DC
AXON

Defender Capital’s Axon Enterprise AXON Stock Holding History

Defender Capital’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 		$41.8M Buy
74,485
+15,195
+26% +$6.36M 13.56% 2
2026
Q1 		$25.2M Buy
59,290
+17,445
+42% +$9.07M 8.93% 4
2025
Q4 		$23.8M Buy
+41,845
New +$26M 7.7% 4
2025
Q3 		– Sell
-40,224
Closed -$33.3M – 5
2025
Q2 		$33.3M Sell
40,224
-1,305
-3% -$888K 11.31% 3
2025
Q1 		$21.7M Buy
41,529
+2,444
+6% +$1.43M 8.54% 4
2024
Q4 		$23.2M Sell
39,085
-3,374
-8% -$1.84M 8.54% 5
2024
Q3 		$17M Sell
42,459
-1,642
-4% -$566K 5.63% 8
2024
Q2 		$13M Buy
44,101
+2,306
+6% +$688K 4.43% 9
2024
Q1 		$13.1M Sell
41,795
-2,468
-6% -$686K 4.45% 9
2023
Q4 		$11.4M Sell
44,263
-12,779
-22% -$2.88M 4.01% 9
2023
Q3 		$11.4M Sell
57,042
-1,515
-3% -$298K 4.11% 8
2023
Q2 		$11.4M Sell
58,557
-4,590
-7% -$951K 3.93% 8
2023
Q1 		$14.2M Sell
63,147
-25,180
-29% -$5.01M 4.96% 8
2022
Q4 		$14.7M Sell
88,327
-20,240
-19% -$3.2M 5.92% 7
2022
Q3 		$12.5M Sell
108,567
-6,849
-6% -$776K 4.91% 8
2022
Q2 		$10.8M Buy
115,416
+7,606
+7% +$804K 4.22% 8
2022
Q1 		$15M Buy
107,810
+4,230
+4% +$580K 5.22% 6
2021
Q4 		$16.3M Buy
103,580
+4,680
+5% +$786K 5.21% 8
2021
Q3 		$17.3M Sell
98,900
-50
-0.1% -$9.08K 5.64% 8
2021
Q2 		$17.5M Buy
98,950
+11,320
+13% +$1.67M 5.81% 7
2021
Q1 		$12.6M Buy
87,630
+25,630
+41% +$4M 4.48% 8
2020
Q4 		$7.6M Sell
62,000
-5,560
-8% -$638K 3.31% 9
2020
Q3 		$6.13M Buy
67,560
+14,785
+28% +$1.29M 3.02% 8
2020
Q2 		$5.28M Sell
52,775
-4,090
-7% -$331K 3.11% 8
2020
Q1 		$4.02M Buy
56,865
+8,170
+17% +$612K 2.94% 9
2019
Q4 		$3.57M Buy
+48,695
New +$3.08M 3.17% 7

Other funds holding AXON

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Defender Capital's AXON Position: Q2 2026 in Review

Defender Capital increased its Axon Enterprise (AXON) stake by 26% in Q2 2026, buying an estimated $6.36M and bringing the position to 74,485 shares worth $41.8M. The position accounts for 13.56% of the portfolio, ranked #2.

Defender Capital first reported a position in AXON in Q4 2019 and has held it in 26 quarters since. 127 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Defender Capital held 74,485 shares of Axon Enterprise worth $41.8M as of Q2 2026.
  • Defender Capital bought 15,195 Axon Enterprise shares in Q2 2026, an estimated $6.36M.
  • Axon Enterprise made up 13.56% of Defender Capital's portfolio in Q2 2026, its #2 holding.
  • Defender Capital first reported a position in Axon Enterprise in Q4 2019 and has held it in 26 quarters since.
  • 127 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Defender Capital's 13F filing for Q2 2026, filed 9 Jul 2026.