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AXON · Industrials

AXON ENTERPRISE INC

USA Industrials Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Weak — few signals

No standout activity across the feeds we track.

Hedge funds
45
Congress
0
Insiders
50
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in AXON ENTERPRISE INC? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$43.7B
Industry
Aerospace & Defense
Sector
Industrials
Exchange
NasdaqGS
About AXON ENTERPRISE INC

Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally. The company operates in two segments, Software and Services, and Connected Devices. The Software and Services segment develops, manufactures, and sells cloud-based software-as-a-service solutions to capture, store, manage, share, and analyze video and other digital evidence. This segment also offers Axon Evidence, Draft One, Axon Records, Axon Standards, Axon Fusus, Axon Assistant, and others. The Connected Devices segment engages in the development, manufacture, and sale of integrated…

Who's behind the signal
Every informed buyer we can see on AXON, across all three feeds.
Hedge funds · 8
Coatue Management New position
D.E. Shaw & Co New position
Baillie Gifford & Co Increased +1199%
Citadel Advisors Increased +151%
+2 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Not a model pick — but on our radar. AXON ENTERPRISE INC isn't in the top-10 model right now, but 8 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
8
Investors
2
New positions
3
Increasing
2
Decreasing
1
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.4×
New position
% of portfolio
0.2%
Position change
NEW
0.2% of Coatue Management's portfolio
Trust weight: 1.0×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.4×
Increased +1199%
% of portfolio
0.8%
Position change
+1199%
0.8% of Baillie Gifford & Co's portfolio
Trust weight: 1.0×
Increased +151%
% of portfolio
0.1%
Position change
+151%
0.1% of Citadel Advisors's portfolio
Trust weight: 1.0×
Increased +742%
% of portfolio
0.0%
Position change
+742%
0.0% of Millennium Management's portfolio
Trust weight: 1.1×
Decreased −42%
% of portfolio
0.0%
Position change
−42%
0.0% of Gotham Asset Mgmt's portfolio
Trust weight: 1.2×
Unchanged
% of portfolio
0.0%
Position change
0.0% of Tudor Investment's portfolio
Trust weight: 1.0×
Decreased −38%
% of portfolio
0.0%
Position change
−38%
0.0% of AQR Capital Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to AXON ENTERPRISE INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell AXON ENTERPRISE INC or any security.

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