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 ($36.8m this quarter). Holder counts are more reliable. Shares outstanding: 390.6m as of 2024-10-17, 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 ≈ $67.05. Options: 52 managers hold calls ($404.7m notional), 40 hold puts ($424.0m).
Trends to Q3 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 |
| Q3 2024 | 894 |
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 |
| Q3 2024 | 418 | 552 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $839.2m | $1.1bn | 1.27 |
| Q1 2024 | $688.8m | $775.6m | 1.13 |
| Q2 2024 | $519.3m | $530.0m | 1.02 |
| Q3 2024 | $404.7m | $424.0m | 1.05 |
Biggest buyers
| JENNISON ASSOCIATES LLC | Added | +6.5m |
| Capital Research Global Investors | Added | +6.0m |
| GROUPAMA ASSET MANAGMENT | New | +2.8m |
| D. E. Shaw & Co., Inc. | Added | +2.4m |
| Nuveen Asset Management, LLC | Added | +1.6m |
| Qube Research & Technologies Ltd | Added | +1.5m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | New | +1.3m |
| Amundi | Added | +1.3m |
| BNP PARIBAS FINANCIAL MARKETS | Added | +1.0m |
| VANGUARD GROUP INC | Added | +921.6k |
Biggest sellers
| FMR LLC | Reduced | -6.4m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | -6.3m |
| Artisan Partners Limited Partnership | Reduced | -4.0m |
| AXA S.A. | Reduced | -2.4m |
| JPMORGAN CHASE & CO | Reduced | -2.3m |
| FRANKLIN RESOURCES INC | Reduced | -1.8m |
| Holocene Advisors, LP | Reduced | -1.7m |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Sold out | -1.6m |
| BLAIR WILLIAM & CO/IL | Reduced | -1.6m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -1.5m |
Biggest calls
| CITADEL ADVISORS LLC | Added | $64.1m955.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $47.0m701.4k shares |
| UBS Group AG | Added | $29.1m434.0k shares |
| JANE STREET GROUP, LLC | Added | $26.0m388.5k shares |
| Squarepoint Ops LLC | Added | $24.4m363.3k shares |
| IMC-Chicago, LLC | Added | $22.0m328.8k shares |
| Walleye Trading LLC | Reduced | $19.4m290.1k shares |
| HSBC HOLDINGS PLC | Added | $18.1m269.8k shares |
| Caption Management, LLC | Added | $15.4m230.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $14.6m218.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $81.6m1.2m shares |
| JANE STREET GROUP, LLC | Added | $38.3m571.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $37.8m564.5k shares |
| UBS Group AG | Added | $37.0m551.3k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $26.2m390.8k shares |
| SIMPLEX TRADING, LLC | Added | $24.7m368.0k shares |
| Walleye Capital LLC | Added | $22.6m337.0k shares |
| CITIGROUP INC | Added | $20.6m307.0k shares |
| IMC-Chicago, LLC | Added | $19.2m286.9k shares |
| Squarepoint Ops LLC | Added | $17.6m263.0k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2024 | 0 | — | 5 | $244.4k | $163.4k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-16 | Heller Bridgette P Director | Sold plan | $70.0k1.0k shares |
| 2024-09-09 | Leach Jacob Steven EVP, Chief Operating Officer | Sold | $51.6k746 shares |
| 2024-09-09 | Sylvain Jereme M EVP, Chief Financal Officer | Sold | $51.6k746 shares |
| 2024-09-09 | Stern Sadie EVP, Chief HR Officer | Sold | $29.5k426 shares |
| 2024-08-30 | Brown Michael Jon EVP, Chief Legal Officer | Sold plan | $48.0k686 shares |
| 2024-07-31 | Brown Michael Jon EVP, Chief Legal Officer | Sold plan | $45.3k652 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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 47.4m $3.2bn | Added +921.6k |
| BlackRock, Inc. 0.05% of their portfolio | 35.0m $2.3bn | First filing |
| Capital Research Global Investors 0.25% of their portfolio | 17.9m $1.2bn | Added +6.0m |
| STATE STREET CORP 0.05% of their portfolio | 16.7m $1.1bn | Added +357.8k |
| BAILLIE GIFFORD & CO 0.75% of their portfolio | 15.0m $1.0bn | Reduced -308.3k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 11.1m $744.2m | Reduced -2.3m |
| SANDS CAPITAL MANAGEMENT, LLC 2.10% of their portfolio | 10.3m $691.8m | Reduced -287.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 9.9m $664.1m | Added +214.1k |
| Nuveen Asset Management, LLC 0.15% of their portfolio | 8.1m $542.1m | Added +1.6m |
| Capital World Investors 0.08% of their portfolio | 7.6m $511.4m | Reduced -682.4k |
| JENNISON ASSOCIATES LLC 0.29% of their portfolio | 6.9m $464.8m | Added +6.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% of their portfolio | 6.3m $425.6m | Added +71.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 5.7m $382.0m | Added +367.1k |
| Invesco Ltd. 0.07% of their portfolio | 5.5m $370.9m | Reduced -642.4k |
| MORGAN STANLEY 0.03% of their portfolio | 5.3m $352.3m | Reduced -375.1k |
| NORGES BANK 0.05% of their portfolio | 5.0m $335.5m | Reduced -385.2k |
| Bank of New York Mellon Corp 0.06% of their portfolio | 4.8m $318.4m | Added +338.3k |
| AMERICAN CENTURY COMPANIES INC 0.16% of their portfolio | 4.0m $268.2m | Reduced -1.5m |
| Amundi 0.10% of their portfolio | 3.8m $266.2m | Added +1.3m |
| NORTHERN TRUST CORP 0.04% of their portfolio | 3.4m $227.4m | Reduced -96.7k |
| FMR LLC 0.01% of their portfolio | 3.4m $227.4m | Reduced -6.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 3.2m $215.5m | Reduced -234.8k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.86% of their portfolio | 2.8m $190.5m | Added +876.7k |
| GROUPAMA ASSET MANAGMENT 0.05% of their portfolio | 2.8m $2.1m | New |
| BLAIR WILLIAM & CO/IL 0.54% of their portfolio | 2.7m $183.8m | Reduced -1.6m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 2.7m $183.3m | Added +288.4k |
| Legal & General Group Plc 0.04% of their portfolio | 2.4m $163.3m | Added +67.5k |
| D. E. Shaw & Co., Inc. 0.21% of their portfolio | 2.4m $162.9m | Added +2.4m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.4m $159.0m | Reduced -534.6k |
| AXA S.A. 0.46% of their portfolio | 2.3m $156.4m | Reduced -2.4m |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 2.3m $153.2m | Reduced -1.0m |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 2.3m $151.7m | Reduced -1.4m |
| Champlain Investment Partners, LLC 0.90% of their portfolio | 2.2m $148.4m | Added +163.2k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 2.2m $150.5m | Reduced -1.8m |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 2.1m $139.0m | Added +251.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.12% of their portfolio | 1.8m $119.5m | Added +1.0m |
| Qube Research & Technologies Ltd 0.21% of their portfolio | 1.7m $115.3m | Added +1.5m |
| Artisan Partners Limited Partnership 0.17% of their portfolio | 1.7m $110.8m | Reduced -4.0m |
| MACQUARIE GROUP LTD 0.11% of their portfolio | 1.5m $103.0m | Reduced -502.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 1.4m $95.9m | Reduced -1.0m |
| UBS Group AG 0.03% of their portfolio | 1.4m $94.7m | Added +215.0k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 1.4m $93.1m | Added +78.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.33% of their portfolio | 1.3m $90.1m | New |
| MACKENZIE FINANCIAL CORP 0.12% of their portfolio | 1.3m $86.8m | Added +474.2k |
| NEUBERGER BERMAN GROUP LLC 0.07% of their portfolio | 1.3m $86.4m | Added +180.3k |
| RAYMOND JAMES & ASSOCIATES 0.05% of their portfolio | 1.2m $83.6m | Added +164.0k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 1.2m $82.7m | Added +506.0k |
| BARCLAYS PLC 0.04% of their portfolio | 1.2m $80.8m | Reduced -249.6k |
| Swiss National Bank 0.05% of their portfolio | 1.2m $79.1m | Added +39.0k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 1.1m $76.8m | Reduced -124.2k |
| TWO SIGMA ADVISERS, LP 0.18% of their portfolio | 1.1m $76.7m | Added +739.0k |
| Rathbones Group PLC 0.38% of their portfolio | 1.1m $76.1m | Reduced -267.1k |
| Alphabet Inc. 3.77% of their portfolio | 1.0m $69.5m | Unchanged |
| Bellevue Group AG 1.10% of their portfolio | 1.0m $68.2m | Reduced -251.6k |
| Man Group plc 0.19% of their portfolio | 1.0m $67.9m | Reduced -241.7k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 1.0m $67.8m | Reduced -213.5k |
| Assenagon Asset Management S.A. 0.14% of their portfolio | 989.7k $66.4m | Added +345.1k |
| BESSEMER GROUP INC 0.11% of their portfolio | 963.9k $64.6m | Added +15.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 962.0k $64.5m | Reduced -344.1k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 957.0k $64.2m | Added +37.4k |
| National Pension Service 0.06% of their portfolio | 949.7k $63.7m | Added +37.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 949.6k $63.7m | Added +55.5k |
| Employees Provident Fund Board 0.86% of their portfolio | 938.3k $62.9m | Unchanged |
| CITIGROUP INC 0.06% of their portfolio | 922.7k $61.9m | Added +287.2k |
| MIG Capital, LLC 6.99% of their portfolio | 859.6k $57.6m | Added +292.1k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 856.1k $57.4m | Added +82.2k |
| DekaBank Deutsche Girozentrale 0.11% of their portfolio | 850.3k $57.0m | Reduced -30.7k |
| TCW GROUP INC 0.50% of their portfolio | 850.1k $57.0m | Reduced -21.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio | 831.0k $55.7m | Added +368.4k |
| TWO SIGMA INVESTMENTS, LP 0.13% of their portfolio | 825.0k $55.3m | Added +72.7k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 805.7k $54.0m | Added +306 |
| Cercano Management LLC 1.23% of their portfolio | 765.4k $51.3m | Added +538.2k |
| Ownership Capital B.V. 1.63% of their portfolio | 761.8k $51.1m | Reduced -162.9k |
| Squarepoint Ops LLC 0.16% of their portfolio | 740.0k $49.6m | Added +398.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.05% of their portfolio | 737.6k $49.4m | Added +51.7k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.46% of their portfolio | 735.9k $49.3m | Reduced -7.1k |
| TimesSquare Capital Management, LLC 0.70% of their portfolio | 697.3k $46.7m | Reduced -7.2k |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 1.92% of their portfolio | 688.9k $46.2m | Reduced -16.8k |
| Stephens Investment Management Group LLC 0.63% of their portfolio | 684.5k $45.9m | Added +19.3k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 680.3k $45.8m | Reduced -25.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 679.2k $45.5m | Reduced -95.4k |
| Pictet Asset Management Holding SA 0.05% of their portfolio | 673.0k $45.1m | Reduced -24.6k |
| California Public Employees Retirement System 0.03% of their portfolio | 666.4k $44.7m | Added +7.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 631.6k $42.3m | Added +15.1k |
| Mitsubishi UFJ Trust & Banking Corp 0.10% of their portfolio | 629.5k $42.2m | Added +104.5k |
| Raymond James Financial Services Advisors, Inc. 0.06% of their portfolio | 622.3k $41.7m | Added +7.2k |
| EAGLE ASSET MANAGEMENT INC 0.22% of their portfolio | 618.3k $43.3m | Reduced -1.0m |
| PEREGRINE CAPITAL MANAGEMENT LLC 1.25% of their portfolio | 617.9k $41.4m | Reduced -70.6k |
| STRS OHIO 0.16% of their portfolio | 614.6k $41.2m | Unchanged |
| CIBC Private Wealth Group LLC 0.07% of their portfolio | 575.4k $38.6m | Added +5.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 570.6k $38.3m | Reduced -419.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio | 569.7k $38.2m | Reduced -96.0k |
| BAMCO INC /NY/ 0.10% of their portfolio | 564.9k $37.9m | Reduced -401.6k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 556.2k $37.3m | Added +31 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.06% of their portfolio | 547.9k $36.7m | Added +158.9k |
| Rock Springs Capital Management LP 1.14% of their portfolio | 524.0k $35.1m | Added +24.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 514.5k $34.5m | Reduced -84.8k |
| KBC Group NV 0.10% of their portfolio | 496.8k $33.3m | Added +148.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% of their portfolio | 485.5k $32.5m | Added +194.0k |
| Chicago Capital, LLC 0.90% of their portfolio | 483.8k $32.4m | Reduced -193.5k |