Axon Enterprise Inc (AXON) — Who Owns This Stock? 13F Breakdown (Q2 2026)

AXON ranks #379 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AXON is a top-conviction position for Broadwood Capital Inc — at 20.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AXON belongs to BlackRock, Inc., but the position matters far more to Broadwood Capital Inc, who has 20.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Price T Rowe Associates Inc /md/ has added to its AXON position for two straight quarters, increasing it by $872.6M to reach $1.0B today.

Jennison Associates LLC has trimmed its AXON position for two straight quarters, cutting it by $463.9M while still holding $47.4M.

AXON is down 2.2% today, but institutions show net buying of $22.4B this quarter — a divergence between today's price move and the underlying institutional flow.

AXON posted net income of $199.3M over the trailing twelve months, and currently trades at a P/E of 209.5.

• Profitable — net income of $199.3M over the trailing twelve months
• Revenue grew 34.6% year over year
• Net income declined year over year, from $326.3M to $199.3M
• Generated $211.3M in positive operating cash flow
• Current ratio of 2.53x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.16x equity — within a conventional range