AXON US Equity

AXON ENTERPRISE, INC.

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Industrials · Ordnance & Accessories, (No Vehicles/Guided Missiles) · CIK 1069183 · FYE 1231

$547.65

+22.17 (+4.22%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding AXON · 2026-Q1 methodology → sources →

1,041 holders

% of shares outstanding held

83.0%

Shares held (13F)

66,932,144

Reporting holders

1,041

Top holders

largest 100 of 1,041 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	7,989,1868.0M	$3.4B	9.91%	TRIM -3%
2	VANGUARD CAPITAL MANAGEMENT LLC	5,043,1255.0M	$2.1B	6.26%	NEW†
3	STATE STREET CORP	3,681,9623.7M	$1.6B	4.57%	ADD 4%
4	VANGUARD PORTFOLIO MANAGEMENT LLC	3,604,6733.6M	$1.5B	4.47%	NEW†
5	BAILLIE GIFFORD & CO	2,459,7272.5M	$1.0B	3.05%	ADD 50%
6	WELLINGTON MANAGEMENT GROUP LLP	2,418,1162.4M	$1.0B	3.00%	ADD 57%
7	FMR LLC	2,396,3392.4M	$1.0B	2.97%	TRIM -7%
8	GEODE CAPITAL MANAGEMENT, LLC	2,256,2862.3M	$955M	2.80%	—
9	EDGEWOOD MANAGEMENT LLC	2,028,4232.0M	$861M	2.52%	ADD 36%
10	SANDS CAPITAL MANAGEMENT, LLC	1,564,5041.6M	$664M	1.94%	TRIM -3%
11	Invesco Ltd.	1,234,4181.2M	$524M	1.53%	TRIM -19%
12	WESTFIELD CAPITAL MANAGEMENT CO LP	1,064,1341.1M	$452M	1.32%	ADD 28%
13	FRANKLIN RESOURCES INC	1,047,4731.0M	$445M	1.30%	TRIM -7%
14	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1,014,8291.0M	$433M	1.26%	ADD 21%
15	MORGAN STANLEY	980,936980,936	$417M	1.22%	ADD 9%
16	UBS Group AG	897,169897,169	$381M	1.11%	ADD 69%
17	JENNISON ASSOCIATES LLC	826,680826,680	$351M	1.03%	TRIM -8%
18	PRICE T ROWE ASSOCIATES INC /MD/	788,636788,636	$335M	0.98%	ADD 153%
19	Capital World Investors	781,518781,518	$332M	0.97%	TRIM -9%
20	NORTHERN TRUST CORP	764,804764,804	$325M	0.95%	ADD 3%
21	Bank of New York Mellon Corp	708,831708,831	$301M	0.88%	—
22	BROADWOOD CAPITAL INC	693,504693,504	$295M	0.86%	—
23	BANK OF AMERICA CORP /DE/	659,109659,109	$280M	0.82%	—
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	633,617633,617	$269M	0.79%	ADD 8%
25	JPMORGAN CHASE & CO	639,542639,542	$265M	0.79%	ADD 6%
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	585,748585,748	$249M	0.73%	ADD 4%
27	Nuveen, LLC	561,268561,268	$238M	0.70%	ADD 40%
28	GOLDMAN SACHS GROUP INC	471,657471,657	$200M	0.59%	ADD 23%
29	VANGUARD FIDUCIARY TRUST CO	452,430452,430	$192M	0.56%	NEW
30	Amundi	436,435436,435	$185M	0.54%	—
31	Legal & General Group Plc	425,516425,516	$181M	0.53%	—
32	Strategy Capital LLC	397,898397,898	$169M	0.49%	ADD 3%
33	RAYMOND JAMES FINANCIAL INC	401,154401,154	$168M	0.50%	—
34	Clearbridge Investments, LLC	372,326372,326	$158M	0.46%	ADD 8%
35	DEUTSCHE BANK AG\	368,651368,651	$157M	0.46%	ADD 6%
36	AMERIPRISE FINANCIAL INC	311,847311,847	$132M	0.39%	ADD 24%
37	VOYA INVESTMENT MANAGEMENT LLC	305,134305,134	$129M	0.38%	—
38	1832 Asset Management L.P.	300,350300,350	$128M	0.37%	NEW
39	ZEVENBERGEN CAPITAL INVESTMENTS LLC	288,211288,211	$122M	0.36%	TRIM -15%
40	ROYAL BANK OF CANADA	252,717252,717	$107M	0.31%	TRIM -30%
41	BARCLAYS PLC	244,702244,702	$104M	0.30%	TRIM -6%
42	BNP PARIBAS FINANCIAL MARKETS	239,754239,754	$102M	0.30%	—
43	BESSEMER GROUP INC	231,839231,839	$98M	0.29%	ADD 3%
44	Hyperion Asset Management Ltd	220,956220,956	$94M	0.27%	ADD 50%
45	Swiss National Bank	220,020220,020	$93M	0.27%	ADD 8%
46	TimesSquare Capital Management, LLC	205,881205,881	$87M	0.26%	ADD 24%
47	FEDERATED HERMES, INC.	205,147205,147	$87M	0.25%	TRIM -30%
48	CITADEL ADVISORS LLC	200,642200,642	$85M	0.25%	TRIM -7%
49	Styrax Capital, LP	200,000200,000	$85M	0.25%	NEW
50	Champlain Investment Partners, LLC	191,280191,280	$81M	0.24%	ADD 6%
51	Mitsubishi UFJ Asset Management Co., Ltd.	188,728188,728	$80M	0.23%	ADD 7%
52	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	184,412184,412	$78M	0.23%	TRIM -16%
53	Sumitomo Mitsui Trust Group, Inc.	177,369177,369	$75M	0.22%	TRIM -3%
54	Vanguard Global Advisers, LLC	172,374172,374	$73M	0.21%	NEW
55	WELLS FARGO & COMPANY/MN	168,230168,230	$71M	0.21%	ADD 4%
56	DIMENSIONAL FUND ADVISORS LP	161,740161,740	$69M	0.20%	—
57	Universal- Beteiligungs- und Servicegesellschaft mbH	159,535159,535	$68M	0.20%	ADD 3%
58	AMERICAN CENTURY COMPANIES INC	158,370158,370	$67M	0.20%	—
59	CIBC Bancorp USA Inc.	153,746153,746	$65M	0.19%	NEW
60	RHUMBLINE ADVISERS	153,101153,101	$65M	0.19%	—
61	Altimeter Capital Management, LP	148,986148,986	$63M	0.18%	NEW
62	HSBC HOLDINGS PLC	146,995146,995	$62M	0.18%	TRIM -49%
63	Resona Asset Management Co.,Ltd.	136,615136,615	$58M	0.17%	ADD 12%
64	Allspring Global Investments Holdings, LLC	135,940135,940	$58M	0.17%	ADD 13%
65	CITIGROUP INC	135,508135,508	$58M	0.17%	TRIM -8%
66	VANGUARD ASSET MANAGEMENT, Ltd	134,595134,595	$57M	0.17%	NEW
67	MILLENNIUM MANAGEMENT LLC	124,563124,563	$53M	0.15%	ADD 494%
68	BROWN ADVISORY INC	123,843123,843	$53M	0.15%	ADD 1603%
69	BAMCO INC /NY/	117,942117,942	$50M	0.15%	ADD 11%
70	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	115,567115,567	$49M	0.14%	—
71	SEI INVESTMENTS CO	114,856114,856	$49M	0.14%	TRIM -54%
72	ProShare Advisors LLC	113,405113,405	$48M	0.14%	TRIM -18%
73	VICTORY CAPITAL MANAGEMENT INC	108,605108,605	$46M	0.13%	ADD 2%
74	STOREBRAND ASSET MANAGEMENT AS	107,298107,298	$46M	0.13%	—
75	ALLIANCEBERNSTEIN L.P.	79,93479,934	$45M	0.10%	TRIM -7%
76	BLAIR WILLIAM & CO/IL	105,721105,721	$45M	0.13%	ADD 4%
77	Russell Investments Group, Ltd.	104,995104,995	$44M	0.13%	ADD 58%
78	NORDEA INVESTMENT MANAGEMENT AB	105,830105,830	$44M	0.13%	ADD 810%
79	Stephens Investment Management Group LLC	103,486103,486	$44M	0.13%	ADD 24%
80	NOMURA ASSET MANAGEMENT CO LTD	102,701102,701	$44M	0.13%	ADD 17%
81	Atreides Management, LP	102,095102,095	$43M	0.13%	TRIM -3%
82	Hood River Capital Management LLC	101,762101,762	$43M	0.13%	ADD 36%
83	National Pension Service	99,83699,836	$42M	0.12%	—
84	Swedbank AB	99,58499,584	$42M	0.12%	TRIM -10%
85	GENEVA CAPITAL MANAGEMENT LLC	96,72896,728	$41M	0.12%	ADD 19%
86	CI INVESTMENTS INC.	96,29396,293	$41M	0.12%	TRIM -7%
87	LPL Financial LLC	95,08595,085	$40M	0.12%	TRIM -9%
88	Driehaus Capital Management LLC	95,05795,057	$40M	0.12%	TRIM -30%
89	Assenagon Asset Management S.A.	95,04595,045	$40M	0.12%	TRIM -54%
90	California Public Employees Retirement System	93,26893,268	$40M	0.12%	TRIM -5%
91	Granahan Investment Management, LLC	90,69290,692	$39M	0.11%	ADD 20%
92	PRINCIPAL FINANCIAL GROUP INC	89,80189,801	$38M	0.11%	—
93	Mitsubishi UFJ Trust & Banking Corp	88,61488,614	$38M	0.11%	ADD 52%
94	SUSQUEHANNA INTERNATIONAL GROUP, LLP	86,78986,789	$37M	0.11%	ADD 13%
95	AVIVA PLC	83,86983,869	$36M	0.10%	ADD 3%
96	TREMBLANT CAPITAL GROUP	83,74283,742	$36M	0.10%	TRIM -11%
97	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	83,36183,361	$35M	0.10%	ADD 12%
98	Hudson Way Capital Management LLC	81,87581,875	$35M	0.10%	TRIM -11%
99	TD Asset Management Inc	80,31480,314	$34M	0.10%	ADD 132%
100	Stony Point Capital LLC	79,86579,865	$34M	0.10%	—

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

7.4M

7.3M

7.6M

8.2M

8.0M

$3.4B

VANGUARD CAPITAL MANAGEMENT LLC

—

5.0M

$2.1B

STATE STREET CORP

3.1M

3.2M

3.4M

3.6M

3.7M

$1.6B

VANGUARD PORTFOLIO MANAGEMENT LLC

—

3.6M

$1.5B

BAILLIE GIFFORD & CO

171K

144K

128K

126K

1.6M

2.5M

$1.0B

WELLINGTON MANAGEMENT GROUP LLP

398K

315K

355K

361K

1.5M

2.4M

$1.0B

FMR LLC

2.4M

2.7M

3.0M

2.6M

2.4M

$1.0B

GEODE CAPITAL MANAGEMENT, LLC

1.8M

2.0M

2.1M

2.2M

2.3M

$955M

EDGEWOOD MANAGEMENT LLC

—

1.5M

2.0M

$861M

SANDS CAPITAL MANAGEMENT, LLC

2.0M

1.9M

1.6M

1.4M

1.6M

$664M

Invesco Ltd.

1.4M

1.6M

1.7M

1.8M

1.5M

1.2M

$524M

WESTFIELD CAPITAL MANAGEMENT CO LP

715K

928K

790K

729K

831K

1.1M

$452M

FRANKLIN RESOURCES INC

1.8M

1.7M

1.5M

1.1M

1.0M

$445M

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

551K

554K

681K

682K

838K

1.0M

$433M

MORGAN STANLEY

869K

847K

900K

1.0M

897K

981K

$417M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	1,041	66,932,144	83.0%	$28.4B
2025-Q4	1,136	65,526,892	81.3%	$37.1B
2025-Q3	1,171	63,611,732	78.9%	$45.6B
2025-Q2	1,179	63,549,835	78.8%	$51.8B
2025-Q1	1,042	61,549,454

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · AXON

Large holders — 13G, passive (top 3 by % of class)

Holder	% of class	Type	As of
BlackRock, Inc.	9.5%	QII	2025-12-31	SEC →
VANGUARD CAPITAL MANAGEMENT LLC	7.23%	QII	2026-03-31	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

Institutional ownership· 13F filers holding AXON · 2026-Q1 methodology → sources →

1,041 holders

% of shares outstanding held

83.0%

Shares held (13F)

66,932,144

Reporting holders

1,041

Top holders

largest 100 of 1,041 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	7,989,1868.0M	$3.4B	9.91%	TRIM -3%
2	VANGUARD CAPITAL MANAGEMENT LLC	5,043,1255.0M	$2.1B	6.26%	NEW†
3	STATE STREET CORP	3,681,9623.7M	$1.6B	4.57%	ADD 4%
4	VANGUARD PORTFOLIO MANAGEMENT LLC	3,604,6733.6M	$1.5B	4.47%	NEW†
5	BAILLIE GIFFORD & CO	2,459,7272.5M	$1.0B	3.05%	ADD 50%
6	WELLINGTON MANAGEMENT GROUP LLP	2,418,1162.4M	$1.0B	3.00%	ADD 57%
7	FMR LLC	2,396,3392.4M	$1.0B	2.97%	TRIM -7%
8	GEODE CAPITAL MANAGEMENT, LLC	2,256,2862.3M	$955M	2.80%	—
9	EDGEWOOD MANAGEMENT LLC	2,028,4232.0M	$861M	2.52%	ADD 36%
10	SANDS CAPITAL MANAGEMENT, LLC	1,564,5041.6M	$664M	1.94%	TRIM -3%
11	Invesco Ltd.	1,234,4181.2M	$524M	1.53%	TRIM -19%
12	WESTFIELD CAPITAL MANAGEMENT CO LP	1,064,1341.1M	$452M	1.32%	ADD 28%
13	FRANKLIN RESOURCES INC	1,047,4731.0M	$445M	1.30%	TRIM -7%
14	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1,014,8291.0M	$433M	1.26%	ADD 21%
15	MORGAN STANLEY	980,936980,936	$417M	1.22%	ADD 9%
16	UBS Group AG	897,169897,169	$381M	1.11%	ADD 69%
17	JENNISON ASSOCIATES LLC	826,680826,680	$351M	1.03%	TRIM -8%
18	PRICE T ROWE ASSOCIATES INC /MD/	788,636788,636	$335M	0.98%	ADD 153%
19	Capital World Investors	781,518781,518	$332M	0.97%	TRIM -9%
20	NORTHERN TRUST CORP	764,804764,804	$325M	0.95%	ADD 3%
21	Bank of New York Mellon Corp	708,831708,831	$301M	0.88%	—
22	BROADWOOD CAPITAL INC	693,504693,504	$295M	0.86%	—
23	BANK OF AMERICA CORP /DE/	659,109659,109	$280M	0.82%	—
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	633,617633,617	$269M	0.79%	ADD 8%
25	JPMORGAN CHASE & CO	639,542639,542	$265M	0.79%	ADD 6%
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	585,748585,748	$249M	0.73%	ADD 4%
27	Nuveen, LLC	561,268561,268	$238M	0.70%	ADD 40%
28	GOLDMAN SACHS GROUP INC	471,657471,657	$200M	0.59%	ADD 23%
29	VANGUARD FIDUCIARY TRUST CO	452,430452,430	$192M	0.56%	NEW
30	Amundi	436,435436,435	$185M	0.54%	—
31	Legal & General Group Plc	425,516425,516	$181M	0.53%	—
32	Strategy Capital LLC	397,898397,898	$169M	0.49%	ADD 3%
33	RAYMOND JAMES FINANCIAL INC	401,154401,154	$168M	0.50%	—
34	Clearbridge Investments, LLC	372,326372,326	$158M	0.46%	ADD 8%
35	DEUTSCHE BANK AG\	368,651368,651	$157M	0.46%	ADD 6%
36	AMERIPRISE FINANCIAL INC	311,847311,847	$132M	0.39%	ADD 24%
37	VOYA INVESTMENT MANAGEMENT LLC	305,134305,134	$129M	0.38%	—
38	1832 Asset Management L.P.	300,350300,350	$128M	0.37%	NEW
39	ZEVENBERGEN CAPITAL INVESTMENTS LLC	288,211288,211	$122M	0.36%	TRIM -15%
40	ROYAL BANK OF CANADA	252,717252,717	$107M	0.31%	TRIM -30%
41	BARCLAYS PLC	244,702244,702	$104M	0.30%	TRIM -6%
42	BNP PARIBAS FINANCIAL MARKETS	239,754239,754	$102M	0.30%	—
43	BESSEMER GROUP INC	231,839231,839	$98M	0.29%	ADD 3%
44	Hyperion Asset Management Ltd	220,956220,956	$94M	0.27%	ADD 50%
45	Swiss National Bank	220,020220,020	$93M	0.27%	ADD 8%
46	TimesSquare Capital Management, LLC	205,881205,881	$87M	0.26%	ADD 24%
47	FEDERATED HERMES, INC.	205,147205,147	$87M	0.25%	TRIM -30%
48	CITADEL ADVISORS LLC	200,642200,642	$85M	0.25%	TRIM -7%
49	Styrax Capital, LP	200,000200,000	$85M	0.25%	NEW
50	Champlain Investment Partners, LLC	191,280191,280	$81M	0.24%	ADD 6%
51	Mitsubishi UFJ Asset Management Co., Ltd.	188,728188,728	$80M	0.23%	ADD 7%
52	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	184,412184,412	$78M	0.23%	TRIM -16%
53	Sumitomo Mitsui Trust Group, Inc.	177,369177,369	$75M	0.22%	TRIM -3%
54	Vanguard Global Advisers, LLC	172,374172,374	$73M	0.21%	NEW
55	WELLS FARGO & COMPANY/MN	168,230168,230	$71M	0.21%	ADD 4%
56	DIMENSIONAL FUND ADVISORS LP	161,740161,740	$69M	0.20%	—
57	Universal- Beteiligungs- und Servicegesellschaft mbH	159,535159,535	$68M	0.20%	ADD 3%
58	AMERICAN CENTURY COMPANIES INC	158,370158,370	$67M	0.20%	—
59	CIBC Bancorp USA Inc.	153,746153,746	$65M	0.19%	NEW
60	RHUMBLINE ADVISERS	153,101153,101	$65M	0.19%	—
61	Altimeter Capital Management, LP	148,986148,986	$63M	0.18%	NEW
62	HSBC HOLDINGS PLC	146,995146,995	$62M	0.18%	TRIM -49%
63	Resona Asset Management Co.,Ltd.	136,615136,615	$58M	0.17%	ADD 12%
64	Allspring Global Investments Holdings, LLC	135,940135,940	$58M	0.17%	ADD 13%
65	CITIGROUP INC	135,508135,508	$58M	0.17%	TRIM -8%
66	VANGUARD ASSET MANAGEMENT, Ltd	134,595134,595	$57M	0.17%	NEW
67	MILLENNIUM MANAGEMENT LLC	124,563124,563	$53M	0.15%	ADD 494%
68	BROWN ADVISORY INC	123,843123,843	$53M	0.15%	ADD 1603%
69	BAMCO INC /NY/	117,942117,942	$50M	0.15%	ADD 11%
70	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	115,567115,567	$49M	0.14%	—
71	SEI INVESTMENTS CO	114,856114,856	$49M	0.14%	TRIM -54%
72	ProShare Advisors LLC	113,405113,405	$48M	0.14%	TRIM -18%
73	VICTORY CAPITAL MANAGEMENT INC	108,605108,605	$46M	0.13%	ADD 2%
74	STOREBRAND ASSET MANAGEMENT AS	107,298107,298	$46M	0.13%	—
75	ALLIANCEBERNSTEIN L.P.	79,93479,934	$45M	0.10%	TRIM -7%
76	BLAIR WILLIAM & CO/IL	105,721105,721	$45M	0.13%	ADD 4%
77	Russell Investments Group, Ltd.	104,995104,995	$44M	0.13%	ADD 58%
78	NORDEA INVESTMENT MANAGEMENT AB	105,830105,830	$44M	0.13%	ADD 810%
79	Stephens Investment Management Group LLC	103,486103,486	$44M	0.13%	ADD 24%
80	NOMURA ASSET MANAGEMENT CO LTD	102,701102,701	$44M	0.13%	ADD 17%
81	Atreides Management, LP	102,095102,095	$43M	0.13%	TRIM -3%
82	Hood River Capital Management LLC	101,762101,762	$43M	0.13%	ADD 36%
83	National Pension Service	99,83699,836	$42M	0.12%	—
84	Swedbank AB	99,58499,584	$42M	0.12%	TRIM -10%
85	GENEVA CAPITAL MANAGEMENT LLC	96,72896,728	$41M	0.12%	ADD 19%
86	CI INVESTMENTS INC.	96,29396,293	$41M	0.12%	TRIM -7%
87	LPL Financial LLC	95,08595,085	$40M	0.12%	TRIM -9%
88	Driehaus Capital Management LLC	95,05795,057	$40M	0.12%	TRIM -30%
89	Assenagon Asset Management S.A.	95,04595,045	$40M	0.12%	TRIM -54%
90	California Public Employees Retirement System	93,26893,268	$40M	0.12%	TRIM -5%
91	Granahan Investment Management, LLC	90,69290,692	$39M	0.11%	ADD 20%
92	PRINCIPAL FINANCIAL GROUP INC	89,80189,801	$38M	0.11%	—
93	Mitsubishi UFJ Trust & Banking Corp	88,61488,614	$38M	0.11%	ADD 52%
94	SUSQUEHANNA INTERNATIONAL GROUP, LLP	86,78986,789	$37M	0.11%	ADD 13%
95	AVIVA PLC	83,86983,869	$36M	0.10%	ADD 3%
96	TREMBLANT CAPITAL GROUP	83,74283,742	$36M	0.10%	TRIM -11%
97	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	83,36183,361	$35M	0.10%	ADD 12%
98	Hudson Way Capital Management LLC	81,87581,875	$35M	0.10%	TRIM -11%
99	TD Asset Management Inc	80,31480,314	$34M	0.10%	ADD 132%
100	Stony Point Capital LLC	79,86579,865	$34M	0.10%	—

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

7.4M

7.3M

7.6M

8.2M

8.0M

$3.4B

VANGUARD CAPITAL MANAGEMENT LLC

—

5.0M

$2.1B

STATE STREET CORP

3.1M

3.2M

3.4M

3.6M

3.7M

$1.6B

VANGUARD PORTFOLIO MANAGEMENT LLC

—

3.6M

$1.5B

BAILLIE GIFFORD & CO

171K

144K

128K

126K

1.6M

2.5M

$1.0B

WELLINGTON MANAGEMENT GROUP LLP

398K

315K

355K

361K

1.5M

2.4M

$1.0B

FMR LLC

2.4M

2.7M

3.0M

2.6M

2.4M

$1.0B

GEODE CAPITAL MANAGEMENT, LLC

1.8M

2.0M

2.1M

2.2M

2.3M

$955M

EDGEWOOD MANAGEMENT LLC

—

1.5M

2.0M

$861M

SANDS CAPITAL MANAGEMENT, LLC

2.0M

1.9M

1.6M

1.4M

1.6M

$664M

Invesco Ltd.

1.4M

1.6M

1.7M

1.8M

1.5M

1.2M

$524M

WESTFIELD CAPITAL MANAGEMENT CO LP

715K

928K

790K

729K

831K

1.1M

$452M

FRANKLIN RESOURCES INC

1.8M

1.7M

1.5M

1.1M

1.0M

$445M

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

551K

554K

681K

682K

838K

1.0M

$433M

MORGAN STANLEY

869K

847K

900K

1.0M

897K

981K

$417M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	1,041	66,932,144	83.0%	$28.4B
2025-Q4	1,136	65,526,892	81.3%	$37.1B
2025-Q3	1,171	63,611,732	78.9%	$45.6B
2025-Q2	1,179	63,549,835	78.8%	$51.8B
2025-Q1	1,042	61,549,454

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · AXON

Large holders — 13G, passive (top 3 by % of class)

Holder	% of class	Type	As of
BlackRock, Inc.	9.5%	QII	2025-12-31	SEC →
VANGUARD CAPITAL MANAGEMENT LLC	7.23%	QII	2026-03-31	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

AXON US Equity☆

Institutional ownership· 13F filers holding AXON · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · AXON

Institutional ownership· 13F filers holding AXON · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · AXON

AXON US Equity