SPC
AXON

Stony Point Capital’s Axon Enterprise AXON Stock Holding History

Stony Point 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 		$46.3M Buy
82,534
+2,669
+3% +$1.12M 3.01% 15
2026
Q1 		$33.9M Sell
79,865
-6
-0% -$3.12K 2.73% 15
2025
Q4 		$45.4M Buy
79,871
+1,672
+2% +$1.04M 3.33% 15
2025
Q3 		$56.1M Buy
78,199
+3,725
+5% +$2.83M 3.93% 15
2025
Q2 		$61.7M Buy
74,474
+18,534
+33% +$12.6M 4.67% 5
2025
Q1 		$29.4M Buy
+55,940
New +$32.7M 3.03% 14

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

Stony Point Capital's AXON Position: Q2 2026 in Review

Stony Point Capital increased its Axon Enterprise (AXON) stake by 3.3% in Q2 2026, buying an estimated $1.12M and bringing the position to 82,534 shares worth $46.3M. The position accounts for 3.01% of the portfolio, ranked #15.

Stony Point Capital first reported a position in AXON in Q1 2025 and has held it in 6 quarters since. The position peaked at $61.7M in Q2 2025. 1,127 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Stony Point Capital held 82,534 shares of Axon Enterprise worth $46.3M as of Q2 2026.
  • Stony Point Capital bought 2,669 Axon Enterprise shares in Q2 2026, an estimated $1.12M.
  • Axon Enterprise made up 3.01% of Stony Point Capital's portfolio in Q2 2026, its #15 holding.
  • Stony Point Capital first reported a position in Axon Enterprise in Q1 2025 and has held it in 6 quarters since.
  • Stony Point Capital's Axon Enterprise position peaked at $61.7M in Q2 2025.
  • 1,127 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Stony Point Capital's 13F filing for Q2 2026, filed 13 Aug 2026.