Renaissance Technologies
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Renaissance Technologies’s Axos Financial AX Stock Holding History

Renaissance Technologies’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
2025
Q1 		– Sell
-10,684
Closed -$746K – 3453
2024
Q4 		$746K Sell
10,684
-98,116
-90% -$7.16M ﹤0.01% 2644
2024
Q3 		$6.84M Buy
108,800
+19,963
+22% +$1.31M 0.01% 1259
2024
Q2 		$5.08M Buy
+88,837
New +$4.83M 0.01% 1286
2023
Q1 		– Sell
-27,300
Closed -$1.04M – 3968
2022
Q4 		$1.04M Sell
27,300
-49,300
-64% -$1.88M ﹤0.01% 2510
2022
Q3 		$2.62M Sell
76,600
-94,100
-55% -$3.81M ﹤0.01% 1853
2022
Q2 		$6.12M Buy
+170,700
New +$6.56M 0.01% 1414
2020
Q4 		– Sell
-172,400
Closed -$4.02M – 3378
2020
Q3 		$4.02M Buy
172,400
+72,500
+73% +$1.66M ﹤0.01% 1697
2020
Q2 		$2.21M Buy
+99,900
New +$2.03M ﹤0.01% 2138
2019
Q1 		– Sell
-185,000
Closed -$4.66M – 3439
2018
Q4 		$4.66M Buy
+185,000
New +$5.58M 0.01% 1775
2016
Q3 		– Sell
-299,000
Closed -$5.29M – 3318
2016
Q2 		$5.29M Sell
299,000
-751,800
-72% -$14.1M 0.01% 1563
2016
Q1 		$22.4M Sell
1,050,800
-192,100
-15% -$3.48M 0.04% 586
2015
Q4 		$26.2M Buy
1,242,900
+91,300
+8% +$2.15M 0.06% 409
2015
Q3 		$37.1M Buy
1,151,600
+451,600
+65% +$13.5M 0.09% 273
2015
Q2 		$18.5M Sell
700,000
-224,400
-24% -$5.34M 0.04% 575
2015
Q1 		$21.5M Sell
924,400
-312,400
-25% -$6.86M 0.05% 538
2014
Q4 		$24.1M Sell
1,236,800
-947,200
-43% -$17.8M 0.06% 413
2014
Q3 		$39.7M Sell
2,184,000
-731,200
-25% -$13.8M 0.11% 204
2014
Q2 		$53.5M Buy
2,915,200
+52,800
+2% +$1.04M 0.12% 176
2014
Q1 		$61.4M Sell
2,862,400
-115,600
-4% -$2.48M 0.15% 121
2013
Q4 		$58.4M Sell
2,978,000
-66,400
-2% -$1.19M 0.14% 146
2013
Q3 		$49.3M Buy
3,044,400
+627,200
+26% +$9.34M 0.12% 180
2013
Q2 		$27.7M Buy
+2,417,200
New +$25.1M 0.07% 332

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Renaissance Technologies's AX Position: Q1 2025 in Review

Renaissance Technologies sold out of Axos Financial (AX) in Q1 2025, closing a stake of 10,684 shares — an estimated $746K sold.

Renaissance Technologies first reported a position in AX in Q2 2013 and held it in 22 quarters. The position peaked at $61.4M in Q1 2014. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

  • Renaissance Technologies reported no remaining Axos Financial position as of Q1 2025 after selling out during the quarter.
  • Renaissance Technologies sold 10,684 Axos Financial shares in Q1 2025, an estimated $746K.
  • Renaissance Technologies first reported a position in Axos Financial in Q2 2013 and held it in 22 quarters.
  • Renaissance Technologies's Axos Financial position peaked at $61.4M in Q1 2014.
  • 351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on Renaissance Technologies's 13F filing for Q1 2025, filed 14 May 2025.