D.E. Shaw & Co
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D.E. Shaw & Co’s Axos Financial AX Stock Holding History

D.E. Shaw & Co’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-46,300
Closed -$2.91M – 4407
2024
Q3 		$2.91M Sell
46,300
-3,900
-8% -$256K ﹤0.01% 2406
2024
Q2 		$2.87M Hold
50,200
– – ﹤0.01% 2300
2024
Q1 		$2.71M Sell
50,200
-26,600
-35% -$1.4M ﹤0.01% 2391
2023
Q4 		$4.19M Hold
76,800
– – ﹤0.01% 2055
2023
Q3 		$2.91M Buy
76,800
+30,200
+65% +$1.28M ﹤0.01% 2278
2023
Q2 		$1.84M Buy
+46,600
New +$1.81M ﹤0.01% 2682
2018
Q3 		– Sell
-46,900
Closed -$1.92M – 3715
2018
Q2 		$1.92M Buy
+46,900
New +$1.95M ﹤0.01% 2255
2016
Q1 		– Sell
-229,200
Closed -$4.83M – 3406
2015
Q4 		$4.83M Sell
229,200
-6,800
-3% -$160K 0.01% 1426
2015
Q3 		$7.6M Buy
236,000
+107,600
+84% +$3.21M 0.01% 1129
2015
Q2 		$3.39M Buy
+128,400
New +$3.05M 0.01% 1779
2014
Q4 		– Sell
-400,000
Closed -$7.27M – 3997
2014
Q3 		$7.27M Sell
400,000
-129,600
-24% -$2.45M 0.01% 1306
2014
Q2 		$9.73M Sell
529,600
-80,000
-13% -$1.57M 0.01% 1123
2014
Q1 		$13.1M Buy
609,600
+277,200
+83% +$5.96M 0.02% 883
2013
Q4 		$6.52M Sell
332,400
-59,600
-15% -$1.07M 0.01% 1463
2013
Q3 		$6.36M Buy
392,000
+266,800
+213% +$3.97M 0.01% 1378
2013
Q2 		$1.43M Buy
+125,200
New +$1.3M ﹤0.01% 2421

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.E. Shaw & Co's AX Position: Q1 2026 in Review

D.E. Shaw & Co reduced its Axos Financial (AX) stake by 41% in Q1 2026, selling an estimated $805K and leaving 12,824 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3381.

D.E. Shaw & Co first reported a position in AX in Q3 2013 and has held it in 38 quarters since. The position peaked at $19.4M in Q2 2024. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • D.E. Shaw & Co held 12,824 shares of Axos Financial worth $1.09M as of Q1 2026.
  • D.E. Shaw & Co sold 8,831 Axos Financial shares in Q1 2026, an estimated $805K.
  • Axos Financial made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #3381 holding.
  • D.E. Shaw & Co first reported a position in Axos Financial in Q3 2013 and has held it in 38 quarters since.
  • D.E. Shaw & Co's Axos Financial position peaked at $19.4M in Q2 2024.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.