HWCM
AXON

Hudson Way Capital Management’s Axon Enterprise AXON Stock Holding History

Hudson Way Capital 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 		$34.8M Sell
81,875
-10,185
-11% -$5.29M 3.32% 15
2025
Q4 		$52.3M Buy
92,060
+44,270
+93% +$27.5M 4.16% 11
2025
Q3 		$34.3M Buy
47,790
+14,682
+44% +$11.1M 2.91% 15
2025
Q2 		$27.4M Sell
33,108
-24,136
-42% -$16.4M 2.48% 14
2025
Q1 		$30.1M Buy
+57,244
New +$33.5M 2.98% 13

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

Hudson Way Capital Management's AXON Position: Q1 2026 in Review

Hudson Way Capital Management reduced its Axon Enterprise (AXON) stake by 11% in Q1 2026, selling an estimated $5.29M and leaving 81,875 shares worth $34.8M. The position accounts for 3.32% of the portfolio, ranked #15.

Hudson Way Capital Management first reported a position in AXON in Q1 2025 and has held it in 5 quarters since. The position peaked at $52.3M in Q4 2025. 1,049 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Hudson Way Capital Management held 81,875 shares of Axon Enterprise worth $34.8M as of Q1 2026.
  • Hudson Way Capital Management sold 10,185 Axon Enterprise shares in Q1 2026, an estimated $5.29M.
  • Axon Enterprise made up 3.32% of Hudson Way Capital Management's portfolio in Q1 2026, its #15 holding.
  • Hudson Way Capital Management first reported a position in Axon Enterprise in Q1 2025 and has held it in 5 quarters since.
  • Hudson Way Capital Management's Axon Enterprise position peaked at $52.3M in Q4 2025.
  • 1,049 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

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