On October 21, 2026, several institutional investors reported increasing their holdings in Axon Enterprise, Inc.
Quadrant Capital Group LLC increased its stake by 1,844.7%, acquiring an additional 73,160 shares. Sowell Financial Services LLC increased its holdings by 1,652.0%, acquiring 134,359 shares.
Robeco Institutional Asset Management B.V. reported a 391,214.9% increase in its stake and now holds approximately 8.6% of Axon.
Axon shares have underperformed, declining significantly from their 2025 peak. Analysts maintain a generally positive outlook, with a consensus Moderate Buy rating.