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NASDAQ · Industrials

AXON ENTERPRISE INC AXON

Axon Enterprise provides public-safety technology including TASER devices, body cameras, in-car video, drones, cloud evidence management, dispatch, real-time operations, and AI-assisted workflows. The company has moved from hardware into a recurring software and cloud platform for law-enforcement and public-safety agencies.

Sources Axon investor relations investor.axon.com
Ordnance And Accessories

Company profile

Business mix

  • TASER devices: energy weapons, cartridges, and upgrade cycles form the hardware base.
  • Sensors and devices: body cameras, in-car video, drones, and connected devices create evidence data.
  • Software and services: Evidence.com, records, real-time command, and AI tools drive recurring revenue.

Current key questions

  • Can public-safety budgets, international demand, and new products sustain high revenue growth?
  • Do software subscriptions and AI tools keep raising net retention and margins?
  • How do privacy, regulation, liability, and hardware refresh cycles affect risk?
Holders 5 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 195.48 FCF 0.05% Buyback -3.73%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 1.1% $1.0B 2026-03-31
Edgewood Management 5.6% $861.5M 2026-03-31
Sands Capital Management Frank Sands 2.6% $664.4M 2026-03-31
Altimeter Capital Management Brad Gerstner 1.1% $63.3M 2026-03-31
Baron Capital Ron Baron 0.2% $50.1M 2026-03-31

Recent trading changes over the last 1 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 4 Last 1 13F filing periods
Net reducers 3 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $643.6M Estimated from net added shares
Reduction amount $111.5M Estimated from net reduced shares
Net share change / base shares +26.0% +1,309,425 / 5,038,752
Coatue Management Philippe Laffont 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$88.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 155,387 Last 1 periods -155,387 (-100.0%) Total shares 0 Value $0
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 10.8% 13F value change -$10.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 106,441 Last 1 periods +11,501 (+10.8%) Total shares 117,942 Value $50.1M
Altimeter Capital Management Brad Gerstner 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$63.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +148,986 (New) Total shares 148,986 Value $63.3M
Edgewood Management 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Major increase Shares 36.1% 13F value change +$14.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,490,528 Last 1 periods +537,895 (+36.1%) Total shares 2,028,423 Value $861.5M
Baillie Gifford legacy James Anderson 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Major increase Shares 49.7% 13F value change +$111.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 1,642,578 Last 1 periods +817,149 (+49.7%) Total shares 2,459,727 Value $1.0B
Sands Capital Management Frank Sands 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -2.8% 13F value change -$249.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 1,609,436 Last 1 periods -44,932 (-2.8%) Total shares 1,564,504 Value $664.4M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -16.8% 13F value change -$7.9M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 34,382 Last 1 periods -5,787 (-16.8%) Total shares 28,595 Value $20.5M

Recent mentions

No public mentions.