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 ($300.2m this quarter). Holder counts are more reliable. Shares outstanding: 397.7m as of 2024-04-18, 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 ≈ $138.58. Options: 44 managers hold calls ($688.8m notional), 40 hold puts ($775.6m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 794 |
| Q4 2022 | 918 |
| Q1 2023 | 905 |
| Q2 2023 | 955 |
| Q3 2023 | 907 |
| Q4 2023 | 976 |
| Q1 2024 | 1,034 |
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 |
| Q3 2023 | 445 | 485 |
| Q4 2023 | 461 | 472 |
| Q1 2024 | 548 | 433 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $423.6m | $628.6m | 1.48 |
| Q3 2023 | $502.7m | $581.7m | 1.16 |
| Q4 2023 | $839.2m | $1.1bn | 1.27 |
| Q1 2024 | $688.8m | $775.6m | 1.13 |
Biggest buyers
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +5.1m |
| MORGAN STANLEY | Added | +4.9m |
| Invesco Ltd. | Added | +2.0m |
| FRANKLIN RESOURCES INC | Added | +2.0m |
| FMR LLC | Added | +1.2m |
| BlackRock Inc. | Added | +1.2m |
| LORD, ABBETT & CO. LLC | Added | +1.0m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.0m |
| NORGES BANK | Added | +873.7k |
| RAYMOND JAMES & ASSOCIATES | Added | +853.7k |
Biggest sellers
| SANDS CAPITAL MANAGEMENT, LLC | Reduced | -4.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.6m |
| Winslow Capital Management, LLC | Sold out | -2.3m |
| AXA S.A. | Reduced | -1.9m |
| Alphabet Inc. | Reduced | -1.9m |
| Capital Research Global Investors | Reduced | -1.9m |
| CITADEL ADVISORS LLC | Reduced | -1.7m |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.6m |
| Capital World Investors | Reduced | -1.2m |
| BAILLIE GIFFORD & CO | Reduced | -831.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $119.4m860.9k shares |
| Twin Tree Management, LP | Added | $99.3m716.2k shares |
| CITADEL ADVISORS LLC | Reduced | $79.2m571.1k shares |
| NOMURA HOLDINGS INC | New | $42.4m306.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $40.9m295.1k shares |
| BlackRock Inc. | New | $37.7m272.0k shares |
| UBS Group AG | Added | $33.0m237.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $31.7m228.8k shares |
| JANE STREET GROUP, LLC | Reduced | $29.1m209.9k shares |
| IMC-Chicago, LLC | Reduced | $23.0m165.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $211.6m1.5m shares |
| CITADEL ADVISORS LLC | Reduced | $81.7m588.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $58.4m421.0k shares |
| Walleye Capital LLC | Reduced | $47.8m344.6k shares |
| JANE STREET GROUP, LLC | Reduced | $43.8m316.1k shares |
| Twin Tree Management, LP | Reduced | $38.2m275.1k shares |
| UBS Group AG | Added | $32.5m234.5k shares |
| WS MANAGEMENT LLLP | Reduced | $27.7m200.0k shares |
| Cubist Systematic Strategies, LLC | Added | $27.6m199.1k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $24.6m177.4k 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 Q1 2024
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2023 | 0 | — | 7 | $1.5m | $63.9k |
| Q4 2023 | 0 | — | 7 | $2.4m | $1.6m |
| Q1 2024 | 0 | — | 8 | $27.7m | $15.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-28 | Brown Michael Jon EVP Chief Legal Officer | Sold plan | $367.5k2.6k shares |
| 2024-03-25 | Stern Sadie EVP Chief Human Resources | Sold plan | $579.2k4.1k shares |
| 2024-03-15 | Dolan Matthew Vincent EVP Strategy & Corp Dev | Sold plan | $547.2k4.2k shares |
| 2024-03-12 | SAYER KEVIN R President CEO and Chairman, director | Sold plan | $10.8m81.0k shares |
| 2024-03-12 | Stern Sadie EVP Chief Human Resources | Sold plan | $2.7m20.3k shares |
| 2024-03-12 | Leach Jacob Steven EVP Chief Operating Officer | Sold | $2.0m14.6k shares |
| 2024-03-12 | Sylvain Jereme M EVP Chief Financial Officer | Sold | $1.6m11.7k shares |
| 2024-03-12 | Brown Michael Jon EVP Chief Legal Officer | Sold | $1.2m8.8k shares |
| 2024-03-12 | Dolan Matthew Vincent EVP Strategy and Corporate | Sold | $901.9k6.7k shares |
| 2024-03-12 | Lawver Teri L EVP Chief Commercial Officer | Sold | $640.3k4.8k shares |
| 2024-02-20 | Sylvain Jereme M EVP Chief Financial Officer | Sold plan | $392.6k3.4k shares |
| 2024-01-16 | SAYER KEVIN R President, CEO and Chairman, director | Sold | $4.6m37.3k shares |
| 2024-01-16 | Leach Jacob Steven EVP Chief Operating Officer | Sold | $491.8k4.0k shares |
| 2024-01-16 | Stern Sadie EVP Chief Human Resources | Sold | $358.8k2.9k shares |
| 2024-01-16 | Sylvain Jereme M EVP Chief Financial Officer | Sold | $338.0k2.7k shares |
| 2024-01-16 | ALTMAN STEVEN R Director · by Trust | Sold plan | $192.7k1.6k 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.12% of their portfolio | 44.6m $6.2bn | Added +136.3k |
| BlackRock Inc. 0.11% of their portfolio | 33.9m $4.7bn | Added +1.2m |
| STATE STREET CORP 0.10% of their portfolio | 16.2m $2.2bn | Added +16.2k |
| BAILLIE GIFFORD & CO 1.69% of their portfolio | 15.7m $2.2bn | Reduced -831.9k |
| MORGAN STANLEY 0.06% of their portfolio | 15.1m $2.1bn | Added +4.9m |
| Capital Research Global Investors 0.42% of their portfolio | 13.4m $1.9bn | Reduced -1.9m |
| JPMORGAN CHASE & CO 0.07% of their portfolio | 11.4m $1.6bn | Added +88.0k |
| SANDS CAPITAL MANAGEMENT, LLC 4.23% of their portfolio | 10.9m $1.5bn | Reduced -4.2m |
| FMR LLC 0.09% of their portfolio | 9.3m $1.3bn | Added +1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.12% of their portfolio | 9.2m $1.3bn | Added +260.9k |
| Capital World Investors 0.19% of their portfolio | 8.1m $1.1bn | Reduced -1.2m |
| Nuveen Asset Management, LLC 0.30% of their portfolio | 7.3m $1.0bn | Reduced -234.8k |
| Artisan Partners Limited Partnership 1.17% of their portfolio | 5.8m $800.2m | Reduced -131.2k |
| Invesco Ltd. 0.17% of their portfolio | 5.6m $773.1m | Added +2.0m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.88% of their portfolio | 5.6m $771.5m | Added +5.1m |
| NORGES BANK 0.11% of their portfolio | 5.2m $725.0m | Added +873.7k |
| AMERICAN CENTURY COMPANIES INC 0.45% of their portfolio | 5.2m $723.4m | Reduced -94.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.12% of their portfolio | 4.8m $661.7m | Added +1.0m |
| BLAIR WILLIAM & CO/IL 1.97% of their portfolio | 4.5m $628.7m | Added +64.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.21% of their portfolio | 4.3m $603.2m | Reduced -32.8k |
| Bank of New York Mellon Corp 0.11% of their portfolio | 4.1m $575.4m | Reduced -202.5k |
| FRANKLIN RESOURCES INC 0.18% of their portfolio | 4.0m $555.0m | Added +2.0m |
| AMERIPRISE FINANCIAL INC 0.15% of their portfolio | 3.9m $539.1m | Reduced -285.2k |
| NORTHERN TRUST CORP 0.08% of their portfolio | 3.5m $480.7m | Reduced -146.1k |
| BANK OF AMERICA CORP /DE/ 0.04% of their portfolio | 3.1m $425.8m | Reduced -1.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.05% of their portfolio | 2.9m $408.8m | Reduced -2.6m |
| VOYA INVESTMENT MANAGEMENT LLC 0.38% of their portfolio | 2.8m $390.8m | Reduced -491.1k |
| Legal & General Group Plc 0.10% of their portfolio | 2.4m $335.3m | Reduced -32.2k |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 2.4m $331.1m | Reduced -86.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.07% of their portfolio | 2.3m $323.2m | Added +88.6k |
| MACQUARIE GROUP LTD 0.35% of their portfolio | 2.2m $307.5m | Reduced -576.2k |
| Amundi 0.13% of their portfolio | 2.2m $295.8m | Reduced -262.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.09% of their portfolio | 2.1m $289.3m | Added +218.2k |
| Champlain Investment Partners, LLC 1.63% of their portfolio | 2.1m $285.2m | Reduced -53.8k |
| AXA S.A. 0.81% of their portfolio | 2.0m $271.5m | Reduced -1.9m |
| DEUTSCHE BANK AG\ 0.12% of their portfolio | 1.9m $267.5m | Reduced -184.1k |
| CREDIT SUISSE AG/ 0.26% of their portfolio | 1.9m $265.8m | Reduced -42.1k |
| 1832 Asset Management L.P. 0.46% of their portfolio | 1.8m $252.9m | Added +20.4k |
| Alphabet Inc. 9.88% of their portfolio | 1.8m $248.4m | Reduced -1.9m |
| FEDERATED HERMES, INC. 0.57% of their portfolio | 1.8m $247.7m | Reduced -359.8k |
| EAGLE ASSET MANAGEMENT INC 1.21% of their portfolio | 1.7m $237.6m | Reduced -33.9k |
| Holocene Advisors, LP 0.84% of their portfolio | 1.6m $226.9m | Reduced -36.8k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 1.12% of their portfolio | 1.5m $213.5m | Reduced -317.8k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1.72% of their portfolio | 1.4m $196.1m | Added +248.1k |
| Ownership Capital B.V. 4.21% of their portfolio | 1.3m $184.2m | Reduced -106.7k |
| Rathbones Group PLC 1.06% of their portfolio | 1.3m $183.8m | Reduced -19.3k |
| Allspring Global Investments Holdings, LLC 0.28% of their portfolio | 1.3m $178.8m | Added +4.2k |
| BARCLAYS PLC 0.08% of their portfolio | 1.3m $177.7m | Added +170.8k |
| WELLS FARGO & COMPANY/MN 0.05% of their portfolio | 1.3m $176.5m | Reduced -43.3k |
| Bellevue Group AG 2.58% of their portfolio | 1.2m $169.4m | Added +306.6k |
| LORD, ABBETT & CO. LLC 0.26% of their portfolio | 1.2m $161.7m | Added +1.0m |
| Swiss National Bank 0.11% of their portfolio | 1.2m $160.5m | Reduced -55.8k |
| NATIXIS ADVISORS, LLC 0.37% of their portfolio | 1.2m $160.3m | Added +26.4k |
| TIGER GLOBAL MANAGEMENT LLC 0.87% of their portfolio | 1.2m $159.9m | Unchanged |
| CONGRESS ASSET MANAGEMENT CO 1.12% of their portfolio | 1.1m $156.9m | Added +5.0k |
| NEUBERGER BERMAN GROUP LLC 0.13% of their portfolio | 1.1m $156.7m | Reduced -638.2k |
| UBS Group AG 0.05% of their portfolio | 1.1m $154.3m | Added +84.4k |
| SEI INVESTMENTS CO 0.22% of their portfolio | 1.1m $148.2m | Reduced -424.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.14% of their portfolio | 1.0m $144.4m | Added +11.1k |
| RAYMOND JAMES & ASSOCIATES 0.10% of their portfolio | 1.0m $143.1m | Added +853.7k |
| HSBC HOLDINGS PLC 0.10% of their portfolio | 1.0m $140.9m | Added +76.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 993.0k $137.7m | Reduced -17.0k |
| Baird Financial Group, Inc. 0.28% of their portfolio | 976.8k $135.5m | Reduced -13.4k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 976.6k $135.5m | Reduced -353.5k |
| BAMCO INC /NY/ 0.36% of their portfolio | 968.0k $134.3m | Reduced -29.7k |
| BESSEMER GROUP INC 0.24% of their portfolio | 955.2k $132.5m | Reduced -372.2k |
| JANE STREET GROUP, LLC 0.17% of their portfolio | 931.8k $129.2m | Added +485.1k |
| National Pension Service 0.15% of their portfolio | 887.7k $123.1m | Added +13.6k |
| Employees Provident Fund Board 2.13% of their portfolio | 875.0k $121.4m | Reduced -110.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.18% of their portfolio | 847.7k $117.6m | Added +845.0k |
| DekaBank Deutsche Girozentrale 0.22% of their portfolio | 837.6k $116.3m | Reduced -218.5k |
| Mirae Asset Global Investments Co., Ltd. 0.22% of their portfolio | 814.7k $100.2m | Reduced -36.0k |
| TCW GROUP INC 1.14% of their portfolio | 810.0k $112.3m | Reduced -36.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.07% of their portfolio | 798.8k $110.8m | Added +18.7k |
| RHUMBLINE ADVISERS 0.10% of their portfolio | 787.5k $109.2m | Added +9.7k |
| Fisher Asset Management, LLC 0.05% of their portfolio | 780.8k $108.3m | Reduced -209.8k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 1.00% of their portfolio | 775.0k $107.5m | Reduced -18.3k |
| NICHOLAS COMPANY, INC. 1.76% of their portfolio | 767.7k $106.5m | Reduced -74.6k |
| Pictet Asset Management Holding SA 0.11% of their portfolio | 753.7k $104.5m | Reduced -13.8k |
| CITIGROUP INC 0.11% of their portfolio | 752.9k $104.4m | Reduced -120.6k |
| MACKENZIE FINANCIAL CORP 0.15% of their portfolio | 746.7k $103.6m | Reduced -2.9k |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 4.45% of their portfolio | 744.1k $103.2m | Reduced -14.0k |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 732.3k $102.6m | Reduced -533.4k |
| TimesSquare Capital Management, LLC 1.44% of their portfolio | 714.7k $99.1m | Reduced -53.9k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 692.4k $96.0m | Reduced -1.7m |
| Chicago Capital, LLC 2.85% of their portfolio | 675.5k $93.7m | Reduced -1.7k |
| PEREGRINE CAPITAL MANAGEMENT LLC 2.68% of their portfolio | 674.5k $93.5m | Reduced -11.3k |
| California Public Employees Retirement System 0.07% of their portfolio | 671.2k $93.1m | Reduced -20.5k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 654.6k $90.8m | Reduced -372.6k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 650.8k $90.3m | Added +3.7k |
| Stephens Investment Management Group LLC 1.16% of their portfolio | 629.6k $87.3m | Added +3.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.11% of their portfolio | 615.4k $85.4m | Added +3.5k |
| Rock Springs Capital Management LP 2.10% of their portfolio | 596.8k $82.8m | Added +750 |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 595.9k $82.7m | Added +57.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.11% of their portfolio | 588.7k $81.7m | Added +80.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.19% of their portfolio | 588.3k $81.6m | Reduced -35.5k |
| MIG Capital, LLC 11.26% of their portfolio | 584.2k $81.0m | Reduced -25.7k |
| Raymond James Financial Services Advisors, Inc. 0.12% of their portfolio | 580.2k $80.5m | Added +425.9k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 559.5k $77.6m | Reduced -15.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.10% of their portfolio | 557.8k $77.4m | Added +271.4k |