SEC 13F Intelligence

Granahan Investment Management, LLC / AXON

Granahan Investment Management, LLC’s Axon Enterprise Inc Position

Does Granahan Investment Management, LLC own Axon Enterprise Inc (AXON)? Yes — 90.7K shares worth $39M (+1.86% of its 13F portfolio) as of Q1 2026, up from 75.7K shares the prior filed quarter.

Position Value
$39M
Q1 2026
Shares
90.7K
% of Portfolio
+1.86%
Quarters Held
30
currently held

Position History AXON

Reported value by quarter
Q4 ’18: $17MQ4 ’18Q1 ’19: $29MQ2 ’19: $43MQ3 ’19: $44MQ4 ’19: $50MQ4 ’19Q1 ’20: $73MQ2 ’20: $121MQ3 ’20: $103MQ4 ’20: $135MQ4 ’20Q1 ’21: $136MQ2 ’21: $197MQ3 ’21: $190MQ4 ’21: $165MQ4 ’21Q1 ’22: $138MQ2 ’22: $92MQ3 ’22: $105MQ4 ’22: $118MQ4 ’22Q1 ’23: $136MQ2 ’23: $103MQ3 ’23: $109MQ4 ’23: $102MQ4 ’23Q1 ’24: $92MQ2 ’24: $73MQ3 ’24: $94MQ4 ’24: $96MQ4 ’24Q1 ’25: $44MQ2 ’25: $69MQ3 ’25: $56MQ4 ’25: $43MQ4 ’25Q1 ’26: $39Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202690.7K$39M+1.86%
Q4 202575.7K$43M+1.84%
Q3 202577.5K$56M+2.28%
Q2 202583.6K$69M+2.82%
Q1 202584.3K$44M+2.21%
Q4 2024161.7K$96M+4.01%
Q3 2024235.0K$94M+3.69%
Q2 2024246.5K$73M+2.90%
Q1 2024295.2K$92M+3.24%
Q4 2023394.0K$102M+3.36%
Q3 2023548.6K$109M+3.89%
Q2 2023526.2K$103M+3.16%
Q1 2023603.6K$136M+4.13%
Q4 2022711.8K$118M+3.61%
Q3 2022905.8K$105M+3.42%
Q2 2022985.2K$92M+3.13%
Q1 2022998.4K$138M+3.41%
Q4 20211.05M$165M+3.39%
Q3 20211.09M$190M+3.61%
Q2 20211.11M$197M+3.67%
Q1 2021955.1K$136M+2.88%
Q4 20201.10M$135M+3.02%
Q3 20201.14M$103M+3.50%
Q2 20201.23M$121M+4.38%
Q1 20201.03M$73M+3.91%
Q4 2019681.3K$50M+2.30%
Q3 2019767.0K$44M+2.40%
Q2 2019667.7K$43M+2.12%
Q1 2019527.9K$29M+1.54%
Q4 2018384.1K$17M+1.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Granahan Investment Management, LLC’s full portfolio or all institutional holders of AXON.