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POLEN CAPITAL MANAGEMENT LLC

Position in AX — Axos Financial, Inc.

CIK 1034524 Boca Raton, FL

Position in AX

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$1,433,681
+$487,128 QoQ
Shares Held
16,849
+53.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AX Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $11,163,438 across 2 Banks - Regional names.

# Ticker Company Shares Value (USD) Open

All Filings in AX

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,433,681 16,849
2025-12-31 $946,553 10,986
2025-09-30 $777,002 9,179