Summit Partners Public Asset Management
AXON icon

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 		$12.9M Buy
+23,000
New +$9.62M 0.23% 97
2025
Q2 		– Sell
-600
Closed -$316K – 141
2025
Q1 		$316K Buy
+600
New +$351K 0.01% 141

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 $3.38T AUM 44.17% 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

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. 1,130 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.
  • 1,130 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.