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Disclosery

Thematics Asset Management: AXON position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thematics Asset Management on AXON, newest first. How the timeline and the estimate are built.

Thematics Asset Management held 25,568 AXON shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 25,568 shares
    Change vs previous 13F -1,524 shares

    0.83% of the 13F portfolio, value $18,348,620.

    13F-HR 0001104659-25-111995 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 27,092 shares
    Change vs previous 13F -3,599 shares

    1.01% of the 13F portfolio, value $22,430,550.

    13F-HR 0001104659-25-077560 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 30,691 shares
    Change vs previous 13F +14,457 shares

    0.82% of the 13F portfolio, value $16,141,931.

    13F-HR 0001104659-25-048495 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 16,234 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $9,648,191.

    13F-HR 0001104659-25-012944 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).