Sandler Capital Management’s Axon Enterprise AXON Stock Holding History

Sandler 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	$695K	Buy	1,240 +510	+70%	+$213K	0.35%	102
2026 Q1	$310K	Sell	730 -2,200	-75%	-$1.14M	0.16%	116
2025 Q4	$1.66M	Buy	2,930 +357	+14%	+$222K	0.55%	70
2025 Q3	$1.85M	Buy	2,573 +2,112	+458%	+$1.6M	0.54%	71
2025 Q2	$382K	Sell	461 -2,419	-84%	-$1.65M	0.1%	130
2025 Q1	$1.51M	Sell	2,880 -4,926	-63%	-$2.88M	0.38%	89
2024 Q4	$4.64M	Sell	7,806 -14,356	-65%	-$7.81M	0.48%	84
2024 Q3	$8.86M	Buy	22,162 +3,157	+17%	+$1.09M	1.17%	21
2024 Q2	$5.59M	Sell	19,005 -23,570	-55%	-$7.03M	0.6%	69
2024 Q1	$13.3M	Sell	42,575 -56,518	-57%	-$15.7M	0.97%	33
2023 Q4	$25.6M	Buy	99,093 +41,373	+72%	+$9.32M	2.12%	9
2023 Q3	$11.5M	Buy	+57,720	New	+$11.4M	1.18%	30
2021 Q4	–	Sell	-32,737	Closed	-$5.73M	–	106
2021 Q3	$5.73M	Sell	32,737 -33,990	-51%	-$6.17M	0.51%	70
2021 Q2	$11.8M	Sell	66,727 -42,273	-39%	-$6.22M	0.92%	47
2021 Q1	$15.5M	Buy	109,000 +74,000	+211%	+$11.5M	1.32%	20
2020 Q4	$4.29M	Buy	+35,000	New	+$4.01M	0.5%	61
2019 Q2	–	Sell	-162,845	Closed	-$8.86M	–	139
2019 Q1	$8.86M	Sell	162,845 -88,600	-35%	-$4.54M	0.69%	63
2018 Q4	$11M	Buy	251,445 +24,700	+11%	+$1.28M	0.93%	36
2018 Q3	$15.5M	Buy	226,745 +130,765	+136%	+$8.82M	0.78%	45
2018 Q2	$6.06M	Buy	+95,980	New	+$5.19M	0.51%	68
2016 Q3	–	Sell	-591,000	Closed	-$14.7M	–	111
2016 Q2	$14.7M	Buy	+591,000	New	+$12.2M	1.94%	13

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 $3.37T AUM 44.26% 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

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

Sandler Capital Management increased its Axon Enterprise (AXON) stake by 70% in Q2 2026, buying an estimated $213K and bringing the position to 1,240 shares worth $695K. The position accounts for 0.35% of the portfolio, ranked #102.

Sandler Capital Management first reported a position in AXON in Q2 2016 and has held it in 21 quarters since. The position peaked at $25.6M in Q4 2023. 1,124 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

Sandler Capital Management held 1,240 shares of Axon Enterprise worth $695K as of Q2 2026.
Sandler Capital Management bought 510 Axon Enterprise shares in Q2 2026, an estimated $213K.
Axon Enterprise made up 0.35% of Sandler Capital Management's portfolio in Q2 2026, its #102 holding.
Sandler Capital Management first reported a position in Axon Enterprise in Q2 2016 and has held it in 21 quarters since.
Sandler Capital Management's Axon Enterprise position peaked at $25.6M in Q4 2023.
1,124 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

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