AXON ENTERPRISE, INC.
Ticker: AXONIndustrialsFabricated MetalS&P 500The business
Axon Enterprise, Inc. (NASDAQ: AAXN) is a technology company providing integrated hardware and software solutions to public safety agencies, government entities, commercial enterprises, and consumers worldwide. The company operates through its website at www.axon.com and maintains its primary corporate headquarters in Scottsdale, Arizona, with additional operational hubs across major U.S. cities and international expansion throughout Europe, Asia, and the Americas.
The company operates two reportable segments: Software and Services, and Connected Devices. The Software and Services segment develops cloud-based Software-as-a-Service solutions leveraging artificial intelligence to enable customers to capture, securely store, manage, share and analyze video and digital evidence. This segment includes offerings such as Axon Evidence for digital evidence management, Draft One for AI-enabled report writing, Axon Records for records management, Axon Standards, Axon Fusus for real-time operations, and Axon Assistant. The Connected Devices segment manufactures and sells integrated hardware solutions including conducted energy devices sold under the TASER brand, body cameras, fixed and in-car cameras, drone and counter-drone technologies, and related accessories and extended warranties.
Axon's business model combines hardware sales with multi-year recurring software subscriptions, professional services, and extended warranties. The company reported annual recurring revenue of $1.3 billion as of December 31, 2025. As of that date, Axon employed more than 5,100 full-time employees and more than 1,200 temporary employees, representing significant growth during the year.
Founded in 1993 with a mission to protect life, Axon has evolved into a diversified technology company serving complex, high-stakes challenges across public and private sectors. The company holds over 370 U.S. patents, over 170 U.S. registered trademarks, over 350 international patents, and over 480 international registered trademarks. Key brands and trademarks include Axon Evidence, TASER, Dedrone, Draft One, and Axon Air. The company's integrated ecosystem of connected hardware, cloud-hosted software applications, and real-time operational tools creates a unified, data-driven operating system designed to prioritize safety and accountability.
- Sector
- Industrials
- Industry
- Fabricated Metal
- HQ
- SCOTTSDALE, AZ
- FY end
- 12-31
- CIK
- 1069183
- SIC
- 3480
Ownership
Who holds AXON ENTERPRISE, INC. — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30
Top fund holders
| Fund | % of fund | Value |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI · VANGUARD INDEX FUNDS | 0.06% | $1.36B |
| VANGUARD 500 INDEX FUND VOO · VANGUARD INDEX FUNDS | 0.07% | $1.17B |
| Invesco QQQ Trust, Series 1 QQQ | 0.20% | $959.18M |
| VANGUARD MID-CAP INDEX FUND VO · VANGUARD INDEX FUNDS | 0.42% | $930.14M |
| iShares Core S&P 500 ETF IVV · iShares Trust | 0.07% | $621.66M |
Bonds held by funds
Funds report holding 2 issues of AXON ENTERPRISE, INC.'s debt, $611.58M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 6.18%, maturing 2030–2033.
| Issue | Coupon | Matures | Funds | Fund-held |
|---|---|---|---|---|
| Axon Enterprise, Inc. | 6.125% | 2030-03-15 | 207 | $344.03M |
| Axon Enterprise Inc | 6.250% | 2033-03-15 | 189 | $267.55M |
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
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