Is Axon Enterprise, Inc. (AXON) A Good Stock To Buy?
We came across a bullish thesis on Axon Enterprise, Inc. on Value & Momentum by Denis D.’s Substack. In this article, we will summarize the bulls’ thesis on AXON.
Axon Enterprise Inc. (AXON)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Broadwood Capital Neal C. Bradsher | 693,504 | $393,861,727 | 23.14% | |
| 2. | Strategy Capital Hamilton Helmer | 386,742 | $219,642,384 | -11% | 16.2% |
| 3. | Zevenbergen Capital Investments Nancy Zevenbergen | 338,666 | $192,338,581 | -9% | 4.28% |
| 4. | 238,500 | $135,451,305 | +17% | 0.02% | |
| 5. | Citadel Investment Group Ken Griffin | 215,257 | $122,250,908 | +151% | 0.02% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $740.00 | 1,358 | $1,004,919.73 | 237,938 | 2025-08-13 | Filing | |
| $191.45 | 8,981 | $1,719,405.27 | 413,817 | 2023-06-23 | Filing | |
| $190.90 | 16,019 | $3,057,982.25 | 404,836 | 2023-06-23 | Filing | |
| $190.75 | 10,000 | $1,907,471.00 | 388,817 | 2023-05-25 | Filing | |
| $200.00 | 250 | $50,000.00 | 109,174 | 2023-05-17 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $573.45 | 1,500 | $860,175.00 | 12,240 | 2026-03-02 | Filing | |
| $536.09 | 80 | $42,886.80 | 55,588 | 2026-02-27 | Filing | |
| $534.96 | 1,920 | $1,027,129.73 | 55,668 | 2026-02-27 | Filing | |
| $535.35 | 930 | $497,879.41 | 3,585 | 2026-02-27 | Filing | |
| $556.62 | 240 | $133,588.80 | 99,235 | 2026-03-02 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,367,224 | $5,319,927,526 | 0.08% | |
| 2. | 8,240,337 | $4,679,934,692 | 0.08% | |
| 3. | 3,550,357 | $2,016,354,251 | 0.07% | |
| 4. | 2,574,185 | $1,461,956,487 | 0.07% | |
| 5. | 2,226,159 | $1,265,657,413 | 0.08% |
News See All
Softer Than Anticipated Bookings Growth Weighed on Axon Enterprise (AXON) in Q4
Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Mid Cap Growth Fund”. A copy of the letter can be downloaded here...
Axon Enterprise, Inc. (AXON) Price Target Raised After Strong Bookings Growth
Axon Enterprise, Inc. (NASDAQ:AXON) ranks among the best performing S&P 500 stocks in the last 10 years. On February 25, TD Cowen boosted its price target for Axon Enterprise, Inc.
12 Best Performing S&P 500 Stocks in the Last 10 Years
The S&P 500, the most widely used indicator of the US stock market, is difficult to beat.
Axon Enterprise, Inc. (NASDAQ:AXON) Q4 2025 Earnings Call Transcript
Erik Lapinski: All right. Hi, everyone, and thank you for joining Axon's executive team today. We may notice we have a longer call schedule this afternoon.
Axon Enterprise Inc (AXON)’s Expanding Role in Digital Infrastructure and Law Enforcement
Axon Enterprise Inc (NASDAQ:AXON) is among the best S&P 500 stocks with highest upside potential.
10 Best S&P 500 Stocks With Highest Upside Potential
The S&P 500 index’s drop was muted in comparison to the Dow. The broad-based market index retreated less than a point to finish the day at 6,941.47.
Axon Enterprise (AXON) Engages With Sands Capital on Governance, AI, and Sustainability Priorities
Sands Capital Management, LLC's Technology Innovators Fund released its Q4 2025 investor letter for "Technology Innovators Fund". A copy of the letter can be downloaded here.
Weaker-Than-Expected Margin Hurt Axon Enterprise (AXON) in Q4
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Axon Enterprise, Inc. (AXON): A Bull Case Theory
We came across a bullish thesis on Axon Enterprise, Inc. on Arya’s Substack by Arya. In this article, we will summarize the bulls’ thesis on AXON.
Hedge Fund Resource Center