Granahan Investment Management, LLC
Position in AXON — Axon Enterprise, Inc.
CIK 1026710
WALTHAM, MA
Position in AXON
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$38,515,985
-$4,484,267 QoQ
Shares Held
90,692
+19.8% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 70.51889913112512.ToString("F0")%
Shared 0.ToString("F0")%
None 29.481100868874872.ToString("F0")%
Common Shares in AXON Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Granahan Investment Management, LLC holds $169,249,048 across 8 Aerospace & Defense names. AXON ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTAI |
FTAI Aviation Ltd.
|
340,317 | $83,377,665 | |
| 2 | AXON |
Axon Enterprise, Inc.
This page
|
90,692 | $38,515,985 | |
| 3 | YSS |
York Space Systems Inc.
|
967,610 | $21,451,913 | |
| 4 | ACHR |
Archer Aviation Inc.
|
1,480,746 | $7,655,456 | |
| 5 | AVAV |
AeroVironment Inc
|
40,736 | $7,456,724 | |
| 6 | BETA |
BETA Technologies, Inc.
|
431,958 | $6,349,782 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
14,704 | $3,006,820 | |
| 8 | RCAT |
Red Cat Holdings, Inc.
|
109,603 | $1,434,703 |
All Filings in AXON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,515,985 | 90,692 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,000,252 | 75,714 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $55,581,935 | 77,451 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $69,248,073 | 83,639 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,354,941 | 84,333 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $96,081,931 | 161,667 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $93,898,807 | 234,982 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $72,541,635 | 246,539 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $92,363,427 | 295,204 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $101,779,436 | 393,990 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $109,166,112 | 548,601 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $102,664,339 | 526,160 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $135,723,732 | 603,619 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $118,101,673 | 711,756 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $104,849,128 | 905,824 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $91,788,475 | 985,172 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $137,509,769 | 998,401 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $164,919,865 | 1,050,445 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $190,231,863 | 1,086,915 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $196,990,383 | 1,114,199 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $136,025,199 | 955,099 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $134,598,102 | 1,098,491 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $103,005,269 | 1,135,670 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $121,105,961 | 1,234,138 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $72,683,974 | 1,027,045 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||