NC
AXON

NZS Capital’s Axon Enterprise AXON Stock Holding History

NZS 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
Q2 		$64.1M Buy
114,386
+40,317
+54% +$16.9M 1.66% 24
2026
Q1 		$31.5M Buy
74,069
+19,332
+35% +$10M 1.05% 35
2025
Q4 		$31.1M Buy
54,737
+26,362
+93% +$16.4M 0.95% 43
2025
Q3 		$20.4M Buy
28,375
+1,652
+6% +$1.25M 0.62% 53
2025
Q2 		$22.1M Sell
26,723
-21,638
-45% -$14.7M 0.75% 47
2025
Q1 		$25.4M Buy
48,361
+10,094
+26% +$5.91M 1.15% 36
2024
Q4 		$22.7M Sell
38,267
-47,806
-56% -$26M 0.97% 41
2024
Q3 		$34.4M Buy
86,073
+1,659
+2% +$572K 1.34% 24
2024
Q2 		$24.8M Buy
84,414
+1,282
+2% +$383K 1.02% 36
2024
Q1 		$26M Sell
83,132
-6,537
-7% -$1.82M 1.08% 35
2023
Q4 		$23.2M Buy
89,669
+31,755
+55% +$7.16M 1.22% 30
2023
Q3 		$11.5M Buy
57,914
+3,771
+7% +$742K 0.62% 49
2023
Q2 		$10.6M Buy
+54,143
New +$11.2M 0.53% 50

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 $3.38T AUM 44.17% 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

NZS Capital's AXON Position: Q2 2026 in Review

NZS Capital increased its Axon Enterprise (AXON) stake by 54% in Q2 2026, buying an estimated $16.9M and bringing the position to 114,386 shares worth $64.1M. The position accounts for 1.66% of the portfolio, ranked #24.

NZS Capital first reported a position in AXON in Q2 2023 and has held it in 13 quarters since. 1,129 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • NZS Capital held 114,386 shares of Axon Enterprise worth $64.1M as of Q2 2026.
  • NZS Capital bought 40,317 Axon Enterprise shares in Q2 2026, an estimated $16.9M.
  • Axon Enterprise made up 1.66% of NZS Capital's portfolio in Q2 2026, its #24 holding.
  • NZS Capital first reported a position in Axon Enterprise in Q2 2023 and has held it in 13 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

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