Axon Enterprise, Inc. 13F holders
1,135 funds reported a position in Axon Enterprise, Inc. in their 13F for the quarter ended 30 June 2026, together 72.4 million shares worth $40.49 billion. Against the quarter before, 170 opened a position, 473 added, 322 trimmed and 114 sold out; together they bought a net 2.6 million shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and State Street Corp.
What each fund did in AXON against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in AXON in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 554 reported a position in Axon Enterprise, Inc.: 49 opened one, 208 added, 170 trimmed and 71 sold out, a net 88,486 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Axon Enterprise, Inc. in a 13F for the quarter ended 30 September 2026, and 5 more in a 13F for an earlier quarter, the latest each has filed. The largest: Baillie Gifford, 3.1 million shares worth $1.72 billion, 1.6% of its reported book (its 13F for the quarter ended 30 June 2026). Sold out: Altimeter Capital Management, Atreides Management. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 34,193 shares, about $14.4 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Baillie Gifford | 3,059,487 | $1.72 billion | 1.6% | +599,760 | added | 30 June 2026, an earlier quarter | 13F |
| FMR LLC | 3,024,957 | $1.70 billion | 0.1% | +628,618 | added | 30 June 2026, an earlier quarter | 13F |
| Geode Capital Management | 2,346,958 | $988.1 million | 0.1% | +34,193 | added | 30 September 2026 | 13F |
| Norges Bank | 931,827 | $522.4 million | 0.1% | held | 30 June 2026, an earlier quarter | 13F | |
| Millennium Management | 84,224 | $47.2 million | 0.0% | -40,339 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 47,359 | $26.5 million | 0.0% | -153,283 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Altimeter Capital Management | 0 | $0 | 0.0% | -148,986 | exited | 30 June 2026, an earlier quarter | 13F |
| Atreides Management | 0 | $0 | 0.0% | -102,095 | exited | 30 June 2026, an earlier quarter | 13F |
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 8,334,551 | 11.51% | $4.67 billion | 0.07% | +345,365 | 13F |
| Vanguard Capital Management LLC | 5,130,199 | 7.09% | $2.88 billion | 0.06% | +87,074 | 13F |
| State Street Corp. | 3,885,570 | 5.37% | $2.18 billion | 0.06% | +203,608 | 13F |
| Vanguard Portfolio Management LLC | 3,684,814 | 5.09% | $2.07 billion | 0.09% | +80,141 | 13F |
| Invesco Ltd. | 3,229,060 | 4.46% | $1.81 billion | 0.14% | +307,251 | 13F |
| Baillie Gifford & Co. | 3,059,487 | 4.23% | $1.72 billion | 1.56% | +599,760 | 13F |
| FMR LLC | 3,024,957 | 4.18% | $1.70 billion | 0.07% | +628,618 | 13F |
| Geode Capital Management, LLC | 2,312,765 | 3.20% | $1.29 billion | 0.07% | +56,479 | 13F |
| Wellington Management Group LLP | 2,103,142 | 2.91% | $1.18 billion | 0.20% | -314,974 | 13F |
| Price T Rowe Associates Inc. | 1,871,812 | 2.59% | $1.05 billion | 0.10% | +1,083,176 | 13F |
| Westfield Capital Management Co. LP | 1,491,490 | 2.06% | $836.1 million | 2.73% | +427,356 | 13F |
| Sands Capital Management, LLC | 1,480,817 | 2.05% | $830.2 million | 3.08% | -83,687 | 13F |
| Edgewood Management LLC | 1,124,675 | 1.55% | $630.5 million | 6.50% | -903,748 | 13F |
| Morgan Stanley | 1,089,164 | 1.50% | $610.6 million | 0.03% | +108,228 | 13F |
| Massachusetts Financial Services Co. | 1,019,560 | 1.41% | $574.1 million | 0.18% | +4,731 | 13F |
| Norges Bank | 931,827 | 1.29% | $522.4 million | 0.05% | 13F | |
| UBS Group AG | 927,111 | 1.28% | $519.7 million | 0.08% | +29,942 | 13F |
| Goldman Sachs Group Inc. | 825,444 | 1.14% | $462.8 million | 0.05% | +353,787 | 13F |
| Northern Trust Corp. | 774,281 | 1.07% | $434.1 million | 0.05% | +9,477 | 13F |
| Bank of New York Mellon Corp | 730,899 | 1.01% | $409.7 million | 0.07% | +22,068 | 13F |
| Franklin Resources Inc. | 701,731 | 0.97% | $393.4 million | 0.09% | -345,742 | 13F |
| Broadwood Capital Inc. | 693,504 | 0.96% | $388.8 million | 20.32% | no change | 13F |
| Charles Schwab Investment Management Inc. | 647,298 | 0.89% | $362.9 million | 0.05% | +61,550 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 631,247 | 0.87% | $353.9 million | 0.06% | -2,370 | 13F |
| Nuveen, LLC | 586,940 | 0.81% | $329.0 million | 0.08% | +25,672 | 13F |
| JPMorgan Chase & Co. | 586,714 | 0.81% | $299.6 million | 0.02% | -52,828 | 13F |
| Bank of America Corp. | 511,379 | 0.71% | $286.7 million | 0.02% | -147,730 | 13F |
| Winslow Capital Management, LLC | 504,819 | 0.70% | $283.0 million | 0.97% | new | 13F |
| Vanguard Fiduciary Trust Co. | 459,263 | 0.63% | $257.5 million | 0.06% | +6,833 | 13F |
| Clearbridge Investments, LLC | 445,112 | 0.61% | $249.5 million | 0.21% | +72,786 | 13F |
| Legal & General Group Plc | 436,433 | 0.60% | $244.7 million | 0.05% | +10,917 | 13F |
| Amundi | 434,440 | 0.60% | $243.6 million | 0.06% | -1,995 | 13F |
| Deutsche Bank AG | 407,432 | 0.56% | $228.4 million | 0.07% | +38,781 | 13F |
| Ameriprise Financial Inc. | 393,304 | 0.54% | $220.5 million | 0.04% | +81,457 | 13F |
| Strategy Capital LLC | 386,596 | 0.53% | $216.7 million | 13.36% | -11,302 | 13F |
| Raymond James Financial Inc. | 381,944 | 0.53% | $214.1 million | 0.06% | -19,210 | 13F |
| BNP Paribas Financial Markets | 354,241 | 0.49% | $198.6 million | 0.10% | +114,487 | 13F |
| Zevenbergen Capital Investments LLC | 302,151 | 0.42% | $169.4 million | 3.87% | +13,940 | 13F |
| Artemis Investment Management LLP | 269,751 | 0.37% | $151.2 million | 1.35% | +205,391 | 13F |
| Sei Investments Co. | 267,434 | 0.37% | $149.9 million | 0.13% | +152,578 | 13F |
| Royal Bank of Canada | 250,963 | 0.35% | $140.7 million | 0.02% | -1,754 | 13F |
| Voya Investment Management LLC | 218,364 | 0.30% | $122.4 million | 0.12% | -86,770 | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 216,886 | 0.30% | $121.6 million | 0.07% | +28,158 | 13F |
| Swiss National Bank | 215,460 | 0.30% | $120.8 million | 0.06% | -4,560 | 13F |
| Hyperion Asset Management Ltd | 213,509 | 0.29% | $119.7 million | 3.17% | -7,447 | 13F |
| Bessemer Group Inc. | 207,997 | 0.29% | $116.6 million | 0.16% | -23,842 | 13F |
| TimesSquare Capital Management, LLC | 206,573 | 0.29% | $115.8 million | 1.70% | +692 | 13F |
| BNP Paribas Asset Management Holding S.A. | 202,892 | 0.28% | $113.7 million | 0.12% | +18,480 | 13F |
| Styrax Capital, LP | 200,000 | 0.28% | $112.1 million | 7.39% | no change | 13F |
| Citigroup Inc. | 195,019 | 0.27% | $109.3 million | 0.05% | +59,511 | 13F |
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on AXON
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 408,000 | $228.7 million | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 339,500 | $190.3 million | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 78,400 | $44.0 million | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 48,400 | $27.1 million | 30 June 2026 | 13F |
| Millennium Management | Puts | 43,200 | $24.2 million | 30 June 2026 | 13F |
| Millennium Management | Calls | 29,200 | $16.4 million | 30 June 2026 | 13F |
| Two Sigma Investments | Puts | 10,400 | $5.8 million | 30 June 2026 | 13F |
| Two Sigma Investments | Calls | 4,900 | $2.7 million | 30 June 2026 | 13F |
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 5.8 million | 7.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 21 January 2026 | 13G/A | BlackRock, Inc. and 1 other | 7.5 million | 9.5% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 24 August 2026 | 100 | $627.75 | SEC |
| 19 August 2026 | 12 | $619.85 | SEC |
| 17 August 2026 | 248 | $612.83 | SEC |
| 14 August 2026 | 2,801 | $615.59 | SEC |
| 12 August 2026 | 2 | $636.31 | SEC |
| 31 July 2026 | 519 | $525.30 | SEC |
| 30 July 2026 | 679 | $531.20 | SEC |
| 20 July 2026 | 3 | $510.28 | SEC |
| 17 July 2026 | 49 | $541.75 | SEC |