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AXONIndustrialsCommon Stock

Axon Enterprise, Inc

Held by 10 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 05464C101 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 10 of the investors we track own this stock. In the latest quarter, 5 of them bought more of it and 5 sold some or all of theirs (2 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
10
+1 vs last quarter (like-for-like)
Total value held
$3.28B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.6%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$773.98M
+39.1% vs last quarter
Net shares bought
+250.3K
Est. net flow +$160.59M
Quarter activity
5 bought · 5 sold
2 new · 1 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns AXON?

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Who owns AXON? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Baillie Gifford Baillie Gifford & Co 3.06M $1.72B 1.6% Added +599.8K +24.4% +$336.23M
2 Sands Capital Sands Capital Management 1.48M $830.16M 3.1% Reduced -83.7K -5.3% -$46.92M
3 Norges Bank Norges Bank Investment Management 931.83K $522.39M 0.1% — — — —
4 Ron Baron Baron Capital (BAMCO) 153.62K $86.12M 0.1% Added +35.7K +30.2% +$20.00M
5 Israel Englander Millennium Management 84.22K $47.22M 0.0% Reduced -40.3K -32.4% -$22.61M
6 Ken Griffin Citadel Advisors 47.36K $26.55M 0.0% Reduced -153.3K -76.4% -$85.93M
7 Fred Alger Fred Alger Management 41.46K $23.24M 0.1% Added +4.1K +11.0% +$2.30M
8 Tom Marsico Marsico Capital Management 39.38K $22.08M 0.6% New +39.4K — +$22.08M
9 David Shaw D.E. Shaw & Co. 5.41K $3.03M 0.0% Reduced -2.8K -33.9% -$1.56M
10 Ken Fisher Fisher Asset Management 481 $269.78K 0.0% New +481 — +$269.78K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Brad Gerstner Altimeter Capital -149.0K $63.27M

Politician trades

Politician trades in AXON

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician Date Ticker Asset Type Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. Est. size ⓘOur estimate only: the midpoint of the reported range. Owner Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. Filed ↓ Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. Source
Jefferson Shreve Politician May 12, 2025 AXON Axon Enterprise, Inc. - Common Stock (AXON) [ST] Sale $15,001 - $50,000 Est. $32,500 (midpoint of reported range $15,001–$50,000) Self CRT - Standard Unit Trust Jun 22, 2025 41 days PTR ↗
Jefferson Shreve Politician Mar 5, 2025 AXON Axon Enterprise, Inc. - Common Stock (AXON) [ST] Purchase $15,001 - $50,000 Est. $32,500 (midpoint of reported range $15,001–$50,000) Self CRT - Standard Unit Trust Apr 11, 2025 37 days PTR ↗
Robert P. Bresnahan, Jr. Politician Jan 13, 2025 AXON Axon Enterprise, Inc. - Common Stock (AXON) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint Joint Ownership LPL Account Feb 13, 2025 31 days PTR ↗