AXON — AXON ENTERPRISE INC

Ownership history in Strategy Capital LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Strategy Capital LLC reported a position in AXON ENTERPRISE INC (AXON). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
24.12% (2025 Q2)
Avg. % of fund
13.18%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 386,742 -44,835 -10.4% 16.20% $219.6M $567.93
2025 Q3 REDUCED 431,577 -1,087 -0.3% 20.49% $309.7M $717.64
2025 Q2 ADDED 432,664 +26,017 +6.4% 24.12% $358.2M $827.94
2025 Q1 ADDED 406,647 +26,698 +7.0% 20.42% $213.9M $525.95
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AXON price (monthly, adj. close)

Other funds also holding AXON

As of 2025 Q4 — sorted by position size

BROADWOOD CAPITAL INC 3Y 7Y 23.14% Ampersand Capital Group, L.P. 8.28% Defender Capital, LLC. 3Y 7.7% Ulland Investment Advisors, LLC 3Y 5.13% Evolutionary Tree Capital Management, LLC 3Y 4.42% 11 Capital Partners LP 3Y 4.35% ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 4.28% Hudson Way Capital Management LLC 3Y 7Y 4.16% EDGEWOOD MANAGEMENT LLC 3Y 7Y 4.03% SCALAR GAUGE MANAGEMENT, LLC 3.93%
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