AXON

Axon Enterprise, Inc.

Sector: industrialsAerospace & DefenseNASDAQMarket Cap: $34.24B

Axon Enterprise, Inc. (AXON) develops conducted electrical weapons and law enforcement technology, with $382M in federal contracts across 24 agencies and a holding by former President Donald J. Trump.

Govt Dependence

70/100

Regulatory Density

60/100

Lobbying Intensity

0/100

Political Signal

NEUTRAL

BusinessWhat AXON does

Axon Enterprise, Inc. manufactures conducted electrical weapons (TASER devices), body cameras, and cloud-based software for law enforcement and public safety. Revenue is derived from hardware sales and recurring software subscriptions. The company serves federal, state, and local government agencies.

6 months past · 3 months futureAXON activity timeline

Congress

buy sell

Insider · Form 4

open-market buy

Hedge fund · 13F

opened + added − trimmed closed holds

Bills

past action (this ticker) upcoming markup (sector) ★ carveout (this ticker)

109 trading days · 0 congressional trades shown · 0 insider buys · 3 13F filings · 0 past bill actions · 16 upcoming markups

Executive Branch ConflictsAXON held by Trump-administration officials

1 cabinet/senior official reported AXON positions in OGE Form 278 disclosures across 2 filings.

Donald J. Trump

President · White House

Axon Enterprise Inc

$1,001 - $15,000 · self · 2025

Donald J. Trump

President · White House

Axon Enterprise Inc.

$1,001 - $15,000 · self · 2025

Lifetime Government AwardsAXON federal contracts by year

$382M

total awarded · 2006–2026

456

contracts on file

2023

peak year ($148M)

Top contracts by award amount

$20.6M Department of Homeland Security 2020-09-23 AWARD OF IDVRS-BODY WORN CAMERAS

$14.0M Department of Justice 2024-01-26 TD 24066 TASER 10 CYCLICAL REPLACEMENT PLUS 6-BAY DOCK AND CORE, CONTR

$10.3M Department of Justice 2021-05-01 BODY WORN CAMERAS AXON FOR OPR

$10.2M Department of Justice 2023-08-13 TASK ORDER FOR DEMS

$10.0M Department of the Interior 2023-07-03 BODY CAM IDIQ DELIVERY ORDER

21 years · 456 contracts

Smart Money · 13F HoldingsHedge funds holding AXON

$2.24B

Total AXON held by tracked 13F funds

Funds with AXON positions

+40

Funds opened this quarter

Citadel Advisors $234M opened 2025-06-30

Two Sigma Investments $192M opened 2024-12-31

Citadel Advisors $158M opened 2025-03-31

Citadel Advisors $147M opened 2025-09-30

Citadel Advisors $135M opened 2025-12-31

Citadel Advisors $114M opened 2024-12-31

Citadel Advisors $105M opened 2024-06-30

D.E. Shaw & Co. $90M opened 2025-12-31

32 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading AXONMembers of Congress with recent AXON positions

3 politicians traded AXON across 8 disclosed transactions totaling $211K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just AXON). 0-30 LOW · 30-60 MID · 60+ HIGH.

Jefferson Shreve R-Indiana · house 2 buys 2 sells $130K 2025-05-12 LOW · 0 Markwayne Mullin R-Oklahoma · senate 2 sells $65K 2024-12-18 LOW · 29 Robert P. Bresnahan R-Pennsylvania · house 2 sells $16K 2025-01-13 LOW · 0

Congressional TradesWho in Congress is trading AXON

2025-05-12 Jefferson Shreve R-Indiana · house Sale $15,001 - $50,000

2025-05-12 Jefferson Shreve R-Indiana · house sale $15,001 - $50,000

2025-03-05 Jefferson Shreve R-Indiana · house purchase $15,001 - $50,000

2025-03-05 Jefferson Shreve R-Indiana · house Purchase $15,001 - $50,000

2025-01-13 Robert P. Bresnahan R-Pennsylvania · house sale $1,001 - $15,000

2025-01-13 Robert P. Bresnahan R-Pennsylvania · house Sale $1,001 - $15,000

2024-12-18 Markwayne Mullin R-Oklahoma · senate sale $15,001 - $50,000

2024-12-18 Markwayne Mullin R-Oklahoma · senate Sale (Full) $15,001 - $50,000

2024-01-04 Markwayne Mullin R-Oklahoma · senate purchase $1,001 - $15,000

2024-01-04 Markwayne Mullin R-Oklahoma · senate Purchase $1,001 - $15,000

2023-09-26 Greg Stanton D-Arizona · house purchase $1,001 - $15,000

2023-10-24 Greg Stanton D-Arizona · house sale $1,001 - $15,000

14+ trades on file · most recent 2025-06-22

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Political ProfileWhere AXON sits in Washington

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STRUCTURAL: High government dependence via $382M in federal contracts across 24 agencies, including defense and homeland security. EVIDENTIARY: Former President Donald J. Trump holds two positions in AXON per get_executive_branch_exposure.by_ticker[0].holdings; one congressional sale (Senator S001229) of $15k-$50k in May 2025 per Top congressional traders. Net: Strong structural government revenue offset by lack of lobbying or donation patterns and insider selling.

Regulatory ExposureThreats & opportunities

Regulatory threats

Potential use-of-force regulations and oversight of law enforcement technology

Department of Justice

"get_government_precedent.federal_contracts_summary[0].agencies includes Department of Justice, indicating contractual relationship subject to agency rules"

Regulatory opportunities

Expansion of federal contracts for body cameras and related software

Department of Homeland Security

"get_government_precedent.federal_contracts_summary[0].agencies includes Department of Homeland Security, with $382M total obligation across 456 contracts"

Member intelligence layer

Live signals + predictions for AXON — for Founders

The free page above gives you the public record. Members see the real-time intelligence layer on top of it:

Live 7-layer signal scores when Congress trades AXON
Bill Pass Index v2 odds for every bill on the watch list
Iron Triangle alerts (committee × donor × trade)
SEC Form 4 cluster detection (CEO + CFO + director buys)
Whale-Opportunity expected-value ranking
Custom watchlist alerts via email + Discord

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Frequently AskedAbout AXON & political exposure

Does Axon Enterprise, Inc. (AXON) hold federal contracts?

Yes. Axon Enterprise, Inc. has 456 federal contract awards totaling $382,120,657, primarily from agencies including Department of Agriculture, Department of Commerce, Department of Defense. See full contract list and amounts on this page.

Which Trump cabinet officials own AXON stock?

1 Trump cabinet members or senior White House staff have disclosed holdings in AXON on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.

Has Congress traded AXON stock?

14 congressional trades by 4 unique members of Congress, most recently on 2025-05-12. See the Congressional Trading panel for politician-by-politician breakdown.

What is AXON political risk profile?

Government dependence: 70/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.

How does GovGreed track AXON political activity?

GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. AXON data is updated daily from these official federal sources.