GATEWAY INVESTMENT ADVISERS LLC has opened a new $5.3M position in $AXON, per a new SEC 13F filing. This disclosure reflects the funds’ holdings for the 03-31-2026 report period. You can see the fund’s full portfolio on Quiver Quantitative, and also track the largest institutional owners of $AXON.
$AXON Hedge Fund Activity
We have seen 524 institutional investors add shares of $AXON stock to their portfolio, and 581 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,750,713 shares (-74.9%) from their portfolio in Q4 2025, for an estimated $994,282,434
- BAILLIE GIFFORD & CO added 1,516,099 shares (+1198.7%) to their portfolio in Q4 2025, for an estimated $861,038,105
- EDGEWOOD MANAGEMENT LLC added 1,490,528 shares (+inf%) to their portfolio in Q4 2025, for an estimated $846,515,567
- WELLINGTON MANAGEMENT GROUP LLP added 1,179,038 shares (+326.9%) to their portfolio in Q4 2025, for an estimated $669,611,051
- CAPITAL WORLD INVESTORS removed 773,024 shares (-47.5%) from their portfolio in Q4 2025, for an estimated $439,023,520
- ALLIANCEBERNSTEIN L.P. removed 606,691 shares (-87.6%) from their portfolio in Q4 2025, for an estimated $344,558,019
- FMR LLC removed 441,140 shares (-14.6%) from their portfolio in Q4 2025, for an estimated $250,536,640
To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard.
$AXON Insider Trading Activity
$AXON insiders have traded $AXON stock on the open market 82 times in the past 6 months. Of those trades, 0 have been purchases and 82 have been sales.
Here’s a breakdown of recent trading of $AXON stock by insiders over the last 6 months:
- PATRICK W SMITH (CHIEF EXECUTIVE OFFICER) has made 0 purchases and 48 sales selling 40,000 shares for an estimated $22,622,136.
- JOSHUA ISNER (PRESIDENT) has made 0 purchases and 10 sales selling 22,041 shares for an estimated $12,144,156.
- BRITTANY BAGLEY (COO & CFO) has made 0 purchases and 8 sales selling 8,766 shares for an estimated $5,043,679.
- JENNIFER H MAK (Chief Accounting Officer) has made 0 purchases and 4 sales selling 3,602 shares for an estimated $2,071,994.
- ISAIAH FIELDS (Chief Legal Officer) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $1,070,016.
- JEFFREY C KUNINS (CPO & CTO) has made 0 purchases and 5 sales selling 1,797 shares for an estimated $968,992.
- CAITLIN ELIZABETH KALINOWSKI sold 930 shares for an estimated $497,879
- JERI WILLIAMS has made 0 purchases and 3 sales selling 257 shares for an estimated $131,993.
- ERIKA NARDINI sold 198 shares for an estimated $100,302
To track insider transactions, check out Quiver Quantitative’s insider trading dashboard.
$AXON Government Contracts
We have seen $74,556,685 of award payments to $AXON over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- TD 24066 TASER 10 CYCLICAL REPLACEMENT PLUS 6-BAY DOCK AND CORE, CONTRACT – 15M10424DA4700002 SHIPPING IN…: $4,684,195
- INFORMATION TECHNOLOGY DIVISION (ITD) / BODY-WORN CAMERA PROGRAM OFFICE (BWCPO) ENTERPRISE LICENSE AGREEMEN…: $4,377,002
- TASER SUPPLIES FOR CUSTOMS AND BORDER PROTECTION: $3,960,727
- THIS DELIVERY ORDER PROCURES TASER SUPPLIES/CARTRIDGES UNDER THE ICE INDEFINITE DELIVERY/INDEFINITE QUANTIT…: $3,846,869
- THIS DELIVERY AWARD PROCURES TASER WEAPONS AND REPLACEMENT SUPPLIES/CARTRIDGES FOR ICE- OFFICE OF FIREARMS …: $3,527,756
To track government contracts to publicy traded companies, check out Quiver Quantitative’s government contracts dashboard.
$AXON Analyst Ratings
Wall Street analysts have issued reports on $AXON in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a “Overweight” rating on 12/17/2025
- RBC Capital issued a “Outperform” rating on 11/17/2025
To track analyst ratings and price targets for $AXON, check out Quiver Quantitative’s $AXON forecast page.
$AXON Price Targets
Multiple analysts have issued price targets for $AXON recently. We have seen 10 analysts offer price targets for $AXON in the last 6 months, with a median target of $686.0.
Here are some recent targets:
- Trevor Walsh from Citizens set a target price of $825.0 on 04/13/2026
- Michael Ng from Goldman Sachs set a target price of $625.0 on 04/08/2026
- Andrew Sherman from TD Cowen set a target price of $825.0 on 04/08/2026
- Tim Long from Barclays set a target price of $682.0 on 02/25/2026
- Meta Marshall from Morgan Stanley set a target price of $675.0 on 02/25/2026
- David Paige from RBC Capital set a target price of $735.0 on 02/25/2026
- James Fish from Piper Sandler set a target price of $690.0 on 02/25/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative’s $AXON ticker page for more data.