Axon Enterprise, Inc.
US ˙ NasdaqGS ˙ US05464C1018

SecurityAXON / Axon Enterprise, Inc.
InstitutionDriehaus Capital Management Llc
Latest Disclosed Ownership95,057 shares
Latest Disclosed Value $ 40,369,757
Driehaus Capital Management Llc reports 30.29% decrease in ownership of AXON / Axon Enterprise, Inc.

On May 15, 2026 - Driehaus Capital Management Llc filed a 13F-HR form disclosing ownership of 95,057 shares of Axon Enterprise, Inc. (US:AXON) valued at $40,369,757 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 136,364 shares of Axon Enterprise, Inc.. This represents a change in shares of -30.29% during the quarter. The current value of the position is $45,768,044 USD.

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 95,057 -41,307 -30.29 40,370 -47.87 0.2968
2026-02-17 2025-12-31 13F Axon Enterprise COM 05464C101 136,364 -28,626 -17.35 77,445 -34.59 0.5260
2025-11-14 2025-09-30 13F AXON ENTERPRISE COM 05464C101 164,990 -67,561 -29.05 118,403 -38.50 0.8481
2025-08-14 2025-06-30 13F AXON ENTERPRISE COM 05464C101 232,551 17,729 8.25 192,538 70.41 1.5405
2025-05-15 2025-03-31 13F AXON ENTERPRISE COM 05464C101 214,822 13,787 6.86 112,986 -5.44 1.0891
2025-02-14 2024-12-31 13F AXON ENTERPRISE COM 05464C101 201,035 -217,269 -51.94 119,479 -28.52 0.9860
2024-11-14 2024-09-30 13F AXON ENTERPRISE COM 05464C101 418,304 -16,155 -3.72 167,154 30.76 1.4350
2024-08-15 2024-06-30 13F/A-1 AXON ENTERPRISE COM 05464C101 434,459 -7,351 -1.66 127,835 -7.52 1.2367
2024-08-14 2024-06-30 13F AXON ENTERPRISE COM 05464C101 434,459 -7,351 127,835 1.2325
2024-05-15 2024-03-31 13F AXON ENTERPRISE COM 05464C101 441,810 98,433 28.67 138,234 55.84 1.3771
2024-02-14 2023-12-31 13F AXON ENTERPRISE COM 05464C101 343,377 34,297 11.10 88,705 44.23 1.0686
2023-11-14 2023-09-30 13F AXON ENTERPRISE COM 05464C101 309,080 -38,648 -11.11 61,504 -9.35 0.7995
2023-08-14 2023-06-30 13F AXON ENTERPRISE COM 05464C101 347,728 -17,905 -4.90 67,849 -17.47 0.8566
2023-05-15 2023-03-31 13F AXON ENTERPRISE COM 05464C101 365,633 53,781 17.25 82,213 58.88 1.1539
2023-02-14 2022-12-31 13F AXON ENTERPRISE COM 05464C101 311,852 109,241 53.92 51,746 120.64 0.7715
2022-11-14 2022-09-30 13F AXON ENTERPRISE COM 05464C101 202,611 101,623 100.63 23,452 149.25 0.3551
2022-08-15 2022-06-30 13F AXON ENTERPRISE COM 05464C101 100,988 2,857 2.91 9,409 -30.39 0.1524
2022-05-16 2022-03-31 13F AXON ENTERPRISE COM 05464C101 98,131 -66,395 -40.36 13,516 -47.68 0.1660
2022-02-14 2021-12-31 13F AXON ENTERPRISE COM 05464C101 164,526 -42,738 -20.62 25,831 -28.79 0.2636
2021-11-15 2021-09-30 13F AXON ENTERPRISE COM 05464C101 207,264 111,226 115.81 36,275 113.63 0.4301
2021-08-16 2021-06-30 13F AXON ENTERPRISE COM 05464C101 96,038 44,605 86.72 16,980 131.81 0.2250
2021-05-17 2021-03-31 13F AXON ENTERPRISE COM 05464C101 51,433 -743 -1.42 7,325 14.58 0.1081
2021-02-16 2020-12-31 13F AXON ENTERPRISE COM 05464C101 52,176 2,998 6.10 6,393 43.34 0.1033
2020-11-16 2020-09-30 13F AXON ENTERPRISE COM 05464C101 49,178 -21,028 -29.95 4,460 -35.26 0.0916
2020-08-14 2020-06-30 13F AXON ENTERPRISE COM 05464C101 70,206 -39,391 -35.94 6,889 -11.18 0.1676
2020-05-15 2020-03-31 13F AXON ENTERPRISE COM 05464C101 109,597 77,933 246.12 7,756 234.31 0.2591
2020-02-12 2019-12-31 13F AXON ENTERPRISE COM 05464C101 31,664 31,664 2,320 0.0617
2019-11-14 2019-09-30 13F AXON ENTERPRISE COM 05464C101 0 -78,588 -100.00 0 -100.00
2019-08-14 2019-06-30 13F AXON ENTERPRISE COM 05464C101 78,588 47,429 152.22 5,046 197.70 0.1581
2019-05-15 2019-03-31 13F AXON ENTERPRISE COM 05464C101 31,159 161 0.52 1,695 25.00 0.0636
2019-02-14 2018-12-31 13F AXON ENTERPRISE COM 05464C101 30,998 268 0.87 1,356 -35.52 0.0580
2018-11-14 2018-09-30 13F AXON ENTERPRISE COM 05464C101 30,730 -210,406 -87.26 2,103 -86.20 0.0647
2018-08-14 2018-06-30 13F AXON ENTERPRISE COM 05464C101 241,136 8,617 3.71 15,235 66.68 0.5149
2018-05-15 2018-03-31 13F AXON ENTERPRISE COM 05464C101 232,519 232,519 9,140 0.3229
2017-11-14 2017-09-30 13F AXON ENTERPRISE COM 05464C101 0 -44,999 -100.00 0 -100.00
2017-08-14 2017-06-30 13F AXON ENTERPRISE COM 05464C101 44,999 44,999 1,131 0.0416
2017-02-14 2016-12-31 13F TASER INTERNATIONAL COM 87651B104 0 -235,793 -100.00 0 -100.00
2016-11-14 2016-09-30 13F TASER INTERNATIONAL COM 87651B104 235,793 -61,957 -20.81 6,746 -8.94 0.2280
2016-08-15 2016-06-30 13F TASER INTERNATIONAL COM 87651B104 297,750 179,202 151.16 7,408 218.35 0.2642
2016-05-13 2016-03-31 13F TASER INTERNATIONAL COM 87651B104 118,548 -119,602 -50.22 2,327 -43.49 0.0754
2016-02-12 2015-12-31 13F TASER INTERNATIONAL COM 87651B104 238,150 -23,879 -9.11 4,118 -28.64 0.1388
2015-11-16 2015-09-30 13F TASER INTERNATIONAL COM 87651B104 262,029 -153,446 -36.93 5,771 -58.30 0.2081
2015-08-24 2015-06-30 13F/A-1 TASER INTERNATIONAL COM 87651B104 415,475 55,661 15.47 13,839 59.53 0.5100
2015-08-14 2015-06-30 13F TASER INTERNATIONAL COM 87651B104 413,447 13,772
2015-05-15 2015-03-31 13F TASER INTERNATIONAL COM 87651B104 359,814 -242,395 -40.25 8,675 -45.60 0.3005
2015-02-13 2014-12-31 13F TASER INTERNATIONAL COM 87651B104 602,209 356,257 144.85 15,946 319.96 0.6420
2014-11-14 2014-09-30 13F TASER INTERNATIONAL COM 87651B104 245,952 120,053 95.36 3,797 126.82 0.1447
2014-08-14 2014-06-30 13F Taser International COM 87651B104 125,899 -305,218 -70.80 1,674 -78.77 0.0543
2014-05-15 2014-03-31 13F Taser International COM 87651B104 431,117 305,120 242.16 7,885 294.05 0.2480
2014-02-13 2013-12-31 13F Taser International COM 87651B104 125,997 125,997 2,001 0.0722
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.