Cliff Asness's AX Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 234,747 shares of Axos Financial, Inc. (AX) worth $19.97 M, representing 0.01% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in AX, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 143,935 shares. Largest reduction occurred in Q2 2024, reducing 55,632 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Axos Financial (AX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Axos Financial (AX) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +2,111 | Add 0.91% | 234,747 | $85.09 |
| Q4 2025 | +7,337 | Add 3.26% | 232,636 | $86.16 |
| Q3 2025 | -10,467 | Reduce 4.44% | 225,299 | $84.65 |
| Q2 2025 | +60,620 | Add 34.61% | 235,766 | $76.04 |
| Q1 2025 | +49,007 | Add 38.85% | 175,146 | $64.52 |
| Q4 2024 | +24,396 | Add 23.98% | 126,139 | $69.85 |
| Q3 2024 | -20,061 | Reduce 16.47% | 101,743 | $62.88 |
| Q2 2024 | -55,632 | Reduce 31.35% | 121,804 | $57.15 |
| Q1 2024 | +143,935 | Add 429.64% | 177,436 | $54.04 |
| Q4 2023 | +13,236 | Add 65.31% | 33,501 | $54.60 |
| Q3 2023 | +1,871 | Add 10.17% | 20,265 | $37.86 |
| Q2 2023 | +18,394 | New Buy | 18,394 | $39.44 |
| Q2 2021 | -5,443 | Sold Out | 0 | $0.00 |
| Q1 2021 | +5,443 | New Buy | 5,443 | $47.03 |
| Q1 2020 | -36,623 | Sold Out | 0 | $0.00 |
| Q4 2019 | -14,859 | Reduce 28.86% | 36,623 | $30.28 |
| Q3 2019 | -26,173 | Reduce 33.70% | 51,482 | $27.64 |
| Q2 2019 | -26,953 | Reduce 25.77% | 77,655 | $27.25 |
| Q1 2019 | -36,413 | Reduce 25.82% | 104,608 | $28.96 |
| Q4 2018 | -23,195 | Reduce 14.12% | 141,021 | $25.18 |
| Q3 2018 | +164,216 | New Buy | 164,216 | $34.39 |
Cliff Asness's Axos Financial Investment FAQs
Cliff Asness first purchased Axos Financial, Inc. (AX) in Q3 2018, acquiring 164,216 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Axos Financial, Inc. (AX) for 21 quarters since Q3 2018.
Cliff Asness's largest addition to Axos Financial, Inc. (AX) was in Q3 2018, adding 164,216 shares worth $5.65 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 234,747 shares of Axos Financial, Inc. (AX), valued at approximately $19.97 M.
As of the Q1 2026 filing, Axos Financial, Inc. (AX) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Axos Financial, Inc. (AX) was 235,766 shares, as reported at the end of Q2 2025.