Axon Enterprise, Inc.
MX ˙ BMV ˙ US05464C1018
SecurityMX:AXON / Axon Enterprise, Inc.
InstitutionDefender Capital, LLC.
Latest Disclosed Ownership59,290 shares
Latest Disclosed Value $ 25,179,870
Defender Capital, LLC. reports 41.69% increase in ownership of AXON / Axon Enterprise, Inc.

On April 13, 2026 - Defender Capital, LLC. filed a 13F-HR form disclosing ownership of 59,290 shares of Axon Enterprise, Inc. (MX:AXON) valued at $25,179,870 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 41,845 shares of Axon Enterprise, Inc.. This represents a change in shares of 41.69% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F Axon Enterprise COM 05464C101 59,290 17,445 41.69 25,180 5.95 8.9316
2026-01-12 2025-12-31 13F AXON ENTERPRISE COM 05464C101 41,845 41,845 23,765 7.6995
2025-10-29 2025-09-30 13F AXON ENTERPRISE COM 05464C101 0 -40,224 -100.00 0 -100.00
2025-07-25 2025-06-30 13F AXON ENTERPRISE COM 05464C101 40,224 -1,305 -3.14 33,303 53.75 11.3071
2025-04-28 2025-03-31 13F AXON ENTERPISE COM 05464C101 41,529 2,444 6.25 21,661 -6.75 8.5417
2025-01-23 2024-12-31 13F AXON ENTERPISE COM 05464C101 39,085 -3,374 -7.95 23,229 36.91 8.5403
2024-10-21 2024-09-30 13F AXON ENTERPISE COM 05464C101 42,459 -1,642 -3.72 16,967 30.75 5.6340
2024-07-29 2024-06-30 13F AXON ENTERPISE COM 05464C101 44,101 2,306 5.52 12,976 -0.76 4.4335
2024-05-06 2024-03-31 13F AXON ENTERPISE COM 05464C101 41,795 -2,468 -5.58 13,077 14.36 4.4485
2024-01-23 2023-12-31 13F AXON ENTERPISE COM 05464C101 44,263 -12,779 -22.40 11,434 0.74 4.0129
2023-10-23 2023-09-30 13F AXON ENTERPISE COM 05464C101 57,042 -1,515 -2.59 11,351 -0.66 4.1097
2023-07-18 2023-06-30 13F AXON ENTERPISE COM 05464C101 58,557 -4,590 -7.27 11,426 -19.53 3.9284
2023-04-27 2023-03-31 13F AXON ENTERPISE COM 05464C101 63,147 -25,180 -28.51 14,199 -3.12 4.9584
2023-05-16 2022-12-31 13F/A-1 AXON ENTERPISE COM 05464C101 88,327 -20,240 -18.64 14,656 16.86 5.9208
2023-01-12 2022-12-31 13F AXON ENTERPISE COM 05464C101 88,327 -20,240 15 0.0059
2022-10-18 2022-09-30 13F AXON ENTERPISE COM 05464C101 108,567 -6,849 -5.93 12,541 16.62 4.9118
2022-07-26 2022-06-30 13F AXON ENTERPRISE COM 05464C101 115,416 7,606 7.06 10,754 -28.41 4.2193
2022-06-07 2022-03-31 13F/A-1 AXON ENTERPRISE COM 05464C101 107,810 4,230 4.08 15,022 -7.63 5.2240
2022-04-22 2022-03-31 13F AXON ENTERPRISE COM 05464C101 107,810 4,230 15,022 1.6415
2022-02-01 2021-12-31 13F AXON ENTERPRISE COM 05464C101 103,580 4,680 4.73 16,262 -6.26 5.2127
2021-11-01 2021-09-30 13F AXON ENTERPRISE COM 05464C101 98,900 -50 -0.05 17,348 -0.83 5.6423
2021-07-29 2021-06-30 13F AXON ENTERPRISE COM 05464C101 98,950 11,320 12.92 17,493 39.33 5.8120
2021-04-20 2021-03-31 13F AXON ENTERPRISE COM 05464C101 87,630 25,630 41.34 12,555 65.26 4.4783
2021-02-09 2020-12-31 13F/A-1 AXON ENTERPRISE COM 05464C101 62,000 -5,560 -8.23 7,597 23.99 3.3066
2021-01-25 2020-12-31 13F AXON ENTERPRISE COM 05464C101 62,000 -5,560 7,597 3,306,594.4732
2020-10-23 2020-09-30 13F AXON ENTERPRISE COM 05464C101 67,560 14,785 28.02 6,127 16.06 3.0171
2020-07-10 2020-06-30 13F AXON ENTERPRISE COM 05464C101 52,775 -4,090 -7.19 5,279 31.19 3.1146
2020-05-14 2020-03-31 13F AXON ENTERPRISE COM 05464C101 56,865 8,170 16.78 4,024 12.78 2.9387
2020-02-03 2019-12-31 13F AXON ENTERPRISE COM 05464C101 48,695 48,695 3,568 3.1683
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.