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AXON · Axon Enterprise, Inc.
> Ask across nine datasets ⌘K
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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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AXON

AXON ENTERPRISE, INC.
INDUSTRIALS · ORDNANCE & ACCESSORIES, (NO VEHICLES/GUIDED MISSILES) · CIK 0001069183
FORM 144 · 7☆ WATCH
INSIDER NET · 180D
-$79.5M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
679
13F, latest reported quarter
REVENUE GROWTH
+33.5%
XBRL, annual
NET MARGIN
4.5%
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$79.5M over 180 days
-$32.6M over 90 days
below 91% of Industrials
CONGRESS
no member of Congress has reported trading it
FUNDS
679 funds added or opened last quarter
more than 91% of Industrials
REVENUE
+33.5% year over year
more than 84% of Industrials
MARGIN
4.5% net margin
more than 55% of Industrials
BUYBACKS
no share repurchases reported
SHORT
4.4% of shares outstanding short · 5.1 days to cover · settled 2026-07-31
more than 63% of Industrials
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$79.5M across 10 people in 180 days.
679 funds added or opened positions in the latest 13F quarter, of 1,133 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -30.7%
-30.7%12M
-53%-34%-15%+5%2025-092025-102025-122026-032026-052026-072026-09 2026-06-04 · SMITH PATRICK W sold $10.0M2026-02-25 · SMITH PATRICK W sold $5.0M2026-06-29 · SMITH PATRICK W sold $5.0M2025-12-08 · Isner Joshua sold $4.8M2026-03-10 · Isner Joshua sold $3.9M2026-06-02 · Bagley Brittany sold $2.9M2026-03-10 · Isner Joshua sold $2.8M2025-12-08 · Isner Joshua sold $2.6M2025-12-08 · SMITH PATRICK W sold $2.5M2025-12-08 · Isner Joshua sold $2.0M2026-03-10 · Isner Joshua sold $2.0M2026-03-10 · Isner Joshua sold $1.9M2026-03-10 · Isner Joshua sold $1.8M2025-11-10 · Bagley Brittany sold $1.5M2025-09-08 · SMITH PATRICK W sold $1.4M2025-10-07 · SMITH PATRICK W sold $1.4M2025-09-29 · Bagley Brittany sold $1.3M2026-01-07 · SMITH PATRICK W sold $1.3M2026-03-10 · Isner Joshua sold $1.2M2025-12-11 · Bagley Brittany sold $1.2M2026-07-07 · SMITH PATRICK W sold $1.2M2025-09-08 · SMITH PATRICK W sold $1.2M2025-10-07 · SMITH PATRICK W sold $1.1M2026-03-10 · Isner Joshua sold $1.1M2025-09-08 · SMITH PATRICK W sold $1.0M2025-12-08 · SMITH PATRICK W sold $1.0M2026-02-27 · Fields Isaiah sold $1.0M2026-03-10 · Isner Joshua sold $1.0M2025-09-08 · SMITH PATRICK W sold $1.0M2026-06-05 · Isner Joshua sold $983.8K2026-06-05 · Isner Joshua sold $982.0K2026-08-31 · Isner Joshua sold $964.1K2026-08-31 · Isner Joshua sold $958.1K2026-03-02 · Bagley Brittany sold $952.8K2026-03-10 · Isner Joshua sold $937.7K2025-12-08 · Isner Joshua sold $927.6K2026-01-07 · SMITH PATRICK W sold $909.3K2026-01-07 · SMITH PATRICK W sold $886.3K2026-03-02 · Mak Jennifer H sold $860.2K2026-08-21 · Kunins Jeffrey C sold $852.2K2026-07-07 · SMITH PATRICK W sold $842.0K2026-05-22 · Fields Isaiah sold $800.0K2026-08-31 · Joshua Isner filed to sell $10.1M2026-08-21 · JEFFREY C KUNINS filed to sell $5.9M2026-08-07 · SMITH PATRICK W filed to sell $5.3M2026-08-04 · MATTHEW R MCBRADY filed to sell $599.4K2026-07-07 · SMITH PATRICK W filed to sell $6.4M2026-07-06 · JULIE ANNE CULLIVAN filed to sell $293.8K2026-06-29 · SMITH PATRICK W filed to sell $5.0M
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $79.5M sold by insiders over 180 days, 679 funds added last quarter, $33.6M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
DELLANETTDGTSLAPANWSTXKTOSCRCTOFLXJOBYFTNTXPEL
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, AXON ENTERPRISE, INC. insiders sold a net $79.5M of stock across 946 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Isner Joshua
PRESIDENT
SELL
2026-08-31
347.0
$194.7K
Isner Joshua
PRESIDENT
SELL
2026-08-31
373.0
$209.7K
Isner Joshua
PRESIDENT
SELL
2026-08-31
359.0
$202.3K
Isner Joshua
PRESIDENT
SELL
2026-08-31
1,232.0
$695.4K
Isner Joshua
PRESIDENT
SELL
2026-08-31
661.0
$373.7K
946 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 941 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
8,334,551.0 sh
$4.7B
VANGUARD CAPITAL MANAGEMENT LLC
5,130,199.0 sh
$2.9B
STATE STREET CORP
3,885,570.0 sh
$2.2B
VANGUARD PORTFOLIO MANAGEMENT LLC
3,684,814.0 sh
$2.1B
Invesco Ltd.
3,229,060.0 sh
$1.8B
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
Joshua Isner
FILED 2026-08-31
$10.1M
JEFFREY C KUNINS
FILED 2026-08-21
$5.9M
SMITH PATRICK W
FILED 2026-08-07
$5.3M
MATTHEW R MCBRADY
FILED 2026-08-04
$599.4K
SMITH PATRICK W
FILED 2026-07-07
$6.4M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Zevenbergen Genea Fund
$3.6M POSITION · AS OF 2026-03-31
6.4%
Edgewood Growth Fund
$348.8M POSITION · AS OF 2026-03-31
5.6%
THE NIGHTVIEW FUND
$1.6M POSITION · AS OF 2026-04-30
5.4%
Virtus Zevenbergen Innovative Growth Stock Fund
$18.3M POSITION · AS OF 2026-03-31
5.3%
Zevenbergen Growth Fund
$5.5M POSITION · AS OF 2026-03-31
5.0%
EVOLUTIONARY TREE INNOVATORS FUND
$874.9K POSITION · AS OF 2026-02-28
4.3%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Government contracts
USASpending.gov · total award ceilings over the contract's life, including awards won through subsidiaries — not annual revenue
Department Of Homeland Security
THE PURPOSE OF THIS AWARD PROVIDE BODY WORN CAMERAS FOR THE OFFICE OF FIREARMS AND TACTICAL PROGRAMS · 2026-07-20
$17.8M
Department Of Homeland Security
THE PURPOSE OF THIS AWARD PROVIDE BODY WORN CAMERAS FOR THE OFFICE OF FIREARMS AND TACTICAL PROGRAMS · 2026-07-17
$13.1M
Department Of Justice
TASK ORDER FOR DEMS · 2023-08-13
$11.5M
Department Of Homeland Security
THE PURPOSE OF THIS DELIVERY ORDER IS TO PROCURE TASER CORE AND SUSTAINMENT PLANS IN SUPPORT OF ICE- · 2026-08-22
$5.8M
FEDERAL AWARDS ≥ $25M IN THE LAST 90 DAYS · MATCHED VIA SAM.GOV PARENT REGISTRY
Corporate PAC
FEC · the company-connected political action committee's own receipts and spending — committee totals only, never individual donors
Axon Enterprise Inc Political Action Committee
CYCLE 2026 · $101K SPENT
$135.0K
FEDERAL ELECTION COMMISSION · MATCHED BY THE PAC'S CONNECTED ORGANISATION
Executive pay vs shareholder return · Patrick Smith
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$40.0K
-$12.6M
$1.0M
+363%
+87%
2024
$164.5M
$385.2M
$61.4M
+385%
+54%
2023
$40.1K
$43.5M
$17.7M
+111%
+19%
2022
$33.2K
$13.7M
$4.3M
+35%
-18%
2021
$33.1K
$253.6M
$5.6M
+28%
+22%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$2.8B$2.1B$1.6B$1.2B
GROSS PROFIT$1.7B$1.2B$955.5M$726.1M
OPERATING INCOME$-62.1M$58.5M$156.8M$93.0M
NET INCOME$124.7M$377.0M$175.8M$146.9M
EPS (DILUTED)1.514.802.332.03
OPERATING CASH FLOW$211.3M$408.3M$189.3M$235.4M
CASH$1.2B$454.8M$598.5M$353.7M
LONG-TERM DEBT$1.7B$0$677.1M—
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →