Axon EnterpriseAXON
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 1,139 institutions reported holding Axon Enterprise Inc. (AXON) in their 13F filings, down 34 from Q3 2025. 94 opened new positions and 169 sold out. The largest holders were Vanguard Group Inc. ($5.3B), BlackRock, Inc. ($4.7B) and State Street Corp. ($2.0B). 10 famous investors held it, including Gavin Baker (1.3% of Atreides Management's portfolio), Philippe Laffont (0.2% of Coatue Management's portfolio) and Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio).
- Company
- Axon Enterprise Inc.
- Sector
- Industrials
- CUSIP
- 05464C101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $1.1B |
| Exits | 169 | $569.4M |
All 13F filers, Q3 2025 → Q4 2025: 9,301,036 shares bought and 5,861,596 shares sold, net +3,439,440 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,139 holders
| Vanguard Group Inc. | 0.08% | Add +0.6% | 9,367,224 | $5.3B |
| BlackRock, Inc. | 0.08% | Add +0.5% | 8,240,337 | $4.7B |
| State Street Corp. | 0.07% | Add +5.1% | 3,550,357 | $2.0B |
| Invesco Ltd. | 0.18% | Add +81.2% | 3,294,034 | $1.9B |
| FMR LLC | 0.07% | Reduce -14.6% | 2,574,185 | $1.5B |
| Geode Capital Management, LLC | 0.08% | Add +1.6% | 2,226,159 | $1.3B |
| Baillie Gifford & Co. | 0.78% | Add +1198.7% | 1,642,578 | $932.9M |
| Sands Capital Management, LLC | 2.78% | Add +11.6% | 1,609,436 | $914.0M |
| Wellington Management Group LLP | 0.15% | Add +326.9% | 1,539,738 | $874.5M |
| Edgewood Management LLC | 4.03% | New | 1,490,528 | $846.5M |
| Franklin Resources Inc. | 0.16% | Reduce -25.7% | 1,127,933 | $640.6M |
| Norges Bank | 0.06% | — | 908,148 | $515.8M |
| Jennison Associates LLC | 0.31% | Reduce -4.6% | 900,397 | $511.4M |
| Morgan Stanley | 0.03% | Reduce -10.7% | 897,161 | $509.5M |
| Capital World Investors | 0.07% | Reduce -47.5% | 854,809 | $485.5M |
| Massachusetts Financial Services Co. | 0.15% | Add +23.0% | 838,289 | $476.1M |
| Westfield Capital Management Co. LP | 1.97% | Add +14.0% | 831,177 | $472.1M |
| Northern Trust Corp. | 0.05% | Reduce -0.1% | 743,116 | $422.0M |
| Bank of New York Mellon Corp | 0.07% | Add +1.8% | 715,622 | $406.4M |
| Broadwood Capital Inc. | 23.80% | No change | 693,504 | $393.9M |
| Bank of America Corp. | 0.03% | Reduce -6.3% | 668,179 | $379.5M |
| JPMorgan Chase & Co. | 0.02% | Reduce -30.6% | 605,462 | $343.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Add +0.3% | 585,855 | $332.7M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +3.3% | 564,844 | $320.8M |
| Winslow Capital Management, LLC | 1.05% | Add +20.2% | 547,802 | $314.3M |
| UBS Group AG | 0.06% | Reduce -8.8% | 531,727 | $302.0M |
| Amundi | 0.08% | Add +4.7% | 440,417 | $250.1M |
| Legal & General Group Plc | 0.05% | Add +1.3% | 426,533 | $242.2M |
| Raymond James Financial Inc. | 0.07% | Add +0.8% | 404,990 | $231.0M |
| Nuveen, LLC | 0.06% | Reduce -3.4% | 400,568 | $227.5M |
| Strategy Capital LLC | 16.20% | Reduce -10.4% | 386,742 | $219.6M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -26.5% | 383,619 | $217.9M |
| Royal Bank of Canada | 0.04% | Add +13.7% | 363,587 | $206.5M |
| Deutsche Bank AG | 0.06% | Reduce -1.0% | 348,679 | $198.0M |
| Clearbridge Investments, LLC | 0.16% | Add +21.1% | 343,910 | $195.3M |
| Zevenbergen Capital Investments LLC | 4.28% | Reduce -8.3% | 338,666 | $192.3M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -3.4% | 311,166 | $176.7M |
| Voya Investment Management LLC | 0.20% | Reduce -16.3% | 308,287 | $174.6M |
| Federated Hermes, Inc. | 0.28% | Reduce -11.8% | 294,513 | $167.3M |
| Barclays PLC | 0.06% | Add +5.7% | 260,903 | $148.2M |
| Ameriprise Financial Inc. | 0.03% | Add +3.3% | 251,886 | $143.1M |
| Sei Investments Co. | 0.14% | Add +24.3% | 248,182 | $141.0M |
| BNP Paribas Financial Markets | 0.09% | Add +77.8% | 239,339 | $135.9M |
| Bessemer Group Inc. | 0.20% | Add +13.6% | 225,097 | $127.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.14% | Add +664.8% | 218,509 | $124.1M |
| Citadel Advisors | 0.08% | Add +150.9% | 215,257 | $122.3M |
| Assenagon Asset Management S.A. | 0.18% | Add +57.3% | 207,429 | $117.8M |
| Swiss National Bank | 0.07% | Reduce -4.1% | 204,420 | $116.1M |
| Tidal Investments LLC | 0.44% | Add +80.7% | 182,674 | $103.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Reduce -1.3% | 182,066 | $103.4M |
| Champlain Investment Partners, LLC | 1.04% | Add +29.5% | 181,220 | $102.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +11.9% | 176,208 | $99.3M |
| TimesSquare Capital Management, LLC | 1.42% | Add +34.3% | 165,530 | $94.0M |
| Wells Fargo & Company | 0.02% | Reduce -9.5% | 161,420 | $91.7M |
| American Century Companies Inc. | 0.05% | Reduce -0.9% | 160,282 | $91.0M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -4.2% | 159,614 | $90.7M |
| Coatue Management | 0.22% | New | 155,387 | $88.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.14% | Add +21.7% | 154,177 | $87.4M |
| Rhumbline Advisers | 0.07% | Reduce -1.6% | 152,770 | $86.8M |
| Citigroup Inc. | 0.06% | Add +52.8% | 147,790 | $83.9M |
| Hyperion Asset Management Ltd | 2.34% | Add +20.0% | 147,151 | $83.6M |
| HSBC Holdings PLC | 0.05% | Reduce -24.9% | 145,041 | $82.5M |
| ProShare Advisors LLC | 0.14% | Add +38.4% | 137,521 | $78.1M |
| Driehaus Capital Management LLC | 0.53% | Reduce -17.4% | 136,364 | $77.4M |
| Artemis Investment Management LLP | 0.92% | Reduce -17.5% | 133,804 | $76.0M |
| CIBC Private Wealth Group LLC | 0.13% | Reduce -29.8% | 130,999 | $74.4M |
| Resona Asset Management Co.,Ltd. | 0.34% | Add +17.8% | 122,358 | $70.0M |
| Agf Management Ltd. | 0.30% | Reduce -7.2% | 119,896 | $68.1M |
| Allspring Global Investments Holdings, LLC | 0.11% | Add +97.5% | 120,178 | $67.7M |
| California State Teachers Retirement System | 0.07% | Reduce -0.7% | 117,443 | $66.7M |
| Swedbank AB | 0.06% | Add +1.7% | 110,683 | $62.9M |
| Baron Capital (BAMCO) | 0.16% | Add +86.0% | 106,441 | $60.5M |
| Victory Capital Management Inc. | 0.03% | Reduce -3.1% | 105,957 | $60.2M |
| Storebrand Asset Management As | 0.16% | Reduce -2.8% | 105,482 | $59.9M |
| Atreides Management | 1.27% | Add +189.3% | 105,469 | $59.9M |
| LPL Financial LLC | 0.02% | Reduce -15.1% | 105,065 | $59.7M |
| CI Investments Inc. | 0.26% | Reduce -18.2% | 104,018 | $59.1M |
| Blair William & Co. | 0.16% | Add +2.9% | 101,737 | $57.8M |
| National Pension Service | 0.04% | Reduce -49.5% | 98,859 | $56.1M |
| First Trust Advisors LP | 0.04% | Reduce -8.1% | 98,083 | $55.7M |
| California Public Employees Retirement System | 0.03% | Reduce -0.0% | 97,833 | $55.6M |
| Munro Partners | 1.55% | Reduce -24.6% | 97,662 | $55.5M |
| Artisan Partners Limited Partnership | 0.08% | Reduce -0.4% | 95,671 | $54.3M |
| Tremblant Capital Group | 1.36% | New | 94,231 | $53.5M |
| Hudson Way Capital Management LLC | 4.16% | Add +92.6% | 92,060 | $52.3M |
| Principal Financial Group Inc. | 0.03% | Add +2.5% | 89,138 | $50.6M |
| Nomura Asset Management Co. Ltd. | 0.13% | Add +10.7% | 87,557 | $49.7M |
| Alliancebernstein L.P. | 0.02% | Reduce -87.6% | 86,219 | $49.0M |
| Axiom Investors LLC | 0.42% | Reduce -38.7% | 84,897 | $48.2M |
| Stephens Investment Management Group LLC | 0.62% | Add +0.9% | 83,224 | $47.3M |
| Geneva Capital Management LLC | 0.87% | Add +3.2% | 81,522 | $46.3M |
| Aviva PLC | 0.08% | Add +5.5% | 81,444 | $46.3M |
| Stony Point Capital LLC | 3.35% | Add +2.1% | 79,871 | $45.4M |
| Neuberger Berman Group LLC | 0.03% | Reduce -18.1% | 77,853 | $44.2M |
| Susquehanna International Group, LLP | 0.06% | Add +166.3% | 77,018 | $43.7M |
| National Bank of Canada | 0.04% | Add +98.1% | 76,145 | $43.2M |
| Bank of Montreal | 0.02% | Add +17.4% | 75,972 | $43.1M |
| Granahan Investment Management, LLC | 1.84% | Reduce -2.2% | 75,714 | $43.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -10.9% | 75,031 | $42.6M |
| Hood River Capital Management LLC | 0.47% | Add +2.0% | 74,733 | $42.4M |
"% of holder's portfolio" is AXON's weight in each manager's 13F, not the share of Axon Enterprise Inc. the manager owns.