HolderBook

AXON ENTERPRISE INC (AXON)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

37
Reporting holders
$260.4M
Reported value
0.1%
Calls
0.1%
Puts
-1,099
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
ZEVENBERGEN CAPITAL INVESTMENTS LLC$92.1M217,8762.11%32q-27.9%-$35.6M
CONGRESS ASSET MANAGEMENT CO$57.0M134,8780.37%2q-2.8%-$1.7M
Artemis Investment Management LLP$54.8M129,6250.48%25q-51.9%-$59.2M
Defender Capital, LLC.$30.4M71,9109.52%4q-3.5%-$1.1M
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$10.1M23,9220.67%24q+1.0%+$101.4K
Farther Finance Advisors, LLC$3.9M9,3280.03%14q+23.9%+$760.1K
MOODY NATIONAL BANK TRUST DIVISION$2.9M6,7710.24%18q-10.7%-$343.5K
JUNCTURE WEALTH STRATEGIES, LLC$1.4M3,3490.36%26q-1.9%-$27.9K
MRA Advisory Group$1.1M2,0740.41%17q+3.4%+$35.7K
GAMMA Investing LLC$841.2K1,9910.03%12q+18.6%+$131.8K
Avidian Wealth Enterprises, LLC$713.6K1,6890.02%5q+1.1%+$8.0K
CoreCap Advisors, LLC$541.2K1,2810.02%15q-9.9%-$59.2K
Wedmont Private Capital$499.9K1,1980.01%9q+65.9%+$198.6K
TILIA FIDUCIARY PARTNERS, INC.$484.2K1,1460.11%20q+89.7%+$229.0K
Valeo Financial Advisors, LLC$408.6K9670.01%15q-8.7%-$38.9K
First Heartland Consultants, Inc.$392.9K9300.03%9qHELD
ARMSTRONG ADVISORY GROUP, INC$298.3K7060.02%8q-8.0%-$25.8K
Whalen Wealth Management Inc.$292.4K6920.12%2q-22.8%-$86.2K
Kaizen Financial Strategies$279.7K6620.11%9q-1.5%-$4.2K
Castle Rock Wealth Management, LLC$276.7K6610.05%11qHELD
Noble Wealth Management PBC$266.2K300.12%3qHELD
RVW Wealth, LLC$253.5K6000.02%9qHELD
GoalVest Advisory LLC$253.5K6000.04%newNEW
ATWOOD & PALMER INC$219.7K5200.01%32qHELD
Venture Visionary Partners LLC$209.6K3960.01%2q+0.8%+$1.6K
Everhart Financial Group, Inc.$207.0K4900.01%2q+5.8%+$11.4K
MassMutual Private Wealth & Trust, FSB$138.6K3280.00%21q-12.5%-$19.9K
TOTH FINANCIAL ADVISORY CORP$127.6K3020.01%26q-19.5%-$30.8K
Versant Capital Management, Inc$46.5K1100.00%12q+13.4%+$5.5K
Wealth Enhancement Trust Services, Inc.$32.5K770.00%newNEW
BURKETT FINANCIAL SERVICES, LLC$21.5K510.01%newNEW
ELEVATION WEALTH PARTNERS, LLC$11.0K260.00%5qHELD
Mn Services Vermogensbeheer B.V.$9.4K22,2540.07%14qHELD
Retirement Wealth Solutions LLC$4.2K100.00%5q+900.0%+$3.8K
Planning Strategies Inc.$1.7K40.00%2qHELD
WoodTrust Financial Corp$1.4K3,3150.17%2qHELD
Davis Capital Management$84520.00%5qHELD
Coastline Trust Co$42310.00%3qHELD
Marquette Asset Management, LLC$42310.00%3qHELD
CX Institutional$1533630.00%7q+7.1%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-212026-09-15Material agreement enteredfiling
2026-09-152026-09-15Material agreement enteredfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-04SMITH PATRICK WCHIEF EXECUTIVE OFFICERSold20,000$10.0M
2026-08-31Isner JoshuaPRESIDENTSold16,775$9.6M ×28
2026-07-07SMITH PATRICK WCHIEF EXECUTIVE OFFICERSold10,000$6.4M ×26
2026-06-05Isner JoshuaPRESIDENTSold13,000$6.3M ×19
2026-08-21Kunins Jeffrey CCPO & CTOSold9,605$6.0M ×24
2026-08-07SMITH PATRICK WCHIEF EXECUTIVE OFFICERSold9,930$5.4M ×30
2026-09-08SMITH PATRICK WCHIEF EXECUTIVE OFFICERSold10,000$5.1M ×11
2026-06-29SMITH PATRICK WCHIEF EXECUTIVE OFFICERSold10,000$5.0M
2026-06-02Bagley BrittanyCOO & CFOSold5,969$2.9M
2026-05-22Fields IsaiahChief Legal OfficerSold2,000$800.0K
2026-06-04Coughlin Elizabeth ReidChief Human OfficerSold1,554$753.7K
2026-06-04Brooks CameronCHIEF REVENUE OFFICERSold1,242$621.0K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202637$260.4M615,204311130.2%
Q2 20261,136$46.4B77,493,0951984513046.8%
Q1 20261,051$30.9B69,252,1251154023374.9%
Q4 20251,146$40.2B67,293,9641014203905.0%
Q3 20251,182$48.1B63,664,6441254763485.0%
Q2 20251,190$54.4B62,652,3852134533574.8%
Q1 20251,051$33.9B61,623,7851134003544.5%
Q4 20241,062$37.9B60,987,2611883153304.3%
Q3 2024869$25.7B61,209,2671472962564.2%
Q2 2024769$18.7B61,003,833893082053.8%
Q1 2024753$20.4B62,162,8731232442324.8%
Q4 2023689$16.5B60,986,9671082211994.6%
Q3 2023600$12.4B59,311,260561992144.7%
Q2 2023629$11.8B58,598,731952082023.0%
Q1 2023612$13.6B58,757,6801551661732.9%
Q4 2022519$9.7B57,041,8051151451432.8%
Q3 2022422$6.6B55,612,145471201552.2%
Q2 2022410$5.1B53,644,859311711261.8%
Q1 2022462$7.4B52,687,082431611481.5%
Q4 2021489$8.3B51,327,741621771343.2%
Q3 2021441$9.1B50,776,170561411222.5%
Q2 2021407$9.1B50,170,387441521193.1%
Q1 2021407$7.2B49,011,006701101512.8%
Q4 2020383$6.5B51,114,526621131233.9%
Q3 2020341$6.1B55,349,2193912310917.4%
Q2 2020353$5.5B53,499,464851101044.5%
Q1 2020305$3.8B52,753,78842911001.9%
Q4 2019311$4.2B55,459,3284982912.6%
Q3 2019279$3.1B53,231,98835741032.4%
Q2 2019299$3.4B50,872,6085892833.5%
Q1 2019280$2.7B48,151,3293697731.8%
Q4 2018274$2.2B47,783,9966573.3%