Coatue Management
AXON

Coatue Management’s Axon Enterprise AXON Stock Holding History

Coatue 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
2026
Q1 		– Sell
-155,387
Closed -$88.2M – 66
2025
Q4 		$88.2M Buy
+155,387
New +$96.4M 0.22% 38
2018
Q3 		– Sell
-1,241,636
Closed -$78.4M – 113
2018
Q2 		$78.4M Buy
+1,241,636
New +$67.2M 0.66% 21

Other funds holding AXON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Coatue Management's AXON Position: Q1 2026 in Review

Coatue Management sold out of Axon Enterprise (AXON) in Q1 2026, closing a stake of 155,387 shares — an estimated $88.2M sold.

Coatue Management first reported a position in AXON in Q2 2018 and held it in 2 quarters. The position peaked at $88.2M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Coatue Management reported no remaining Axon Enterprise position as of Q1 2026 after selling out during the quarter.
  • Coatue Management sold 155,387 Axon Enterprise shares in Q1 2026, an estimated $88.2M.
  • Coatue Management first reported a position in Axon Enterprise in Q2 2018 and held it in 2 quarters.
  • Coatue Management's Axon Enterprise position peaked at $88.2M in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Coatue Management's 13F filing for Q1 2026, filed 15 May 2026.