Jennison Associates’s Axon Enterprise AXON Stock Holding History

Jennison Associates’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	$351M	Sell	826,680 -73,717	-8%	-$38.3M	0.24%	52
2025 Q4	$511M	Sell	900,397 -43,547	-5%	-$27M	0.31%	44
2025 Q3	$677M	Buy	943,944 +330,213	+54%	+$251M	0.39%	41
2025 Q2	$508M	Sell	613,731 -322	-0.1%	-$219K	0.3%	54
2025 Q1	$323M	Buy	614,053 +611,418	+23,204%	+$358M	0.23%	59
2024 Q4	$1.57M	Sell	2,635 -1,342	-34%	-$730K	﹤0.01%	460
2024 Q3	$1.59M	Buy	3,977 +1,294	+48%	+$446K	﹤0.01%	449
2024 Q2	$789K	Hold	2,683	–	–	﹤0.01%	509
2024 Q1	$839K	Buy	2,683 +16	+0.6%	+$4.45K	﹤0.01%	514
2023 Q4	$689K	Sell	2,667 -21,315	-89%	-$4.8M	﹤0.01%	535
2023 Q3	$4.77M	Buy	23,982 +21,215	+767%	+$4.17M	﹤0.01%	418
2023 Q2	$540K	Buy	2,767 +160	+6%	+$33.1K	﹤0.01%	545
2023 Q1	$586K	Buy	2,607 +513	+24%	+$102K	﹤0.01%	559
2022 Q4	$347K	Buy	+2,094	New	+$331K	﹤0.01%	561

Other funds holding AXON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Jennison Associates's AXON Position: Q1 2026 in Review

Jennison Associates reduced its Axon Enterprise (AXON) stake by 8.2% in Q1 2026, selling an estimated $38.3M and leaving 826,680 shares worth $351M. The position accounts for 0.24% of the portfolio, ranked #52.

Jennison Associates first reported a position in AXON in Q4 2022 and has held it in 14 quarters since. The position peaked at $677M in Q3 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

Jennison Associates held 826,680 shares of Axon Enterprise worth $351M as of Q1 2026.
Jennison Associates sold 73,717 Axon Enterprise shares in Q1 2026, an estimated $38.3M.
Axon Enterprise made up 0.24% of Jennison Associates's portfolio in Q1 2026, its #52 holding.
Jennison Associates first reported a position in Axon Enterprise in Q4 2022 and has held it in 14 quarters since.
Jennison Associates's Axon Enterprise position peaked at $677M in Q3 2025.
1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Jennison Associates's 13F filing for Q1 2026, filed 6 May 2026.