Axon Enterprise, Inc. (AXON)
What changed in recent filings
- Institutions — 3 new · 2 added13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Axon Enterprise, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 2 → 2026 Q2: 6 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Axon Enterprise, Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- Baillie Gifford & Co1.56% of portfolio · held as of 2019 Q1 or earlier
- Tudor Investment Corpunder 0.01% of portfolio · since 2024 Q4
- Moore Capital Management0.03% of portfolio · since 2025 Q4
- Sands Capital Management3.08% of portfolio · held as of 2026 Q2 or earlier
- National Pension Service (Korea)0.04% of portfolio · held as of 2026 Q2 or earlier
- PRIMECAP Management0.04% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
Axon Enterprise Inc is building a public safety operating system by integrating a suite of hardware devices and cloud software solutions. The company's suite includes cloud-hosted digital evidence management solutions, TASER energy devices, drones and robotic security, and training solutions. Its operation comprises of two operating segments, Software and Services, and Connected Devices. The company generates the majority of its revenue from the Connected Devices segment, which is engaged in developing, manufacturing, and selling fully integrated hardware solutions such as conducted energy devices sold under the TASER brand, body cameras, fixed and in-car cameras, drone and counter-drone technologies, and a broad ecosystem of accessories, extended warranties and related hardware products.
What is the Defense & Aerospace sector?
Defense, aerospace, and government contracts. Benefits from geopolitical tension.
Axon Enterprise, Inc. is classified under the Defense & Aerospace sector. See peers below.
ETFs holding Axon Enterprise, Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
AXON on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Defense & Aerospace average
Peers · Defense & Aerospace
AXON FAQ
What is Axon Enterprise, Inc. (AXON)?
Axon Enterprise Inc is building a public safety operating system by integrating a suite of hardware devices and cloud software solutions. The company's suite includes cloud-hosted digital evidence management solutions, TASER energy devices, drones and robotic security, and training solutions. Its operation comprises of two operating segments, Software and Services, and Connected Devices. The company generates the majority of its revenue from the Connected Devices segment, which is engaged in developing, manufacturing, and selling fully integrated hardware solutions such as conducted energy devices sold under the TASER brand, body cameras, fixed and in-car cameras, drone and counter-drone technologies, and a broad ecosystem of accessories, extended warranties and related hardware products.
What sector is Axon Enterprise, Inc. in?
Axon Enterprise, Inc. is classified under Defense & Aerospace. Defense, aerospace, and government contracts. Benefits from geopolitical tension.
Where can I analyze Axon Enterprise, Inc. (AXON) stock?
On Stocklore you can see AXON's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.