AXON
Axon Enterprise, Inc. · Industrials · Aerospace & Defense
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +26.7% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 161 | -3 | 53.63M | $30.02B | +6 | −10 |
| Q1 2026 | 168 | +4 | 51.59M | $21.91B | +9 | −6 |
| Q4 2025 | 163 | +2 | 55.45M | $30.93B | +3 | — |
| Q3 2025 | 21 | -3 | 32.06M | $23.00B | +1 | −5 |
| Q2 2025 | 22 | +2 | 28.36M | $23.47B | +2 | — |
| Q1 2025 | 17 | -2 | 8.71M | $4.58B | — | −2 |
| Q4 2024 | 19 | -1 | 9.29M | $5.52B | — | −1 |
| Q3 2024 | 19 | +5 | 6.10M | $2.43B | +5 | — |
| Q2 2024 | 14 | — | 4.81M | $1.41B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 1.78M | +2.0% | $710.10M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wellington Management ✦ | 1.09M | -10.3% | $436.77M | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 3 | Capital World Investors ✦ | 973.99K | New | $389.21M | 0.1% | New | 1 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 817.95K | +0.6% | $326.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 286.94K | +5.5% | $114.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Baillie Gifford ✦ | 215.92K | -8.3% | $86.28M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 7 | Two Sigma Investments ✦ | 175.10K | +34.6% | $69.97M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Citadel Advisors ✦ | 167.84K | New | $67.07M | 0.1% | New | 1 | SEC ↗ ×3 |
| 9 | D. E. Shaw & Co. ✦ | 108.33K | +59.8% | $43.29M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Millennium Management ✦ | 95.51K | -12.3% | $38.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Point72 Asset Management ✦ | 79.91K | New | $31.93M | 0.1% | New | 1 | SEC ↗ |
| 12 | PRIMECAP Management ✦ | 76.60K | -16.5% | $30.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Adage Capital Partners ✦ | 67.70K | -0.4% | $27.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Marshall Wace ✦ | 61.40K | New | $24.54M | 0.0% | New | 1 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 59.25K | +73.0% | $23.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 27.84K | +33.8% | $11.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 4.84K | +6.5% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Arrowstreet Capital ✦ | 923 | New | $368,831 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fisher Asset Management ✦ | 775 | -2.3% | $310,029 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Capital World Investors | $389.21M | 0.1% |
| Citadel Advisors | $67.07M | 0.1% |
| Point72 Asset Management | $31.93M | 0.1% |
| Marshall Wace | $24.54M | 0.0% |
| Arrowstreet Capital | $368,831 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,040 holders, 66.29M shares, $27.43B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 1.02K sh · $488,618
Officer, Director · 197 sh · $101,136
Officer, Director · 1.32K sh · $671,792
Officer, Director · 744 sh · $376,820
Officer, Director · 1.35K sh · $688,271
Officer, Director · 1.25K sh · $639,804
Officer, Director · 1.03K sh · $529,621
Officer, Director · 71 sh · $35,641
Officer, Director · 1.10K sh · $558,174
Officer, Director · 749 sh · $380,100
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology