Axon Enterprise, Inc. (AXON)
What changed in recent filings
- Institutions — 4 added · 1 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Axon Enterprise, Inc. recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Aug 5, 2026Revenue +35.3% YoY · EPS $0.36Released after the close: Aug 5 close → Aug 6 close, the stock moved -14.3% · over the same window, market -0.2% · sector +0.7%
- 26Q1Released May 6, 2026Revenue +33.7% YoY · EPS $2.05Released after the close: May 6 close → May 7 close, the stock moved +10.6% · over the same window, market -0.3% · sector -1.3%
- 25Q4Released Feb 24, 2026Revenue +38.5% YoY · EPS $0.03Released after the close: Feb 24 close → Feb 25 close, the stock moved +17.6% · over the same window, market +0.8% · sector -1.3%
- 25Q3Released Nov 4, 2025Revenue +30.6% YoY · EPS $-0.03Released after the close: Nov 4 close → Nov 5 close, the stock moved -9.4% · over the same window, market +0.3% · sector -0.3%
The next earnings release is estimated around Nov 3, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding Axon Enterprise, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 3 → 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
- PRIMECAP Management0.04% of portfolio · held as of 2019 Q1 or earlier
- Sands Capital Management3.08% of portfolio · since 2023 Q1
- National Pension Service (Korea)0.04% of portfolio · since 2023 Q2
- Tudor Investment Corpunder 0.01% of portfolio · since 2024 Q4
- Moore Capital Management0.03% of portfolio · since 2025 Q4
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.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
Axon Enterprise, Inc. is a public safety technology company that develops integrated hardware and software solutions for law enforcement, government, and other security-focused organizations. Its product portfolio includes conducted energy devices under the TASER brand, body-worn and fixed cameras, in-car video systems, drone and counter-drone technologies, and virtual reality training tools. The company also provides cloud-based software for capturing, storing, managing, sharing, and analyzing digital evidence and operational data. Axon Enterprise, Inc. serves first responders and public sector customers through a connected ecosystem designed to support incident documentation, evidence management, and day-to-day field operations. Headquartered in Scottsdale, Arizona, and incorporated in 1993, the company plays a significant role in the public safety and security technology market.
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.
Axon Enterprise, Inc. key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Axon Enterprise, Inc. vs Defense & Aerospace sector benchmark
Median of 13 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
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 a public safety technology company that develops integrated hardware and software solutions for law enforcement, government, and other security-focused organizations. Its product portfolio includes conducted energy devices under the TASER brand, body-worn and fixed cameras, in-car video systems, drone and counter-drone technologies, and virtual reality training tools. The company also provides cloud-based software for capturing, storing, managing, sharing, and analyzing digital evidence and operational data. Axon Enterprise, Inc. serves first responders and public sector customers through a connected ecosystem designed to support incident documentation, evidence management, and day-to-day field operations. Headquartered in Scottsdale, Arizona, and incorporated in 1993, the company plays a significant role in the public safety and security technology market.
What sector is Axon Enterprise, Inc. in?
Axon Enterprise, Inc. is classified under Defense & Aerospace. Defense, aerospace, and government contracts. Benefits from geopolitical tension.
What are Axon Enterprise, Inc.'s key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 34.6%, Operating margin 5.2%, Net margin 6.2%, ROE 3.8%, Debt-to-equity 0.47x. Definitions and interpretation are available on Stocklore.
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.