Baker Avenue Asset Management, LP
Position in AXP — American Express Co
CIK 1432529
SAN FRANCISCO, CA
Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,844,344
+$1,252,997 QoQ
Shares Held
8,409
+59.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,036
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $16,994,607 across 10 Credit Services names. AXP ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
18,182 | $6,238,062 | |
| 2 | AXP |
American Express Co
This page
|
8,409 | $2,844,344 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
115,400 | $2,069,122 | |
| 4 | MA |
Mastercard Inc
|
3,954 | $2,030,774 | |
| 5 | COF |
Capital One Financial Corp
|
4,313 | $865,274 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
9,481 | $773,175 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
16,128 | $696,407 | |
| 8 | SYF |
Synchrony Financial
|
7,515 | $571,515 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,844,344 | 8,409 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,591,347 | 5,261 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,877,866 | 5,076 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,663,457 | 5,008 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,565,553 | 4,908 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,395,831 | 5,188 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,525,203 | 5,139 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,302,031 | 4,801 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,013,725 | 4,378 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $965,405 | 4,240 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $901,480 | 4,812 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $678,963 | 4,551 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $791,739 | 4,545 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $806,275 | 4,888 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $690,288 | 4,672 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $607,499 | 4,503 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $734,824 | 5,301 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,168,563 | 6,249 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $749,124 | 4,579 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $801,631 | 4,785 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $816,731 | 4,943 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $641,571 | 4,536 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,035,352 | 8,563 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $857,939 | 8,558 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $825,669 | 8,673 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $771,089 | 9,007 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||