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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $775.7 M.
Top institutional holders include Frank Sands and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $143.42 M net outflow during the quarter.
Recent activity highlights Jefferies Group who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 55.6%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 2.86% | Reduce -10.5% | 1,442,341 | $1.04 B | Q3 2025 | |
| 0.02% | Reduce -31.1% | 43,424 | $30.61 M | Q3 2025 | |
| 0.09% | Reduce -16.8% | 28,595 | $20.52 M | Q3 2025 | |
| 0.00% | Reduce -55.6% | 4,000 | $2.87 M | Q3 2025 | |
| 0.01% | New Buy | 2,963 | $2.13 M | Q3 2025 | |
| 0.00% | Add 11.6% | 911 | $654,494 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Axon Enterprise, Inc. (AXON)
Major holders include Frank Sands ($1.04 B), Cliff Asness ($30.61 M), Joel Greenblatt ($20.52 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.52 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $143.42 M, with 2 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited AXON. The total reported sell value was $145.61 M.
Yes, 1 managers opened new positions in AXON, and 1 increased their existing holdings. The total reported buy value was $2.19 M.