TwinBeech Capital’s Axon Enterprise AXON Stock Holding History

TwinBeech Capital’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	–	Sell	-22,376	Closed	-$9.5M	–	387
2026 Q1	$9.5M	Buy	+22,376	New	+$11.6M	0.98%	6
2025 Q2	–	Sell	-12,313	Closed	-$6.48M	–	643
2025 Q1	$6.48M	Sell	12,313 -32,910	-73%	-$19.3M	0.12%	211
2024 Q4	$26.9M	Buy	+45,223	New	+$24.6M	0.46%	70
2023 Q2	–	Sell	-79,335	Closed	-$17.8M	–	594
2023 Q1	$17.8M	Buy	79,335 +54,384	+218%	+$10.8M	0.36%	78
2022 Q4	$4.14M	Buy	+24,951	New	+$3.94M	0.08%	295
2020 Q3	–	Sell	-17,155	Closed	-$1.68M	–	425
2020 Q2	$1.68M	Buy	17,155 +3,402	+25%	+$275K	0.37%	88
2020 Q1	$973K	Buy	+13,753	New	+$1.03M	0.39%	88

Other funds holding AXON

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TwinBeech Capital's AXON Position: Q2 2026 in Review

TwinBeech Capital sold out of Axon Enterprise (AXON) in Q2 2026, closing a stake of 22,376 shares — an estimated $9.5M sold.

TwinBeech Capital first reported a position in AXON in Q1 2020 and held it in 7 quarters. The position peaked at $26.9M in Q4 2024. 1,118 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

TwinBeech Capital reported no remaining Axon Enterprise position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 22,376 Axon Enterprise shares in Q2 2026, an estimated $9.5M.
TwinBeech Capital first reported a position in Axon Enterprise in Q1 2020 and held it in 7 quarters.
TwinBeech Capital's Axon Enterprise position peaked at $26.9M in Q4 2024.
1,118 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.