$AXON is held by 23 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.70%, with an average of 0.14% of portfolio. Largest holder: Kingdon Capital Management, L.l.c. at 0.70%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
AXON ENTERPRISE INC
13F holders
1,073
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 1,073 · Source: 13F-HR01
Axa S.a.
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02
State Street
—
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03
Parthenon LLC
—
—
04
Legacy Capital Wealth Management, LLC
—
—
05
Brightline Capital Management, LLC
—
—
06
Amazon Com Inc.
—
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07
Edgewood Management LLC
—
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08
Albert D Mason Inc.
—
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09
Gardner Russo & Quinn LLC
—
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10
Solus Alternative Asset Management LP
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
23 holders · Q1 202601
Kingdon Capital Management, L.l.c.
0.70% held
α +12.8pts
02
Motley Fool Wealth Management, LLC
0.62% NEW
α +15.3pts
03
Eventide Asset Management, LLC
0.49% NEW
α +22.5pts
04
Greenwich Wealth Management LLC
0.47% held
α +12.7pts
05
Wellington Management Group LLP
0.19% held
α +10.5pts
06
Sandler Capital Management
0.16% held
α +12.8pts
07
Aigen Investment Management, LP
0.10% NEW
α +50.5pts
08
Pittenger & Anderson Inc.
0.08% held
α +21.3pts
09
GM Advisory Group, LLC
0.07% held
α +16.5pts
10
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.06% held
α +27.5pts
11
BIT Capital GmbH
0.04% ↓ 0.5pp
α +18.3pts
12
Quarry LP
0.03% held
α +10.6pts
13
Citigroup Inc.
0.02% held
α +26.3pts
14
RiverPark Advisors, LLC
0.02% held
α +21.5pts
15
Shufro Rose & Co. LLC
0.01% held
α +32.3pts
16
Principal Securities, Inc.
0.01% held
α +21.3pts
17
RFG Advisory, LLC
0.01% held
α +16.2pts
18
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
19
New Age Alpha Advisors, LLC
0.00% held
α +10.8pts
20
Banco Santander, S.A.
0.00% held
α +12.6pts
21
CV Advisors LLC
0.00% held
α +29.1pts
22
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
23
Erste Asset Management GmbH
0.00% held
α +33.4pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
50 transactions · 7 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $AXON in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $AXON lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $AXON — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:52 UTC.