Ticker · CUSIP 05464C101

AXON

AXON ENTERPRISE INC

Industrials·Aerospace & Defense

···Share

Holders (tracked)

Combined shares

7,413,300

Combined value

$4.21B

Last close

$402.85

Quarter

2025Q4

Price · 1Y$402.85-156.68 (-28.00%)H $870.97 · L $345.94 · Avg Vol 791K

Tracked holders · last 8 quarters

+9 vs previous quarter over the last 8.

Price is -29.1% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

30 events

Ken Griffin (Citadel Advisors) added2026-02-17
+129,477 shares · 2025Q4
Position
D.E. Shaw & Co. opened position2026-02-17
+2,470 shares · 2025Q4
Position
Philippe Laffont (Coatue) opened position2026-02-17
+155,387 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+6,500 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+18,482 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+112,200 shares · 2025Q4
Position
T. Rowe Price trimmed2026-02-17
−10,966 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+4,000 shares · 2025Q4
Position
Wellington Management added2026-02-17
+1,179,038 shares · 2025Q4
Position
AQR Capital Management trimmed2026-02-17
−16,479 shares · 2025Q4
Position
Ron Baron (Baron Capital / BAMCO) added2026-02-17
+49,199 shares · 2025Q4
Position
Sands Capital Management added2026-02-13
+167,095 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+908,148 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) added2026-02-09
+52 shares · 2025Q4
Position
Baillie Gifford & Co added2026-01-23
+1,516,099 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−9,000 shares · 2025Q3
Position
D.E. Shaw & Co. exited2025-11-14
−5,904 shares · 2025Q3
Position
Ron Baron (Baron Capital / BAMCO) trimmed2025-11-14
−87 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−36,232 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+26,739 shares · 2025Q3
Position
Wellington Management added2025-11-14
+5,722 shares · 2025Q3
Position
AQR Capital Management trimmed2025-11-14
−19,588 shares · 2025Q3
Position
Steve Cohen (Point72) exited2025-11-14
−1,898 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−552 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−770,353 shares · 2025Q3
Position
Sands Capital Management trimmed2025-11-13
−168,954 shares · 2025Q3
Position
Renaissance Technologies exited2025-11-13
−1,500 shares · 2025Q3
Position
Norges Bank (Norway SWF) added2025-11-12
+4,450 shares · 2024Q3
Position
Ken Fisher (Fisher Asset Mgmt) added2025-11-12
+95 shares · 2025Q3
Position
Baillie Gifford & Co trimmed2025-10-31
−1,771 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for AXON →

Follow-the-investor returns

If you'd copied each holder of AXON…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Philippe Laffont (Coatue)	2018Q2	$63.18	+537.6%	$62.6M
Sands Capital Management	2023Q1	$245.91	+63.8%	$648.4M
T. Rowe Price	2017Q2	$320.54	+25.7%	$125.4M
Ron Baron (Baron Capital / BAMCO)	2022Q1	$339.24	+18.8%	$42.9M
Ken Fisher (Fisher Asset Mgmt)	2024Q2	$392.15	+2.7%	$388K
Wellington Management	2018Q2	$488.33	-17.5%	$620.3M
Baillie Gifford & Co	2018Q4	$529.57	-23.9%	$661.7M
Paul Tudor Jones (Tudor Investment)	2018Q1	$559.60	-28.0%	$2.6M
Paul Tudor Jones (Tudor Investment)	2018Q1	$559.60	-28.0%	$2.6M
Paul Tudor Jones (Tudor Investment)	2018Q1	$559.60	-28.0%	$2.6M
Steve Cohen (Point72)	2018Q2	$566.77	-28.9%	$26.3M
Steve Cohen (Point72)	2018Q2	$566.77	-28.9%	$26.3M
D.E. Shaw & Co.	2018Q2	$570.51	-29.4%	$63.9M
D.E. Shaw & Co.	2018Q2	$570.51	-29.4%	$63.9M
D.E. Shaw & Co.	2018Q2	$570.51	-29.4%	$63.9M
Two Sigma Investments	2017Q2	$573.25	-29.7%	$19.0M
Two Sigma Investments	2017Q2	$573.25	-29.7%	$19.0M
Two Sigma Investments	2017Q2	$573.25	-29.7%	$19.0M
Izzy Englander (Millennium Mgmt)	2017Q4	$598.41	-32.7%	$8.4M
Izzy Englander (Millennium Mgmt)	2017Q4	$598.41	-32.7%	$8.4M
Izzy Englander (Millennium Mgmt)	2017Q4	$598.41	-32.7%	$8.4M
Ken Griffin (Citadel Advisors)	2017Q2	$724.48	-44.4%	$96.1M
Ken Griffin (Citadel Advisors)	2017Q2	$724.48	-44.4%	$96.1M
Ken Griffin (Citadel Advisors)	2017Q2	$724.48	-44.4%	$96.1M
AQR Capital Management	2017Q2	$727.61	-44.6%	$10.9M
Norges Bank (Norway SWF)	2017Q2	$4515.86	-91.1%	$365.8M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions5

Norges Bank (Norway SWF)
+908,148
$515.8M
Philippe Laffont (Coatue)
+155,387
$88.2M
Steve Cohen (Point72)
+112,200
$63.7M
Paul Tudor Jones (Tudor Investment)
+4,000
$2.3M
D.E. Shaw & Co.
+2,470
$1.4M

Added to8

Baillie Gifford & Co
+1,516,099
$861.0M
Wellington Management
+1,179,038
$669.6M
Sands Capital Management
+167,095
$94.9M
Ken Griffin (Citadel Advisors)
+129,477
$73.5M
Ron Baron (Baron Capital / BAMCO)
+49,199
$27.9M
Izzy Englander (Millennium Mgmt)
+18,482
$10.5M
Two Sigma Investments
+6,500
$3.7M
Ken Fisher (Fisher Asset Mgmt)
+52
$30K

Trimmed2

AQR Capital Management
−16,479
$9.4M
T. Rowe Price
−10,966
$6K

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	16	14,358,599	$89.90B	—
2022Q2	15	13,547,621	$64.28B	-1
2022Q3	14	13,562,731	$1.57B	-1
2022Q4	16	13,922,254	$2.31B	+2
2023Q1	20	15,054,640	$3.38B	+4
2023Q2	21	13,946,874	$2.72B	+1
2023Q3	22	13,438,364	$2.67B	+1
2023Q4	19	13,368,324	$3.45B	-3
2024Q1	19	14,569,839	$4.56B	—
2024Q2	24	14,844,045	$4.37B	+5
2024Q3	25	6,120,576	$2.45B	+1
2024Q4	25	4,889,454	$2.91B	—
2025Q1	24	3,697,731	$1.94B	-1
2025Q2	25	3,980,326	$3.29B	+1
2025Q3	17	2,977,298	$2.14B	-8
2025Q4	26	7,413,300	$4.21B	+9

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-01-13	Rob Bresnahan	Sell	$1K – $15K	PDF ↗

Who owns AXON

26 super-investors · 2025Q4

Tracked stake

7.41M

Combined value

$4.21B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New10Added14Trim2

#	Manager	Shares	Value	% of book	Last action
1	Baillie Gifford & Co	1.64M	$933M	0.8%	Added+1.52M
2	Sands Capital Management	1.61M	$914M	2.8%	Added+167.1K
3	Wellington Management	1.54M	$874M	0.2%	Added+1.18M
4	Norges Bank Norway SWF	908.1K	$516M	0.1%	New+908.1K
5	T. Rowe Price	311.2K	$177M	0.0%	Trim−11.0K
6	Ken Griffin Citadel Advisors	238.5K	$135M	0.0%	Added+129.5K
7	Ken Griffin Citadel Advisors	215.3K	$122M	0.0%	Added+129.5K
8	Ken Griffin Citadel Advisors	191.8K	$109M	0.0%	Added+129.5K
9	D.E. Shaw & Co.	158.7K	$90M	0.0%	New+2.5K
10	Philippe Laffont Coatue	155.4K	$88M	0.2%	New+155.4K
11	Ron Baron Baron Capital / BAMCO	106.4K	$60M	0.2%	Added+49.2K
12	Steve Cohen Point72	65.3K	$37M	0.0%	New+112.2K
13	Two Sigma Investments	47.2K	$27M	0.0%	Added+6.5K
14	Steve Cohen Point72	46.9K	$27M	0.0%	New+112.2K
15	D.E. Shaw & Co.	43.6K	$25M	0.0%	New+2.5K
16	Izzy Englander Millennium Mgmt	39.5K	$22M	0.0%	Added+18.5K
17	AQR Capital Management	26.9K	$15M	0.0%	Trim−16.5K
18	Izzy Englander Millennium Mgmt	21.0K	$12M	0.0%	Added+18.5K
19	Izzy Englander Millennium Mgmt	12.6K	$7M	0.0%	Added+18.5K
20	Paul Tudor Jones Tudor Investment	11.0K	$6M	0.0%	New+4.0K
21	Paul Tudor Jones Tudor Investment	6.5K	$4M	0.0%	New+4.0K
22	Two Sigma Investments	6.2K	$4M	0.0%	Added+6.5K
23	Paul Tudor Jones Tudor Investment	4.0K	$2M	0.0%	New+4.0K
24	D.E. Shaw & Co.	2.5K	$1M	0.0%	New+2.5K
25	Two Sigma Investments	2.0K	$1M	0.0%	Added+6.5K
26	Ken Fisher Fisher Asset Mgmt	963	$547K	0.0%	Added+52

Recent moves

20 transactions

ADDIzzy Englander (Millennium Mgmt)
+18,482 · 2025Q4
ADDWellington Management
+1,179,038 · 2025Q4
NEWD.E. Shaw & Co.
+2,470 · 2025Q4
ADDRon Baron (Baron Capital / BAMCO)
+49,199 · 2025Q4
NEWPhilippe Laffont (Coatue)
+155,387 · 2025Q4
TRIMAQR Capital Management
−16,479 · 2025Q4
NEWSteve Cohen (Point72)
+112,200 · 2025Q4
TRIMT. Rowe Price
−10,966 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+129,477 · 2025Q4
ADDTwo Sigma Investments
+6,500 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+4,000 · 2025Q4
ADDSands Capital Management
+167,095 · 2025Q4
NEWNorges Bank (Norway SWF)
+908,148 · 2025Q4
ADDKen Fisher (Fisher Asset Mgmt)
+52 · 2025Q4
ADDBaillie Gifford & Co
+1,516,099 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−9,000 · 2025Q3
TRIMTwo Sigma Investments
−552 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−36,232 · 2025Q3
SOLDSteve Cohen (Point72)
−1,898 · 2025Q3
SOLDD.E. Shaw & Co.
−5,904 · 2025Q3

Embed this chart

Paste this iframe anywhere to embed the live AXON chart.

<iframe src="https://openstocks.me/embed/stock/AXON" width="100%" height="480" frameborder="0" loading="lazy" title="AXON chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>

Preview: https://openstocks.me/embed/stock/AXON