AXON

Axon Enterprise Inc
IndustrialsUSCUSIP 05464C101◍ Confluence graph
Tracked 13F Holders
1012
-214 QoQ
13F Value (tracked)
$28.1B
Insider Net · 180d
-$69.9M
0↑ 10↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)33 adding · 20 trimming
Insider net (180d)-$69.9M

Who owns AXON?

1012 tracked 13F filers

1012 tracked 13F filers disclose a position in AXON as of the latest SEC 13F filings, a combined $28.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$3.4B
8.0M
−3.0%
Reduced · −251K sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$2.1B
5.0M
First observed position
No prior filed position
Q1 2026
3STATE STREET CORP
$2.2B
3.9M
+5.5%
Added · +204K sh
Q2 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$1.5B
3.6M
First observed position
No prior filed position
Q1 2026
5BAILLIE GIFFORD & CO
$1.0B
2.5M
+50%
Added · +817K sh
Q1 2026
6FMR LLC
$1.0B
2.4M
−6.9%
Reduced · −178K sh
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$1.3B
2.3M
+2.5%
Added · +56K sh
Q2 2026
8WESTFIELD CAPITAL MANAGEMENT CO LP
$836.1M
1.5M
+40%
Added · +427K sh
Q2 2026
9SANDS CAPITAL MANAGEMENT, LLC
$830.2M
1.5M
−5.3%
Reduced · −84K sh
Q2 2026
10FRANKLIN RESOURCES INC
$444.9M
1.0M
−7.1%
Reduced · −80K sh
Q1 2026
11MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$433.3M
1.0M
+21%
Added · +177K sh
Q1 2026
12MORGAN STANLEY
$416.6M
981K
+9.3%
Added · +84K sh
Q1 2026
13NORGES BANK
$515.8M
908K
+18%
Added · +138K sh
Q4 2025
14UBS Group AG
$381.0M
897K
+69%
Added · +365K sh
Q1 2026
15JENNISON ASSOCIATES LLC
$351.1M
827K
−8.2%
Reduced · −74K sh
Q1 2026
16PRICE T ROWE ASSOCIATES INC /MD/
$334.9M
789K
+153%
Added · +477K sh
Q1 2026
17NORTHERN TRUST CORP
$324.8M
765K
+2.9%
Added · +22K sh
Q1 2026
18Bank of New York Mellon Corp
$301.0M
709K
−0.9%
Reduced · −7K sh
Q1 2026
19BROADWOOD CAPITAL INC
$294.5M
694K
Held
Q1 2026
20BANK OF AMERICA CORP /DE/
$279.9M
659K
−1.4%
Reduced · −9K sh
Q1 2026
21JPMORGAN CHASE & CO
$265.5M
640K
+5.6%
Added · +34K sh
Q1 2026
22UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$269.1M
634K
+8.2%
Added · +48K sh
Q1 2026
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$248.8M
586K
+3.7%
Added · +21K sh
Q1 2026
24Nuveen, LLC
$238.4M
561K
+40%
Added · +161K sh
Q1 2026
25Winslow Capital Management, LLC
$283.0M
505K
Added
Added · +505K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is AXON being bought or sold by institutions?

Last quarter, 4 funds opened a new position in AXON and 29 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
29
funds
Reduced
20
funds
Exited
0
funds

Funds that own AXON also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA629 funds$506.3B
MICROSOFT CORPMSFT626 funds$340.6B
AMAZON.COM INCAMZN626 funds$264.5B
META PLATFORMS INC-CLASS AMETA611 funds$145.7B
ALPHABET INC-CL AGOOGL610 funds$225.1B
APPLE INCAAPL606 funds$370.7B
BROADCOM INCAVGO604 funds$195.7B
ELI LILLY & COLLY586 funds$103.9B
ALPHABET INC-CL CGOOG585 funds$158.4B
JPMORGAN CHASE & COJPM581 funds$82.0B
VISA INC-CLASS A SHARESV577 funds$81.7B
TESLA INCTSLA575 funds$93.9B

Ranked by how many of AXON's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$69.9M
10 insiders
Net
-$69.9M
161 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 21, 2026Kunins Jeffrey CCPO & CTOSell (S)345$219K
Aug 21, 2026Kunins Jeffrey CCPO & CTOSell (S)615$390K
Aug 21, 2026Kunins Jeffrey CCPO & CTOSell (S)440$279K
Aug 21, 2026Kunins Jeffrey CCPO & CTOSell (S)1K$664K
Aug 21, 2026Kunins Jeffrey CCPO & CTOSell (S)1K$852K
Aug 21, 2026Kunins Jeffrey CCPO & CTOSell (S)760$479K
Aug 21, 2026Kunins Jeffrey CCPO & CTOSell (S)1K$755K
Aug 21, 2026Kunins Jeffrey CCPO & CTOSell (S)571$358K
Aug 21, 2026Kunins Jeffrey CCPO & CTOSell (S)120$75K
Aug 21, 2026Kunins Jeffrey CCPO & CTOSell (S)1K$670K
Aug 21, 2026Kunins Jeffrey CCPO & CTOSell (S)40$25K
Aug 21, 2026Kunins Jeffrey CCPO & CTOSell (S)80$50K

Institutional ownership over time

666 funds+67 since Q3 2024
0475949Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $9.0B · 2 values withheld

Share classes

Class13F holdersValue held
AXONthis pagecs1012 funds$28.1B
05464CAC5Corporate Bond - Domestic1 funds$92K
05464CAD3Corporate Bond - Domestic1 funds$77K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Ask your agent what changed in AXON

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AXON/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AXON.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AXON. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.