13F-HR: Axon Enterprise Reports Holdings as of March 31, 2026

Axon Enterprise, Inc. filed its quarterly Form 13F, disclosing its investment holdings as of March 31, 2026, with a total reported value of $18,051,979.

Summary

• Axon Enterprise, Inc. has submitted its quarterly Form 13F report for the period ending March 31, 2026.
• The filing details the company's investment holdings as of that date.
• The total reported value of these holdings is $18,051,979.
• The report lists one primary holding: Ordinary Shares of Cellebrite DI Ltd.
• Axon Enterprise holds 1,310,013 shares of Cellebrite DI Ltd.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine regulatory disclosure of investment holdings without new financial performance data or strategic announcements.

Positives

• The filing provides a clear snapshot of Axon Enterprise's investment portfolio as of the reporting date.
• The company has met its regulatory filing obligations for the quarter.

Negatives

• The filing does not contain any financial performance data for Axon Enterprise itself, as it is a disclosure of investment holdings.
• The information is limited to holdings as of a specific past date and does not reflect current market conditions or subsequent trading activity.

Risks

• The value of the disclosed investment in Cellebrite DI Ltd. is subject to market fluctuations and the performance of Cellebrite DI Ltd.
• Concentration risk exists as the entire reported portfolio value is tied to a single issuer.

Future Outlook

This filing is a historical record of investment holdings as of March 31, 2026, and does not contain forward-looking statements or guidance regarding future performance or strategy.

Industry Context

StockSavvy.ai notes that Form 13F filings are standard disclosures for institutional investment managers, providing transparency into their equity holdings. This filing indicates Axon Enterprise, Inc. has an investment in Cellebrite DI Ltd., a company operating in the digital intelligence and data forensics sector, which is a related but distinct area from Axon's core business of providing technology solutions for law enforcement and public safety.

Stakeholder Impact

• Shareholders gain insight into a portion of the company's assets beyond its core operations.
• Investors can assess the company's investment strategy and diversification.

Next Steps

• Axon Enterprise, Inc. will continue to file quarterly Form 13F reports to disclose its investment holdings.

Key Dates

Keywords

Form 13F, Axon Enterprise, Investment Holdings, Cellebrite DI Ltd., SEC Filing, Quarterly Report, Securities, Portfolio