L3VLUP
ProSign in

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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 8 May 2026
Managers listing it
31
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 10 listed it in both
Shares listed
13,724,747
combined, among listed positions
Reported value
$5.8bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 16 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,728,804.

Managers listing AXON in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

31 of 31 holders

ActionFiling
Invesco Ltd2,921,809$1.2bn0.12%Trimmed-372,22512 May 2026 (the filing on sec.gov)
Baillie Gifford & Co2,459,727$1.0bn1.07%Added+817,1498 May 2026 (the filing on sec.gov)
Wellington Management Group LLP2,418,116$1.0bn0.19%Added+878,37815 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)2,396,339$1.0bn0.05%Trimmed-177,84615 May 2026 (the filing on sec.gov)
MFS Investment Management1,014,829$433m0.15%Added+176,54014 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc788,636$335munder 0.1%Added+477,47015 May 2026 (the filing on sec.gov)
Capital World Investors781,518$332munder 0.1%Trimmed-73,29113 May 2026 (the filing on sec.gov)
Citadel Advisors LLC200,642$85munder 0.1%Trimmed-14,61515 May 2026 (the filing on sec.gov)
Altimeter Capital Management LP148,986$63m1.11%Newnew15 May 2026 (the filing on sec.gov)
Millennium Management LLC124,563$53munder 0.1%Added+103,59115 May 2026 (the filing on sec.gov)
AllianceBernstein LP79,934$45munder 0.1%Trimmed-6,28515 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP86,789$37munder 0.1%Added+9,77115 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC74,184$32munder 0.1%Trimmed-3,66927 Oct 2026 (the filing on sec.gov)
Squarepoint Ops LLC50,250$21munder 0.1%Added+48,14715 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP35,478$15munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
AQR Capital Management LLC28,358$12munder 0.1%Added+1,41315 May 2026 (the filing on sec.gov)
Verition Fund Management LLC21,033$8.9m0.06%Trimmed-1,84315 May 2026 (the filing on sec.gov)
Marshall Wace LLP19,651$8.3munder 0.1%Trimmed-34,10815 May 2026 (the filing on sec.gov)
Woodline Partners LP15,301$6.5munder 0.1%Added+1,91715 May 2026 (the filing on sec.gov)
Man Group PLC13,207$5.6munder 0.1%Trimmed-4815 May 2026 (the filing on sec.gov)
Holocene Advisors LP8,745$3.7munder 0.1%Added+3,27815 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd8,492$3.6munder 0.1%Trimmed-39418 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.8,187$3.5munder 0.1%Added+5,71715 May 2026 (the filing on sec.gov)
Walleye Capital LLC6,093$2.6munder 0.1%Trimmed-5,84413 May 2026 (the filing on sec.gov)
Jane Street Group LLC5,109$2.2munder 0.1%Trimmed-31,50012 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (3)

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 →