GENEVA CAPITAL MANAGEMENT LLC

Position in AXON — Axon Enterprise, Inc.

CIK 1009232 MILWAUKEE, WI

Position in AXON

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$51,575,557

+$10,496,144 QoQ

Shares Held

91,999

-4.9% QoQ

Ownership

0.113%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#86

of 1,113 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Industrials · as of Jun 30, 2026

GENEVA CAPITAL MANAGEMENT LLC holds $156,000,630 across 3 Aerospace & Defense names. AXON ranks #2 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LOAR	Loar Holdings Inc.	719,088	$57,965,683
2	AXON	Axon Enterprise, Inc. This page	91,999	$51,575,557
3	HEI	Heico Corp	180,138	$46,459,390

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,575,557	91,999	-4.9%	Shares	Sole	2026-08-06
2026-03-31	$41,079,413	96,728	+18.7%	Shares	Sole	2026-05-06
2025-12-31	$46,298,788	81,522	+3.2%	Shares	Sole	2026-02-12
2025-09-30	$56,694,994	79,002	-5.6%	Shares	Sole	2025-11-13
2025-06-30	$69,291,953	83,692	-12.6%	Shares	Defined	2025-08-05
2025-03-31	$50,341,829	95,716	-3.9%	Shares	Sole	2025-05-09
2024-12-31	$59,187,733	99,589	-41.6%	Shares	Sole	2025-02-06
2024-09-30	$68,101,829	170,425	-4.8%	Shares	Sole	2024-11-05
2024-06-30	$52,682,493	179,046	-3.1%	Shares	Sole	2024-08-14
2024-03-31	$57,804,579	184,750	-8.5%	Shares	Sole	2024-05-03
2023-12-31	$52,140,810	201,838	-0.6%	Shares	Sole	2024-02-07
2023-09-30	$40,418,648	203,119	-4.3%	Shares	Sole	2023-11-13
2023-06-30	$41,392,756	212,140	-6.2%	Shares	Sole	2023-08-01
2023-03-31	$50,869,164	226,236	+0.2%	Shares	Sole	2023-05-15
2022-12-31	$37,445,754	225,672	-8.0%	Shares	Sole	2023-02-07
2022-09-30	$28,381,899	245,200	-0.6%	Shares	Sole	2022-11-02
2022-06-30	$22,981,032	246,657	-0.3%	Shares	Sole	2022-08-02
2022-03-31	$34,089,551	247,510	-1.1%	Shares	Sole	2022-05-02
2021-12-31	$39,304,950	250,350	+42.0%	Shares	Sole	2022-02-02
2021-09-30	$30,849,375	176,262	-5.4%	Shares	Sole	2021-11-08
2021-06-30	$32,956,049	186,403	-4.6%	Shares	Sole	2021-08-11
2021-03-31	$27,824,025	195,366	-14.1%	Shares	Sole	2021-05-03
2020-12-31	$27,860,013	227,373	-10.6%	Shares	Sole	2021-02-02
2020-09-30	$23,079,703	254,462	+15.6%	Shares	Sole	2020-11-12
2020-06-30	$21,595,763	220,073	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.