Frank Sands's AXON Position Overview
Frank Sands (via Sands Capital Management, LLC) currently holds 1.4M shares of Axon Enterprise, Inc. (AXON) worth $1.04 B, representing 2.86% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Frank Sands has maintained a strategic position in AXON, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 1.0M shares. Largest reduction occurred in Q3 2024, reducing 449.3K shares.
Analysis based on 13F filings available since 2013 Q2
Frank Sands's Axon Enterprise (AXON) Holding Value Over Time
Track share changes against reported price movement
Quarterly Axon Enterprise (AXON) Trades by Frank Sands
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +988,570 | New Buy | 988,570 | $224.85 |
| Q2 2023 | +1 M | Add 101.62% | 1.99 M | $195.12 |
| Q3 2023 | +619,179 | Add 31.07% | 2.61 M | $198.99 |
| Q4 2023 | +16,347 | Add 0.63% | 2.63 M | $258.33 |
| Q1 2024 | -98,558 | Reduce 3.75% | 2.53 M | $312.88 |
| Q2 2024 | +29,598 | Add 1.17% | 2.56 M | $294.24 |
| Q3 2024 | -449,349 | Reduce 17.55% | 2.11 M | $399.60 |
| Q4 2024 | -133,107 | Reduce 6.31% | 1.98 M | $594.32 |
| Q1 2025 | -77,414 | Reduce 3.92% | 1.9 M | $525.95 |
| Q2 2025 | -288,527 | Reduce 15.19% | 1.61 M | $827.94 |
| Q3 2025 | -168,954 | Reduce 10.49% | 1.44 M | $717.64 |
Frank Sands's Axon Enterprise Investment FAQs
Frank Sands first purchased Axon Enterprise, Inc. (AXON) in Q1 2023, acquiring 988,570 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands has held Axon Enterprise, Inc. (AXON) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands's largest addition to Axon Enterprise, Inc. (AXON) was in Q2 2023, adding 1,993,126 shares worth $388.9 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Frank Sands's firm, Sands Capital Management, LLC, owns 1,442,341 shares of Axon Enterprise, Inc. (AXON), valued at approximately $1.04 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Axon Enterprise, Inc. (AXON) represents approximately 2.86% of Frank Sands's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands's peak holding in Axon Enterprise, Inc. (AXON) was 2,628,652 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.