Follow-The-Filings

Security · featured owners

AXON Axon Enterprise Inc.

Industrials COM Equity as of 2026 Q2 among managers we track

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

AXON (Axon Enterprise Inc.) is held in 1 featured 13F book as of 2026 Q2. Ron Baron - Bamco Inc. (Baron Capital) is the largest tracked holder by portfolio weight (0.13%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.1% (Ron Baron - Bamco Inc. (Baron Capital)) · not free-float ownership

  1. Ron Baron add 0.13%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 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

SEC filings

Recent issuer filings from EDGAR · 5 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
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

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 rows shown

Filed Form Detail Links
4 Period Sep 11, 2026 Filing Doc
4 Period Sep 8, 2026 Filing Doc
4 Period Aug 31, 2026 · 5 forms Filing Doc
4 Period Aug 21, 2026 Filing Doc
4 Period Aug 16, 2026 · 5 forms Filing Doc
4 Period Aug 13, 2026 · 3 forms Filing Doc
4 Period Aug 7, 2026 · 2 forms Filing Doc
4 Period Aug 5, 2026 · 4 forms Filing Doc
4 Period Jul 8, 2026 · 2 forms Filing Doc
4 Period Jul 7, 2026 Filing Doc

Updated about 1 hour ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders