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 ($92.6m this quarter). Holder counts are more reliable. Shares outstanding: 390.8m as of 2025-02-06, 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 ≈ $77.81. Options: 52 managers hold calls ($727.5m notional), 40 hold puts ($499.1m).
Trends to Q4 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 |
| Q4 2024 | 951 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2024 | 462 | 451 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $688.8m | $775.6m | 1.13 |
| Q2 2024 | $519.3m | $530.0m | 1.02 |
| Q3 2024 | $404.7m | $424.0m | 1.05 |
| Q4 2024 | $727.5m | $499.1m | 0.69 |
Biggest buyers
| BlackRock, Inc. | Added | +4.6m |
| CITADEL ADVISORS LLC | Added | +3.0m |
| MILLENNIUM MANAGEMENT LLC | Added | +2.7m |
| MACKENZIE FINANCIAL CORP | Added | +2.6m |
| MORGAN STANLEY | Added | +1.7m |
| Point72 Asset Management, L.P. | New | +1.6m |
| Holocene Advisors, LP | Added | +1.6m |
| CONGRESS ASSET MANAGEMENT CO | Added | +1.3m |
| D. E. Shaw & Co., Inc. | Added | +1.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +849.9k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -6.8m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -5.7m |
| Capital World Investors | Reduced | -3.8m |
| Capital Research Global Investors | Reduced | -3.6m |
| GROUPAMA ASSET MANAGMENT | Sold out | -2.8m |
| AMERIPRISE FINANCIAL INC | Reduced | -1.6m |
| MACQUARIE GROUP LTD | Reduced | -1.4m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.3m |
| VANGUARD GROUP INC | Reduced | -904.8k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $182.8m2.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $95.8m1.2m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $50.7m652.5k shares |
| JANE STREET GROUP, LLC | Added | $42.4m545.5k shares |
| Squarepoint Ops LLC | Added | $39.3m504.9k shares |
| Walleye Trading LLC | Added | $35.0m450.1k shares |
| IMC-Chicago, LLC | Added | $32.2m414.1k shares |
| HSBC HOLDINGS PLC | Added | $31.4m402.4k shares |
| SIMPLEX TRADING, LLC | Added | $30.6m394.1k shares |
| UBS Group AG | Reduced | $27.5m353.6k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $108.6m1.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $46.4m596.2k shares |
| UBS Group AG | Reduced | $39.9m513.0k shares |
| Squarepoint Ops LLC | Added | $32.4m416.7k shares |
| Hudson Bay Capital Management LP | New | $30.3m390.0k shares |
| CITIGROUP INC | Added | $30.2m388.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $26.6m341.6k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $23.3m299.3k shares |
| JANE STREET GROUP, LLC | Reduced | $20.0m256.7k shares |
| IMC-Chicago, LLC | Reduced | $18.6m239.0k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2024 | 0 | — | 4 | $749.2k | $341.2k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-16 | Heller Bridgette P Director | Sold plan | $76.9k1.0k shares |
| 2024-12-16 | Leach Jacob Steven EVP, Chief Operating Officer | Sold | $57.2k744 shares |
| 2024-12-16 | Sylvain Jereme M EVP, Chief Financal Officer | Sold | $57.2k744 shares |
| 2024-12-16 | Stern Sadie EVP, Chief HR Officer | Sold | $32.6k424 shares |
| 2024-11-20 | Stern Sadie EVP, Chief HR Officer | Sold | $318.3k4.3k shares |
| 2024-11-15 | Sylvain Jereme M EVP, Chief Financal Officer | Sold plan | $264.3k3.5k 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 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 46.5m $3.6bn | Reduced -904.8k |
| BlackRock, Inc. 0.06% of their portfolio | 39.6m $3.1bn | Added +4.6m |
| STATE STREET CORP 0.05% of their portfolio | 16.7m $1.3bn | Added +19.8k |
| BAILLIE GIFFORD & CO 0.87% of their portfolio | 14.6m $1.1bn | Reduced -404.9k |
| Capital Research Global Investors 0.23% of their portfolio | 14.4m $1.1bn | Reduced -3.6m |
| SANDS CAPITAL MANAGEMENT, LLC 2.56% of their portfolio | 11.1m $864.0m | Added +790.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 10.0m $775.3m | Added +56.1k |
| Nuveen Asset Management, LLC 0.18% of their portfolio | 8.1m $632.9m | Added +52.0k |
| JENNISON ASSOCIATES LLC 0.36% of their portfolio | 7.6m $594.5m | Added +710.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% of their portfolio | 7.2m $559.8m | Added +849.9k |
| MORGAN STANLEY 0.04% of their portfolio | 6.9m $537.3m | Added +1.7m |
| Invesco Ltd. 0.07% of their portfolio | 5.0m $388.7m | Reduced -533.4k |
| NORGES BANK 0.05% of their portfolio | 5.0m $385.4m | Reduced -48.9k |
| Amundi 0.13% of their portfolio | 4.6m $368.4m | Added +765.7k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 4.3m $337.6m | Reduced -6.8m |
| CITADEL ADVISORS LLC 0.31% of their portfolio | 4.3m $331.4m | Added +3.0m |
| Bank of New York Mellon Corp 0.06% of their portfolio | 4.2m $326.0m | Reduced -558.0k |
| NORTHERN TRUST CORP 0.05% of their portfolio | 4.1m $322.5m | Added +753.9k |
| MACKENZIE FINANCIAL CORP 0.14% of their portfolio | 3.9m $301.7m | Added +2.6m |
| Capital World Investors 0.05% of their portfolio | 3.8m $298.8m | Reduced -3.8m |
| D. E. Shaw & Co., Inc. 0.30% of their portfolio | 3.5m $274.5m | Added +1.1m |
| AMERICAN CENTURY COMPANIES INC 0.15% of their portfolio | 3.4m $263.3m | Reduced -615.1k |
| MILLENNIUM MANAGEMENT LLC 0.21% of their portfolio | 3.1m $239.2m | Added +2.7m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 2.8m $219.7m | Added +91.1k |
| RAYMOND JAMES FINANCIAL INC 0.08% of their portfolio | 2.7m $211.8m | First filing |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 2.6m $203.7m | Added +356.6k |
| Legal & General Group Plc 0.05% of their portfolio | 2.6m $199.5m | Added +129.9k |
| FMR LLC 0.01% of their portfolio | 2.6m $199.3m | Reduced -829.2k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.79% of their portfolio | 2.3m $182.4m | Reduced -496.5k |
| AXA S.A. 0.53% of their portfolio | 2.3m $175.5m | Reduced -76.3k |
| BLAIR WILLIAM & CO/IL 0.51% of their portfolio | 2.2m $173.6m | Reduced -509.5k |
| Champlain Investment Partners, LLC 0.99% of their portfolio | 2.0m $156.8m | Reduced -197.6k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 2.0m $156.3m | Reduced -166.7k |
| UBS Group AG 0.03% of their portfolio | 1.9m $151.5m | Added +535.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 1.9m $150.8m | Reduced -1.3m |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 1.9m $148.8m | Reduced -160.8k |
| Artisan Partners Limited Partnership 0.22% of their portfolio | 1.9m $144.2m | Added +201.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.11% of their portfolio | 1.8m $143.6m | Added +63.8k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.8m $142.6m | Reduced -537.3k |
| Employees Provident Fund Board 1.71% of their portfolio | 1.8m $137.7m | Added +832.2k |
| Point72 Asset Management, L.P. 0.34% of their portfolio | 1.6m $124.3m | New |
| Holocene Advisors, LP 0.40% of their portfolio | 1.6m $123.7m | Added +1.6m |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 1.5m $116.3m | Added +484.7k |
| CONGRESS ASSET MANAGEMENT CO 0.71% of their portfolio | 1.4m $105.5m | Added +1.3m |
| BARCLAYS PLC 0.05% of their portfolio | 1.3m $98.7m | Added +63.2k |
| TWO SIGMA ADVISERS, LP 0.22% of their portfolio | 1.2m $96.7m | Added +100.3k |
| Fisher Funds Management LTD 2.33% of their portfolio | 1.2m $96.5m | First filing |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 1.2m $94.0m | Reduced -179.8k |
| CITIGROUP INC 0.09% of their portfolio | 1.2m $93.2m | Added +276.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 1.2m $91.7m | Reduced -252.1k |
| Rathbones Group PLC 0.44% of their portfolio | 1.2m $90.1m | Added +24.3k |
| Swiss National Bank 0.06% of their portfolio | 1.1m $88.0m | Reduced -48.4k |
| NEUBERGER BERMAN GROUP LLC 0.07% of their portfolio | 1.1m $85.1m | Reduced -194.3k |
| Qube Research & Technologies Ltd 0.14% of their portfolio | 1.1m $84.1m | Reduced -638.2k |
| Bellevue Group AG 1.56% of their portfolio | 1.0m $81.3m | Added +28.0k |
| Alphabet Inc. 4.69% of their portfolio | 1.0m $80.6m | Unchanged |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 982.8k $76.6m | Reduced -162.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 945.9k $73.6m | Reduced -3.7k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 933.8k $72.6m | Reduced -23.3k |
| BESSEMER GROUP INC 0.12% of their portfolio | 923.6k $71.8m | Reduced -40.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.07% of their portfolio | 909.6k $73.7m | Added +172.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio | 889.9k $69.2m | Added +58.9k |
| TCW GROUP INC 0.57% of their portfolio | 870.1k $67.7m | Added +20.0k |
| TWO SIGMA INVESTMENTS, LP 0.15% of their portfolio | 863.0k $67.1m | Added +38.0k |
| MIG Capital, LLC 6.94% of their portfolio | 859.6k $66.9m | Unchanged |
| DekaBank Deutsche Girozentrale 0.12% of their portfolio | 850.3k $67.5m | Unchanged |
| Woodline Partners LP 0.43% of their portfolio | 814.4k $63.3m | New |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 776.2k $60.4m | Reduced -29.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.06% of their portfolio | 766.6k $59.6m | Added +196.9k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 761.8k $59.2m | Reduced -94.3k |
| Stephens Investment Management Group LLC 0.73% of their portfolio | 703.9k $54.7m | Added +19.4k |
| Ownership Capital B.V. 2.01% of their portfolio | 702.0k $54.6m | Reduced -59.8k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 694.0k $54.0m | Reduced -1.6m |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.51% of their portfolio | 693.2k $53.9m | Reduced -42.7k |
| CAPITAL FUND MANAGEMENT S.A. 0.53% of their portfolio | 691.6k $53.8m | Added +300.7k |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 686.3k $53.4m | Added +6.0k |
| Pictet Asset Management Holding SA 0.06% of their portfolio | 662.6k $51.5m | Reduced -10.4k |
| Assenagon Asset Management S.A. 0.09% of their portfolio | 646.8k $50.3m | Reduced -342.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 635.6k $49.4m | Added +4.0k |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 2.13% of their portfolio | 632.7k $49.2m | Reduced -56.1k |
| INTECH INVESTMENT MANAGEMENT LLC 0.47% of their portfolio | 622.8k $48.4m | Added +235.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.05% of their portfolio | 620.2k $48.2m | Reduced -341.8k |
| National Pension Service 0.05% of their portfolio | 616.7k $48.0m | Reduced -333.0k |
| California Public Employees Retirement System 0.03% of their portfolio | 609.5k $47.4m | Reduced -56.8k |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 608.2k $47.3m | Added +410.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.11% of their portfolio | 606.7k $47.2m | Reduced -22.8k |
| PEREGRINE CAPITAL MANAGEMENT LLC 1.36% of their portfolio | 588.7k $45.8m | Reduced -29.1k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% of their portfolio | 587.9k $45.7m | Added +146.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 585.0k $45.5m | Reduced -94.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 584.1k $45.4m | Added +69.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 560.2k $43.6m | Reduced -10.4k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 557.9k $43.4m | Added +106.8k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 555.2k $43.2m | Added +107.9k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.08% of their portfolio | 555.1k $43.2m | Added +7.2k |
| MARSHALL WACE, LLP 0.05% of their portfolio | 539.3k $41.9m | Added +275.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% of their portfolio | 531.0k $41.3m | First filing |
| TWINBEECH CAPITAL LP 0.70% of their portfolio | 529.2k $41.2m | Added +466.3k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 521.8k $40.6m | Reduced -34.4k |
| ProShare Advisors LLC 0.09% of their portfolio | 506.4k $39.4m | Added +70.3k |
| Chicago Capital, LLC 1.04% of their portfolio | 505.9k $39.3m | Added +22.2k |