SGM
AXON

Skye Global Management’s Axon Enterprise AXON Stock Holding History

Skye Global 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
-6,300
Closed -$4.52M – 50
2025
Q3 		$4.52M Hold
6,300
– – 0.09% 50
2025
Q2 		$5.22M Sell
6,300
-100
-2% -$68K 0.09% 46
2025
Q1 		$3.37M Buy
6,400
+3,200
+100% +$1.87M 0.09% 41
2024
Q4 		$1.9M Buy
+3,200
New +$1.74M 0.04% 43
2022
Q1 		– Sell
-26,000
Closed -$4.08M – 34
2021
Q4 		$4.08M Buy
26,000
+17,400
+202% +$2.92M 0.07% 36
2021
Q3 		$1.5M Sell
8,600
-37,800
-81% -$6.87M 0.03% 53
2021
Q2 		$8.2M Sell
46,400
-45,600
-50% -$6.71M 0.15% 28
2021
Q1 		$13.1M Sell
92,000
-132,000
-59% -$20.6M 0.25% 30
2020
Q4 		$27.4M Buy
224,000
+78,500
+54% +$9M 0.64% 24
2020
Q3 		$13.2M Buy
145,500
+89,500
+160% +$7.79M 0.34% 31
2020
Q2 		$5.5M Sell
56,000
-130,000
-70% -$10.5M 0.21% 33
2020
Q1 		$13.2M Buy
186,000
+31,000
+20% +$2.32M 1.03% 16
2019
Q4 		$11.4M Buy
+155,000
New +$9.81M 1.09% 15

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

Skye Global Management's AXON Position: Q4 2025 in Review

Skye Global Management sold out of Axon Enterprise (AXON) in Q4 2025, closing a stake of 6,300 shares — an estimated $4.52M sold.

Skye Global Management first reported a position in AXON in Q4 2019 and held it in 13 quarters. The position peaked at $27.4M in Q4 2020. 1,139 funds tracked by Wall St. Rank hold AXON as of Q4 2025.

  • Skye Global Management reported no remaining Axon Enterprise position as of Q4 2025 after selling out during the quarter.
  • Skye Global Management sold 6,300 Axon Enterprise shares in Q4 2025, an estimated $4.52M.
  • Skye Global Management first reported a position in Axon Enterprise in Q4 2019 and held it in 13 quarters.
  • Skye Global Management's Axon Enterprise position peaked at $27.4M in Q4 2020.
  • 1,139 funds tracked by Wall St. Rank held Axon Enterprise as of Q4 2025.

Based on Skye Global Management's 13F filing for Q4 2025, filed 17 Feb 2026.