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

AXON ranks #378 out of 37696 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.

Vontobel Holding Ltd. has added to its AXON position for two straight quarters, increasing it by $5.9M to reach $7.7M today.

Zevenbergen Capital Investments LLC has trimmed its AXON position for two straight quarters, cutting it by $152.7M while still holding $92.1M.

AXON is down 6.4% 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 161.3.

• 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