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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 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 5 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $2.0B Estimated from net added shares
Reduction amount $142.4M Estimated from net reduced shares
Net share change / base shares +204.7% +4,264,464 / 2,083,713
Coatue Management Philippe Laffont 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$88.2M
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 0 Last 4 periods +0 (New) Total shares 0 Value $0
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -0.1% 13F value change +$17.3M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.2% 13F value change -$6.4M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 85.9% 13F value change +$19.4M
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 57,412 Last 4 periods +60,530 (+105.4%) 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 4 periods +148,986 (New) Total shares 148,986 Value $63.3M
Edgewood Management 2 filing periods
13F 2025-12-31 Filed 2026-02-12
New Shares - 13F value change +$846.5M
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 0 Last 4 periods +2,028,423 (New) Total shares 2,028,423 Value $861.5M
Baillie Gifford legacy James Anderson 2 filing periods
13F 2025-12-31 Filed 2026-01-23
Major increase Shares 1198.7% 13F value change +$842.1M
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 126,479 Last 4 periods +2,333,248 (+1844.8%) Total shares 2,459,727 Value $1.0B
Sands Capital Management Frank Sands 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major reduction Shares -15.2% 13F value change +$334.8M
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -10.5% 13F value change -$299.0M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 11.6% 13F value change -$121.0M
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 1,899,822 Last 4 periods -335,318 (-17.6%) Total shares 1,564,504 Value $664.4M
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$14.7M
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 23.0% 13F value change +$13.8M
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 0 Last 4 periods +28,595 (New) Total shares 28,595 Value $20.5M

Recent mentions

No public mentions.