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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $685.19 M.
Top institutional holders include Frank Sands and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $78.13 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Jefferies Group reduced exposure by 53.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Axon Enterprise, Inc. (AXON)
Major holders include Frank Sands ($914.05 M), Cliff Asness ($15.3 M), Joel Greenblatt ($9.35 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.66 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $78.13 M, with 3 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited AXON. The total reported sell value was $17.15 M.
Yes, 1 managers opened new positions in AXON, and 2 increased their existing holdings. The total reported buy value was $95.28 M.
