Axon Enterprise, Inc. (AXON): A Bull Case Theory
We came across a bullish thesis on Axon Enterprise, Inc. on Rebound Capital’s Substack. In this article, we will summarize the bulls’ thesis on AXON.
Axon Enterprise Inc. (AXON)
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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 | $497,686,211 | -1% | 29.95% |
| 2. | Strategy Capital Hamilton Helmer | 431,577 | $309,716,918 | -1% | 20.49% |
| 3. | Zevenbergen Capital Investments Nancy Zevenbergen | 369,364 | $265,070,381 | -6% | 5.15% |
| 4. | 204,300 | $146,613,852 | -28% | 0.02% | |
| 5. | Driehaus Capital Richard Driehaus | 164,990 | $118,403,424 | -30% | 0.85% |
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 |
|---|---|---|---|---|---|---|
| $550.00 | 894 | $491,700.00 | 13,514 | 2025-12-04 | Filing | |
| $551.39 | 35 | $19,298.75 | 1,316 | 2025-12-04 | Filing | |
| $550.22 | 65 | $35,764.36 | 1,351 | 2025-12-04 | Filing | |
| $536.75 | 1,064 | $571,100.51 | 269,502 | 2025-12-03 | Filing | |
| $535.60 | 43 | $23,031.01 | 270,566 | 2025-12-03 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,314,164 | $6,684,216,653 | 0.1% | |
| 2. | 8,199,795 | $5,884,500,886 | 0.1% | |
| 3. | 3,379,292 | $2,425,115,111 | 0.08% | |
| 4. | 3,015,325 | $2,163,917,874 | 0.11% | |
| 5. | 2,190,615 | $1,567,011,133 | 0.1% |
News See All
Axon Enterprise’s (AXON) Acquisition Strategy Drives Bullish Analyst Sentiment Despite Earnings Miss
As of November 27, Axon Enterprise, Inc. (NASDAQ:AXON) stock is a consensus Buy with 90% of analysts covering it having a Buy or equivalent rating.
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Axon Enterprise (AXON) Slid Due to Profit Taking
Fred Alger Management, an investment management company, released its “Alger Mid Cap Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Axon Enterprise, Inc. (NASDAQ:AXON) Q3 2025 Earnings Call Transcript
Operator: Hi, everyone, and thank you for joining Axon's executive team today.
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