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Axon Enterprise: which funds bought and sold

Institutions that bought and sold Axon Enterprise shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 652 institutions that filed 13F reports for both quarters added to or opened positions in Axon Enterprise, and 435 cut or closed them. Together they added a net 2.5M shares, +3.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 37K shares (+0.2%); index fund managers were net buyers of 831K shares (+3.4%). 183 opened a new position and 112 sold out entirely.

Bought, Q2 2026 652 institutions, 183 of them new holders Sold, Q2 2026 435 institutions, 112 of them sold out
Net change, all compared +2.5M shares (+3.7%)
Net change, active managers +37K shares (+0.2%), 46 bought, 43 sold

Buyers versus sellers

institutions compared, 1,212
Active managers and hedge funds 46 bought · 43 sold · +37K
Index fund managers 10 bought · 2 sold · +831K
Other institutions 596 bought · 390 sold · +1.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Price T Rowe Associates Inc Active manager +1.1M +137.3% 1.9M $1B
FMR LLC Active manager +629K +26.2% 3.0M $1.7B
Baillie Gifford & Co Active manager +600K +24.4% 3.1M $1.7B
Winslow Capital Management, LLC Active manager +505K New position 505K $283M
Westfield Capital Management Co LP Active manager +427K +40.2% 1.5M $836M
Goldman Sachs Group Inc +354K +75.0% 825K $463M
Blackrock, Inc. Index funds +345K +4.3% 8.3M $4.7B
Invesco Ltd. +307K +10.5% 3.2M $1.8B
Artemis Investment Management LLP Active manager +205K +319.1% 270K $151M
State Street Corp Index funds +204K +5.5% 3.9M $2.2B
Sei Investments Co +153K +132.8% 267K $150M
Congress Asset Management Co Active manager +139K New position 139K $77.8M
Primecap Management Co Active manager +122K +1015.2% 134K $75M
BNP Paribas Financial Markets +114K +47.8% 354K $199M
Digitalbridge Group, Inc. +113K New position 113K $63.3M
Morgan Stanley +108K +11.0% 1.1M $611M
Gilder Gagnon Howe & Co LLC Active manager +91K New position 91K $50.9M
Vanguard Capital Management LLC Index funds +87K +1.7% 5.1M $2.9B
Capital Impact Advisors, LLC +85K +529.0% 101K $56.6M
Principal Financial Group Inc +83K +92.2% 173K $96.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Edgewood Management LLC Active manager −904K −44.6% 1.1M $631M
Capital World Investors Active manager −782K Sold out 0 —
Jennison Associates LLC Active manager −742K −89.8% 85K $47.4M
Franklin Resources Inc Active manager −346K −33.0% 702K $393M
Wellington Management Group LLP Active manager −315K −13.0% 2.1M $1.2B
1832 Asset Management L.P. −252K −83.8% 49K $27.3M
Citadel Advisors LLC Hedge fund −153K −76.4% 47K $26.5M
Altimeter Capital Management, LP Hedge fund −149K Sold out 0 —
Bank Of America Corp −148K −22.4% 511K $287M
Champlain Investment Partners, LLC Active manager −127K −66.2% 65K $36.2M
Atreides Management, LP Hedge fund −102K Sold out 0 —
Driehaus Capital Management LLC Active manager −95K Sold out 0 —
Nordea Investment Management AB −93K −88.0% 13K $6.9M
Voya Investment Management LLC −87K −28.4% 218K $122M
Tremblant Capital Group Hedge fund −84K Sold out 0 —
Sands Capital Management, LLC Active manager −84K −5.3% 1.5M $830M
Hudson Way Capital Management LLC −82K Sold out 0 —
Neuberger Berman Group LLC Active manager −67K −90.1% 7,379 $4.1M
Barclays PLC −64K −26.3% 180K $101M
Jpmorgan Chase & Co −53K −8.3% 587K $300M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Winslow Capital Management, LLCActive manager 505K $283M
Congress Asset Management CoActive manager 139K $77.8M
Digitalbridge Group, Inc. 113K $63.3M
Gilder Gagnon Howe & Co LLCActive manager 91K $50.9M
Quadrature Capital LtdHedge fund 59K $32.9M
Marsico Capital Management LLCActive manager 39K $22.1M
Oribel Capital Management, LP 26K $14.3M
Kr Capital LP 25K $13.8M
Steadfast Capital Management LPHedge fund 24K $13.5M
Ogborne Capital Management, LLC 24K $13.2M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Capital World InvestorsActive manager 782K $332M
Altimeter Capital Management, LPHedge fund 149K $63.3M
Atreides Management, LPHedge fund 102K $43.4M
Driehaus Capital Management LLCActive manager 95K $40.4M
Tremblant Capital GroupHedge fund 84K $35.6M
Hudson Way Capital Management LLC 82K $34.8M
Shannon River Fund Management LLCHedge fund 47K $20.1M
Arrowstreet Capital, Limited PartnershipHedge fund 35K $15.1M
Bwcp, LP 35K $14.8M
LMR Partners LLPHedge fund 24K $10M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,117
Ten largest holders
51.0%
of 13F-reported shares
Index fund managers
35.5%
of 13F-reported shares
Active managers and hedge funds
27.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 46 43 17 20 +37K +0.2%
Index fund managers 10 2 0 0 +831K +3.4%
Other institutions 596 390 166 92 +1.7M +6.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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