DEXCOM INC DXCM
COM · Common Stock · CUSIP 252131107 · ISIN US2521311074
Company that develops, manufactures and distributes continuous glucose monitoring systems
- SectorHealth care
- IndustrySurgical & Medical Instruments & Apparatus
- HeadquartersSan Diego, CA
- Founded1999
- Websitedexcom.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($281.0m this quarter). Holder counts are more reliable. Shares outstanding: 386.4m as of 2023-02-02, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $113.20. Options: 39 managers hold calls ($636.4m notional), 34 hold puts ($641.0m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 794 |
| Q4 2022 | 918 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $324.3m | $397.7m | 1.23 |
| Q4 2022 | $636.4m | $641.0m | 1.01 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +2.7m |
| JENNISON ASSOCIATES LLC | Added | +2.2m |
| LORD, ABBETT & CO. LLC | Added | +2.0m |
| CITADEL ADVISORS LLC | Added | +1.6m |
| 1832 Asset Management L.P. | New | +1.3m |
| Invesco Ltd. | Added | +1.1m |
| MARSHALL WACE, LLP | Added | +938.9k |
| AMERIPRISE FINANCIAL INC | Added | +790.4k |
| PRUDENTIAL FINANCIAL INC | Added | +780.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +776.1k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -7.1m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -4.7m |
| AXA S.A. | Reduced | -1.8m |
| SANDS CAPITAL MANAGEMENT, LLC | Reduced | -1.2m |
| Capital Research Global Investors | Reduced | -1.1m |
| Nuveen Asset Management, LLC | Reduced | -804.7k |
| BAILLIE GIFFORD & CO | Reduced | -802.3k |
| Alphabet Inc. | Reduced | -750.0k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -677.3k |
| Point72 Asset Management, L.P. | Reduced | -627.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $164.0m1.4m shares |
| CITADEL ADVISORS LLC | Reduced | $91.1m804.4k shares |
| BlackRock Inc. | Unchanged | $39.3m347.0k shares |
| JANE STREET GROUP, LLC | Added | $38.8m342.9k shares |
| Caption Management, LLC | Added | $33.2m292.9k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $33.1m292.2k shares |
| D. E. Shaw & Co., Inc. | Reduced | $32.3m285.0k shares |
| Twin Tree Management, LP | Reduced | $30.9m272.8k shares |
| SIMPLEX TRADING, LLC | Added | $28.8m254.7k shares |
| Walleye Trading LLC | Added | $25.0m220.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $109.2m964.0k shares |
| Walleye Trading LLC | Added | $75.0m662.4k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $65.1m575.1k shares |
| CITADEL ADVISORS LLC | Reduced | $60.3m532.8k shares |
| JANE STREET GROUP, LLC | Reduced | $49.8m439.4k shares |
| JPMORGAN CHASE & CO | Added | $46.2m407.9k shares |
| CITIGROUP INC | Reduced | $30.8m272.0k shares |
| Caption Management, LLC | Added | $29.8m262.9k shares |
| SIMPLEX TRADING, LLC | Added | $25.1m222.0k shares |
| Parallax Volatility Advisers, L.P. | Added | $23.5m207.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-24 | 8.3% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 9 | $13.5m | — |
| Q1 2022 | 0 | — | 8 | — | — |
| Q2 2022 | 0 | — | 3 | $327.6k | — |
| Q3 2022 | 0 | — | 2 | $167.7k | — |
| Q4 2022 | 0 | — | 3 | $1.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-23 | Pacelli Steven Robert EVP Managing Director Dexcom V | Sold | $46.4k412 shares |
| 2022-12-08 | Flynn Paul R EVP Global Revenue | Sold | $1.1m9.0k shares |
| 2022-11-21 | Sylvain Jereme M EVP Chief Financial Officer | Sold | $270.3k2.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.14% of their portfolio | 43.8m $5.0bn | Added +137.4k |
| BlackRock Inc. 0.12% of their portfolio | 33.2m $3.8bn | Reduced -420.1k |
| BAILLIE GIFFORD & CO 2.04% of their portfolio | 17.3m $2.0bn | Reduced -802.3k |
| STATE STREET CORP 0.11% of their portfolio | 16.4m $1.9bn | Added +55.3k |
| SANDS CAPITAL MANAGEMENT, LLC 6.64% of their portfolio | 15.5m $1.8bn | Reduced -1.2m |
| FMR LLC 0.12% of their portfolio | 11.0m $1.2bn | Added +748.0k |
| JPMORGAN CHASE & CO 0.17% of their portfolio | 10.6m $1.2bn | Added +399.1k |
| Capital Research Global Investors 0.32% of their portfolio | 9.5m $1.1bn | Reduced -1.1m |
| JENNISON ASSOCIATES LLC 1.05% of their portfolio | 9.2m $1.0bn | Added +2.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.13% of their portfolio | 8.1m $917.0m | Added +96.7k |
| Nuveen Asset Management, LLC 0.34% of their portfolio | 7.7m $873.8m | Reduced -804.7k |
| Bank of New York Mellon Corp 0.14% of their portfolio | 5.3m $602.0m | Reduced -210.8k |
| Invesco Ltd. 0.16% of their portfolio | 4.9m $557.1m | Added +1.1m |
| Clearbridge Investments, LLC 0.54% of their portfolio | 4.8m $545.4m | Reduced -593.1k |
| BLAIR WILLIAM & CO/IL 2.18% of their portfolio | 4.4m $500.7m | Reduced -200.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.10% of their portfolio | 4.3m $490.0m | Reduced -4.7m |
| MORGAN STANLEY 0.06% of their portfolio | 4.3m $489.3m | Reduced -40.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio | 4.0m $456.8m | Added +44.3k |
| NORTHERN TRUST CORP 0.09% of their portfolio | 4.0m $448.9m | Reduced -8.3k |
| MILLENNIUM MANAGEMENT LLC 0.49% of their portfolio | 3.9m $440.6m | Added +2.7m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.23% of their portfolio | 3.9m $437.0m | Reduced -327.7k |
| Capital World Investors 0.09% of their portfolio | 3.8m $434.3m | Added +69.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.49% of their portfolio | 3.8m $427.7m | Reduced -677.3k |
| NORGES BANK 0.10% of their portfolio | 3.7m $421.4m | Added +332.4k |
| AMERICAN CENTURY COMPANIES INC 0.34% of their portfolio | 3.7m $414.3m | Added +320.3k |
| MACQUARIE GROUP LTD 0.46% of their portfolio | 3.5m $392.2m | Reduced -192.0k |
| BANK OF AMERICA CORP /DE/ 0.04% of their portfolio | 3.0m $338.0m | Reduced -406.9k |
| BROWN ADVISORY INC 0.58% of their portfolio | 2.8m $312.2m | Reduced -300.3k |
| JANUS HENDERSON GROUP PLC 0.22% of their portfolio | 2.7m $301.6m | Reduced -7.1m |
| GOLDMAN SACHS GROUP INC 0.09% of their portfolio | 2.6m $297.7m | Added +6.7k |
| CREDIT SUISSE AG/ 0.31% of their portfolio | 2.5m $286.3m | Reduced -491.4k |
| Legal & General Group Plc 0.11% of their portfolio | 2.5m $278.0m | Reduced -128.7k |
| Capital International Investors 0.07% of their portfolio | 2.3m $263.7m | Added +5.6k |
| Artisan Partners Limited Partnership 0.46% of their portfolio | 2.3m $256.8m | Added +717.3k |
| CITADEL ADVISORS LLC 0.29% of their portfolio | 2.2m $252.8m | Added +1.6m |
| FEDERATED HERMES, INC. 0.69% of their portfolio | 2.2m $248.3m | Reduced -45.5k |
| LORD, ABBETT & CO. LLC 0.43% of their portfolio | 2.1m $238.0m | Added +2.0m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio | 2.1m $234.8m | Added +39.0k |
| Ownership Capital B.V. 4.35% of their portfolio | 2.0m $221.5m | Reduced -120.4k |
| AXA S.A. 0.77% of their portfolio | 1.9m $213.8m | Reduced -1.8m |
| PUTNAM INVESTMENTS LLC 0.36% of their portfolio | 1.8m $208.1m | Reduced -142.3k |
| DEUTSCHE BANK AG\ 0.12% of their portfolio | 1.8m $206.5m | Reduced -399.7k |
| Amundi 0.10% of their portfolio | 1.8m $191.4m | Added +95.6k |
| Champlain Investment Partners, LLC 1.29% of their portfolio | 1.8m $200.7m | Reduced -13.7k |
| Swiss National Bank 0.13% of their portfolio | 1.6m $180.7m | Reduced -105.4k |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 1.6m $180.1m | Added +790.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.28% of their portfolio | 1.6m $176.6m | Reduced -88.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 1.33% of their portfolio | 1.5m $171.9m | Reduced -377.1k |
| WELLS FARGO & COMPANY/MN 0.05% of their portfolio | 1.5m $169.3m | Reduced -5.7k |
| Holocene Advisors, LP 0.97% of their portfolio | 1.4m $157.2m | Reduced -343.7k |
| Fisher Asset Management, LLC 0.11% of their portfolio | 1.4m $156.2m | Reduced -53.7k |
| Allspring Global Investments Holdings, LLC 0.26% of their portfolio | 1.4m $153.7m | Reduced -315.4k |
| BAMCO INC /NY/ 0.52% of their portfolio | 1.4m $153.5m | Reduced -115.2k |
| NEUBERGER BERMAN GROUP LLC 0.15% of their portfolio | 1.4m $152.4m | Reduced -542.1k |
| 1832 Asset Management L.P. 0.31% of their portfolio | 1.3m $151.5m | New |
| Alphabet Inc. 8.22% of their portfolio | 1.2m $141.6m | Reduced -750.0k |
| Rathbones Group PLC 1.52% of their portfolio | 1.2m $135.4m | Reduced -66.7k |
| PRUDENTIAL FINANCIAL INC 0.22% of their portfolio | 1.2m $132.8m | Added +780.6k |
| FRANKLIN RESOURCES INC 0.07% of their portfolio | 1.1m $128.3m | Added +254.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.10% of their portfolio | 1.1m $128.3m | Reduced -1.4k |
| BESSEMER GROUP INC 0.28% of their portfolio | 1.0m $113.9m | Added +23.2k |
| Mirae Asset Global Investments Co., Ltd. 0.30% of their portfolio | 1.0m $113.6m | Reduced -63.0k |
| Balyasny Asset Management L.P. 0.40% of their portfolio | 995.9k $112.8m | Added +391.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.13% of their portfolio | 994.3k $112.6m | Reduced -231.0k |
| Bellevue Group AG 1.49% of their portfolio | 988.5k $111.9m | Added +128.0k |
| TCW GROUP INC 1.60% of their portfolio | 987.5k $111.8m | Reduced -30.4k |
| MARSHALL WACE, LLP 0.29% of their portfolio | 979.9k $111.0m | Added +938.9k |
| EAGLE ASSET MANAGEMENT INC 0.69% of their portfolio | 975.6k $111.9m | Added +493.5k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 883.6k $100.1m | Added +210.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.14% of their portfolio | 870.2k $98.5m | Added +776.1k |
| CITIGROUP INC 0.14% of their portfolio | 868.1k $98.3m | Added +120.3k |
| California Public Employees Retirement System 0.08% of their portfolio | 845.4k $95.7m | Added +42.6k |
| Avidity Partners Management LP 2.00% of their portfolio | 756.8k $85.7m | Added +289.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.20% of their portfolio | 742.9k $84.1m | Added +182.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 742.3k $84.1m | Added +151.7k |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 4.29% of their portfolio | 740.7k $83.9m | Reduced -27.2k |
| RHUMBLINE ADVISERS 0.11% of their portfolio | 736.4k $83.4m | Added +15.8k |
| Mitsubishi UFJ Trust & Banking Corp 0.21% of their portfolio | 710.4k $80.4m | Added +1.7k |
| DekaBank Deutsche Girozentrale 0.21% of their portfolio | 702.3k $78.2m | Reduced -263.9k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.86% of their portfolio | 695.1k $78.7m | Added +45.1k |
| UBS Group AG 0.04% of their portfolio | 666.1k $75.4m | Added +317.2k |
| Baird Financial Group, Inc. 0.20% of their portfolio | 664.9k $75.3m | Reduced -17.0k |
| Alyeska Investment Group, L.P. 0.78% of their portfolio | 663.8k $75.2m | Reduced -51.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.15% of their portfolio | 656.2k $74.3m | Added +567.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.12% of their portfolio | 656.1k $74.3m | Added +9.3k |
| Polar Capital Holdings Plc 0.58% of their portfolio | 640.4k $72.5m | Reduced -194.6k |
| GILDER GAGNON HOWE & CO LLC 1.35% of their portfolio | 637.1k $72.1m | Reduced -1.7k |
| PICTET ASSET MANAGEMENT SA 0.10% of their portfolio | 630.5k $71.4m | Reduced -8.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 616.1k $69.8m | Reduced -15.4k |
| Stephens Investment Management Group LLC 1.25% of their portfolio | 613.3k $68.7m | Added +1.5k |
| BARCLAYS PLC 0.06% of their portfolio | 593.9k $67.3m | First filing |
| Chicago Capital, LLC 3.67% of their portfolio | 585.2k $66.3m | Reduced -6.9k |
| National Pension Service 0.13% of their portfolio | 581.8k $65.9m | Reduced -14.9k |
| PEREGRINE CAPITAL MANAGEMENT LLC 2.05% of their portfolio | 577.5k $65.4m | Added +8.8k |
| MACKENZIE FINANCIAL CORP 0.11% of their portfolio | 554.4k $62.8m | Added +36.1k |
| SEI INVESTMENTS CO 0.14% of their portfolio | 549.7k $62.3m | Reduced -77.4k |
| Man Group plc 0.22% of their portfolio | 546.6k $61.9m | Added +227.3k |
| HSBC HOLDINGS PLC 0.08% of their portfolio | 537.4k $60.6m | Added +177.0k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 518.0k $58.7m | Added +5.6k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 517.3k $58.6m | Reduced -23.5k |