AXONNasdaqOrdnance & Accessories, (No Vehicles/Guided Missiles)Fiscal year ends December 31
AXON ENTERPRISE, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$383.09−7.20 (-1.84%)
Close on Oct 19, 2026
- Market cap
- $31.62B
- P/E (TTM)
- 159.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.1%
72M of 81M shares
Institutional holders
1,124
200 new, 112 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 281 sales
Net sold $129.57M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,486,272 | 9.50% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Capital Management | 5,820,099 | 7.23% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AXON | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,334,551 | 10.26% | $4.67B | +345,365 | 0.07% |
| Vanguard Capital Management LLC | 5,130,199 | 6.32% | $2.88B | +87,074 | 0.06% |
| State Street Corp | 3,885,570 | 4.78% | $2.18B | +203,608 | 0.06% |
| Vanguard Portfolio Management LLC | 3,684,814 | 4.54% | $2.07B | +80,141 | 0.09% |
| Invesco Ltd. | 3,229,060 | 3.97% | $1.81B | +307,251 | 0.14% |
| Baillie Gifford & Co | 3,059,487 | 3.77% | $1.72B | +599,760 | 1.56% |
| FMR LLC | 3,024,957 | 3.72% | $1.70B | +628,618 | 0.07% |
| Geode Capital Management, LLC | 2,312,765 | 2.85% | $1.29B | +56,479 | 0.07% |
| Wellington Management Group Llp | 2,103,142 | 2.59% | $1.18B | −314,974 | 0.20% |
| Price T Rowe Associates Inc /Md/ | 1,871,812 | 2.30% | $1.05M | +1,083,176 | 0.11% |
| Westfield Capital Management Co LP | 1,491,490 | 1.84% | $836.14M | +427,356 | 2.73% |
| Sands Capital Management, LLC | 1,480,817 | 1.82% | $830.16M | −83,687 | 3.08% |
| Edgewood Management LLC | 1,124,675 | 1.38% | $630.50M | −903,748 | 6.50% |
| Morgan Stanley | 1,089,164 | 1.34% | $610.60M | +108,228 | 0.03% |
| Massachusetts Financial Services Co /Ma/ | 1,019,560 | 1.26% | $574.08M | +4,731 | 0.18% |
| Norges Bank | 931,827 | 1.15% | $522.39M | New | 0.05% |
| UBS Group AG | 927,111 | 1.14% | $519.75M | +29,942 | 0.07% |
| Goldman Sachs Group Inc | 825,444 | 1.02% | $462.75M | +353,787 | 0.04% |
| Northern Trust Corp | 774,281 | 0.95% | $434.07M | +9,477 | 0.05% |
| Bank of New York Mellon Corp | 730,899 | 0.90% | $409.75M | +22,068 | 0.07% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,124 | 72M | 89.1% | 200 / 473 | 324 / 112 | 10M | 6M |
| Q1 2026 | 1,054 | 69M | 84.6% | 136 / 424 | 355 / 203 | 16M | 6M |
| Q4 2025 | 1,139 | 67M | 82.9% | 160 / 436 | 406 / 171 | 11M | 7M |
| Q3 2025 | 1,173 | 64M | 78.4% | 138 / 500 | 375 / 127 | 5M | 5M |
| Q2 2025 | 1,180 | 64M | 78.4% | 226 / 469 | 366 / 80 | 6M | 4M |
| Q1 2025 | 1,045 | 62M | 75.9% | 129 / 425 | 364 / 120 | 6M | 5M |
| Q4 2024 | 1,059 | 61M | 75.2% | 265 / 332 | 343 / 52 | 8M | 8M |
| Q3 2024 | 863 | 62M | 75.7% | 153 / 321 | 271 / 48 | 13M | 5M |
| Q2 2024 | 763 | 61M | 75.2% | 95 / 326 | 219 / 74 | 5M | 6M |
| Q1 2024 | 749 | 62M | 76.7% | 130 / 265 | 246 / 57 | 5M | 4M |
| Q4 2023 | 687 | 61M | 75.2% | 141 / 237 | 216 / 39 | 5M | 3M |
| Q3 2023 | 591 | 59M | 73.1% | 55 / 214 | 226 / 84 | 5M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AXON | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,430,992 | 2.99% | $1.36B | 0.06% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 2,089,363 | 2.57% | $1.17B | 0.07% | Jun 30, 2026 |
| Invesco QQQ Trust, Series 1 | 1,710,951 | 2.11% | $959.18M | 0.20% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 1,659,154 | 2.04% | $930.14M | 0.42% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 1,108,906 | 1.37% | $621.66M | 0.07% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 1,009,813 | 1.24% | $453.12M | 0.05% | May 31, 2026 |
| Vanguard Growth Index Fund | 953,764 | 1.17% | $534.69M | 0.14% | Jun 30, 2026 |
| iShares U.S. Aerospace & Defense ETF | 816,647 | 1.01% | $457.82M | 3.17% | Jun 30, 2026 |
| Vanguard U.S. Growth Fund | 694,756 | 0.86% | $311.75M | 0.66% | May 31, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 586,625 | 0.72% | $328.87M | 0.94% | Jun 30, 2026 |
| BlackRock Mid-Cap Growth Equity Portfolio | 540,906 | 0.67% | $242.72M | 4.32% | May 29, 2026 |
| Invesco Aerospace & Defense ETF | 500,626 | 0.62% | $264.21M | 3.20% | Jul 31, 2026 |
| MFS Mid Cap Growth Fund | 477,302 | 0.59% | $214.17M | 1.55% | May 31, 2026 |
| State Street(R) Industrial Select Sector SPDR(R) ETF | 475,086 | 0.58% | $266.34M | 0.78% | Jun 30, 2026 |
| iShares Russell Mid-Cap Growth ETF | 455,980 | 0.56% | $255.63M | 1.19% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Patrick W. Smith | CHIEF EXECUTIVE OFFICER, Director | 3,118,012 | 3.84% | Sep 10, 2026 |
| Isaiah Fields | Chief Legal Officer | 56,264 | 0.07% | Sep 14, 2026 |
| Cameron Brooks | CHIEF REVENUE OFFICER | 67,246 | 0.08% | Sep 2, 2026 |
| Jennifer H. Mak | Chief Accounting Officer | 13,600 | 0.02% | Sep 2, 2026 |
| Joshua Isner | PRESIDENT | 296,974 | 0.37% | Sep 2, 2026 |
| Elizabeth Reid Coughlin | Chief Human Officer | 40,363 | 0.05% | Sep 2, 2026 |
| Jeffrey C. Kunins | CPO & CTO | 187,829 | 0.23% | Aug 24, 2026 |
| Brittany Bagley | COO & CFO | 121,685 | 0.15% | Aug 17, 2026 |
| Eiso Hendricus Roland Leon Kant | Director | 2,565 | 0.00% | Jul 10, 2026 |
| Vivek Mohindra | Director | 600 | 0.00% | Jul 10, 2026 |
| Jeri Williams | Director | 1,141 | 0.00% | Jun 2, 2026 |
| Caitlin Elizabeth Kalinowski | Director | 3,632 | 0.00% | Jun 2, 2026 |
| Michael Garnreiter | Director | 18,351 | 0.02% | Jun 1, 2026 |
| Graham Smith | Director | 3,629 | 0.00% | Jun 1, 2026 |
| Hadi Partovi | Director | 416,989 | 0.51% | Jun 1, 2026 |
| Todd R. Morgenfeld | Director | 947 | 0.00% | Jun 1, 2026 |
| Erika Nardini | Director | 2,557 | 0.00% | Jun 1, 2026 |
| Adriane M. Brown | Director | 8,437 | 0.01% | Jun 1, 2026 |
| Julie A. Cullivan | Director | 2,181 | 0.00% | Jun 2, 2025 |
| Matthew R. McBrady | Director | 4,772 | 0.01% | Jun 2, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Isaiah Fields Chief Legal Officer | Sep 11, 2026 | Sale(10b5-1 plan) | −1,017 | $480.45 | $488.62K | 56,264 |
| Patrick W. Smith CHIEF EXECUTIVE OFFICER, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −197 | $513.38 | $101.14K | 3,118,012 |
| Patrick W. Smith CHIEF EXECUTIVE OFFICER, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −1,033 | $512.70 | $529.62K | 3,118,209 |
| Patrick W. Smith CHIEF EXECUTIVE OFFICER, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −1,251 | $511.43 | $639.80K | 3,119,242 |
| Patrick W. Smith CHIEF EXECUTIVE OFFICER, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −1,348 | $510.59 | $688.28K | 3,120,493 |
| Patrick W. Smith CHIEF EXECUTIVE OFFICER, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −744 | $506.48 | $376.82K | 3,125,683 |
| Patrick W. Smith CHIEF EXECUTIVE OFFICER, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −1,104 | $505.59 | $558.17K | 3,126,427 |
| Patrick W. Smith CHIEF EXECUTIVE OFFICER, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −410 | $503.74 | $206.53K | 3,127,531 |
| Patrick W. Smith CHIEF EXECUTIVE OFFICER, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −71 | $501.99 | $35.64K | 3,127,941 |
| Patrick W. Smith CHIEF EXECUTIVE OFFICER, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −1,319 | $509.32 | $671.79K | 3,121,841 |
| Patrick W. Smith CHIEF EXECUTIVE OFFICER, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −1,774 | $508.45 | $901.99K | 3,123,160 |
| Patrick W. Smith CHIEF EXECUTIVE OFFICER, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −749 | $507.48 | $380.10K | 3,124,934 |
| Isaiah Fields Chief Legal Officer | Aug 31, 2026 | Tax withholding | −763.16 | $566.56 | $432.38K | 57,281 |
| Cameron Brooks CHIEF REVENUE OFFICER | Aug 31, 2026 | Tax withholding | −734.82 | $566.56 | $416.32K | 67,246 |
| Elizabeth Reid Coughlin Chief Human Officer | Aug 31, 2026 | Tax withholding | −479.27 | $566.56 | $271.54K | 40,363 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −40 | $595.17 | $23.81K | 296,974 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −91 | $592.51 | $53.92K | 297,014 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −109 | $590.21 | $64.33K | 297,105 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −280 | $588.46 | $164.77K | 297,214 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −280 | $586.43 | $164.20K | 297,494 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −565 | $585.72 | $330.93K | 297,774 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −477 | $584.54 | $278.83K | 298,339 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −120 | $582.84 | $69.94K | 298,816 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −318 | $581.76 | $185.00K | 298,936 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −793 | $580.59 | $460.41K | 299,254 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −1,663 | $579.76 | $964.14K | 300,047 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −1,379 | $578.73 | $798.07K | 301,710 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −625 | $577.74 | $361.09K | 303,089 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −1,075 | $576.80 | $620.06K | 303,714 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −1,108 | $575.79 | $637.98K | 304,789 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −283 | $574.67 | $162.63K | 305,897 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −314 | $573.37 | $180.04K | 306,180 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −677 | $571.98 | $387.23K | 306,494 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −643 | $570.94 | $367.11K | 307,171 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −898 | $569.70 | $511.59K | 307,814 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −1,684 | $568.95 | $958.11K | 308,712 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −193 | $567.53 | $109.53K | 310,396 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −188 | $566.32 | $106.47K | 310,589 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −661 | $565.37 | $373.71K | 310,777 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −1,232 | $564.47 | $695.43K | 311,438 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −359 | $563.50 | $202.30K | 312,670 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −373 | $562.27 | $209.73K | 313,029 |
| Joshua Isner PRESIDENT | Aug 31, 2026 | Sale(10b5-1 plan) | −347 | $561.08 | $194.69K | 313,402 |
| Jennifer H. Mak Chief Accounting Officer | Aug 31, 2026 | Tax withholding | −155.67 | $566.56 | $88.20K | 13,600 |
| Jeffrey C. Kunins CPO & CTO | Aug 21, 2026 | Sale(10b5-1 plan) | −760 | $630.22 | $478.97K | 101,561 |
| Jeffrey C. Kunins CPO & CTO | Aug 21, 2026 | Sale(10b5-1 plan) | −571 | $627.75 | $358.45K | 103,521 |
| Jeffrey C. Kunins CPO & CTO | Aug 21, 2026 | Sale(10b5-1 plan) | −120 | $625.78 | $75.09K | 104,092 |
| Jeffrey C. Kunins CPO & CTO | Aug 21, 2026 | Sale(10b5-1 plan) | −1,074 | $623.84 | $670.00K | 104,212 |
| Jeffrey C. Kunins CPO & CTO | Aug 21, 2026 | Sale(10b5-1 plan) | −40 | $622.07 | $24.88K | 105,286 |
| Jeffrey C. Kunins CPO & CTO | Aug 21, 2026 | Sale(10b5-1 plan) | −80 | $620.79 | $49.66K | 105,326 |
| Jeffrey C. Kunins CPO & CTO | Aug 21, 2026 | Sale(10b5-1 plan) | −80 | $619.42 | $49.55K | 105,406 |
| Jeffrey C. Kunins CPO & CTO | Aug 21, 2026 | Sale(10b5-1 plan) | −120 | $618.27 | $74.19K | 105,486 |
| Jeffrey C. Kunins CPO & CTO | Aug 21, 2026 | Sale(10b5-1 plan) | −400 | $617.57 | $247.03K | 105,606 |
| Jeffrey C. Kunins CPO & CTO | Aug 21, 2026 | Sale(10b5-1 plan) | −280 | $616.32 | $172.57K | 106,006 |
| Jeffrey C. Kunins CPO & CTO | Aug 21, 2026 | Sale(10b5-1 plan) | −80 | $614.72 | $49.18K | 106,286 |
| Jeffrey C. Kunins CPO & CTO | Aug 21, 2026 | Sale(10b5-1 plan) | −240 | $613.65 | $147.28K | 106,366 |
| Jeffrey C. Kunins CPO & CTO | Aug 21, 2026 | Sale(10b5-1 plan) | −200 | $612.78 | $122.56K | 106,606 |
| Jeffrey C. Kunins CPO & CTO | Aug 21, 2026 | Sale(10b5-1 plan) | −139 | $611.50 | $85.00K | 106,806 |
| Jeffrey C. Kunins CPO & CTO | Aug 21, 2026 | Sale(10b5-1 plan) | −141 | $610.13 | $86.03K | 106,945 |
| Jeffrey C. Kunins CPO & CTO | Aug 21, 2026 | Sale(10b5-1 plan) | −160 | $609.56 | $97.53K | 107,086 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Fields Isaiah Officer | Sep 11, 2026 | 1,017 | $486.99K | Sep 11, 2026 | Restricted Stock Units |
| Patrick W. Smith Officer, Director | Sep 8, 2026 | 10,000 | $5.06M | Sep 8, 2026 | Option Exercise |
| Isner Joshua Officer | Aug 31, 2026 | 16,775 | $10.08M | Aug 31, 2026 | RSU Vesting |
| C. Kunins Jeffrey Officer | Aug 21, 2026 | 9,605 | $5.90M | Aug 21, 2026 | Restricted Stock Units |
| Patrick W. Smith Officer, Director | Aug 7, 2026 | 10,000 | $5.26M | Aug 7, 2026 | Option Exercise |
| R. McBrady Matthew Former Affiliate | Aug 4, 2026 | 1,000 | $599.45K | Aug 4, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Patrick W. Smith Officer, Director | Jul 7, 2026 | 10,000 | $6.44M | Jul 7, 2026 | Option Exercise |
| Anne Cullivan Julie Former Director | Jul 6, 2026 | 479 | $293.80K | Jul 6, 2026 | Restricted Stock |
| Patrick W. Smith Officer, Director | Jun 29, 2026 | 10,000 | $5.00M | Jun 29, 2026 | Option Exercise |
| Joshua Isner Officer | Jun 5, 2026 | 13,000 | $6.35M | Jun 5, 2026 | RSUs |
| Isner Joshua Officer | Jun 5, 2026 | 34,000 | $17.45M | Jun 5, 2026 | PSU Vesting |
| Coughlin Elizabeth Officer | Jun 4, 2026 | 1,554 | $753.69K | Jun 4, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Brooks Cameron Officer | Jun 4, 2026 | 1,242 | $598.00K | Jun 4, 2026 | Restricted Stock Units |
| Patrick W. Smith Officer, Director | Jun 4, 2026 | 20,000 | $10.00M | Jun 4, 2026 | Option Exercise |
| Bagley Brittany Officer | Jun 2, 2026 | 5,969 | $2.89M | Jun 2, 2026 | Restricted stock vesting under a registered plan |