Institutional net value dropped $9 billion last quarter, sellers outnumber buyers 571 to 545, with 211 funds exiting. Insider activity shows 27 sales totaling $11.4M exclusively from CEO Patrick Smith, zero buys.

Confirmation

Continued institutional outflow and further insider sales next quarter would reinforce this bearish setup.

Invalidation Risk

A reversal in insider behavior, such as insider buying, or a surge in institutional accumulation would invalidate this verdict.

The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice and should not be used as the basis for any buy or sell decision.

Insider Trading (Form 4)

90d confidence

unique buyers

—

buy value

data as of 2026-07-16

12-Month Buy/Sell Activity

May 25

Sep 25

Dec 25

Mar 26

BuySell

操作	內部人	職稱	交易日	金額
賣出	Patrick W Smith	CHIEF EXECUTIVE OFFICER	2026-07-07	$51K
賣出	Patrick W Smith	CHIEF EXECUTIVE OFFICER	2026-07-07	$52K
賣出	Patrick W Smith	CHIEF EXECUTIVE OFFICER	2026-07-07	$26K
賣出	Patrick W Smith	CHIEF EXECUTIVE OFFICER	2026-07-07	$158K
賣出	Patrick W Smith	CHIEF EXECUTIVE OFFICER	2026-07-07	$78K
賣出	Patrick W Smith	CHIEF EXECUTIVE OFFICER	2026-07-07	$56K
賣出	Patrick W Smith	CHIEF EXECUTIVE OFFICER	2026-07-07	$153K
賣出	Patrick W Smith	CHIEF EXECUTIVE OFFICER	2026-07-07	$53K

View all insider trades →

Form 144 Pre-Sale Notices

Filings (90d)

$46.88M

Total Est. Value

90K shares

Planned Shares

Last Filed 2026-07-07

Filer	Title/Relationship	Filing Date	Planned Shares	Est. Value
SMITH PATRICK W	Officer, Director	2026-07-07	10K shares	$6.44M
JULIE ANNE CULLIVAN	Former Director	2026-07-06	479 shares	$294K
SMITH PATRICK W	Officer, Director	2026-06-29	10K shares	$5.00M
Isner Joshua	Officer	2026-06-05	13K shares	$6.35M
Isner Joshua	Officer	2026-06-05	34K shares	$17.45M
SMITH PATRICK W	Officer, Director	2026-06-04	20K shares	$10.00M
Brooks Cameron	Officer	2026-06-04	1K shares	$598K
Coughlin Elizabeth Reid	Officer	2026-06-04	2K shares	$754K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-10

2026-07-10

On July 8, 2026, Axon Enterprise appointed Vivek Mohindra and Eiso Kant as independent directors to its board, effective immediately. Mohindra will serve on the Audit and Compensation Committees, while Kant will serve as a non-voting observer on the M&A and Capital Structure Committee. Their compensation includes initial restricted stock units worth $260,000 vesting over three years, annual restricted stock units of $260,000 vesting over one year, and a $40,000 annual cash retainer, with additional committee fees for Mohindra.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding AXON ENTERPRISE INC (AXON)?

Major stakeholders currently include BlackRock, Inc. ($3.4B), Vanguard Capital Management LLC ($2.1B), State Street CORP ($1.6B). Based on the latest 13F filings, there are a total of 1058 tracked investment funds and institutions maintaining positions in AXON.

What is the overall institutional sentiment toward AXON recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $9.0B, driven by 545 managers accumulating shares while 571 reduced their exposure.

Which institutions have been selling or reducing their AXON positions?

In the latest period, 360 funds trimmed their holdings, and 211 managers completely exited their positions. The aggregate reported sell value was $17.7B.

Are there any notable investors adding AXON to their portfolios?

Yes, buying activity remains notable. 116 institutions opened new positions in {ticker}, and 429 existing holders added to their shares. The total reported buy value for the quarter amounted to $14.7B.