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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $622.4 M.
Top institutional holders include Frank Sands and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $20.47 M net outflow during the quarter.
Recent activity highlights Louis Moore Bacon who increased their stake by 38.1%. Conversely, Joel Greenblatt reduced exposure by 10.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Axon Enterprise, Inc. (AXON)
Major holders include Frank Sands ($664.43 M), Cliff Asness ($11.82 M), Joel Greenblatt ($6.24 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.61 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $20.47 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited AXON. The total reported sell value was $21.16 M.
Yes, 0 managers opened new positions in AXON, and 2 increased their existing holdings. The total reported buy value was $689,862.79.