FAM
AXON

Fred Alger Management’s Axon Enterprise AXON Stock Holding History

Fred Alger 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 		$15.9M Buy
37,354
+8,944
+31% +$4.65M 0.07% 126
2025
Q4 		$16.1M Sell
28,410
-269
-0.9% -$167K 0.06% 131
2025
Q3 		$20.6M Sell
28,679
-747
-3% -$567K 0.08% 120
2025
Q2 		$24.4M Sell
29,426
-5,798
-16% -$3.95M 0.11% 103
2025
Q1 		$18.5M Buy
35,224
+5,388
+18% +$3.15M 0.11% 116
2024
Q4 		$17.7M Sell
29,836
-1,099
-4% -$598K 0.08% 145
2024
Q3 		$12.4M Buy
30,935
+930
+3% +$321K 0.06% 163
2024
Q2 		$8.83M Buy
30,005
+36
+0.1% +$10.7K 0.04% 198
2024
Q1 		$9.38M Buy
29,969
+5,054
+20% +$1.4M 0.05% 200
2023
Q4 		$6.44M Buy
24,915
+25
+0.1% +$5.63K 0.03% 222
2023
Q3 		$4.95M Sell
24,890
-235,977
-90% -$46.4M 0.03% 239
2023
Q2 		$50.9M Buy
260,867
+52,638
+25% +$10.9M 0.26% 103
2023
Q1 		$46.8M Buy
208,229
+25,223
+14% +$5.01M 0.25% 116
2022
Q4 		$30.4M Buy
+183,006
New +$28.9M 0.16% 143
2022
Q2 		– Sell
-35,071
Closed -$4.83M – 503
2022
Q1 		$4.83M Buy
+35,071
New +$4.81M 0.02% 272

Other funds holding AXON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fred Alger Management's AXON Position: Q1 2026 in Review

Fred Alger Management increased its Axon Enterprise (AXON) stake by 31% in Q1 2026, buying an estimated $4.65M and bringing the position to 37,354 shares worth $15.9M. The position accounts for 0.07% of the portfolio, ranked #126.

Fred Alger Management first reported a position in AXON in Q1 2022 and has held it in 15 quarters since. The position peaked at $50.9M in Q2 2023. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Fred Alger Management held 37,354 shares of Axon Enterprise worth $15.9M as of Q1 2026.
  • Fred Alger Management bought 8,944 Axon Enterprise shares in Q1 2026, an estimated $4.65M.
  • Axon Enterprise made up 0.07% of Fred Alger Management's portfolio in Q1 2026, its #126 holding.
  • Fred Alger Management first reported a position in Axon Enterprise in Q1 2022 and has held it in 15 quarters since.
  • Fred Alger Management's Axon Enterprise position peaked at $50.9M in Q2 2023.
  • 1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

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