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AXON Axon Enterprise

Industrials, filed as AXON ENTERPRISE INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 3

  • 1 Owner
  • Max 0.1%
  • $86M
  • 1 add 3 exits

In 2026 Q2 Ron Baron added to Axon Enterprise, while Spencer Waxman, Brad Gerstner, and Gavin Baker sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Ron Baron, Bamco Inc. (Baron Capital)). Not free-float ownership.

  1. Ron Baron Add 0.13%

Who owns AXON

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 0.13% Add +30.2% 153,615 $86M History
Brad Gerstner, Altimeter Capital Management exited 2026 Q2 Last 2026 Q1 1.1% Exit −1.11% 148,986 $63M History
Gavin Baker, Atreides Management exited 2026 Q2 Last 2026 Q1 0.87% Exit −0.87% 102,095 $43M History
Spencer Waxman, Shannon River Fund Management exited 2026 Q2 Last 2026 Q1 3.8% Exit −3.84% 47,442 $20M History

1 current, 3 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AXON's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AXON insider trades
  • None no insider bought on the open market
  • $48.2M sold by 8 insiders outside a trading plan
  • $81.3M sold by 7 insiders under 10b5-1 plans
  1. Isaiah Fields Chief Legal Officer
    Planned sale
    $489K 1,017 shares at $480.45 1.8% of stake
    Traded Sep 11 Filed Sep 14
    ↗
  2. Patrick W Smith CEO
    Planned sale
    $5.1M 10,000 shares at $508.99 0.3% of stake
    Traded Sep 8 Filed Sep 10
    ↗
  3. Joshua Isner President
    Planned sale
    $9.6M 16,775 shares at $574.43 5.3% of stake
    Traded Aug 31 Filed Sep 2
    ↗
  4. Jeffrey C Kunins CPO & CTO
    Planned sale
    $6M 9,605 shares at $626.70 8.9% of stake
    Traded Aug 21 Filed Aug 24
    ↗
  5. Patrick W Smith CEO
    Planned sale
    $40K 70 shares at $566.62 <0.1% of stake
    Traded Aug 7 Filed Aug 11
    ↗
  6. Patrick W Smith CEO
    Planned sale
    $5.4M 9,930 shares at $548.77 0.3% of stake
    Traded Aug 7 Filed Aug 11
    ↗
  7. Patrick W Smith CEO
    Planned sale
    $6.4M 10,000 shares at $643.79 0.3% of stake
    Traded Jul 7 Filed Jul 9
    ↗
  8. Patrick W Smith CEO
    Planned sale
    $5M 10,000 shares at $500.00 0.3% of stake
    Traded Jun 29 Filed Jun 30
    ↗
  9. Joshua Isner President
    Sale
    $6.3M 13,000 shares at $488.45 7.1% of stake
    Traded Jun 5 Filed Jun 8
    ↗
  10. Elizabeth Reid Coughlin Chief Human Officer
    Sale
    $754K 1,554 shares at $485.00 4.4% of stake
    Traded Jun 4 Filed Jun 8
    ↗
  11. Cameron Brooks Chief Revenue Officer
    Planned sale
    $621K 1,242 shares at $500.00 2.4% of stake
    Traded Jun 4 Filed Jun 8
    ↗
  12. Patrick W Smith CEO
    Planned sale
    $10M 20,000 shares at $500.00 0.6% of stake
    Traded Jun 4 Filed Jun 8
    ↗
  13. Brittany Bagley CFO
    Sale
    $2.9M 5,969 shares at $485.00 7.2% of stake
    Traded Jun 2 Filed Jun 3
    ↗
  14. Jeri Williams Director
    Planned sale
    $295K 629 shares at $469.64 36% of stake
    Traded Jun 1 Filed Jun 2
    ↗
  15. Caitlin Elizabeth Kalinowski Director
    Sale
    $270K 564 shares at $478.97 13% of stake
    Traded Jun 1 Filed Jun 2
    ↗

Also filed in the last 12 months, not counted as buying or selling: 33 share withholdings for taxes, 32 stock grants, and 1 gift.

Congress

4 members of Congress traded AXON in the last three years: 4 buys and 4 sales. 4 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Jefferson Shreve R-IN-6 Sell $15K–$50K May 12, 2025 filed Jun 22, 2025
  3. Jefferson Shreve R-IN-6 Buy $15K–$50K Mar 5, 2025 filed Apr 11, 2025
  4. Robert P. Bresnahan, Jr. R-PA-8Joint Sell $1K–$15K Jan 13, 2025 filed Feb 13, 2025
  5. Markwayne Mullin R-OK Sell $15K–$50K Dec 18, 2024 filed Dec 31, 2024
  6. Markwayne Mullin R-OKSpouse Sell $15K–$50K Dec 18, 2024 filed Dec 31, 2024

SEC filings

Recent issuer filings from EDGAR, 7 shown.

Filed Form Detail Links
8-K 1.01,2.03,7.01,9.01 Filing Doc
424B5 Filing Doc
8-K 1.01,2.03,7.01,9.01 Filing Doc
424B5 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02 Filing Doc

Source: SEC EDGAR submissions, updated 28 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.56B $2.08B $2.78B
Gross profit $0.955B $1.24B $1.66B
Gross margin * 61.1% 59.6% 59.7%
Net income $174.23M $377.03M $124.66M
Net margin * 11.1% 18.1% 4.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.4B $2.2B $3.71B
Total non-current assets * $1.04B $1.39B $3.29B
Total assets $3.44B $3.59B $7B
Total current liabilities $0.8B $1.4B $1.47B
Total non-current liabilities * $1.02B $0.366B $2.29B
Total equity $1.61B $1.82B $3.24B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $189.26M $408.31M $211.34M
Cash from investing $12.48M -$490.57M -$724.93M
Cash from financing $0.041B -$0.045B $1.25B
Net change in cash $245.12M -$133.91M $746.63M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.