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 ($290.3m this quarter). Holder counts are more reliable. Shares outstanding: 400.7m as of 2024-07-18, 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 ≈ $113.34. Options: 43 managers hold calls ($519.3m notional), 43 hold puts ($530.0m).
Trends to Q2 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 |
| Q2 2024 | 1,002 |
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 |
| Q2 2024 | 538 | 441 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $502.7m | $581.7m | 1.16 |
| Q4 2023 | $839.2m | $1.1bn | 1.27 |
| Q1 2024 | $688.8m | $775.6m | 1.13 |
| Q2 2024 | $519.3m | $530.0m | 1.02 |
Biggest buyers
| AXA S.A. | Added | +2.8m |
| JPMORGAN CHASE & CO | Added | +2.0m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +1.9m |
| VANGUARD GROUP INC | Added | +1.9m |
| GOLDMAN SACHS GROUP INC | Added | +1.3m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +1.1m |
| Man Group plc | Added | +991.3k |
| Robeco Institutional Asset Management B.V. | Added | +858.3k |
| TWO SIGMA INVESTMENTS, LP | Added | +738.4k |
| Invesco Ltd. | Added | +600.1k |
Biggest sellers
| MORGAN STANLEY | Reduced | -9.5m |
| 1832 Asset Management L.P. | Sold out | -1.8m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -1.5m |
| Capital Research Global Investors | Reduced | -1.5m |
| LORD, ABBETT & CO. LLC | Reduced | -1.1m |
| Nuveen Asset Management, LLC | Reduced | -817.2k |
| JANE STREET GROUP, LLC | Reduced | -755.1k |
| Alphabet Inc. | Reduced | -753.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -590.1k |
| AMERIPRISE FINANCIAL INC | Reduced | -554.5k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $61.3m540.6k shares |
| BARCLAYS PLC | New | $61.0m538.2k shares |
| Twin Tree Management, LP | Reduced | $55.7m491.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $38.3m337.8k shares |
| Walleye Trading LLC | Added | $34.9m308.1k shares |
| UBS Group AG | Added | $27.8m245.3k shares |
| IMC-Chicago, LLC | Added | $24.3m214.2k shares |
| BANK OF AMERICA CORP /DE/ | Added | $20.7m182.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $18.9m167.1k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $18.8m165.4k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $48.9m430.9k shares |
| CITADEL ADVISORS LLC | Reduced | $47.2m416.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $42.3m373.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $39.8m350.9k shares |
| Walleye Capital LLC | Reduced | $36.2m319.2k shares |
| UBS Group AG | Added | $32.3m285.2k shares |
| HSBC HOLDINGS PLC | Added | $31.8m282.0k shares |
| Hudson Bay Capital Management LP | New | $26.1m230.0k shares |
| BANK OF AMERICA CORP /DE/ | Added | $25.9m228.4k shares |
| WS MANAGEMENT LLLP | Unchanged | $22.7m200.0k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2024 | 0 | — | 8 | $8.6m | $8.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-28 | Brown Michael Jon EVP Chief Legal Officer | Sold plan | $75.3k659 shares |
| 2024-06-18 | FOLETTA MARK G Director · by Trust | Sold plan | $386.1k3.3k shares |
| 2024-06-17 | FOLETTA MARK G Director · by Trust | Sold plan | $315.9k2.7k shares |
| 2024-06-14 | Heller Bridgette P Director | Sold plan | $113.5k1.0k shares |
| 2024-06-10 | Sylvain Jereme M EVP Chief Financial Officer | Sold | $85.7k745 shares |
| 2024-06-10 | Leach Jacob Steven EVP Chief Operating Officer | Sold | $85.7k745 shares |
| 2024-06-10 | Stern Sadie EVP Chief HR Officer | Sold | $49.1k427 shares |
| 2024-05-31 | Brown Michael Jon EVP Chief Legal Officer | Sold plan | $77.7k652 shares |
| 2024-05-15 | Dolan Matthew Vincent EVP Strategy and Corporate Dev | Sold plan | $306.7k2.4k shares |
| 2024-04-30 | Brown Michael Jon EVP Chief Legal Officer | Sold plan | $79.4k629 shares |
| 2024-04-15 | Dolan Matthew Vincent EVP Strategy and Corporate Dev | Sold plan | $274.2k2.0k shares |
| 2024-04-08 | SAYER KEVIN R President CEO and Chairman, director | Sold plan | $6.9m49.6k 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 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.10% of their portfolio | 46.5m $5.3bn | Added +1.9m |
| BlackRock Inc. 0.09% of their portfolio | 34.5m $3.9bn | Added +596.7k |
| STATE STREET CORP 0.08% of their portfolio | 16.3m $1.8bn | Added +93.9k |
| BAILLIE GIFFORD & CO 1.35% of their portfolio | 15.3m $1.7bn | Reduced -362.5k |
| JPMORGAN CHASE & CO 0.07% of their portfolio | 13.4m $1.5bn | Added +2.0m |
| Capital Research Global Investors 0.30% of their portfolio | 11.9m $1.4bn | Reduced -1.5m |
| SANDS CAPITAL MANAGEMENT, LLC 3.53% of their portfolio | 10.6m $1.2bn | Reduced -290.3k |
| FMR LLC 0.07% of their portfolio | 9.8m $1.1bn | Added +445.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.10% of their portfolio | 9.7m $1.1bn | Added +545.3k |
| Capital World Investors 0.15% of their portfolio | 8.3m $942.2m | Added +237.9k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.83% of their portfolio | 6.7m $758.7m | Added +1.1m |
| Nuveen Asset Management, LLC 0.21% of their portfolio | 6.4m $730.2m | Reduced -817.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% of their portfolio | 6.3m $711.6m | Added +1.9m |
| Invesco Ltd. 0.15% of their portfolio | 6.2m $700.0m | Added +600.1k |
| MORGAN STANLEY 0.05% of their portfolio | 5.6m $638.4m | Reduced -9.5m |
| Artisan Partners Limited Partnership 0.97% of their portfolio | 5.6m $638.1m | Reduced -141.3k |
| AMERICAN CENTURY COMPANIES INC 0.38% of their portfolio | 5.5m $628.8m | Added +330.5k |
| NORGES BANK 0.09% of their portfolio | 5.4m $611.0m | Added +162.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.11% of their portfolio | 5.3m $604.5m | Added +560.6k |
| AXA S.A. 0.80% of their portfolio | 4.8m $539.7m | Added +2.8m |
| Bank of New York Mellon Corp 0.09% of their portfolio | 4.4m $500.2m | Added +263.5k |
| BLAIR WILLIAM & CO/IL 1.50% of their portfolio | 4.3m $487.5m | Reduced -233.3k |
| FRANKLIN RESOURCES INC 0.14% of their portfolio | 4.0m $455.5m | Added +16.3k |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 3.6m $413.7m | Added +1.3m |
| NORTHERN TRUST CORP 0.07% of their portfolio | 3.5m $395.6m | Added +23.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.05% of their portfolio | 3.4m $391.2m | Added +502.5k |
| AMERIPRISE FINANCIAL INC 0.10% of their portfolio | 3.3m $377.8m | Reduced -554.5k |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 2.9m $329.5m | Reduced -163.8k |
| Amundi 0.11% of their portfolio | 2.5m $279.3m | Added +316.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 2.4m $277.3m | Added +115.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.09% of their portfolio | 2.4m $276.5m | Added +353.0k |
| Legal & General Group Plc 0.08% of their portfolio | 2.4m $268.4m | Reduced -49.5k |
| Champlain Investment Partners, LLC 1.43% of their portfolio | 2.1m $232.4m | Reduced -6.1k |
| MACQUARIE GROUP LTD 0.27% of their portfolio | 2.0m $231.2m | Reduced -177.7k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 1.09% of their portfolio | 2.0m $222.8m | Added +425.9k |
| DEUTSCHE BANK AG\ 0.09% of their portfolio | 1.8m $206.6m | Reduced -106.4k |
| Holocene Advisors, LP 0.84% of their portfolio | 1.8m $201.0m | Added +137.1k |
| EAGLE ASSET MANAGEMENT INC 0.99% of their portfolio | 1.6m $184.5m | Reduced -77.7k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1.69% of their portfolio | 1.6m $183.3m | Added +203.0k |
| FEDERATED HERMES, INC. 0.42% of their portfolio | 1.6m $179.2m | Reduced -205.2k |
| BARCLAYS PLC 0.08% of their portfolio | 1.5m $165.0m | Added +174.6k |
| Rathbones Group PLC 0.87% of their portfolio | 1.4m $158.9m | Added +76.7k |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 1.3m $148.6m | Added +38.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.15% of their portfolio | 1.3m $148.1m | Reduced -1.5m |
| HSBC HOLDINGS PLC 0.09% of their portfolio | 1.3m $143.4m | Added +252.8k |
| Bellevue Group AG 2.34% of their portfolio | 1.3m $143.8m | Added +47.5k |
| Man Group plc 0.37% of their portfolio | 1.3m $142.2m | Added +991.3k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 1.2m $138.9m | Added +248.1k |
| UBS Group AG 0.04% of their portfolio | 1.2m $135.7m | Added +84.6k |
| CONGRESS ASSET MANAGEMENT CO 0.94% of their portfolio | 1.2m $131.6m | Added +29.0k |
| TIGER GLOBAL MANAGEMENT LLC 0.60% of their portfolio | 1.2m $130.7m | Unchanged |
| Swiss National Bank 0.09% of their portfolio | 1.1m $129.4m | Reduced -15.7k |
| NEUBERGER BERMAN GROUP LLC 0.10% of their portfolio | 1.1m $125.7m | Reduced -21.1k |
| NATIXIS ADVISORS, LLC 0.27% of their portfolio | 1.1m $123.9m | Reduced -63.6k |
| RAYMOND JAMES & ASSOCIATES 0.08% of their portfolio | 1.1m $122.8m | Added +51.3k |
| SEI INVESTMENTS CO 0.17% of their portfolio | 1.0m $119.0m | Reduced -19.4k |
| Allspring Global Investments Holdings, LLC 0.19% of their portfolio | 1.0m $118.2m | Reduced -246.3k |
| Alphabet Inc. 5.96% of their portfolio | 1.0m $117.6m | Reduced -753.8k |
| Robeco Institutional Asset Management B.V. 0.25% of their portfolio | 1.0m $116.4m | Added +858.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.11% of their portfolio | 989.7k $112.2m | Reduced -51.3k |
| BAMCO INC /NY/ 0.31% of their portfolio | 966.5k $109.6m | Reduced -1.5k |
| BESSEMER GROUP INC 0.19% of their portfolio | 949.0k $107.6m | Reduced -6.2k |
| Employees Provident Fund Board 1.70% of their portfolio | 938.3k $106.4m | Added +63.2k |
| Ownership Capital B.V. 2.83% of their portfolio | 924.7k $104.8m | Reduced -403.4k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 919.6k $104.3m | Added +268.8k |
| Baird Financial Group, Inc. 0.22% of their portfolio | 914.6k $103.7m | Reduced -62.2k |
| National Pension Service 0.12% of their portfolio | 912.4k $103.4m | Added +24.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 894.0k $101.4m | Reduced -99.0k |
| DekaBank Deutsche Girozentrale 0.18% of their portfolio | 881.0k $100.8m | Added +43.4k |
| TCW GROUP INC 0.88% of their portfolio | 871.5k $98.8m | Added +61.5k |
| MACKENZIE FINANCIAL CORP 0.14% of their portfolio | 821.2k $93.1m | Added +74.5k |
| RHUMBLINE ADVISERS 0.09% of their portfolio | 805.4k $91.3m | Added +17.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 774.6k $87.8m | Reduced -24.2k |
| Fisher Asset Management, LLC 0.04% of their portfolio | 773.9k $87.7m | Reduced -6.9k |
| NICHOLAS COMPANY, INC. 1.45% of their portfolio | 767.7k $87.0m | Reduced -65 |
| TWO SIGMA INVESTMENTS, LP 0.20% of their portfolio | 752.3k $85.3m | Added +738.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.09% of their portfolio | 751.2k $85.2m | Added +193.4k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.83% of their portfolio | 743.0k $84.2m | Reduced -31.9k |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 727.9k $82.5m | Added +35.5k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 705.6k $82.5m | Reduced -26.7k |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 3.43% of their portfolio | 705.6k $80.0m | Reduced -38.4k |
| TimesSquare Capital Management, LLC 1.26% of their portfolio | 704.5k $79.9m | Reduced -10.2k |
| Pictet Asset Management Holding SA 0.09% of their portfolio | 697.6k $79.1m | Reduced -56.1k |
| PEREGRINE CAPITAL MANAGEMENT LLC 2.28% of their portfolio | 688.5k $78.1m | Added +14.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.09% of their portfolio | 685.9k $77.8m | Added +97.2k |
| Chicago Capital, LLC 2.28% of their portfolio | 677.3k $76.8m | Added +1.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.07% of their portfolio | 665.6k $75.5m | Added +435.4k |
| Stephens Investment Management Group LLC 1.06% of their portfolio | 665.2k $75.4m | Added +35.6k |
| California Public Employees Retirement System 0.05% of their portfolio | 658.9k $74.7m | Reduced -12.3k |
| Assenagon Asset Management S.A. 0.18% of their portfolio | 644.6k $73.1m | Added +216.5k |
| CITIGROUP INC 0.07% of their portfolio | 635.5k $72.1m | Reduced -117.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.09% of their portfolio | 616.5k $69.9m | Added +1.1k |
| Raymond James Financial Services Advisors, Inc. 0.10% of their portfolio | 615.1k $69.7m | Added +34.9k |
| STRS OHIO 0.28% of their portfolio | 614.6k $69.7m | Added +160.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 599.3k $67.9m | Added +3.4k |
| Iron Triangle Partners LP 6.92% of their portfolio | 582.2k $66.0m | Added +110.6k |
| CIBC Private Wealth Group LLC 0.12% of their portfolio | 569.7k $63.2m | Added +95.3k |
| MIG Capital, LLC 8.57% of their portfolio | 567.5k $64.3m | Reduced -16.7k |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 556.1k $63.1m | Reduced -3.4k |
| Mitsubishi UFJ Trust & Banking Corp 0.14% of their portfolio | 525.1k $59.5m | Reduced -63.3k |