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	$8.49M	Buy	+20,000	New	+$10.4M	0.23%	97
2025 Q4	–	Sell	-50,000	Closed	-$35.9M	–	140
2025 Q3	$35.9M	Buy	50,000 +15,000	+43%	+$11.4M	0.74%	49
2025 Q2	$29M	Sell	35,000 -5,000	-13%	-$3.4M	0.73%	44
2025 Q1	$21M	Buy	40,000 +31,000	+344%	+$18.1M	0.54%	64
2024 Q4	$5.35M	Buy	+9,000	New	+$4.9M	0.1%	129

Other funds holding AXON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.