TCM
AXON

TimesSquare Capital Management’s Axon Enterprise AXON Stock Holding History

TimesSquare Capital 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 		$116M Buy
206,573
+692
+0.3% +$290K 1.7% 12
2026
Q1 		$87.4M Buy
205,881
+40,351
+24% +$21M 1.48% 16
2025
Q4 		$94M Buy
165,530
+42,226
+34% +$26.2M 1.42% 11
2025
Q3 		$88.5M Sell
123,304
-5,410
-4% -$4.11M 1.27% 24
2025
Q2 		$107M Buy
128,714
+6,464
+5% +$4.4M 1.54% 13
2025
Q1 		$64.3M Buy
122,250
+66,320
+119% +$38.8M 1.04% 32
2024
Q4 		$33.2M Buy
+55,930
New +$30.4M 0.48% 91
2024
Q3 		– Sell
-36
Closed -$10.6K – 155
2024
Q2 		$10.6K Sell
36
-5,486
-99% -$1.64M ﹤0.01% 154
2024
Q1 		$1.73M Sell
5,522
-9,078
-62% -$2.52M 0.03% 155
2023
Q4 		$3.77M Sell
14,600
-28,400
-66% -$6.4M 0.06% 145
2023
Q3 		$8.56M Buy
43,000
+14,710
+52% +$2.89M 0.13% 139
2023
Q2 		$5.52M Buy
28,290
+11,790
+71% +$2.44M 0.08% 156
2023
Q1 		$3.71M Sell
16,500
-11,500
-41% -$2.29M 0.05% 161
2022
Q4 		$4.65M Sell
28,000
-36,800
-57% -$5.82M 0.07% 162
2022
Q3 		$7.5M Sell
64,800
-3,500
-5% -$397K 0.1% 160
2022
Q2 		$6.36M Sell
68,300
-1,900
-3% -$201K 0.09% 169
2022
Q1 		$9.67M Sell
70,200
-76,600
-52% -$10.5M 0.11% 175
2021
Q4 		$23M Sell
146,800
-31,400
-18% -$5.27M 0.2% 161
2021
Q3 		$31.2M Sell
178,200
-96,800
-35% -$17.6M 0.27% 147
2021
Q2 		$48.6M Buy
275,000
+10,800
+4% +$1.59M 0.4% 108
2021
Q1 		$37.6M Sell
264,200
-246,981
-48% -$38.5M 0.32% 134
2020
Q4 		$62.6M Sell
511,181
-183,835
-26% -$21.1M 0.51% 79
2020
Q3 		$63M Buy
695,016
+342,266
+97% +$29.8M 0.59% 63
2020
Q2 		$34.6M Sell
352,750
-44,100
-11% -$3.57M 0.33% 140
2020
Q1 		$28.1M Buy
396,850
+7,015
+2% +$525K 0.33% 128
2019
Q4 		$28.6M Sell
389,835
-118,665
-23% -$7.51M 0.25% 156
2019
Q3 		$28.9M Buy
+508,500
New +$32.1M 0.26% 151

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 $3.37T AUM 44.26% 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

TimesSquare Capital Management's AXON Position: Q2 2026 in Review

TimesSquare Capital Management increased its Axon Enterprise (AXON) stake by 0.34% in Q2 2026, buying an estimated $290K and bringing the position to 206,573 shares worth $116M. The position accounts for 1.7% of the portfolio, ranked #12.

TimesSquare Capital Management first reported a position in AXON in Q3 2019 and has held it in 27 quarters since. 1,124 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • TimesSquare Capital Management held 206,573 shares of Axon Enterprise worth $116M as of Q2 2026.
  • TimesSquare Capital Management bought 692 Axon Enterprise shares in Q2 2026, an estimated $290K.
  • Axon Enterprise made up 1.7% of TimesSquare Capital Management's portfolio in Q2 2026, its #12 holding.
  • TimesSquare Capital Management first reported a position in Axon Enterprise in Q3 2019 and has held it in 27 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on TimesSquare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.