Axon Enterprise, Inc.
AXON- Exchange
- Nasdaq
- Industry
- Ordnance & Accessories, (No Vehicles/Guided Missiles)
- SEC CIK
- 0001069183
In the last 90 days, Axon Enterprise, Inc. insiders filed 0 open-market purchases and 4 sales; 1,137 institutions reported holding it in 13F filings for Q2 2026, worth $40.4B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 9, 2026
- $24.7B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $21.2M in total
- 4
- 13F holdersQ2 2026, +90 vs. previous quarter
- 1,137
- 13F valueReported value at the end of Q2 2026
- $40.4B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $2.78B
- +33.5% year over year
- Net income, FY2025
- $124.7M
- −66.9% year over year
- Free cash flow, FY2025
- $75.1M
- −77.2% year over year
- Revenue, Q3 FY2026
- $908.6M
- +27.8% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net income for FY2025: $124.7M (4.5% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 4.06M
- Shares sold short
- Change
- +169.6K
- +4.4% vs. previous
- Days to cover
- 4.27
- At average daily volume
Superinvestors holding AXON, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding AXON at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Axon Enterprise, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 14, 2026 (view filing)5:29 PM ET | Sep 11 | 3 days | Fields IsaiahChief Legal Officer | SSale | −1.02K | $480.45 | −$488.6K | −1.8%56.3K after | 10b5-1 |
| Sep 10, 2026 (view filing)4:45 PM ET | Sep 8 | 2 days | Smith Patrick WCHIEF EXECUTIVE OFFICER | SSale | −10.0K | $508.99 | −$5.09M | −0.3%3.12M after | 11 lots10b5-1 |
| Sep 2, 2026 (view filing)4:26 PM ET | Aug 31 | 2 days | Isner JoshuaPRESIDENT | SSale | −16.8K | $574.43 | −$9.64M | −5.3%297.0K after | 28 lots10b5-1 |
| Aug 24, 2026 (view filing)5:18 PM ET | Aug 21 | 3 days | Kunins Jeffrey CCPO & CTO | SSale | −9.61K | $626.70 | −$6.02M | −8.9%97.8K after | 24 lots10b5-1 |
| Aug 11, 2026 (view filing)4:41 PM ET | Aug 7 | 4 days | Smith Patrick WCHIEF EXECUTIVE OFFICER | SSale | −70 | $566.62 | −$39.7K | 0.0%3.03M after | 10b5-1 |
| Aug 11, 2026 (view filing)4:36 PM ET | Aug 7 | 4 days | Smith Patrick WCHIEF EXECUTIVE OFFICER | SSale | −9.93K | $548.77 | −$5.45M | −0.3%3.03M after | 30 lots10b5-1 |
| Jul 9, 2026 (view filing)5:09 PM ET | Jul 7 | 2 days | Smith Patrick WCHIEF EXECUTIVE OFFICER | SSale | −10.0K | $643.79 | −$6.44M | −0.3%3.04M after | 26 lots10b5-1 |
| Jun 30, 2026 (view filing) | Jun 29 | 1 day | Smith Patrick WCHIEF EXECUTIVE OFFICER | SSale | −10.0K | $500.00 | −$5.00M | −0.3%3.05M after | 10b5-1 |
| Jun 8, 2026 (view filing) | Jun 5 | 3 days | Isner JoshuaPRESIDENT | SSale | −13.0K | $488.45 | −$6.35M | −7.1%169.1K after | 19 lots |
| Jun 8, 2026 (view filing) | Jun 4 | 4 days | Coughlin Elizabeth ReidChief Human Officer | SSale | −1.55K | $485.00 | −$753.7K | −4.4%34.0K after |
Top 10 13F holders, Q2 2026
See all 1,137 holdersThe largest institutional positions in Axon Enterprise, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,334,551 | $4.67B | 0.07% | +345,365+4.3% | Added |
| Vanguard Capital Management LLC | 5,130,199 | $2.88B | 0.06% | +87,074+1.7% | Added |
| State Street Corp | 3,885,570 | $2.18B | 0.06% | +203,608+5.5% | Added |
| Vanguard Portfolio Management LLC | 3,684,814 | $2.07B | 0.09% | +80,141+2.2% | Added |
| Invesco Ltd. | 3,229,060 | $1.81B | 0.14% | +307,251+10.5% | Added |
| Baillie Gifford & Co | 3,059,487 | $1.72B | 1.56% | +599,760+24.4% | Added |
| FMR LLC | 3,024,957 | $1.70B | 0.07% | +628,618+26.2% | Added |
| Geode Capital Management, LLC | 2,312,765 | $1.29B | 0.07% | +56,479+2.5% | Added |
| Wellington Management Group LLP | 2,103,142 | $1.18B | 0.20% | −314,974−13.0% | Reduced |
| Price T Rowe Associates Inc | 1,871,812 | $1.05B | 0.11% | +1,083,176+137.3% | Added |
Holders of 5% or more of AXON
See all 2 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Axon Enterprise, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 9.50%7.49M shares | +1.30 ppfrom 8.20% | Feb 5, 20253 filings | Jan 21, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 7.23%5.82M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in AXON5 members of Congress reported 10 trades in Axon Enterprise, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Jul 21, 2026 | Alan Armstrong Senate · OK | Buy | $1K-$15K |
| Aug 12, 2025 | Markwayne Mullin Senate · OK | Buy | $1K-$15K |
| Aug 12, 2025 | Markwayne Mullin Senate · OK | Buy | $1K-$15K |
| Jun 22, 2025 | Jefferson Shreve House · IN | Sell | $15K-$50K |
| Apr 11, 2025 | Jefferson Shreve House · IN | Buy | $15K-$50K |

Senate · OK · Jul 21, 2026
Buy$1K-$15K

Senate · OK · Aug 12, 2025
Buy$1K-$15K

Senate · OK · Aug 12, 2025
Buy$1K-$15K

House · IN · Jun 22, 2025
Sell$15K-$50K

House · IN · Apr 11, 2025
Buy$15K-$50K