Kingdon Capital Management’s Axon Enterprise AXON Stock Holding History

Kingdon 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 Q2	–	Sell	-14,500	Closed	-$6.16M	–	77
2026 Q1	$6.16M	Buy	14,500 +1,000	+7%	+$520K	0.68%	49
2025 Q4	$7.67M	Buy	13,500 +3,500	+35%	+$2.17M	0.91%	48
2025 Q3	$7.18M	Buy	+10,000	New	+$7.59M	0.89%	52
2020 Q3	–	Sell	-80,000	Closed	-$7.85M	–	61
2020 Q2	$7.85M	Buy	+80,000	New	+$6.47M	0.71%	35
2015 Q2	–	Sell	-621,500	Closed	-$15M	–	131
2015 Q1	$15M	Buy	621,500 +180,000	+41%	+$4.58M	0.64%	49
2014 Q4	$11.7M	Buy	+441,500	New	+$8.71M	0.51%	57

Other funds holding AXON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kingdon Capital Management's AXON Position: Q2 2026 in Review

Kingdon Capital Management sold out of Axon Enterprise (AXON) in Q2 2026, closing a stake of 14,500 shares — an estimated $6.16M sold.

Kingdon Capital Management first reported a position in AXON in Q4 2014 and held it in 6 quarters. The position peaked at $15M in Q1 2015. 1,129 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

Kingdon Capital Management reported no remaining Axon Enterprise position as of Q2 2026 after selling out during the quarter.
Kingdon Capital Management sold 14,500 Axon Enterprise shares in Q2 2026, an estimated $6.16M.
Kingdon Capital Management first reported a position in Axon Enterprise in Q4 2014 and held it in 6 quarters.
Kingdon Capital Management's Axon Enterprise position peaked at $15M in Q1 2015.
1,129 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Kingdon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.