AXON ENTERPRISE, INC. (AXON) — Institutional Holders, Q2 2026
1,136 institutional investment managers reported a AXON position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $40.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AXON in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Invesco Ltd.Added · +1,994,642 sh+$1.1B
- PRICE T ROWE ASSOCIATESAdded · +1,083,176 sh+$607.2M
- FMRAdded · +628,618 sh+$352.4M
- BAILLIE GIFFORDAdded · +599,760 sh+$336.2M
- Winslow Capital ManagementNew · +504,819 sh+$283.0M
Biggest sellers
- EDGEWOOD MANAGEMENTTrimmed · -903,748 sh-$506.7M
- Capital World InvestorsSold out · -781,518 sh-$438.1M
- JENNISON ASSOCIATESTrimmed · -742,063 sh-$416.0M
- FRANKLIN RESOURCESTrimmed · -345,742 sh-$193.8M
- WELLINGTON MANAGEMENT GROUP LLPTrimmed · -314,974 sh-$176.6M
AXON 13F holders ranked 1–100 of 1,136
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 8,334,551 sh | 8,334,551 | $4.7B | 0.07% | +4.3% |
| 2 | VANGUARD CAPITAL MANAGEMENT#2 · 5,130,199 sh | 5,130,199 | $2.9B | 0.06% | +1.7% |
| 3 | STATE STREET#3 · 3,885,570 sh | 3,885,570 | $2.2B | 0.06% | +5.5% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT#4 · 3,684,814 sh | 3,684,814 | $2.1B | 0.09% | +2.2% |
| 5 | Invesco Ltd.#5 · 3,229,060 sh | 3,229,060 | $1.8B | 0.14% | +161.6% |
| 6 | BAILLIE GIFFORD#6 · 3,059,487 sh | 3,059,487 | $1.7B | 1.56% | +24.4% |
| 7 | FMR#7 · 3,024,957 sh | 3,024,957 | $1.7B | 0.07% | +26.2% |
| 8 | GEODE CAPITAL MANAGEMENT#8 · 2,312,765 sh | 2,312,765 | $1.3B | 0.07% | +2.5% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP#9 · 2,103,142 sh | 2,103,142 | $1.2B | 0.20% | -13.0% |
| 10 | PRICE T ROWE ASSOCIATES#10 · 1,871,812 sh | 1,871,812 | $1.0B | 0.10% | +137.3% |
| 11 | WESTFIELD CAPITAL MANAGEMENT#11 · 1,491,490 sh | 1,491,490 | $836.1M | 2.73% | +40.2% |
| 12 | SANDS CAPITAL MANAGEMENT#12 · 1,480,817 sh | 1,480,817 | $830.2M | 3.08% | -5.3% |
| 13 | EDGEWOOD MANAGEMENT#13 · 1,124,675 sh | 1,124,675 | $630.5M | 6.50% | -44.6% |
| 14 | MORGAN STANLEY#14 · 1,089,164 sh | 1,089,164 | $610.6M | 0.03% | +11.0% |
| 15 | MASSACHUSETTS FINANCIAL SERVICES#15 · 1,019,560 sh | 1,019,560 | $574.1M | 0.18% | +0.5% |
| 16 | NORGES BANK#16 · 931,827 sh | 931,827 | $522.4M | 0.05% | — |
| 17 | UBS Group AG#17 · 927,111 sh | 927,111 | $519.7M | 0.07% | +3.3% |
| 18 | GOLDMAN SACHS GROUP#18 · 825,444 sh | 825,444 | $462.8M | 0.04% | +75.0% |
| 19 | NORTHERN#19 · 774,281 sh | 774,281 | $434.1M | 0.05% | +1.2% |
| 20 | Bank of New York Mellon#20 · 730,899 sh | 730,899 | $409.7M | 0.07% | +3.1% |
| 21 | FRANKLIN RESOURCES#21 · 701,731 sh | 701,731 | $393.4M | 0.09% | -33.0% |
| 22 | BROADWOOD CAPITAL#22 · 693,504 sh | 693,504 | $388.8M | 20.32% | 0.0% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT#23 · 647,298 sh | 647,298 | $362.9M | 0.05% | +10.5% |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#24 · 631,247 sh | 631,247 | $353.9M | 0.06% | -0.4% |
| 25 | Nuveen#25 · 586,940 sh | 586,940 | $329.0M | 0.08% | +4.6% |
| 26 | JPMORGAN CHASE#26 · 586,714 sh | 586,714 | $299.6M | 0.02% | -8.3% |
| 27 | BANK OF AMERICA#27 · 511,379 sh | 511,379 | $286.7M | 0.02% | -22.4% |
| 28 | Winslow Capital Management#28 · 504,819 sh | 504,819 | $283.0M | 0.97% | New |
| 29 | VANGUARD FIDUCIARY#29 · 459,263 sh | 459,263 | $257.5M | 0.06% | +1.5% |
| 30 | Clearbridge Investments#30 · 445,112 sh | 445,112 | $249.5M | 0.21% | +19.5% |
| 31 | Legal & General Group Plc#31 · 436,433 sh | 436,433 | $244.7M | 0.05% | +2.6% |
| 32 | Amundi#32 · 434,440 sh | 434,440 | $243.6M | 0.06% | -0.5% |
| 33 | DEUTSCHE BANK AG\#33 · 407,432 sh | 407,432 | $228.4M | 0.07% | +10.5% |
| 34 | AMERIPRISE FINANCIAL#34 · 393,304 sh | 393,304 | $220.5M | 0.04% | +26.1% |
| 35 | Strategy Capital#35 · 386,596 sh | 386,596 | $216.7M | 13.36% | -2.8% |
| 36 | RAYMOND JAMES FINANCIAL#36 · 381,944 sh | 381,944 | $214.1M | 0.06% | -4.8% |
| 37 | BNP PARIBAS FINANCIAL MARKETS#37 · 354,241 sh | 354,241 | $198.6M | 0.07% | +47.8% |
| 38 | ZEVENBERGEN CAPITAL INVESTMENTS#38 · 302,151 sh | 302,151 | $169.4M | — | +4.8% |
| 39 | Artemis Investment Management LLP#39 · 269,751 sh | 269,751 | $151.2M | — | +319.1% |
| 40 | SEI INVESTMENTS#40 · 267,434 sh | 267,434 | $149.9M | 0.13% | +132.8% |
| 41 | ROYAL BANK OF CANADA#41 · 250,963 sh | 250,963 | $140.7M | 0.02% | -0.7% |
| 42 | VOYA INVESTMENT MANAGEMENT#42 · 218,364 sh | 218,364 | $122.4M | 0.11% | -28.4% |
| 43 | Mitsubishi UFJ Asset Management , Ltd.#43 · 216,886 sh | 216,886 | $121.6M | 0.07% | +14.9% |
| 44 | Swiss National Bank#44 · 215,460 sh | 215,460 | $120.8M | 0.06% | -2.1% |
| 45 | Hyperion Asset Management Ltd#45 · 213,509 sh | 213,509 | $119.7M | — | -3.4% |
| 46 | BESSEMER GROUP#46 · 207,997 sh | 207,997 | $116.6M | 0.16% | -10.3% |
| 47 | TimesSquare Capital Management#47 · 206,573 sh | 206,573 | $115.8M | 1.70% | +0.3% |
| 48 | BNP Paribas Asset Management Holding S.A.#48 · 202,892 sh | 202,892 | $113.7M | 0.11% | +10.0% |
| 49 | Styrax Capital#49 · 200,000 sh | 200,000 | $112.1M | 7.39% | 0.0% |
| 50 | CITIGROUP#50 · 195,019 sh | 195,019 | $109.3M | 0.04% | +43.9% |
| 51 | Allspring Global Investments#51 · 174,206 sh | 174,206 | $103.5M | 0.16% | +28.1% |
| 52 | BARCLAYS PLC#52 · 180,339 sh | 180,339 | $101.1M | 0.02% | -26.3% |
| 53 | Sumitomo Mitsui#53 · 179,502 sh | 179,502 | $100.6M | 0.06% | +1.2% |
| 54 | Vanguard Global Advisers#54 · 173,505 sh | 173,505 | $97.3M | 0.05% | +0.7% |
| 55 | PRINCIPAL FINANCIAL GROUP#55 · 172,566 sh | 172,566 | $96.7M | 0.05% | +92.2% |
| 56 | FEDERATED HERMES#56 · 171,492 sh | 171,492 | $96.1M | 0.14% | -16.4% |
| 57 | Universal- Beteiligungs- und Servicegesellschaft mbH#57 · 169,154 sh | 169,154 | $94.7M | 0.14% | +6.0% |
| 58 | HSBC PLC#58 · 166,628 sh | 166,628 | $93.2M | 0.04% | +13.4% |
| 59 | Stephens Investment Management Group#59 · 165,210 sh | 165,210 | $92.6M | 0.99% | +59.6% |
| 60 | DIMENSIONAL FUND ADVISORS#60 · 160,757 sh | 160,757 | $90.1M | 0.02% | -0.6% |
| 61 | AMERICAN CENTURY COMPANIES#61 · 158,579 sh | 158,579 | $88.9M | 0.04% | +0.1% |
| 62 | CIBC Bancorp USA#62 · 157,811 sh | 157,811 | $88.4M | 0.11% | +2.6% |
| 63 | RHUMBLINE ADVISERS#63 · 155,613 sh | 155,613 | $87.2M | 0.07% | +1.6% |
| 64 | BAMCO#64 · 153,615 sh | 153,615 | $86.1M | 0.13% | +30.2% |
| 65 | WELLS FARGO & COMPANY#65 · 152,157 sh | 152,157 | $85.3M | 0.01% | -9.6% |
| 66 | VANGUARD ASSET MANAGEMENT, Ltd#66 · 150,968 sh | 150,968 | $84.6M | 0.06% | +12.2% |
| 67 | NOMURA ASSET MANAGEMENT LTD#67 · 144,614 sh | 144,614 | $81.1M | 0.17% | +40.8% |
| 68 | Russell Investments Group, Ltd.#68 · 145,209 sh | 145,209 | $79.9M | 0.07% | +38.3% |
| 69 | Resona Asset Management ,Ltd.#69 · 143,349 sh | 143,349 | $78.0M | 0.37% | +4.9% |
| 70 | CONGRESS ASSET MANAGEMENT#70 · 138,822 sh | 138,822 | $77.8M | — | New |
| 71 | PRIMECAP MANAGEMENT#71 · 133,820 sh | 133,820 | $75.0M | 0.04% | +1015.2% |
| 72 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#72 · 130,982 sh | 130,982 | $73.4M | <0.01% | +50.9% |
| 73 | VICTORY CAPITAL MANAGEMENT#73 · 123,428 sh | 123,428 | $69.2M | 0.04% | +13.6% |
| 74 | BLAIR WILLIAM#74 · 120,294 sh | 120,294 | $67.4M | 0.18% | +13.8% |
| 75 | National Pension Service#75 · 118,234 sh | 118,234 | $66.3M | 0.04% | +18.4% |
| 76 | NZS Capital#76 · 114,386 sh | 114,386 | $64.1M | 1.66% | +54.4% |
| 77 | DigitalBridge Group#77 · 112,894 sh | 112,894 | $63.3M | 3.79% | New |
| 78 | Hood River Capital Management#78 · 107,147 sh | 107,147 | $60.1M | 0.44% | +5.3% |
| 79 | LPL Financial#79 · 106,596 sh | 106,596 | $59.8M | 0.01% | +12.1% |
| 80 | AMI ASSET MANAGEMENT#80 · 104,067 sh | 104,067 | $58.3M | — | New |
| 81 | BROWN ADVISORY#81 · 104,043 sh | 104,043 | $58.3M | 0.09% | -16.0% |
| 82 | Capital Impact Advisors#82 · 100,954 sh | 100,954 | $56.6M | 3.17% | +529.0% |
| 83 | Granahan Investment Management#83 · 96,829 sh | 96,829 | $54.3M | 1.93% | +6.8% |
| 84 | STOREBRAND ASSET MANAGEMENT AS#84 · 94,634 sh | 94,634 | $53.1M | 0.13% | -11.8% |
| 85 | Mitsubishi UFJ & Banking#85 · 93,914 sh | 93,914 | $52.6M | 0.12% | +6.0% |
| 86 | CI INVESTMENTS#86 · 93,054 sh | 93,054 | $52.2M | 0.17% | -3.4% |
| 87 | FIRST ADVISORS#87 · 92,034 sh | 92,034 | $51.6M | 0.03% | +19.3% |
| 88 | GENEVA CAPITAL MANAGEMENT#88 · 91,999 sh | 91,999 | $51.6M | 1.18% | -4.9% |
| 89 | GILDER GAGNON HOWE#89 · 90,804 sh | 90,804 | $50.9M | 0.53% | New |
| 90 | ENVESTNET ASSET MANAGEMENT#90 · 89,719 sh | 89,719 | $50.3M | 0.01% | +23.4% |
| 91 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#91 · 89,078 sh | 89,078 | $49.9M | 0.03% | -4.5% |
| 92 | Swedbank AB#92 · 88,890 sh | 88,890 | $49.8M | 0.04% | -10.7% |
| 93 | ProShare Advisors#93 · 87,285 sh | 87,285 | $48.9M | 0.07% | -23.0% |
| 94 | JENNISON ASSOCIATES#94 · 84,617 sh | 84,617 | $47.4M | 0.03% | -89.8% |
| 95 | AVIVA PLC#95 · 84,309 sh | 84,309 | $47.3M | 0.07% | +0.5% |
| 96 | MILLENNIUM MANAGEMENT#96 · 84,224 sh | 84,224 | $47.2M | 0.02% | -32.4% |
| 97 | Assenagon Asset Management S.A.#97 · 83,287 sh | 83,287 | $46.7M | — | -12.4% |
| 98 | Stony Point Capital#98 · 82,534 sh | 82,534 | $46.3M | 3.01% | +3.3% |
| 99 | Capula Management Ltd#99 · 80,000 sh | 80,000 | $44.8M | 0.16% | New |
| 100 | BANK OF MONTREAL#100 · 76,437 sh | 76,437 | $42.9M | 0.01% | +28.0% |
Funds that sold out of AXON in Q2 2026 (111)
Held AXON at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
And 11 smaller positions.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.