Guru Ownership Trend
Guru Analysis for Axon Enterprise, Inc. (AXON)
Axon Enterprise, Inc. (AXON), a key player in the Industrials sector, continues to attract institutional attention.
As of Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1 B.
Top institutional holders include Frank Sands and Joel Greenblatt.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $33.56 M net outflow during the quarter.
Recent activity highlights Louis Moore Bacon who increased their stake by 274.3%. Conversely, Cliff Asness reduced exposure by 8.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Axon Enterprise, Inc. (AXON)
Major holders include Frank Sands ($830.16 M), Joel Greenblatt ($20.16 M), Cliff Asness ($14.18 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.55 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $33.56 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited AXON. The total reported sell value was $48.27 M.
Yes, 2 managers opened new positions in AXON, and 2 increased their existing holdings. The total reported buy value was $14.71 M.
