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AXON in the 13F filings

Axon Enterprise Inc · CUSIP 05464C101

Sector · Industrials
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 15 listed it in both
Shares listed
11,995,943
combined, among listed positions
Reported value
$6.8bn
combined, at the quarter end

Among the 92 comparable managers: 20 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,856,466.

Managers listing AXON in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
Invesco Ltd3,294,034$1.9bn0.18%Added+1,475,69319 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)2,574,185$1.5bn0.07%Trimmed-441,14017 Feb 2026 (the filing on sec.gov)
Baillie Gifford & Co1,642,578$933m0.78%Added+1,516,09923 Jan 2026 (the filing on sec.gov)
Wellington Management Group LLP1,539,738$874m0.15%Added+1,179,03817 Feb 2026 (the filing on sec.gov)
Capital World Investors854,809$485m0.07%Trimmed-773,02411 Feb 2026 (the filing on sec.gov)
MFS Investment Management838,289$476m0.15%Added+156,64722 Jan 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc311,166$177munder 0.1%Trimmed-10,96617 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC215,257$122munder 0.1%Added+129,47717 Feb 2026 (the filing on sec.gov)
Coatue Management LLC155,387$88m0.22%Newnew15 May 2026 (the filing on sec.gov)
Artisan Partners LP95,671$54m0.08%Trimmed-38217 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP86,219$49munder 0.1%Trimmed-606,69117 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC77,853$44munder 0.1%Trimmed-17,15927 Oct 2026 (the filing on sec.gov)
Susquehanna International Group LLP77,018$44munder 0.1%Added+48,09317 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP53,759$31munder 0.1%Added+49,07713 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC36,609$21munder 0.1%Added+27,32112 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC26,945$15munder 0.1%Trimmed-16,47917 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC22,876$13m0.05%Added+2,84613 Feb 2026 (the filing on sec.gov)
Millennium Management LLC20,972$12munder 0.1%Added+18,48217 Feb 2026 (the filing on sec.gov)
Woodline Partners LP13,384$7.6munder 0.1%Added+2,40817 Feb 2026 (the filing on sec.gov)
Man Group PLC13,255$7.5munder 0.1%Trimmed-19,20217 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC11,937$6.8munder 0.1%Added+2,97213 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd8,886$5.0munder 0.1%Added+16317 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP6,199$3.5munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP5,467$3.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp4,000$2.3munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
17 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

01020302017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AXON by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20172$35mn.a.n.a.
Q2 20172$35mn.a.n.a.
Q3 20171$30mn.a.n.a.
Q4 20173$109mn.a.n.a.
Q1 20186$152mn.a.n.a.
Q2 20188$336mn.a.n.a.
Q3 20185$208mn.a.n.a.
Q4 20186$198mn.a.n.a.
Q1 20195$281mn.a.n.a.
Q2 20198$637mn.a.n.a.
Q3 20195$758mn.a.n.a.
Q4 20195$1.1bnn.a.n.a.
Q1 20208$809mn.a.n.a.
Q2 20209$995mn.a.n.a.
Q3 20209$1.3bnn.a.n.a.
Q4 20206$1.4bnn.a.n.a.
Q1 20214$941mn.a.n.a.
Q2 20215$1.3bnn.a.n.a.
Q3 20216$1.2bnn.a.n.a.
Q4 20219$1.4bnn.a.n.a.
Q1 20226$1.1bnn.a.n.a.
Q2 20227$691mn.a.n.a.
Q3 20225$867mn.a.n.a.
Q4 202210$1.2bnn.a.n.a.
Q1 202312$1.3bnn.a.n.a.
Q2 20239$1.2bnn.a.n.a.
Q3 20238$1.1bnn.a.n.a.
Q4 20237$1.3bn17
Q1 202410$1.4bn46
Q2 202411$1.2bn65
Q3 202417$2.7bn107
Q4 202421$5.6bn175
Q1 202517$4.7bn811
Q2 202517$7.7bn143
Q3 202517$6.4bn108
Q4 202512$6.3bn2014
Q1 202611$5.5bn1618
Q2 202610$8.0bn1617

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AXON and KLAC →AXON and GE →AXON and LRCX →Choose a stock to compare with AXON →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AXON, latest filings →Back to the 13F Explorer →