JO
AXON

John Overdeck’s Axon Enterprise AXON Stock Holding History

John Overdeck’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 		$2.75M Sell
4,900
-6,300
-56% -$2.64M ﹤0.01% 2706
2026
Q1 		$4.76M Buy
11,200
+9,200
+460% +$4.78M ﹤0.01% 2024
2025
Q4 		$1.14M Buy
+2,000
New +$1.24M ﹤0.01% 2831
2022
Q1 		– Sell
-7,000
Closed -$1.1M – 2726
2021
Q4 		$1.1M Sell
7,000
-10,000
-59% -$1.68M ﹤0.01% 2465
2021
Q3 		$2.98M Buy
17,000
+15,000
+750% +$2.72M 0.01% 1614
2021
Q2 		$354K Sell
2,000
-9,000
-82% -$1.33M ﹤0.01% 3370
2021
Q1 		$1.57M Buy
11,000
+3,000
+38% +$468K ﹤0.01% 1898
2020
Q4 		$980K Sell
8,000
-32,000
-80% -$3.67M ﹤0.01% 2029
2020
Q3 		$3.63M Buy
40,000
+37,700
+1,639% +$3.28M 0.01% 955
2020
Q2 		$226K Sell
2,300
-18,800
-89% -$1.52M ﹤0.01% 2565
2020
Q1 		$1.49M Buy
21,100
+8,300
+65% +$621K 0.01% 1140
2019
Q4 		$938K Buy
12,800
+6,800
+113% +$430K ﹤0.01% 2238
2019
Q3 		$341K Buy
+6,000
New +$379K ﹤0.01% 2867
2019
Q1 		– Sell
-19,700
Closed -$862K – 3011
2018
Q4 		$862K Hold
19,700
– – ﹤0.01% 1744
2018
Q3 		$1.35M Buy
19,700
+11,400
+137% +$769K ﹤0.01% 1770
2018
Q2 		$524K Buy
+8,300
New +$449K ﹤0.01% 2608
2018
Q1 		– Sell
-10,000
Closed -$265K – 3129
2017
Q4 		$265K Buy
+10,000
New +$240K ﹤0.01% 2790
2017
Q3 		– Sell
-25,000
Closed -$629K – 2732
2017
Q2 		$629K Buy
+25,000
New +$611K ﹤0.01% 2179

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

John Overdeck's AXON Position: Q1 2026 in Review

John Overdeck sold out of Axon Enterprise (AXON) in Q1 2026, closing a stake of 6,199 shares — an estimated $3.22M sold.

John Overdeck first reported a position in AXON in Q3 2013 and held it in 23 quarters. The position peaked at $192M in Q4 2024. 1,051 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • John Overdeck reported no remaining Axon Enterprise position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 6,199 Axon Enterprise shares in Q1 2026, an estimated $3.22M.
  • John Overdeck first reported a position in Axon Enterprise in Q3 2013 and held it in 23 quarters.
  • John Overdeck's Axon Enterprise position peaked at $192M in Q4 2024.
  • 1,051 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.