Champlain Investment Partners’s Axon Enterprise AXON Stock Holding History

Champlain Investment Partners’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
2026 Q2	$36.2M	Sell	64,605 -126,675	-66%	-$53M	0.93%	39
2026 Q1	$81.2M	Buy	191,280 +10,060	+6%	+$5.23M	1.03%	44
2025 Q4	$103M	Buy	181,220 +41,310	+30%	+$25.6M	1.04%	43
2025 Q3	$100M	Sell	139,910 -8,085	-5%	-$6.13M	0.76%	55
2025 Q2	$123M	Sell	147,995 -13,085	-8%	-$8.9M	0.86%	48
2025 Q1	$84.7M	Sell	161,080 -11,905	-7%	-$6.97M	0.61%	72
2024 Q4	$103M	Sell	172,985 -509,435	-75%	-$277M	0.65%	64
2024 Q3	$273M	Buy	682,420 +83,265	+14%	+$28.7M	1.65%	10
2024 Q2	$176M	Buy	599,155 +380,035	+173%	+$113M	1.08%	33
2024 Q1	$68.6M	Sell	219,120 -1,585	-0.7%	-$441K	0.39%	94
2023 Q4	$57M	Buy	+220,705	New	+$49.7M	0.34%	100

Other funds holding AXON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Champlain Investment Partners's AXON Position: Q2 2026 in Review

Champlain Investment Partners reduced its Axon Enterprise (AXON) stake by 66% in Q2 2026, selling an estimated $53M and leaving 64,605 shares worth $36.2M. The position accounts for 0.93% of the portfolio, ranked #39.

Champlain Investment Partners first reported a position in AXON in Q4 2023 and has held it in 11 quarters since. The position peaked at $273M in Q3 2024. 1,118 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

Champlain Investment Partners held 64,605 shares of Axon Enterprise worth $36.2M as of Q2 2026.
Champlain Investment Partners sold 126,675 Axon Enterprise shares in Q2 2026, an estimated $53M.
Axon Enterprise made up 0.93% of Champlain Investment Partners's portfolio in Q2 2026, its #39 holding.
Champlain Investment Partners first reported a position in Axon Enterprise in Q4 2023 and has held it in 11 quarters since.
Champlain Investment Partners's Axon Enterprise position peaked at $273M in Q3 2024.
1,118 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Champlain Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.