AXON ENTERPRISE, INC.

AXON

Held by 2 specialist biotech funds

Fund Holdings

Driehaus Capital Eventide Asset Management

AI Signal

# Signal Note: Driehaus Capital Initiates AXON Position **Note:** Axon Enterprise is a law enforcement technology company (body cameras, evidence management software), not a biotech firm.

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Position Trend

Feb 13, 2026

$40.2M

1 fund

Feb 17, 2026

$77.4M

1 fund

+93% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 136,364Value: $77.4M

# Signal Note: Driehaus Capital Initiates AXON Position **Note:** Axon Enterprise is a law enforcement technology company (body cameras, evidence management software), not a biotech firm. Driehaus's $77.4M position reflects conviction in its recurring software revenue model and digital evidence management TAM expansion, particularly as police departments increase tech spending—though this sits outside traditional biotech sector dynamics and may signal portfolio diversification rather than biotech-specific conviction.

Eventide Asset ManagementNEW

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Insider Signals

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Also Held by These Funds

NVDA2 funds VEEV2 funds VCYT2 funds LBRT2 funds RMBS2 funds UNP2 funds LITE2 funds BBNX

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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**Signal Note: Eventide Initiates $40.2M AXON Position** This signals confidence in Axon Enterprise's non-lethal law enforcement technology moat, though notably Axon is not a biotech company—it manufactures body cameras, tasers, and software platforms for public safety. The $40.2M position suggests Eventide's values-based mandate views Axon's transparency tools (body cameras, cloud storage) as aligned with ethical oversight in law enforcement, rather than a traditional drug/biotech thesis.