PCH
AXON

Polar Capital Holdings’s Axon Enterprise AXON Stock Holding History

Polar Capital Holdings’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 		$37.5M Buy
66,971
+42,942
+179% +$18M 0.09% 141
2026
Q1 		$10.2M Buy
24,029
+1,311
+6% +$681K 0.04% 184
2025
Q4 		$12.9M Sell
22,718
-94,412
-81% -$58.6M 0.05% 182
2025
Q3 		$84.1M Sell
117,130
-41,081
-26% -$31.2M 0.4% 70
2025
Q2 		$131M Sell
158,211
-63,727
-29% -$43.4M 0.69% 46
2025
Q1 		$117M Buy
221,938
+45,418
+26% +$26.6M 0.71% 41
2024
Q4 		$105M Sell
176,520
-176,508
-50% -$96M 0.59% 48
2024
Q3 		$141M Buy
353,028
+14,279
+4% +$4.92M 0.67% 31
2024
Q2 		$99.7M Buy
338,749
+161,420
+91% +$48.2M 0.59% 44
2024
Q1 		$55.5M Sell
177,329
-44,269
-20% -$12.3M 0.29% 83
2023
Q4 		$57.2M Sell
221,598
-43,866
-17% -$9.89M 0.35% 80
2023
Q3 		$52.8M Buy
265,464
+197,746
+292% +$38.9M 0.39% 74
2023
Q2 		$13.2M Buy
67,718
+20,577
+44% +$4.26M 0.07% 176
2023
Q1 		$10.6M Buy
47,141
+10,191
+28% +$2.03M 0.07% 184
2022
Q4 		$6.13M Sell
36,950
-82,409
-69% -$13M 0.05% 225
2022
Q3 		$13.8M Sell
119,359
-17,951
-13% -$2.03M 0.09% 167
2022
Q2 		$12.8M Sell
137,310
-97,346
-41% -$10.3M 0.08% 180
2022
Q1 		$32.3M Buy
234,656
+38,314
+20% +$5.25M 0.15% 124
2021
Q4 		$30.8M Buy
196,342
+53,038
+37% +$8.9M 0.12% 137
2021
Q3 		$25.1M Sell
143,304
-22,914
-14% -$4.16M 0.1% 155
2021
Q2 		$29.4M Buy
166,218
+65,173
+64% +$9.59M 0.13% 135
2021
Q1 		$14.4M Sell
101,045
-604,403
-86% -$94.2M 0.09% 182
2020
Q4 		$86.4M Buy
+705,448
New +$80.9M 0.52% 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 $3.37T 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

Polar Capital Holdings's AXON Position: Q2 2026 in Review

Polar Capital Holdings increased its Axon Enterprise (AXON) stake by 179% in Q2 2026, buying an estimated $18M and bringing the position to 66,971 shares worth $37.5M. The position accounts for 0.09% of the portfolio, ranked #141.

Polar Capital Holdings first reported a position in AXON in Q4 2020 and has held it in 23 quarters since. The position peaked at $141M in Q3 2024. 1,126 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Polar Capital Holdings held 66,971 shares of Axon Enterprise worth $37.5M as of Q2 2026.
  • Polar Capital Holdings bought 42,942 Axon Enterprise shares in Q2 2026, an estimated $18M.
  • Axon Enterprise made up 0.09% of Polar Capital Holdings's portfolio in Q2 2026, its #141 holding.
  • Polar Capital Holdings first reported a position in Axon Enterprise in Q4 2020 and has held it in 23 quarters since.
  • Polar Capital Holdings's Axon Enterprise position peaked at $141M in Q3 2024.
  • 1,126 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

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