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Of the 15 tracked institutions holding AXON, 9 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +5.9pt. It's a gauge of who owns the name, not just how many.
Among the 15 tracked institutional investors we monitor, AXON (AXON ENTERPRISE INC) is held with a combined value of $14.04B across 29,911,537 shares. The largest holder is VANGUARD GROUP INC with a position worth $5.32B (0.08% of their portfolio). Altimeter Capital Management, LP opened a new position in the most recent quarter. 7 funds increased their holdings. 7 funds reduced their position.
Total Institutional Value
$14.04B
Total Shares Held
29,911,537
Institutional Holders
15
% of Shares Outstanding
37.1%
of 80.60M shares · SEC 2026-04-30
Days to Cover
3.2+6.2%
4.07M shares short · FINRA 2026-06-30
Tracked 13F institutions hold 37.1% of AXON's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-04-30), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
7
$19.48M
Total Transactions
7
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Jul 7, 2026 | PATRICK W SMITH | S | Sale | 82 | $51.40K |
| Jun 29, 2026 | PATRICK W SMITH | S | Sale | 10,000 | $5.00M |
| Jun 5, 2026 | Joshua Isner | S | Sale | 339 | $163.31K |
| Jun 4, 2026 | Cameron Brooks | S | Sale | 1,242 | $621.00K |
| Jun 4, 2026 | Elizabeth Reid Coughlin | S | Sale | 1,554 | $753.69K |
| Jun 4, 2026 | PATRICK W SMITH | S | Sale | 20,000 | $10.00M |
| Jun 2, 2026 | Brittany Bagley | S | Sale | 5,969 | $2.89M |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $5.32B | 0.08% | +0.6% |
| 2 | BlackRock, Inc. | $3.39B | 0.06% | -3.0% |
| 3 | STATE STREET CORP | $1.56B | 0.05% | +3.7% |
| 4 | BAILLIE GIFFORD & CO | $1.04B | 1.07% | +49.7% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | $1.03B | 0.19% | +57.0% |
| 6 | FMR LLC | $1.02B | 0.05% | -6.9% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $334.93M | 0.04% | +153.4% |
| 8 | CITADEL ADVISORS LLC | $85.21M | 0.06% | -6.8% |
| 9 | MILLENNIUM MANAGEMENT LLC | $77.79M | 0.03% | +150.7% |
| 10 | Altimeter Capital Management, LP | $63.27M | 1.11% | New |
| Description | Amount |
|---|---|
POLICE BODY CAMERA LICENSING | $663K |
AXON BODY CAMERA BUNDLES (CAMERAS, POWER CORDS, MAGNET MOUNTS, JACKET MOUNTS - QUANTITY 70), AND ONE YEAR PRO LICENSE BUNDLES (BASE AND TWO OPTION YEARS) | $175K |
AXON EVIDENCE.COM. LICENSES AND STORAGE | $8K |
| Member | Type | Date |
|---|---|---|
| Alan Armstrong | Buy | Mar 27, 2026 |
| Jefferson Shreve | Sell | May 12, 2025 |
| Jefferson Shreve | Buy | Mar 5, 2025 |
| Rob Bresnahan | Sell |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of AXON with a position worth $5.32B, representing 0.08% of their portfolio. In total, 15 institutional investors hold AXON with a combined value of $14.04B.
In the most recent quarter, 1 fund opened a new position in AXON. Additionally, 7 increased their holdings and 7 reduced their positions.
Institutional investors hold $14.04B worth of AXON stock across 15 positions. The largest institutional holder is VANGUARD GROUP INC with $5.32B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For AXON, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their AXON positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
BODY WORN CAMERA PROGRAM POP: 8/1/2026 THRU 7/31/2027
| $79K |
THE PURPOSE OF THIS AWARD PROVIDE BODY WORN CAMERAS FOR THE OFFICE OF FIREARMS AND TACTICAL PROGRAMS (OFTP) FIELD USE | $17.8M |
THE PURPOSE OF THIS AWARD PROVIDE BODY WORN CAMERAS FOR THE OFFICE OF FIREARMS AND TACTICAL PROGRAMS (OFTP) FIELD USE | $13.1M |
TASER SUITES | $24K |
EO 14398 OPT BWC | $461K |
ORDER TO PURCHASE SOFTWARE LICENSES | $6.3M |
AXON BWCS FOR GLA | $342K |
THE NATIONAL PARK SERVICE (NPS) AT SEQOUIA AND KINGS CANYON NATIONAL PARKS (SEKI) HAS A REQUIREMENT FOR SUPPLY OF TASERS. THE PROJECT IS LOCATED IN TULARE COUNTY, CALIFORNIA. | $23K |
BODY WORN CAMERAS FOR INVESTIGATIONS | $76K |
DO 21 LICENSE REFRESH | $1.6M |
EO 14398 OPT DEMS | $1.3M |
E.O. 14398 USPP PURCHASE OF X26P TASERS FOR SURGE | $649K |
BODY WORN CAMERA ANNUAL LICENSE FY27 SRF | $17K |
AXON BODY CAMERA SERVICES | $791K |
EO 14398 USPP DEMS & BWC | $726K |
THE NATIONAL PARK SERVICE (NPS) AT LAVA BEDS NATIONAL MONUMENT (LABE) HAS A REQUIREMENT FOR SUPPLY OF TASERS. THE PROJECT IS LOCATED AT LAVA BEDS NATIONAL MONUMENT, SISKIYOU COUNTY, CA. THE NORTH AMERICAN INDUSTRY CLASSIFICATION SYSTEM (NAICS) CO | $17K |
BODY WORN CAMERAS AND ACCESSORIES | $89K |
Source: USASpending.gov · Federal contract awards for AXON
| Jan 13, 2025 |
| Markwayne Mullin | Sell | Dec 18, 2024 |
| Markwayne Mullin | Buy | Jan 4, 2024 |
Last Close
$502.34
2026-07-24
YTD
-10.8%
30% of 52-week range
