ACM
AXON

Analog Century Management’s Axon Enterprise AXON Stock Holding History

Analog Century Management’s Portfolio AXON Stock Details AXON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-69,459
Closed -$57.5M – 26
2025
Q2 		$57.5M Sell
69,459
-38,532
-36% -$26.2M 3.37% 16
2025
Q1 		$56.8M Buy
107,991
+11,626
+12% +$6.8M 4.6% 11
2024
Q4 		$57.3M Buy
96,365
+4,308
+5% +$2.34M 3.83% 14
2024
Q3 		$36.8M Buy
+92,057
New +$31.7M 2.5% 23

Other funds holding AXON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Analog Century Management's AXON Position: Q3 2025 in Review

Analog Century Management sold out of Axon Enterprise (AXON) in Q3 2025, closing a stake of 69,459 shares — an estimated $57.5M sold.

Analog Century Management first reported a position in AXON in Q3 2024 and held it in 4 quarters. The position peaked at $57.5M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold AXON as of Q3 2025.

  • Analog Century Management reported no remaining Axon Enterprise position as of Q3 2025 after selling out during the quarter.
  • Analog Century Management sold 69,459 Axon Enterprise shares in Q3 2025, an estimated $57.5M.
  • Analog Century Management first reported a position in Axon Enterprise in Q3 2024 and held it in 4 quarters.
  • Analog Century Management's Axon Enterprise position peaked at $57.5M in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Axon Enterprise as of Q3 2025.

Based on Analog Century Management's 13F filing for Q3 2025, filed 14 Nov 2025.