William Blair & Company
AXON

William Blair & Company’s Axon Enterprise AXON Stock Holding History

William Blair & Company’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 		$67.4M Buy
120,294
+14,573
+14% +$6.1M 0.18% 120
2026
Q1 		$44.9M Buy
105,721
+3,984
+4% +$2.07M 0.13% 158
2025
Q4 		$57.8M Buy
101,737
+2,829
+3% +$1.76M 0.16% 133
2025
Q3 		$71M Buy
98,908
+4,391
+5% +$3.33M 0.19% 117
2025
Q2 		$78.3M Buy
94,517
+6,933
+8% +$4.72M 0.22% 104
2025
Q1 		$46.1M Sell
87,584
-3,863
-4% -$2.26M 0.14% 145
2024
Q4 		$54.3M Buy
91,447
+16,351
+22% +$8.89M 0.16% 127
2024
Q3 		$30M Buy
75,096
+253
+0.3% +$87.2K 0.09% 182
2024
Q2 		$22M Sell
74,843
-607
-0.8% -$181K 0.07% 208
2024
Q1 		$23.6M Buy
75,450
+2,486
+3% +$691K 0.07% 193
2023
Q4 		$18.8M Sell
72,964
-312
-0.4% -$70.3K 0.06% 211
2023
Q3 		$14.6M Buy
73,276
+2,888
+4% +$568K 0.06% 243
2023
Q2 		$13.7M Sell
70,388
-3,100
-4% -$642K 0.05% 267
2023
Q1 		$16.5M Sell
73,488
-6,418
-8% -$1.28M 0.07% 234
2022
Q4 		$13.6M Buy
79,906
+16,980
+27% +$2.68M 0.06% 254
2022
Q3 		$7.28M Sell
62,926
-3,421
-5% -$388K 0.03% 337
2022
Q2 		$6.18M Sell
66,347
-274,392
-81% -$29M 0.03% 379
2022
Q1 		$46.9M Buy
340,739
+165,279
+94% +$22.7M 0.16% 137
2021
Q4 		$29.9M Buy
175,460
+19,583
+13% +$3.29M 0.09% 191
2021
Q3 		$27.3M Buy
155,877
+22,028
+16% +$4M 0.09% 192
2021
Q2 		$23.7M Buy
133,849
+115,324
+623% +$17M 0.08% 207
2021
Q1 		$3.27M Buy
18,525
+5,838
+46% +$910K 0.01% 550
2020
Q4 		$1.55M Sell
12,687
-983
-7% -$113K 0.01% 720
2020
Q3 		$1.24M Buy
13,670
+5,130
+60% +$446K 0.01% 695
2020
Q2 		$838K Buy
8,540
+3,905
+84% +$316K ﹤0.01% 773
2020
Q1 		$328K Buy
+4,635
New +$347K ﹤0.01% 985

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

William Blair & Company's AXON Position: Q2 2026 in Review

William Blair & Company increased its Axon Enterprise (AXON) stake by 14% in Q2 2026, buying an estimated $6.1M and bringing the position to 120,294 shares worth $67.4M. The position accounts for 0.18% of the portfolio, ranked #120.

William Blair & Company first reported a position in AXON in Q1 2020 and has held it in 26 quarters since. The position peaked at $78.3M in Q2 2025. 1,124 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • William Blair & Company held 120,294 shares of Axon Enterprise worth $67.4M as of Q2 2026.
  • William Blair & Company bought 14,573 Axon Enterprise shares in Q2 2026, an estimated $6.1M.
  • Axon Enterprise made up 0.18% of William Blair & Company's portfolio in Q2 2026, its #120 holding.
  • William Blair & Company first reported a position in Axon Enterprise in Q1 2020 and has held it in 26 quarters since.
  • William Blair & Company's Axon Enterprise position peaked at $78.3M in Q2 2025.
  • 1,124 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.