Axon Enterprise, Inc.
MX ˙ BMV ˙ US05464C1018
SecurityMX:AXON / Axon Enterprise, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership980,936 shares
Latest Disclosed Value $ 416,594,540
Morgan Stanley reports 9.34% increase in ownership of AXON / Axon Enterprise, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 980,936 shares of Axon Enterprise, Inc. (MX:AXON) valued at $416,594,540 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 897,161 shares of Axon Enterprise, Inc.. This represents a change in shares of 9.34% 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)
2026-05-15 2026-03-31 13F AXON ENTERPRISE COM 05464C101 980,936 83,775 9.34 416,595 -18.24 0.0251
2026-05-27 2025-12-31 13F/A-1 AXON ENTERPRISE COM 05464C101 897,161 -107,025 -10.66 509,526 -29.30 0.0304
2026-02-13 2025-12-31 13F AXON ENTERPRISE COM 05464C101 897,161 -107,025 509,526 0.0304
2026-05-27 2025-09-30 13F/A-1 AXON ENTERPRISE COM 05464C101 1,004,186 104,314 11.59 720,646 -3.27 0.0436
2025-11-14 2025-09-30 13F AXON ENTERPRISE COM 05464C101 1,004,186 104,314 720,646 0.0436
2025-08-15 2025-06-30 13F AXON ENTERPRISE COM 05464C101 899,872 52,555 6.20 745,043 67.18 0.0485
2025-05-15 2025-03-31 13F AXON ENTERPRISE COM 05464C101 847,317 -22,036 -2.53 445,648 -13.75 0.0319
2025-05-15 2024-12-31 13F/A-1 AXON ENTERPRISE COM 05464C101 869,353 25,473 3.02 516,676 53.22 0.0362
2025-02-14 2024-12-31 13F AXON ENTERPRISE COM 05464C101 869,353 25,473 516,676 0.0362
2025-05-14 2024-09-30 13F/A-2 AXON ENTERPRISE COM 05464C101 843,880 35,215 4.35 337,216 41.72 0.0245
2025-02-14 2024-09-30 13F/A-1 AXON ENTERPRISE COM 05464C101 843,880 35,215 337,216 0.0244
2024-11-14 2024-09-30 13F AXON ENTERPRISE COM 05464C101 843,880 35,215 337,216 0.0244
2025-05-14 2024-06-30 13F/A-2 AXON ENTERPRISE COM 05464C101 808,665 -55,631 -6.44 237,942 -12.01 0.0184
2024-10-17 2024-06-30 13F/A-1 AXON ENTERPRISE COM 05464C101 808,665 -55,631 237,942 0.0184
2024-08-14 2024-06-30 13F AXON ENTERPRISE COM 05464C101 808,665 -55,631 237,942 0.0184
2024-10-17 2024-03-31 13F/A-2 AXON ENTERPRISE COM 05464C101 864,296 153,611 21.61 270,421 47.30 0.0217
2024-08-16 2024-03-31 13F/A-1 AXON ENTERPRISE COM 05464C101 864,296 153,611 270,421 0.0025
2024-05-15 2024-03-31 13F AXON ENTERPRISE COM 05464C101 864,296 153,611 270,421 0.0217
2024-08-16 2023-12-31 13F/A-1 AXON ENTERPRISE COM 05464C101 710,685 65,231 10.11 183,592 42.94 0.0162
2024-02-13 2023-12-31 13F AXON ENTERPRISE COM 05464C101 710,685 65,231 183,592 0.0162
2023-11-15 2023-09-30 13F AXON ENTERPRISE COM 05464C101 645,454 -41,165 -6.00 128,439 -4.13 0.0131
2023-08-14 2023-06-30 13F AXON ENTERPRISE COM 05464C101 686,619 -33,344 -4.63 133,973 -17.24 0.0132
2023-05-15 2023-03-31 13F AXON ENTERPRISE COM 05464C101 719,963 -691,724 -49.00 161,884 -30.89 0.0174
2023-02-14 2022-12-31 13F AXON ENTERPRISE COM 05464C101 1,411,687 195,694 16.09 234,241 66.42 0.0266
2022-11-14 2022-09-30 13F AXON ENTERPRISE COM 05464C101 1,215,993 810,789 200.09 140,750 272.83 0.0192
2022-10-27 2022-06-30 13F/A-1 AXON ENTERPRISE COM 05464C101 405,204 132,292 48.47 37,752 0.44 0.0049
2022-08-15 2022-06-30 13F AXON ENTERPRISE COM 05464C101 405,204 132,292 37,752 0.0010
2022-10-27 2022-03-31 13F/A-1 AXON ENTERPRISE COM 05464C101 272,912 2,457 0.91 37,588 -11.48 0.0051
2022-05-13 2022-03-31 13F AXON ENTERPRISE COM 05464C101 272,912 2,457 37,588 0.0051
2022-02-14 2021-12-31 13F AXON ENTERPRISE COM 05464C101 270,455 -1,505,750 -84.77 42,462 -86.34 0.0052
2021-11-15 2021-09-30 13F AXON ENTERPRISE COM 05464C101 1,776,205 -71,770 -3.88 310,871 -4.85 0.0419
2021-08-23 2021-06-30 13F/A-1 AXON ENTERPRISE COM 05464C101 1,847,975 -616,197 -25.01 326,722 -6.90 0.0431
2021-08-16 2021-06-30 13F AXON ENTERPRISE COM 05464C101 1,847,975 -616,197 326,722 0.0090
2021-05-17 2021-03-31 13F AXON ENTERPRISE COM 05464C101 2,464,172 2,152,634 690.97 350,948 819.36 0.0516
2021-02-16 2020-12-31 13F AXON ENTERPRISE COM 05464C101 311,538 191,173 158.83 38,173 249.67 0.0059
2020-11-13 2020-09-30 13F AXON ENTERPRISE COM 05464C101 120,365 -101,112 -45.65 10,917 -49.77 0.0021
2020-08-14 2020-06-30 13F AXON ENTERPRISE COM 05464C101 221,477 -406,525 -64.73 21,735 -51.09 0.0048
2020-05-26 2020-03-31 13F/A-1 AXON ENTERPRISE COM 05464C101 628,002 393,252 167.52 44,443 158.33 0.0121
2020-05-15 2020-03-31 13F AXON ENTERPRISE COM 05464C101 628,002 393,252 44,443 3,414.1489
2020-02-14 2019-12-31 13F AXON ENTERPRISE COM 05464C101 234,750 89,277 61.37 17,204 108.28 0.0040
2019-11-14 2019-09-30 13F AXON ENTERPRISE COM 05464C101 145,473 -230,320 -61.29 8,260 -65.77 0.0022
2019-08-14 2019-06-30 13F AXON ENTERPRISE COM 05464C101 375,793 236,013 168.85 24,130 217.29 0.0064
2019-05-15 2019-03-31 13F AXON ENTERPRISE COM 05464C101 139,780 -56,926 -28.94 7,605 -11.63 0.0022
2019-02-14 2018-12-31 13F AXON ENTERPRISE COM 05464C101 196,706 -239,288 -54.88 8,606 -71.16 0.0026
2019-04-23 2018-09-30 13F/A-2 AXON ENTERPRISE COM 05464C101 435,994 83,938 23.84 29,836 34.13 0.0075
2018-11-20 2018-09-30 13F/A-1 AXON ENTERPRISE COM 05464C101 435,994 0 29,836 0.0075
2018-11-14 2018-09-30 13F AXON ENTERPRISE COM 05464C101 435,994 83,938 29,836
2019-04-23 2018-06-30 13F/A-1 AXON ENTERPRISE COM 05464C101 352,056 143,167 68.54 22,244 170.90 0.0060
2018-08-14 2018-06-30 13F AXON ENTERPRISE COM 05464C101 352,056 143,167 22,244
2019-04-23 2018-03-31 13F/A-1 AXON ENTERPRISE COM 05464C101 208,889 10,438 5.26 8,211 56.10 0.0023
2018-05-14 2018-03-31 13F AXON ENTERPRISE COM 05464C101 208,889 10,438 8,211
2019-04-23 2017-12-31 13F/A-1 AXON ENTERPRISE COM 05464C101 198,451 31,839 19.11 5,260 39.23 0.0014
2018-02-14 2017-12-31 13F AXON ENTERPRISE COM 05464C101 198,451 31,839 5,260
2017-11-14 2017-09-30 13F AXON ENTERPRISE COM 05464C101 166,612 -55,450 -24.97 3,778 -32.33 0.0011
2017-08-11 2017-06-30 13F AXON ENTERPRISE COM 05464C101 222,062 -57,458 -20.56 5,583 -12.37 0.0017
2017-05-22 2017-03-31 13F/A-1 TASER INTL COM 87651B104 279,520 -167,811 -37.51 6,371 -41.25 0.0020
2017-05-12 2017-03-31 13F TASER INTL COM 87651B104 279,520 6,371
2017-02-22 2016-12-31 13F/A-1 TASER INTL COM 87651B104 447,331 201,748 82.15 10,844 54.34 0.0035
2017-02-13 2016-12-31 13F TASER INTL COM 87651B104 447,331 10,844
2016-11-10 2016-09-30 13F TASER INTL COM 87651B104 245,583 5,933 2.48 7,026 17.83 0.0024
2016-08-12 2016-06-30 13F TASER INTL COM 87651B104 239,650 -69,942 -22.59 5,963 -1.89 0.0022
2016-05-12 2016-03-31 13F TASER INTL COM 87651B104 309,592 41,140 15.32 6,078 30.93 0.0023
2016-02-09 2015-12-31 13F TASER INTL COM 87651B104 268,452 -7,643 -2.77 4,642 -23.66 0.0017
2016-02-08 2015-09-30 13F/A-1 TASER INTL COM 87651B104 276,095 -401,525 -59.26 6,081 -73.06 0.0022
2015-11-09 2015-09-30 13F TASER INTL COM 87651B104 276,095 6,081
2015-08-12 2015-06-30 13F TASER INTL COM 87651B104 677,620 240,010 54.85 22,572 113.93 0.0078
2015-05-14 2015-03-31 13F TASER INTL COM 87651B104 437,610 45,613 11.64 10,551 1.65 0.0039
2015-02-13 2014-12-31 13F TASER INTL COM 87651B104 391,997 115,228 41.63 10,380 142.92 0.0038
2014-12-16 2014-09-30 13F/A-1 TASER INTL COM 87651B104 276,769 109,746 65.71 4,273 39.87 0.0016
2014-11-14 2014-09-30 13F TASER INTL COM 87651B104 276,769 4,273
2014-05-13 2014-03-31 13F TASER INTL COM 87651B104 167,023 48,255 40.63 3,055 61.98 0.0013
2014-02-13 2013-12-31 13F TASER INTL COM 87651B104 118,768 -266,692 -69.19 1,886 -67.11 0.0008
2013-11-13 2013-09-30 13F TASER INTERNATIONAL INC COM COM 87651B104 385,460 -174,106 -31.11 5,735 20.31 0.0027
2013-08-08 2013-06-30 13F TASER INTERNATIONAL INC COM COM 87651B104 559,566 559,566 4,767 0.0024
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.