ZCI
AXON

Zevenbergen Capital Investments’s Axon Enterprise AXON Stock Holding History

Zevenbergen Capital Investments’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 		$169M Buy
302,151
+13,940
+5% +$5.83M 3.87% 6
2026
Q1 		$122M Sell
288,211
-50,455
-15% -$26.2M 3.52% 9
2025
Q4 		$192M Sell
338,666
-30,698
-8% -$19M 4.28% 6
2025
Q3 		$265M Sell
369,364
-22,077
-6% -$16.8M 5.15% 5
2025
Q2 		$324M Sell
391,441
-23,823
-6% -$16.2M 6.32% 2
2025
Q1 		$218M Sell
415,264
-7,975
-2% -$4.67M 5.33% 7
2024
Q4 		$252M Sell
423,239
-61,819
-13% -$33.6M 5.13% 5
2024
Q3 		$194M Sell
485,058
-10,288
-2% -$3.55M 4.07% 8
2024
Q2 		$146M Sell
495,346
-716
-0.1% -$214K 3.12% 11
2024
Q1 		$155M Sell
496,062
-21,715
-4% -$6.03M 3.3% 10
2023
Q4 		$134M Buy
517,777
+4,511
+0.9% +$1.02M 3.08% 10
2023
Q3 		$102M Sell
513,266
-5,200
-1% -$1.02M 2.61% 13
2023
Q2 		$101M Sell
518,466
-20,024
-4% -$4.15M 2.41% 14
2023
Q1 		$121M Sell
538,490
-13,104
-2% -$2.61M 3.25% 7
2022
Q4 		$91.5M Sell
551,594
-47,185
-8% -$7.46M 3.08% 8
2022
Q3 		$69.3M Buy
598,779
+74,931
+14% +$8.49M 1.96% 18
2022
Q2 		$48.8M Buy
523,848
+177,933
+51% +$18.8M 2.23% 17
2022
Q1 		$47.6M Buy
345,915
+120,325
+53% +$16.5M 1.28% 27
2021
Q4 		$35.4M Buy
225,590
+150,735
+201% +$25.3M 0.74% 33
2021
Q3 		$13.1M Buy
74,855
+5,430
+8% +$986K 0.25% 42
2021
Q2 		$12.3M Sell
69,425
-21,650
-24% -$3.19M 0.22% 46
2021
Q1 		$13M Buy
91,075
+125
+0.1% +$19.5K 0.25% 44
2020
Q4 		$11.1M Sell
90,950
-15,775
-15% -$1.81M 0.2% 43
2020
Q3 		$9.68M Sell
106,725
-6,645
-6% -$578K 0.19% 42
2020
Q2 		$11.1M Buy
113,370
+58,565
+107% +$4.74M 0.27% 37
2020
Q1 		$3.88M Buy
54,805
+3,655
+7% +$274K 0.15% 39
2019
Q4 		$3.75M Sell
51,150
-11,810
-19% -$747K 0.14% 41
2019
Q3 		$3.58M Sell
62,960
-10,290
-14% -$649K 0.14% 39
2019
Q2 		$4.7M Sell
73,250
-1,140
-2% -$74.3K 0.15% 39
2019
Q1 		$4.05M Sell
74,390
-91,600
-55% -$4.69M 0.14% 39
2018
Q4 		$7.26M Sell
165,990
-21,480
-11% -$1.11M 0.32% 35
2018
Q3 		$12.8M Buy
187,470
+22,540
+14% +$1.52M 0.41% 38
2018
Q2 		$10.4M Buy
+164,930
New +$8.92M 0.35% 40

Other funds holding AXON

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Zevenbergen Capital Investments's AXON Position: Q2 2026 in Review

Zevenbergen Capital Investments increased its Axon Enterprise (AXON) stake by 4.8% in Q2 2026, buying an estimated $5.83M and bringing the position to 302,151 shares worth $169M. The position accounts for 3.87% of the portfolio, ranked #6.

Zevenbergen Capital Investments first reported a position in AXON in Q2 2018 and has held it in 33 quarters since. The position peaked at $324M in Q2 2025. 431 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Zevenbergen Capital Investments held 302,151 shares of Axon Enterprise worth $169M as of Q2 2026.
  • Zevenbergen Capital Investments bought 13,940 Axon Enterprise shares in Q2 2026, an estimated $5.83M.
  • Axon Enterprise made up 3.87% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #6 holding.
  • Zevenbergen Capital Investments first reported a position in Axon Enterprise in Q2 2018 and has held it in 33 quarters since.
  • Zevenbergen Capital Investments's Axon Enterprise position peaked at $324M in Q2 2025.
  • 431 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2026, filed 16 Jul 2026.