Summit Partners Public Asset Management’s Axon Enterprise AXON Stock Holding History

Summit Partners Public Asset 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	$12.1M	Sell	21,500 -12,000	-36%	-$5.02M	0.21%	102
2026 Q1	$14.2M	Buy	+33,500	New	+$17.4M	0.38%	75
2025 Q4	–	Sell	-42,015	Closed	-$30.2M	–	139
2025 Q3	$30.2M	Buy	42,015 +6,953	+20%	+$5.28M	0.63%	56
2025 Q2	$29M	Sell	35,062 -23,238	-40%	-$15.8M	0.73%	42
2025 Q1	$30.7M	Sell	58,300 -625	-1%	-$366K	0.79%	46
2024 Q4	$35M	Buy	58,925 +6,629	+13%	+$3.61M	0.67%	55
2024 Q3	$20.9M	Sell	52,296 -13,020	-20%	-$4.49M	0.65%	49
2024 Q2	$19.2M	Buy	65,316 +6,351	+11%	+$1.9M	0.73%	46
2024 Q1	$18.4M	Sell	58,965 -30,989	-34%	-$8.61M	0.63%	59
2023 Q4	$23.2M	Buy	+89,954	New	+$20.3M	0.96%	38

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

Summit Partners Public Asset Management's AXON Position: Q2 2026 in Review

Summit Partners Public Asset Management reduced its Axon Enterprise (AXON) stake by 36% in Q2 2026, selling an estimated $5.02M and leaving 21,500 shares worth $12.1M. The position accounts for 0.21% of the portfolio, ranked #102.

Summit Partners Public Asset Management first reported a position in AXON in Q4 2023 and has held it in 10 quarters since. The position peaked at $35M in Q4 2024. 1,124 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

Summit Partners Public Asset Management held 21,500 shares of Axon Enterprise worth $12.1M as of Q2 2026.
Summit Partners Public Asset Management sold 12,000 Axon Enterprise shares in Q2 2026, an estimated $5.02M.
Axon Enterprise made up 0.21% of Summit Partners Public Asset Management's portfolio in Q2 2026, its #102 holding.
Summit Partners Public Asset Management first reported a position in Axon Enterprise in Q4 2023 and has held it in 10 quarters since.
Summit Partners Public Asset Management's Axon Enterprise position peaked at $35M in Q4 2024.
1,124 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.