Axon Enterprise, Inc. 13F holders
Of the 44 funds followed here, 8 reported a position in Axon Enterprise, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Baillie Gifford, 3.1 million shares worth $1.72 billion, 1.6% of its reported book. Sold out: Altimeter Capital Management, Atreides Management.
| 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 | 13F |
| FMR LLC | 3,024,957 | $1.70 billion | 0.1% | +628,618 | added | 30 June 2026 | 13F |
| Geode Capital Management | 2,312,765 | $1.29 billion | 0.1% | +56,479 | added | 30 June 2026 | 13F |
| Norges Bank | 931,827 | $522.4 million | 0.1% | held | 30 June 2026 | 13F | |
| Citadel Advisors | 794,859 | $445.6 million | 0.1% | +186,717 | added | 30 June 2026 | 13F |
| Millennium Management | 156,624 | $87.8 million | 0.0% | -26,539 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 126,800 | $71.1 million | 0.1% | +65,100 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 15,300 | $8.6 million | 0.0% | -700 | trimmed | 30 June 2026 | 13F |
| Altimeter Capital Management | 0 | $0 | 0.0% | -148,986 | exited | 30 June 2026 | 13F |
| Atreides Management | 0 | $0 | 0.0% | -102,095 | exited | 30 June 2026 | 13F |
Value is what the fund reported. 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.
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 |
| 30 October 2025 | 13G/A | The Vanguard Group and 1 other | 9.3 million | 11.9% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. 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.
Fails 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 |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 2,801 on 14 August 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to AXON by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
The same record on your computer
GreekSoup is also a free program for your own computer. It reads these same filings for the names you follow, refreshed as they land, with no account. One pasted line installs it.