SEC 13F Intelligence

Formula Growth Ltd / AX

Formula Growth Ltd’s Axos Financial Inc Position

Does Formula Growth Ltd own Axos Financial Inc (AX)? Yes30.6K shares worth $3M (+1.18% of its 13F portfolio) as of Q1 2026.

Position Value
$3M
Q1 2026
Shares
30.6K
% of Portfolio
+1.18%
Quarters Held
30
currently held

Position History AX

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $8MQ4 ’19: $2MQ4 ’19Q1 ’20: $6MQ2 ’20: $5MQ3 ’20: $924,000Q4 ’20: $1MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $1MQ3 ’22: $1MQ4 ’22: $2MQ4 ’22Q1 ’23: $1MQ2 ’23: $1MQ3 ’23: $1MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202630.6K$3M+1.18%
Q4 202530.6K$3M+1.02%
Q3 202530.6K$3M+0.92%
Q2 202530.6K$2M+0.88%
Q1 202533.6K$2M+0.88%
Q4 202433.6K$2M+0.80%
Q3 202433.6K$2M+0.73%
Q2 202433.6K$2M+0.70%
Q1 202435.6K$2M+0.62%
Q4 202335.6K$2M+0.62%
Q3 202335.6K$1M+0.46%
Q2 202335.6K$1M+0.45%
Q1 202339.6K$1M+0.47%
Q4 202239.6K$2M+0.43%
Q3 202239.6K$1M+0.39%
Q2 202239.6K$1M+0.39%
Q1 202239.6K$2M+0.35%
Q4 202139.6K$2M+0.39%
Q3 202139.6K$2M+0.29%
Q2 202139.6K$2M+0.25%
Q1 202139.6K$2M+0.27%
Q4 202039.6K$1M+0.25%
Q3 202039.6K$924,000+0.17%
Q2 2020242.4K$5M+0.91%
Q1 2020317.4K$6M+1.10%
Q4 201968.1K$2M+0.26%
Q3 2019282.7K$8M+1.17%
Q2 201975.2K$2M+0.29%
Q1 201975.2K$2M+0.31%
Q4 201875.2K$2M+0.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Formula Growth Ltd’s full portfolio or all institutional holders of AX.