Axon EnterpriseAXON
13F holders, Q1 2026 (March 31)1,055holders −84
117new positions
199sold out
9famous investors
$424.63avg. 13F price*
At the end of Q1 2026, 1,055 institutions reported holding Axon Enterprise Inc. (AXON) in their 13F filings, down 84 from Q4 2025. 117 opened new positions and 199 sold out. The largest holders were BlackRock, Inc. ($3.4B), Vanguard Capital Management LLC ($2.1B) and State Street Corp. ($1.6B). 9 famous investors held it, including Brad Gerstner (1.1% of Altimeter Capital Management's portfolio), Gavin Baker (1.1% of Atreides 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $458.3M |
| Exits | 199 | $844.4M |
All 13F filers, Q4 2025 → Q1 2026: 6,856,623 shares bought and 4,428,887 shares sold, net +2,427,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,055 holders
| BlackRock, Inc. | 0.06% | Reduce -3.0% | 7,989,186 | $3.4B |
| Vanguard Capital Management LLC | 0.05% | — | 5,043,125 | $2.1B |
| State Street Corp. | 0.05% | Add +3.7% | 3,681,962 | $1.6B |
| Vanguard Portfolio Management LLC | 0.08% | — | 3,604,673 | $1.5B |
| Invesco Ltd. | 0.12% | Reduce -11.3% | 2,921,809 | $1.2B |
| Baillie Gifford & Co. | 1.07% | Add +49.8% | 2,459,727 | $1.0B |
| Wellington Management Group LLP | 0.19% | Add +57.0% | 2,418,116 | $1.0B |
| FMR LLC | 0.05% | Reduce -6.9% | 2,396,339 | $1.0B |
| Geode Capital Management, LLC | 0.06% | Add +1.4% | 2,256,286 | $954.9M |
| Edgewood Management LLC | 5.56% | Add +36.1% | 2,028,423 | $861.5M |
| Sands Capital Management, LLC | 2.61% | Reduce -2.8% | 1,564,504 | $664.4M |
| Westfield Capital Management Co. LP | 1.90% | Add +28.0% | 1,064,134 | $451.9M |
| Franklin Resources Inc. | 0.11% | Reduce -7.1% | 1,047,473 | $444.9M |
| Massachusetts Financial Services Co. | 0.15% | Add +21.1% | 1,014,829 | $433.3M |
| Morgan Stanley | 0.03% | Add +9.3% | 980,936 | $416.6M |
| UBS Group AG | 0.07% | Add +68.7% | 897,169 | $381.0M |
| Jennison Associates LLC | 0.24% | Reduce -8.2% | 826,680 | $351.1M |
| T. Rowe Price Associates Inc. | 0.04% | Add +153.4% | 788,636 | $334.9M |
| Capital World Investors | 0.05% | Reduce -8.6% | 781,518 | $331.9M |
| Northern Trust Corp. | 0.04% | Add +2.9% | 764,804 | $324.8M |
| Bank of New York Mellon Corp | 0.06% | Reduce -0.9% | 708,831 | $301.0M |
| Broadwood Capital Inc. | 20.76% | No change | 693,504 | $294.5M |
| Bank of America Corp. | 0.02% | Reduce -1.4% | 659,109 | $279.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +8.2% | 633,617 | $269.1M |
| JPMorgan Chase & Co. | 0.02% | Add +5.6% | 639,542 | $265.5M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +3.7% | 585,748 | $248.8M |
| Nuveen, LLC | 0.06% | Add +40.1% | 561,268 | $238.4M |
| Goldman Sachs Group Inc. | 0.03% | Add +22.9% | 471,657 | $200.3M |
| Vanguard Fiduciary Trust Co. | 0.05% | — | 452,430 | $192.1M |
| Amundi | 0.05% | Reduce -0.9% | 436,435 | $185.3M |
| Legal & General Group Plc | 0.04% | Reduce -0.2% | 425,516 | $180.7M |
| Strategy Capital LLC | 13.82% | Add +2.9% | 397,898 | $169.0M |
| Raymond James Financial Inc. | 0.05% | Reduce -0.9% | 401,154 | $168.2M |
| Clearbridge Investments, LLC | 0.14% | Add +8.3% | 372,326 | $158.1M |
| Deutsche Bank AG | 0.05% | Add +5.7% | 368,651 | $156.6M |
| Ameriprise Financial Inc. | 0.03% | Add +23.8% | 311,847 | $132.4M |
| Voya Investment Management LLC | 0.15% | Reduce -1.0% | 305,134 | $129.3M |
| 1832 Asset Management L.P. | 0.17% | New | 300,350 | $127.6M |
| Zevenbergen Capital Investments LLC | 3.52% | Reduce -14.9% | 288,211 | $122.4M |
| Royal Bank of Canada | 0.02% | Reduce -30.5% | 252,717 | $107.3M |
| Barclays PLC | 0.04% | Reduce -6.2% | 244,702 | $103.9M |
| BNP Paribas Financial Markets | 0.07% | Add +0.2% | 239,754 | $101.8M |
| Bessemer Group Inc. | 0.15% | Add +3.0% | 231,839 | $98.5M |
| Hyperion Asset Management Ltd | 2.99% | Add +50.2% | 220,956 | $93.8M |
| Swiss National Bank | 0.05% | Add +7.6% | 220,020 | $93.4M |
| TimesSquare Capital Management, LLC | 1.48% | Add +24.4% | 205,881 | $87.4M |
| Federated Hermes, Inc. | 0.14% | Reduce -30.3% | 205,147 | $87.1M |
| Citadel Advisors | 0.06% | Reduce -6.8% | 200,642 | $85.2M |
| Styrax Capital, LP | 5.93% | New | 200,000 | $84.9M |
| Champlain Investment Partners, LLC | 1.03% | Add +5.5% | 191,280 | $81.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +7.1% | 188,728 | $80.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.09% | Reduce -15.6% | 184,412 | $78.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Reduce -2.6% | 177,369 | $75.3M |
| Vanguard Global Advisers, LLC | 0.04% | — | 172,374 | $73.2M |
| Wells Fargo & Company | 0.01% | Add +4.2% | 168,230 | $71.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.3% | 161,740 | $68.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.12% | Add +3.5% | 159,535 | $67.7M |
| American Century Companies Inc. | 0.03% | Reduce -1.2% | 158,370 | $67.3M |
| CIBC Bancorp USA Inc. | 0.09% | — | 153,746 | $65.3M |
| Rhumbline Advisers | 0.06% | Add +0.2% | 153,101 | $65.0M |
| Altimeter Capital Management | 1.11% | New | 148,986 | $63.3M |
| HSBC Holdings PLC | 0.04% | Add +1.4% | 146,995 | $62.4M |
| Resona Asset Management Co.,Ltd. | 0.29% | Add +11.7% | 136,615 | $57.6M |
| Allspring Global Investments Holdings, LLC | 0.10% | Add +13.1% | 135,940 | $57.6M |
| Citigroup Inc. | 0.04% | Reduce -8.3% | 135,508 | $57.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.05% | — | 134,595 | $57.2M |
| Millennium Management | 0.04% | Add +493.9% | 124,563 | $52.9M |
| Brown Advisory Inc. | 0.09% | Add +1603.0% | 123,843 | $52.6M |
| Baron Capital (BAMCO) | 0.15% | Add +10.8% | 117,942 | $50.1M |
| California State Teachers Retirement System | 0.05% | Reduce -1.6% | 115,567 | $49.1M |
| Sei Investments Co. | 0.04% | Reduce -53.7% | 114,856 | $48.8M |
| ProShare Advisors LLC | 0.07% | Reduce -17.5% | 113,405 | $48.2M |
| Victory Capital Management Inc. | 0.03% | Add +2.5% | 108,605 | $46.1M |
| Storebrand Asset Management As | 0.13% | Add +1.7% | 107,298 | $45.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -7.3% | 79,934 | $45.4M |
| Blair William & Co. | 0.13% | Add +3.9% | 105,721 | $44.9M |
| Russell Investments Group, Ltd. | 0.05% | Add +57.6% | 104,995 | $44.3M |
| Nordea Investment Management AB | 0.04% | Add +810.4% | 105,830 | $44.1M |
| Stephens Investment Management Group LLC | 0.60% | Add +24.4% | 103,486 | $43.9M |
| Nomura Asset Management Co. Ltd. | 0.11% | Add +17.3% | 102,701 | $43.6M |
| Atreides Management | 1.06% | Reduce -3.2% | 102,095 | $43.4M |
| Hood River Capital Management LLC | 0.43% | Add +36.2% | 101,762 | $43.2M |
| National Pension Service | 0.03% | Add +1.0% | 99,836 | $42.4M |
| Swedbank AB | 0.04% | Reduce -10.0% | 99,584 | $42.3M |
| Geneva Capital Management LLC | 0.87% | Add +18.6% | 96,728 | $41.1M |
| CI Investments Inc. | 0.20% | Reduce -7.4% | 96,293 | $40.9M |
| LPL Financial LLC | 0.01% | Reduce -9.5% | 95,085 | $40.4M |
| Driehaus Capital Management LLC | 0.30% | Reduce -30.3% | 95,057 | $40.4M |
| Assenagon Asset Management S.A. | 0.06% | Reduce -54.2% | 95,045 | $40.4M |
| California Public Employees Retirement System | 0.02% | Reduce -4.7% | 93,268 | $39.6M |
| Granahan Investment Management, LLC | 1.86% | Add +19.8% | 90,692 | $38.5M |
| Principal Financial Group Inc. | 0.02% | Add +0.7% | 89,801 | $38.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.09% | Add +51.8% | 88,614 | $37.6M |
| Susquehanna International Group, LLP | 0.05% | Add +12.7% | 86,789 | $36.9M |
| Aviva PLC | 0.06% | Add +3.0% | 83,869 | $35.6M |
| Tremblant Capital Group | 1.14% | Reduce -11.1% | 83,742 | $35.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Add +12.0% | 83,361 | $35.4M |
| Hudson Way Capital Management LLC | 3.32% | Reduce -11.1% | 81,875 | $34.8M |
| TD Asset Management Inc | 0.03% | Add +131.6% | 80,314 | $34.1M |
| Stony Point Capital LLC | 2.74% | Reduce -0.0% | 79,865 | $33.9M |
"% of holder's portfolio" is AXON's weight in each manager's 13F, not the share of Axon Enterprise Inc. the manager owns.