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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AXON/capital-change-brief"
Use Arkolith's capital_change_brief for AXON. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $3.4B | 8.0M | ▼−3.0% Reduced · −251K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $2.1B | 5.0M | ▲New +5.0M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $1.6B | 3.7M | ▲+3.7% Added · +132K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5B | 3.6M | ▲New +3.6M sh | Q1 2026 | |
| 5 | BAILLIE GIFFORD & CO | $1.0B | 2.5M | ▲+50% Added · +817K sh | Q1 2026 | |
| 6 | FMR LLC | $1.0B | 2.4M | ▼−6.9% Reduced · −178K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $954.9M | 2.3M | ▲+1.4% Added · +30K sh | Q1 2026 | |
| 8 | SANDS CAPITAL MANAGEMENT, LLC | $664.4M | 1.6M | ▼−2.8% Reduced · −45K sh | Q1 2026 | |
| 9 | WESTFIELD CAPITAL MANAGEMENT CO LP | $451.9M | 1.1M | ▲+28% Added · +233K sh | Q1 2026 | |
| 10 | FRANKLIN RESOURCES INC | $444.9M | 1.0M | ▼−7.1% Reduced · −80K sh | Q1 2026 | |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $433.3M | 1.0M | ▲+21% Added · +177K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $416.6M | 981K | ▲+9.3% Added · +84K sh | Q1 2026 | |
| 13 | NORGES BANK | $515.8M | 908K | ▲+18% Added · +138K sh | Q4 2025 | |
| 14 | UBS Group AG | $381.0M | 897K | ▲+69% Added · +365K sh | Q1 2026 | |
| 15 | JENNISON ASSOCIATES LLC | $351.1M | 827K | ▼−8.2% Reduced · −74K sh | Q1 2026 | |
| 16 | PRICE T ROWE ASSOCIATES INC /MD/ | $334.9M | 789K | ▲+153% Added · +477K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $324.8M | 765K | ▲+2.9% Added · +22K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $301.0M | 709K | ▼−0.9% Reduced · −7K sh | Q1 2026 | |
| 19 | BROADWOOD CAPITAL INC | $294.5M | 694K | —Held | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $279.9M | 659K | ▼−1.4% Reduced · −9K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $265.5M | 640K | ▲+5.6% Added · +34K sh | Q1 2026 | |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $269.1M | 634K | ▲+8.2% Added · +48K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $248.8M | 586K | ▲+3.7% Added · +21K sh | Q1 2026 | |
| 24 | Nuveen, LLC | $238.4M | 561K | ▲+40% Added · +161K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $200.3M | 472K | ▲+23% Added · +88K sh | Q1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 8, 2026 | Kant Eiso Hendricus Roland Leon | Director | Grant (A) | 600 | $0 |
| Jul 8, 2026 | MOHINDRA VIVEK | Director | Grant (A) | 600 | $0 |
| Jul 7, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 22 | $15K |
| Jul 7, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 76 | $50K |
| Jul 7, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 1 | $658 |
| Jul 7, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 2 | $1K |
| Jul 7, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 147 | $96K |
| Jul 7, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 160 | $104K |
| Jul 7, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 274 | $178K |
| Jul 7, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 931 | $604K |
| Jul 7, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 500 | $324K |
| Jul 7, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 2K | $1.2M |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 331 funds | $419.4B |
| AMAZON.COM INCAMZN | 331 funds | $227.6B |
| MICROSOFT CORPMSFT | 329 funds | $289.9B |
| META PLATFORMS INC-CLASS AMETA | 329 funds | $123.9B |
| BROADCOM INCAVGO | 325 funds | $158.7B |
| ALPHABET INC-CL AGOOGL | 324 funds | $187.2B |
| VISA INC-CLASS A SHARESV | 320 funds | $65.1B |
| APPLE INCAAPL | 318 funds | $299.4B |
| TESLA INCTSLA | 312 funds | $81.5B |
| ELI LILLY & COLLY | 311 funds | $84.1B |
| JPMORGAN CHASE & COJPM | 311 funds | $69.7B |
| ALPHABET INC-CL CGOOG | 309 funds | $128.5B |
Ranked by how many of AXON's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.