Polen Capital Management
AXON

Polen Capital Management’s Axon Enterprise AXON Stock Holding History

Polen 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
2025
Q4 		– Sell
-299
Closed -$215K – 240
2025
Q3 		$215K Sell
299
-623
-68% -$473K ﹤0.01% 222
2025
Q2 		$763K Buy
+922
New +$627K ﹤0.01% 163

Other funds holding AXON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Polen Capital Management's AXON Position: Q4 2025 in Review

Polen Capital Management sold out of Axon Enterprise (AXON) in Q4 2025, closing a stake of 299 shares — an estimated $215K sold.

Polen Capital Management first reported a position in AXON in Q2 2025 and held it in 2 quarters. The position peaked at $763K in Q2 2025. 1,138 funds tracked by Wall St. Rank hold AXON as of Q4 2025.

  • Polen Capital Management reported no remaining Axon Enterprise position as of Q4 2025 after selling out during the quarter.
  • Polen Capital Management sold 299 Axon Enterprise shares in Q4 2025, an estimated $215K.
  • Polen Capital Management first reported a position in Axon Enterprise in Q2 2025 and held it in 2 quarters.
  • Polen Capital Management's Axon Enterprise position peaked at $763K in Q2 2025.
  • 1,138 funds tracked by Wall St. Rank held Axon Enterprise as of Q4 2025.

Based on Polen Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.