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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 13 tracked institutions holding AXON, 7 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +3.2pt. It's a gauge of who owns the name, not just how many.
Among the 13 tracked institutional investors we monitor, AXON (AXON ENTERPRISE INC) is held with a combined value of $17.96B across 31,912,461 shares. The largest holder is VANGUARD GROUP INC with a position worth $5.32B (0.08% of their portfolio). Fisher Asset Management, LLC opened a new position in the most recent quarter. 8 funds increased their holdings. 4 funds reduced their position.
Total Institutional Value
$17.96B
Total Shares Held
31,912,461
Institutional Holders
13
% of Shares Outstanding
39.3%
of 81.24M shares · SEC 2026-07-31
Days to Cover
2.9-2.9%
3.46M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 39.3% 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 2026-07-31), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
90
$40.63M
Total Transactions
90
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2026 | Joshua Isner | S | Sale | 793 | $460.41K |
| Aug 31, 2026 | Joshua Isner | S | Sale | 318 | $185.00K |
| Aug 31, 2026 | Joshua Isner | S | Sale | 120 | $69.94K |
| Aug 31, 2026 | Joshua Isner | S | Sale | 40 | $23.81K |
| Aug 31, 2026 | Joshua Isner | S | Sale | 91 | $53.92K |
| Aug 31, 2026 | Joshua Isner | S | Sale | 109 | $64.33K |
| Aug 31, 2026 | Joshua Isner | S | Sale | 280 | $164.77K |
| Aug 31, 2026 | Joshua Isner | S | Sale | 477 | $278.83K |
| Aug 31, 2026 | Joshua Isner | S | Sale | 565 | $330.93K |
| Aug 31, 2026 | Joshua Isner | S | Sale | 280 | $164.20K |
Showing 10 of 90 transactions
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $5.32B | 0.08% | +0.6% |
| 2 | BlackRock, Inc. | $4.67B | 0.07% | +4.3% |
| 3 | STATE STREET CORP | $2.18B | 0.06% | +5.5% |
| 4 | BAILLIE GIFFORD & CO | $1.72B | 1.56% | +24.4% |
| 5 | FMR LLC | $1.70B | 0.07% | +26.2% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $1.18B | 0.20% | -13.0% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.05B | 0.11% | +137.3% |
| 8 | MILLENNIUM MANAGEMENT LLC | $47.22M | 0.03% | -54.0% |
| 9 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $40.25M | 0.06% | +1.6% |
| 10 | CITADEL ADVISORS LLC | $26.55M | 0.02% | -76.4% |
| Description | Amount |
|---|---|
AXON RECORDS AND STANDARDS | $755K |
POLICE BODY CAMERA LICENSING | $663K |
AXON BODY WORN CAMERAS. | $3.6M |
AXON BODY CAMERA BUNDLES (CAMERAS, POWER CORDS, MAGNET MOUNTS, JACKET MOUNTS - QUANTITY 70), AND ONE YEAR PRO LICENSE BUNDLES (BASE AND TWO OPTION YEARS) |
| 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, 13 institutional investors hold AXON with a combined value of $17.96B.
In the most recent quarter, 1 fund opened a new position in AXON. Additionally, 8 increased their holdings and 4 reduced their positions.
Institutional investors hold $17.96B worth of AXON stock across 13 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 →
| $175K |
AXON EVIDENCE.COM. LICENSES AND STORAGE | $8K |
BWC | $58K |
EO 13498 USPP BWC4 | $24K |
POLICE BODY WORN CAMERA STORAGE SERVICE | $84K |
EO 14398 SERVICE WIDE TASERS | $2.7M |
AXON BODY-WORM CAMERA SUBSCRIPTION | $121K |
POLICE BODY WORN CAMERA SERVICE | $147K |
AXON BODY WORN CAMERAS, EQUIPMENT, NETWORK AND STORAGE CAPABILITY AND USER TRAINING | $160K |
BODY WORN CAMERA SUBSCRIPTION FOR INVESTIGATIONS, FY 2026. | $336K |
AXON POLIC BODY-WORN CAMERA SERVICES | $145K |
THE PURPOSE OF THIS ORDER IS TO PROCURE THE TASER 10 PILOT PROGRAM. | $90K |
THE PURPOSE OF THIS DELIVERY ORDER IS TO PROCURE TASER CORE AND SUSTAINMENT PLANS IN SUPPORT OF ICE- OFFICE OF FIREARMS AND TACTICAL PROGRAMS | $5.8M |
ECD CARTRIDGES/BATTERY PACKS | $193K |
PETE LAW ENFORCEMENT VEHICLE - FLEET 3 CAMERA SYSTEM - X3 | $30K |
THIS DELIVERY AWARD PROCURES TASER WEAPONS AND REPLACEMENT SUPPLIES/CARTRIDGES TO SUPPORT ICE- OFFICE OF FIREARMS AND TACTICAL PROGRAMS. | $43K |
EO 14398 - TASERS AND ACCESSORIES FOR BIG CYPRESS NATIONAL PRESERVE | $13K |
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
$490.00
2026-09-09
YTD
-13.0%
33% of 52-week range
