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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Summit Partners Public Asset Management's AXON Position: Q1 2026 in Review

Summit Partners Public Asset Management opened a new position in Axon Enterprise (AXON) in Q1 2026: 33,500 shares worth $14.2M. The stake represents 0.38% of the portfolio and ranks #75 among its holdings. This is a return to the name: Summit Partners Public Asset Management previously reported a position in AXON as recently as Q3 2025.

Summit Partners Public Asset Management first reported a position in AXON in Q4 2023 and has held it in 9 quarters since. The position peaked at $35M in Q4 2024. 1,051 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Summit Partners Public Asset Management held 33,500 shares of Axon Enterprise worth $14.2M as of Q1 2026.
  • Axon Enterprise was a new Summit Partners Public Asset Management position in Q1 2026.
  • Axon Enterprise made up 0.38% of Summit Partners Public Asset Management's portfolio in Q1 2026, its #75 holding.
  • Summit Partners Public Asset Management first reported a position in Axon Enterprise in Q4 2023 and has held it in 9 quarters since.
  • Summit Partners Public Asset Management's Axon Enterprise position peaked at $35M in Q4 2024.
  • 1,051 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q1 2026, filed 15 May 2026.