BAILLIE GIFFORD & CO has added 1,516,099 shares of $AXON to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $AXON.
AXON ENTERPRISE Hedge Fund Activity
We have seen 603 institutional investors add shares of AXON ENTERPRISE stock to their portfolio, and 539 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO added 1,516,099 shares (+1198.7%) to their portfolio in Q4 2025, for an estimated $861,038,105
- VESTOR CAPITAL, LLC removed 833,404 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $598,084,046
- BLACKROCK, INC. added 626,741 shares (+8.3%) to their portfolio in Q3 2025, for an estimated $449,774,411
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 452,215 shares (+63.2%) to their portfolio in Q3 2025, for an estimated $324,527,572
- VANGUARD GROUP INC added 376,904 shares (+4.2%) to their portfolio in Q3 2025, for an estimated $270,481,386
- ALLIANCEBERNSTEIN L.P. removed 374,904 shares (-35.1%) from their portfolio in Q3 2025, for an estimated $269,046,106
- JENNISON ASSOCIATES LLC added 330,213 shares (+53.8%) to their portfolio in Q3 2025, for an estimated $236,974,057
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AXON ENTERPRISE Insider Trading Activity
AXON ENTERPRISE insiders have traded $AXON stock on the open market 152 times in the past 6 months. Of those trades, 1 have been purchases and 151 have been sales.
Here’s a breakdown of recent trading of $AXON stock by insiders over the last 6 months:
- PATRICK W SMITH (CHIEF EXECUTIVE OFFICER) has made 0 purchases and 91 sales selling 60,000 shares for an estimated $40,506,390.
- JOSHUA ISNER (PRESIDENT) has made 0 purchases and 28 sales selling 40,460 shares for an estimated $26,201,029.
- BRITTANY BAGLEY (COO & CFO) has made 0 purchases and 9 sales selling 10,370 shares for an estimated $6,927,113.
- JEFFREY C KUNINS (CPO & CTO) has made 0 purchases and 13 sales selling 9,688 shares for an estimated $6,888,003.
- JENNIFER H MAK (Chief Accounting Officer) has made 0 purchases and 5 sales selling 2,254 shares for an estimated $1,324,602.
- HADI PARTOVI purchased 1,358 shares for an estimated $1,004,919
- CAITLIN ELIZABETH KALINOWSKI has made 0 purchases and 2 sales selling 580 shares for an estimated $505,161.
- JERI WILLIAMS has made 0 purchases and 3 sales selling 200 shares for an estimated $130,317.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AXON ENTERPRISE Government Contracts
We have seen $71,182,669 of award payments to $AXON over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- PROCUREMENT OF CONGRESSIONAL MANDATED BODY WORN CAMERA (BWC) COMMODITIES AND SERVICES TO INCLUDE AUTOMATICA...: $5,076,758
- TASER SUPPLIES FOR CUSTOMS AND BORDER PROTECTION: $3,960,727
- THIS DELIVERY ORDER PROCURES TASER SUPPLIES/CARTRIDGES UNDER THE ICE INDEFINITE DELIVERY/INDEFINITE QUANTIT...: $3,846,869
- THIS DELIVERY AWARD PROCURES TASER WEAPONS AND REPLACEMENT SUPPLIES/CARTRIDGES FOR ICE- OFFICE OF FIREARMS ...: $3,527,756
- TASK ORDER FOR DEMS: $3,402,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
AXON ENTERPRISE Analyst Ratings
Wall Street analysts have issued reports on $AXON in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 12/17/2025
- RBC Capital issued a "Outperform" rating on 11/17/2025
- JMP Securities issued a "Market Outperform" rating on 09/29/2025
- Needham issued a "Buy" rating on 09/24/2025
To track analyst ratings and price targets for AXON ENTERPRISE, check out Quiver Quantitative's $AXON forecast page.
AXON ENTERPRISE Price Targets
Multiple analysts have issued price targets for $AXON recently. We have seen 11 analysts offer price targets for $AXON in the last 6 months, with a median target of $825.0.
Here are some recent targets:
- Meta Marshall from Morgan Stanley set a target price of $713.0 on 12/17/2025
- An analyst from RBC Capital set a target price of $860.0 on 11/17/2025
- Tim Long from Barclays set a target price of $702.0 on 11/06/2025
- Michael Ng from Goldman Sachs set a target price of $800.0 on 11/05/2025
- James Fish from Piper Sandler set a target price of $753.0 on 11/05/2025
- Andrew Spinola from UBS set a target price of $610.0 on 11/05/2025
- Trevor Walsh from JMP Securities set a target price of $825.0 on 09/29/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $AXON ticker page for more data.
