Themes Management Co LLC Has $1.56 Million Stock Position in Axon Enterprise, Inc $AXON

Posted by Stanley Muller on Jul 26th, 2026

Themes Management Co LLC boosted its position in shares of Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 65.8% in the 1st quarter, HoldingsChannel reports. The firm owned 3,668 shares of the biotechnology company’s stock after buying an additional 1,456 shares during the period. Axon Enterprise accounts for about 1.0% of Themes Management Co LLC’s investment portfolio, making the stock its 18th largest holding. Themes Management Co LLC’s holdings in Axon Enterprise were worth $1,558,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in AXON. Lombard Odier Asset Management Switzerland SA bought a new position in shares of Axon Enterprise in the first quarter valued at approximately $529,000. Waverly Advisors LLC grew its position in Axon Enterprise by 9.6% during the 1st quarter. Waverly Advisors LLC now owns 672 shares of the biotechnology company’s stock worth $286,000 after acquiring an additional 59 shares during the last quarter. Granahan Investment Management LLC increased its holdings in Axon Enterprise by 19.8% during the 1st quarter. Granahan Investment Management LLC now owns 90,692 shares of the biotechnology company’s stock valued at $38,516,000 after purchasing an additional 14,978 shares in the last quarter. Wealth Alliance LLC increased its holdings in Axon Enterprise by 19.2% during the 1st quarter. Wealth Alliance LLC now owns 719 shares of the biotechnology company’s stock valued at $305,000 after purchasing an additional 116 shares in the last quarter. Finally, St. Louis Trust Co raised its position in Axon Enterprise by 80.9% in the 1st quarter. St. Louis Trust Co now owns 2,757 shares of the biotechnology company’s stock valued at $1,171,000 after purchasing an additional 1,233 shares during the last quarter. 79.08% of the stock is currently owned by institutional investors and hedge funds.

Axon Enterprise Stock Up 2.1%

NASDAQ AXON opened at $502.34 on Friday. The stock has a fifty day moving average of $483.26 and a 200-day moving average of $479.59. The stock has a market capitalization of $40.49 billion, a P/E ratio of 201.74, a price-to-earnings-growth ratio of 10.25 and a beta of 1.38. Axon Enterprise, Inc has a 52 week low of $339.01 and a 52 week high of $885.91. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.93 and a current ratio of 2.27.

Axon Enterprise (NASDAQ:AXON – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The biotechnology company reported $1.61 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.60 by $0.01. Axon Enterprise had a return on equity of 3.78% and a net margin of 6.90%.The business had revenue of $807.35 million for the quarter, compared to analyst estimates of $778.90 million. During the same quarter in the prior year, the firm posted $1.47 earnings per share. The firm’s revenue for the quarter was up 33.7% compared to the same quarter last year. On average, equities research analysts forecast that Axon Enterprise, Inc will post 1.63 EPS for the current year.

Insider Activity

In other news, CEO Patrick W. Smith sold 10,000 shares of the firm’s stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $643.79, for a total value of $6,437,900.00. Following the transaction, the chief executive officer owned 3,040,997 shares of the company’s stock, valued at approximately $1,957,763,458.63. This trade represents a 0.33% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Caitlin Elizabeth Kalinowski sold 564 shares of Axon Enterprise stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $478.97, for a total transaction of $270,139.08. Following the sale, the director owned 3,632 shares of the company’s stock, valued at approximately $1,739,619.04. This represents a 13.44% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 58,989 shares of company stock worth $30,527,983. Corporate insiders own 4.20% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have commented on AXON shares. Piper Sandler boosted their price objective on Axon Enterprise from $674.00 to $724.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Barclays lowered their target price on Axon Enterprise from $682.00 to $523.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. The Goldman Sachs Group set a $535.00 price target on shares of Axon Enterprise in a research report on Thursday, May 7th. TD Cowen reissued a “buy” rating on shares of Axon Enterprise in a report on Wednesday. Finally, Weiss Ratings upgraded shares of Axon Enterprise from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, May 8th. Fifteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $725.25.

View Our Latest Research Report on AXON

Axon Enterprise Profile

(Free Report)

Axon Enterprise, Inc develops technology and weapons systems for public safety and law enforcement agencies, combining hardware, software and cloud services. The company’s hardware portfolio includes conducted energy weapons (commonly known as TASER devices), body-worn cameras and in-car camera systems. Axon pairs these devices with a suite of connected products and accessories designed to capture, store and manage field evidence.

Beyond hardware, Axon operates a subscription-based software platform for digital evidence management, evidence review and records management.