Axon Enterprise, Inc.
MX ˙ BMV ˙ US05464C1018
SecurityMX:AXON / Axon Enterprise, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership2,256,286 shares
Latest Disclosed Value $ 954,901,866
Geode Capital Management, Llc reports 1.35% increase in ownership of AXON / Axon Enterprise, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 2,256,286 shares of Axon Enterprise, Inc. (MX:AXON) valued at $954,901,866 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,226,159 shares of Axon Enterprise, Inc.. This represents a change in shares of 1.35% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AXON ENTERPRISE COM 05464C101 2,256,286 30,127 1.35 954,902 -24.55 0.0317
2026-02-09 2025-12-31 13F AXON ENTERPRISE COM 05464C101 2,226,159 35,544 1.62 1,265,657 -19.23 0.0781
2025-11-12 2025-09-30 13F AXON ENTERPRISE COM 05464C101 2,190,615 118,429 5.72 1,567,011 -8.54 0.1000
2025-08-08 2025-06-30 13F AXON ENTERPRISE COM 05464C101 2,072,186 115,349 5.89 1,713,332 66.97 0.1201
2025-05-13 2025-03-31 13F AXON ENTERPRISE COM 05464C101 1,956,837 108,912 5.89 1,026,139 -6.33 0.0807
2025-02-12 2024-12-31 13F AXON ENTERPRISE COM 05464C101 1,847,925 65,097 3.65 1,095,542 54.28 0.0849
2024-11-12 2024-09-30 13F AXON ENTERPRISE COM 05464C101 1,782,828 35,320 2.02 710,103 38.46 0.0575
2024-08-09 2024-06-30 13F AXON ENTERPRISE COM 05464C101 1,747,508 34,146 1.99 512,864 -4.11 0.0450
2024-05-13 2024-03-31 13F AXON ENTERPRISE COM 05464C101 1,713,362 54,049 3.26 534,824 25.08 0.0495
2024-02-13 2023-12-31 13F AXON ENTERPRISE COM 05464C101 1,659,313 38,233 2.36 427,592 32.72 0.0447
2023-11-13 2023-09-30 13F AXON ENTERPRISE COM 05464C101 1,621,080 37,980 2.40 322,168 4.50 0.0384
2023-08-11 2023-06-30 13F AXON ENTERPRISE COM 05464C101 1,583,100 576,420 57.26 308,281 36.38 0.0362
2023-05-15 2023-03-31 13F AXON ENTERPRISE COM 05464C101 1,006,680 41,439 4.29 226,047 141,178.75 0.0294
2023-02-13 2022-12-31 13F AXON ENTERPRISE COM 05464C101 965,241 45,774 4.98 160 -99.85 0.0225
2022-11-14 2022-09-30 13F AXON ENTERPRISE COM 05464C101 919,467 -19,342 -2.06 106,428 21.68 0.0161
2022-08-12 2022-06-30 13F AXON ENTERPRISE COM 05464C101 938,809 33,647 3.72 87,468 -29.84 0.0128
2022-05-13 2022-03-31 13F AXON ENTERPRISE COM 05464C101 905,162 33,835 3.88 124,667 -8.87 0.0156
2022-02-11 2021-12-31 13F AXON ENTERPRISE COM 05464C101 871,327 41,334 4.98 136,798 -5.83 0.0165
2021-11-12 2021-09-30 13F AXON ENTERPRISE COM 05464C101 829,993 -13,621 -1.61 145,265 -2.60 0.0196
2021-08-13 2021-06-30 13F AXON ENTERPRISE COM 05464C101 843,614 -22,786 -2.63 149,150 20.87 0.0205
2021-05-12 2021-03-31 13F AXON ENTERPRISE COM 05464C101 866,400 23,478 2.79 123,392 19.47 0.0189
2021-02-12 2020-12-31 13F AXON ENTERPRISE COM 05464C101 842,922 36,369 4.51 103,283 41.19 0.0173
2020-11-13 2020-09-30 13F AXON ENTERPRISE COM 05464C101 806,553 -25,081 -3.02 73,154 -10.36 0.0143
2020-08-13 2020-06-30 13F AXON ENTERPRISE COM 05464C101 831,634 -58,641 -6.59 81,607 29.53 0.0175
2020-05-14 2020-03-31 13F AXON ENTERPRISE COM 05464C101 890,275 71,992 8.80 63,004 5.07 0.0164
2020-02-20 2019-12-31 13F/A-1 AXON ENTERPRISE COM 05464C101 818,283 26,457 3.34 59,963 33.37 0.0125
2020-02-13 2019-12-31 13F AXON ENTERPRISE COM 05464C101 818,283 26,457 59,963 7,641.7586
2019-11-12 2019-09-30 13F AXON ENTERPRISE COM 05464C101 791,826 13,449 1.73 44,959 -10.04 0.0105
2019-08-14 2019-06-30 13F AXON ENTERPRISE COM 05464C101 778,377 52,273 7.20 49,979 26.51 0.0121
2019-05-14 2019-03-31 13F AXON ENTERPRISE COM 05464C101 726,104 64,909 9.82 39,507 36.57 0.0102
2019-03-06 2018-12-31 13F/A-1 AXON ENTERPRISE COM 05464C101 661,195 63,050 10.54 28,927 -29.33 0.0089
2019-02-13 2018-12-31 13F AXON ENTERPRISE COM 05464C101 661,195 63,050 28,927
2018-11-13 2018-09-30 13F AXON ENTERPRISE COM 05464C101 598,145 44,516 8.04 40,931 17.02 0.0115
2018-08-14 2018-06-30 13F AXON ENTERPRISE COM 05464C101 553,629 62,524 12.73 34,978 81.20 0.0108
2018-05-15 2018-03-31 13F AXON ENTERPRISE COM 05464C101 491,105 17,067 3.60 19,304 53.67 0.0063
2018-02-13 2017-12-31 13F AXON ENTERPRISE COM 05464C101 474,038 3,155 0.67 12,562 17.69 0.0043
2017-11-14 2017-09-30 13F AXON ENTERPRISE COM 05464C101 470,883 17,975 3.97 10,674 -6.25 0.0039
2017-08-14 2017-06-30 13F AXON ENTERPRISE COM 05464C101 452,908 22,733 5.28 11,386 16.15 0.0045
2017-06-21 2017-03-31 13F/A-1 TASER INTL INC COM COM 05464C101 430,175 39,905 10.22 9,803 3.63 0.0040
2017-05-12 2017-03-31 13F TASER INTL INC COM COM 05464C101 430,175 9,803
2017-02-14 2016-12-31 13F TASER INTL INC COM COM 87651B104 390,270 19,391 5.23 9,460 -10.84 0.0044
2016-11-10 2016-09-30 13F TASER INTL INC COM COM 87651B104 370,879 1,626 0.44 10,610 15.49 0.0053
2016-08-12 2016-06-30 13F TASER INTL INC COM COM 87651B104 369,253 2,725 0.74 9,187 27.70 0.0050
2016-05-13 2016-03-31 13F TASER INTL INC COM COM 87651B104 366,528 28,464 8.42 7,194 23.08 0.0038
2016-02-12 2015-12-31 13F TASER INTL INC COM COM 87651B104 338,064 4,470 1.34 5,845 -20.44 0.0033
2015-11-13 2015-09-30 13F TASER INTL INC COM COM 87651B104 333,594 8,166 2.51 7,347 -32.22 0.0045
2015-08-14 2015-06-30 13F TASER INTL INC COM COM 87651B104 325,428 13,010 4.16 10,840 43.92 0.0062
2015-05-14 2015-03-31 13F TASER INTL INC COM COM 87651B104 312,418 17,664 5.99 7,532 -3.50 0.0043
2015-02-12 2014-12-31 13F TASER INTL INC COM COM 87651B104 294,754 4,442 1.53 7,805 74.14 0.0046
2014-11-14 2014-09-30 13F TASER INTL INC COM COM 87651B104 290,312 -151,575 -34.30 4,482 -23.72 0.0029
2014-08-13 2014-06-30 13F TASER INTL INC COM COM 87651B104 441,887 -34,193 -7.18 5,876 -32.51 0.0038
2014-05-14 2014-03-31 13F TASER INTL INC COM COM 87651B104 476,080 7,916 1.69 8,707 17.12 0.0058
2014-02-14 2013-12-31 13F TASER INTL INC COM COM 87651B104 468,164 28,707 6.53 7,434 13.46 0.0052
2013-11-14 2013-09-30 13F TASER INTL INC COM COM 87651B104 439,457 102,650 30.48 6,552 128.37 0.0053
2013-08-14 2013-06-30 13F TASER INTL INC COM COM 87651B104 336,807 336,807 2,869 0.0025
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.