Position in AX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,982,471
+$376,675 QoQ
Shares Held
30,624
0.0% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#101
of 381 holders
Holding Since
Mar 2020
26 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, 2026FORMULA GROWTH LTD holds $4,464,558 across 2 Banks - Regional names. AX ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
This page
|
30,624 | $2,982,471 | |
| 2 | HOMB |
Home Bancshares Inc
|
51,912 | $1,482,087 |
All Filings in AX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,982,471 | 30,624 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,605,796 | 30,624 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,638,563 | 30,624 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,592,321 | 30,624 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,328,648 | 30,624 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,169,420 | 33,624 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,348,636 | 33,624 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,114,277 | 33,624 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,921,611 | 33,624 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,925,120 | 35,624 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,945,070 | 35,624 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,348,724 | 35,624 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,405,010 | 35,624 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,462,918 | 39,624 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,514,429 | 39,624 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,356,329 | 39,624 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,420,520 | 39,624 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,838,157 | 39,624 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,215,377 | 39,624 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,042,220 | 39,624 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,838,157 | 39,624 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,862,724 | 39,624 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,487,088 | 39,624 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $923,635 | 39,624 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,351,640 | 242,375 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,754,008 | 317,375 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||