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 ($256.4m this quarter). Holder counts are more reliable. Shares outstanding: 387.9m as of 2023-07-20, 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 ≈ $128.33. Options: 42 managers hold calls ($423.6m notional), 41 hold puts ($628.6m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 794 |
| Q4 2022 | 918 |
| Q1 2023 | 905 |
| Q2 2023 | 955 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 460 | 357 |
| Q1 2023 | 422 | 434 |
| Q2 2023 | 480 | 387 |
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 |
| Q1 2023 | $465.1m | $478.2m | 1.03 |
| Q2 2023 | $423.6m | $628.6m | 1.48 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +1.9m |
| ROYAL BANK OF CANADA | Added | +857.7k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +768.1k |
| CIBC Private Wealth Group LLC | Added | +755.9k |
| AMERICAN CENTURY COMPANIES INC | Added | +679.1k |
| JANUS HENDERSON GROUP PLC | Added | +608.4k |
| AMERIPRISE FINANCIAL INC | Added | +566.6k |
| Man Group plc | New | +519.5k |
| HSBC HOLDINGS PLC | Added | +509.8k |
| Artisan Partners Limited Partnership | Added | +436.9k |
Biggest sellers
| FMR LLC | Reduced | -11.0m |
| CITADEL ADVISORS LLC | Reduced | -3.8m |
| Point72 Asset Management, L.P. | Reduced | -1.5m |
| MARSHALL WACE, LLP | Reduced | -1.3m |
| Balyasny Asset Management L.P. | Sold out | -930.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -771.3k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -749.8k |
| SANDS CAPITAL MANAGEMENT, LLC | Reduced | -635.8k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -540.0k |
| Bank of New York Mellon Corp | Reduced | -527.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $90.0m700.7k shares |
| CITADEL ADVISORS LLC | Reduced | $39.6m308.2k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $32.0m248.7k shares |
| SIMPLEX TRADING, LLC | Added | $27.9m217.0k shares |
| JANE STREET GROUP, LLC | Reduced | $24.9m193.8k shares |
| UBS Group AG | Added | $24.6m191.4k shares |
| BANK OF AMERICA CORP /DE/ | New | $17.8m138.5k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $16.4m127.8k shares |
| Walleye Trading LLC | Reduced | $15.7m122.0k shares |
| Caption Management, LLC | New | $14.5m112.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $84.0m654.0k shares |
| Walleye Capital LLC | Added | $81.8m636.7k shares |
| WS MANAGEMENT LLLP | Added | $72.4m563.1k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $53.3m414.9k shares |
| CITADEL ADVISORS LLC | Added | $52.1m405.7k shares |
| BANK OF AMERICA CORP /DE/ | Added | $49.1m382.4k shares |
| Walleye Trading LLC | Reduced | $31.3m243.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $26.4m205.6k shares |
| JANE STREET GROUP, LLC | Added | $21.2m164.6k shares |
| Twin Tree Management, LP | Unchanged | $16.5m128.1k 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 Q2 2023
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2023 | 0 | — | 8 | $19.9m | — |
| Q2 2023 | 0 | — | 9 | $9.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-23 | Pacelli Steven Robert EVP Managing Director Dexcom V | Sold | $51.9k412 shares |
| 2023-06-15 | Selvaraj Shelly Ramasamy SVP Chief Information Officer | Sold | $274.9k2.1k shares |
| 2023-06-09 | Stern Sadie EVP Chief Human Resources Offi | Sold | $47.7k393 shares |
| 2023-05-23 | Pacelli Steven Robert EVP Managing Director Dexcom V | Sold | $48.9k412 shares |
| 2023-05-22 | Sylvain Jereme M EVP Chief Financial Officer | Sold | $282.2k2.4k shares |
| 2023-05-09 | Stern Sadie EVP Chief Human Resources Offi | Sold | $47.2k393 shares |
| 2023-04-27 | Pacelli Steven Robert EVP Managing Director Dexcom V | Sold | $633.9k5.0k shares |
| 2023-04-24 | Pacelli Steven Robert EVP Managing Director Dexcom V | Sold | $51.4k412 shares |
| 2023-04-20 | Leach Jacob Steven EVP Chief Technology Officer | Sold | $3.8m30.8k shares |
| 2023-04-20 | Regan Barry J. EVP Operations | Sold | $275.6k2.2k shares |
| 2023-04-20 | Selvaraj Shelly Ramasamy SVP Chief Information Officer | Sold | $250.9k2.0k shares |
| 2023-04-17 | Flynn Paul R EVP Global Revenue | Sold | $333.7k2.8k shares |
| 2023-04-10 | Stern Sadie EVP Chief Human Resources Offi | Sold | $44.2k393 shares |
| 2023-04-03 | SAYER KEVIN R President CEO and Chairman of, director | Sold | $2.4m20.8k shares |
| 2023-04-03 | Brown Michael Jon EVP Chief Legal Officer | Sold | $413.5k3.6k 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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.13% of their portfolio | 44.3m $5.7bn | Added +171.9k |
| BlackRock Inc. 0.12% of their portfolio | 33.3m $4.3bn | Reduced -11.4k |
| BAILLIE GIFFORD & CO 1.83% of their portfolio | 16.7m $2.1bn | Reduced -434.2k |
| STATE STREET CORP 0.11% of their portfolio | 16.5m $2.1bn | Added +399.4k |
| SANDS CAPITAL MANAGEMENT, LLC 5.23% of their portfolio | 13.1m $1.7bn | Reduced -635.8k |
| JPMORGAN CHASE & CO 0.19% of their portfolio | 12.7m $1.6bn | Added +1.9m |
| FMR LLC 0.11% of their portfolio | 10.6m $1.4bn | Reduced -11.0m |
| Capital Research Global Investors 0.31% of their portfolio | 9.1m $1.2bn | Reduced -158.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.13% of their portfolio | 8.6m $1.1bn | Added +274.9k |
| Nuveen Asset Management, LLC 0.35% of their portfolio | 7.9m $1.0bn | Added +76.2k |
| JENNISON ASSOCIATES LLC 0.77% of their portfolio | 7.3m $935.8m | Added +17.2k |
| Invesco Ltd. 0.20% of their portfolio | 6.1m $781.4m | Added +316.4k |
| AMERICAN CENTURY COMPANIES INC 0.50% of their portfolio | 5.2m $662.4m | Added +679.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.12% of their portfolio | 5.0m $636.6m | Added +768.1k |
| Bank of New York Mellon Corp 0.12% of their portfolio | 4.5m $574.7m | Reduced -527.7k |
| BLAIR WILLIAM & CO/IL 2.09% of their portfolio | 4.4m $569.7m | Added +77.0k |
| MORGAN STANLEY 0.05% of their portfolio | 4.2m $537.0m | Added +4.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.23% of their portfolio | 4.1m $476.7m | Unchanged |
| Clearbridge Investments, LLC 0.47% of their portfolio | 4.1m $522.5m | Reduced -56.1k |
| NORGES BANK 0.10% of their portfolio | 4.0m $511.2m | Added +231.2k |
| Capital World Investors 0.10% of their portfolio | 3.9m $497.4m | Added +124.2k |
| NORTHERN TRUST CORP 0.09% of their portfolio | 3.8m $489.0m | Reduced -123.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.06% of their portfolio | 3.6m $465.4m | Reduced -242.3k |
| MACQUARIE GROUP LTD 0.46% of their portfolio | 3.1m $400.7m | Reduced -181.9k |
| BANK OF AMERICA CORP /DE/ 0.04% of their portfolio | 2.8m $361.7m | Reduced -286.3k |
| GOLDMAN SACHS GROUP INC 0.09% of their portfolio | 2.6m $339.2m | Reduced -121.4k |
| Legal & General Group Plc 0.11% of their portfolio | 2.6m $334.5m | Added +89.4k |
| FEDERATED HERMES, INC. 0.79% of their portfolio | 2.5m $317.5m | Added +152.1k |
| Artisan Partners Limited Partnership 0.50% of their portfolio | 2.4m $311.8m | Added +436.9k |
| Capital International Investors 0.07% of their portfolio | 2.3m $300.8m | Added +10.4k |
| BROWN ADVISORY INC 0.47% of their portfolio | 2.3m $299.5m | Reduced -61.7k |
| Amundi 0.15% of their portfolio | 2.3m $295.9m | Added +411.4k |
| AMERIPRISE FINANCIAL INC 0.09% of their portfolio | 2.3m $290.0m | Added +566.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.29% of their portfolio | 2.2m $281.6m | Reduced -749.8k |
| AXA S.A. 0.92% of their portfolio | 2.1m $275.6m | Added +254.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio | 2.1m $274.0m | Added +24.6k |
| PUTNAM INVESTMENTS LLC 0.39% of their portfolio | 2.0m $262.5m | Added +226.5k |
| CREDIT SUISSE AG/ 0.26% of their portfolio | 2.0m $259.1m | Reduced -284.3k |
| MILLENNIUM MANAGEMENT LLC 0.26% of their portfolio | 1.9m $244.6m | Reduced -771.3k |
| Ownership Capital B.V. 4.27% of their portfolio | 1.9m $243.6m | Reduced -34.1k |
| Champlain Investment Partners, LLC 1.50% of their portfolio | 1.9m $243.3m | Added +6.1k |
| NEUBERGER BERMAN GROUP LLC 0.21% of their portfolio | 1.9m $238.0m | Added +56.9k |
| DEUTSCHE BANK AG\ 0.12% of their portfolio | 1.7m $219.6m | Added +830 |
| 1832 Asset Management L.P. 0.42% of their portfolio | 1.7m $216.7m | Reduced -168.5k |
| MARSHALL WACE, LLP 0.46% of their portfolio | 1.6m $210.8m | Reduced -1.3m |
| Holocene Advisors, LP 0.90% of their portfolio | 1.6m $206.2m | Added +93.4k |
| ROYAL BANK OF CANADA 0.06% of their portfolio | 1.6m $203.6m | Added +857.7k |
| LORD, ABBETT & CO. LLC 0.34% of their portfolio | 1.5m $196.4m | Added +308.8k |
| WELLS FARGO & COMPANY/MN 0.06% of their portfolio | 1.5m $195.2m | Added +77.3k |
| EAGLE ASSET MANAGEMENT INC 1.04% of their portfolio | 1.4m $186.0m | Added +231.2k |
| BAMCO INC /NY/ 0.51% of their portfolio | 1.4m $183.4m | Reduced -10.2k |
| Swiss National Bank 0.12% of their portfolio | 1.4m $179.9m | Reduced -132.8k |
| JANUS HENDERSON GROUP PLC 0.11% of their portfolio | 1.4m $177.6m | Added +608.4k |
| Allspring Global Investments Holdings, LLC 0.28% of their portfolio | 1.4m $175.7m | Added +66.0k |
| Fisher Asset Management, LLC 0.09% of their portfolio | 1.3m $163.5m | Reduced -44.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.23% of their portfolio | 1.2m $160.2m | Reduced -338.5k |
| FRANKLIN RESOURCES INC 0.08% of their portfolio | 1.2m $160.1m | Added +71.5k |
| Alphabet Inc. 8.37% of their portfolio | 1.2m $155.9m | Reduced -37.2k |
| Rathbones Group PLC 1.37% of their portfolio | 1.1m $146.7m | Reduced -22.7k |
| BESSEMER GROUP INC 0.28% of their portfolio | 1.0m $133.7m | Added +25.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.10% of their portfolio | 1.0m $133.6m | Reduced -66.5k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.84% of their portfolio | 1.0m $132.4m | Reduced -540.0k |
| TCW GROUP INC 1.46% of their portfolio | 1.0m $131.9m | Added +28.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.53% of their portfolio | 1.0m $131.0m | Added +332.0k |
| HSBC HOLDINGS PLC 0.14% of their portfolio | 1.0m $129.3m | Added +509.8k |
| Polar Capital Holdings Plc 0.86% of their portfolio | 973.7k $125.1m | Added +114.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.15% of their portfolio | 963.6k $123.8m | Reduced -102.5k |
| UBS Group AG 0.05% of their portfolio | 946.8k $121.7m | Added +335.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.13% of their portfolio | 932.1k $119.8m | Reduced -10.6k |
| Thrivent Financial for Lutherans 0.27% of their portfolio | 914.9k $117.6m | Added +68.3k |
| Alyeska Investment Group, L.P. 0.88% of their portfolio | 902.2k $115.9m | Added +189.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.07% of their portfolio | 810.0k $104.1m | Added +87.8k |
| National Pension Service 0.17% of their portfolio | 809.0k $103.5m | Added +232.5k |
| Baird Financial Group, Inc. 0.27% of their portfolio | 802.5k $103.1m | Added +133.3k |
| BARCLAYS PLC 0.07% of their portfolio | 794.8k $102.1m | Added +374.8k |
| RHUMBLINE ADVISERS 0.11% of their portfolio | 789.1k $101.4m | Added +5.3k |
| Mirae Asset Global Investments Co., Ltd. 0.21% of their portfolio | 781.3k $100.3m | Reduced -57.0k |
| CIBC Private Wealth Group LLC 0.11% of their portfolio | 768.0k $98.7m | Added +755.9k |
| DekaBank Deutsche Girozentrale 0.22% of their portfolio | 765.3k $97.7m | Added +2.9k |
| Bellevue Group AG 1.40% of their portfolio | 761.7k $97.9m | Added +6.6k |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 4.49% of their portfolio | 758.1k $97.4m | Added +16.4k |
| California Public Employees Retirement System 0.08% of their portfolio | 709.1k $91.1m | Reduced -12.3k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.87% of their portfolio | 706.0k $90.7m | Reduced -23.7k |
| FRED ALGER MANAGEMENT, LLC 0.46% of their portfolio | 704.9k $90.6m | Added +114.1k |
| Mitsubishi UFJ Trust & Banking Corp 0.19% of their portfolio | 654.2k $84.1m | Reduced -36.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.11% of their portfolio | 628.6k $80.8m | Reduced -13.2k |
| SEI INVESTMENTS CO 0.14% of their portfolio | 624.1k $80.2m | Added +17.1k |
| Stephens Investment Management Group LLC 1.25% of their portfolio | 622.7k $80.0m | Added +8.8k |
| PICTET ASSET MANAGEMENT SA 0.09% of their portfolio | 617.5k $79.3m | Reduced -16.5k |
| PRUDENTIAL FINANCIAL INC 0.11% of their portfolio | 609.8k $78.4m | Reduced -65.0k |
| Chicago Capital, LLC 3.51% of their portfolio | 605.1k $77.8m | Added +22.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 584.4k $75.1m | Reduced -14.9k |
| PEREGRINE CAPITAL MANAGEMENT LLC 2.02% of their portfolio | 578.1k $74.3m | Reduced -6.4k |
| Korea Investment CORP 0.21% of their portfolio | 577.3k $74.2m | Added +227.9k |
| CITIGROUP INC 0.09% of their portfolio | 570.3k $73.3m | Reduced -38.2k |
| GILDER GAGNON HOWE & CO LLC 1.00% of their portfolio | 567.3k $72.9m | Reduced -38.6k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 551.8k $70.9m | Added +16.2k |
| Squarepoint Ops LLC 0.39% of their portfolio | 544.6k $70.0m | Added +260.2k |
| Man Group plc 0.21% of their portfolio | 519.5k $66.8m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.14% of their portfolio | 503.9k $64.8m | Added +63.3k |