SPPAM
AXON

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
Q1 		$14.2M Buy
+33,500
New +$17.4M 0.66% 75
2025
Q4 		– Sell
-42,015
Closed -$30.2M – 143
2025
Q3 		$30.2M Buy
42,015
+6,953
+20% +$5.28M 0.98% 56
2025
Q2 		$29M Sell
35,062
-23,238
-40% -$15.8M 1.13% 42
2025
Q1 		$30.7M Sell
58,300
-625
-1% -$366K 1.47% 46
2024
Q4 		$35M Buy
58,925
+6,629
+13% +$3.61M 1.17% 55
2024
Q3 		$20.9M Sell
52,296
-13,020
-20% -$4.49M 0.94% 49
2024
Q2 		$19.2M Buy
65,316
+6,351
+11% +$1.9M 0.89% 46
2024
Q1 		$18.4M Sell
58,965
-30,989
-34% -$8.61M 0.88% 59
2023
Q4 		$23.2M Buy
+89,954
New +$20.3M 1.26% 38

Other funds holding AXON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return