02-12 2014-12-31 13F BOFI HLDG COM 05566U108 114,578 114,578 8,915 0.0643
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.