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
652 bought 125 435 sold
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
| 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 |
| 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 |
| Artemis Investment Management LLP Active manager | +205K +319.1% | 270K | $151M |
| Congress Asset Management Co Active manager | +139K New position | 139K | $77.8M |
| Primecap Management Co Active manager | +122K +1015.2% | 134K | $75M |
| Gilder Gagnon Howe & Co LLC Active manager | +91K New position | 91K | $50.9M |
| Capula Management Ltd Hedge fund | +80K +95138.1% | 80K | $44.8M |
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 |
| 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 |
| Citadel Advisors LLC Hedge fund | −153K −76.4% | 47K | $26.5M |
| Altimeter Capital Management, LP Hedge fund | −149K Sold out | 0 | — |
| 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 | — |
New positions
| Institution | Shares | Value 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
| Institution | Shares | Value 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
- 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
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| 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% |