KC
AXON

Kadensa Capital’s Axon Enterprise AXON Stock Holding History

Kadensa 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
Q1 		– Sell
-39,182
Closed -$22.3M – 42
2025
Q4 		$22.3M Buy
39,182
+11,110
+40% +$6.89M 2.31% 15
2025
Q3 		$20.1M Buy
28,072
+11,153
+66% +$8.46M 2.07% 20
2025
Q2 		$14M Buy
+16,919
New +$11.5M 2.23% 19

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

Kadensa Capital's AXON Position: Q1 2026 in Review

Kadensa Capital sold out of Axon Enterprise (AXON) in Q1 2026, closing a stake of 39,182 shares — an estimated $22.3M sold.

Kadensa Capital first reported a position in AXON in Q2 2025 and held it in 3 quarters. The position peaked at $22.3M in Q4 2025. 1,049 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Kadensa Capital reported no remaining Axon Enterprise position as of Q1 2026 after selling out during the quarter.
  • Kadensa Capital sold 39,182 Axon Enterprise shares in Q1 2026, an estimated $22.3M.
  • Kadensa Capital first reported a position in Axon Enterprise in Q2 2025 and held it in 3 quarters.
  • Kadensa Capital's Axon Enterprise position peaked at $22.3M in Q4 2025.
  • 1,049 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

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