TRANSMEDICS GROUP INC TMDX
COM · Common Stock · CUSIP 89377M109 · ISIN US89377M1099
- SectorHealth care
- IndustryElectromedical & Electrotherapeutic Apparatus
- HeadquartersAndover, MA
- 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 ($1.5m this quarter). Holder counts are more reliable. Shares outstanding: 34.6m as of 2026-04-30, 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 ≈ $99.41. Options: 13 managers hold calls ($71.6m notional), 12 hold puts ($57.8m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 179 |
| Q4 2022 | 200 |
| Q1 2023 | 224 |
| Q2 2023 | 241 |
| Q3 2023 | 224 |
| Q4 2023 | 250 |
| Q1 2024 | 263 |
| Q2 2024 | 340 |
| Q3 2024 | 375 |
| Q4 2024 | 315 |
| Q1 2025 | 300 |
| Q2 2025 | 369 |
| Q3 2025 | 388 |
| Q4 2025 | 429 |
| Q1 2026 | 416 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 197 | 143 |
| Q3 2024 | 208 | 164 |
| Q4 2024 | 186 | 210 |
| Q1 2025 | 171 | 153 |
| Q2 2025 | 218 | 145 |
| Q3 2025 | 222 | 169 |
| Q4 2025 | 221 | 172 |
| Q1 2026 | 207 | 206 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $190.5m | $123.1m | 0.65 |
| Q3 2025 | $135.9m | $119.8m | 0.88 |
| Q4 2025 | $98.1m | $58.2m | 0.59 |
| Q1 2026 | $71.6m | $57.8m | 0.81 |
Biggest buyers
| Invesco Ltd. | Added | +353.4k |
| CITIGROUP INC | Added | +285.3k |
| MILLENNIUM MANAGEMENT LLC | Added | +157.0k |
| Capital World Investors | Added | +146.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +133.9k |
| ExodusPoint Capital Management, LP | New | +115.3k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +73.4k |
| Longaeva Partners L.P. | New | +69.1k |
| Man Group plc | Added | +62.7k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Added | +53.6k |
Biggest sellers
| Driehaus Capital Management LLC | Reduced | -671.9k |
| TWO SIGMA ADVISERS, LP | Sold out | -362.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -223.3k |
| MARSHALL WACE, LLP | Reduced | -174.8k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -110.8k |
| STATE OF MICHIGAN RETIREMENT SYSTEM | Sold out | -108.0k |
| Squarepoint Ops LLC | Reduced | -103.2k |
| BlackRock, Inc. | Reduced | -101.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -99.6k |
| Schonfeld Strategic Advisors LLC | Sold out | -91.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $41.8m420.1k shares |
| IMC-Chicago, LLC | Added | $9.9m99.6k shares |
| CITADEL ADVISORS LLC | Reduced | $7.1m71.6k shares |
| JANE STREET GROUP, LLC | Reduced | $5.3m53.8k shares |
| GROUP ONE TRADING LLC | Added | $3.6m36.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.1m11.4k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $805.2k8.1k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $576.6k5.8k shares |
| D. E. Shaw & Co., Inc. | Reduced | $497.1k5.0k shares |
| Point72 Asset Management, L.P. | Reduced | $437.4k4.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $31.1m313.2k shares |
| CITADEL ADVISORS LLC | Reduced | $9.5m95.4k shares |
| IMC-Chicago, LLC | Added | $7.6m76.3k shares |
| JANE STREET GROUP, LLC | Added | $3.1m31.3k shares |
| 683 Capital Management, LLC | Unchanged | $2.0m20.0k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Unchanged | $954.3k9.6k shares |
| TUDOR INVESTMENT CORP ET AL | New | $854.9k8.6k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $845.0k85 shares |
| Point72 Asset Management, L.P. | Unchanged | $785.3k7.9k shares |
| GROUP ONE TRADING LLC | Added | $467.2k4.7k 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 |
|---|---|
| FMR LLC 13G · institution +2.1 pts · filed 2025-05-12 | 15.0% |
| BlackRock, Inc. 13G · institution filed 2025-07-18 | 14.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 2026
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 2024 | 0 | — | 8 | $37.8m | $33.8m |
| Q3 2024 | 0 | — | 6 | $19.8m | $6.4m |
| Q4 2024 | 0 | — | 3 | $2.5m | $2.5m |
| Q1 2025 | 0 | — | 1 | $270.7k | $86.7k |
| Q2 2025 | 0 | — | 3 | $1.5m | $1.3m |
| Q3 2025 | 1 | $2.0m | 1 | $520.0k | $520.0k |
| Q4 2025 | 1 | $1.0m | 4 | $1.8m | $540.3k |
| Q1 2026 | 0 | — | 5 | $2.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-04 | Hernandez Gerardo Chief Financial Officer | Sold | $1.1m7.2k shares |
| 2026-03-04 | Weill David Director | Sold | $524.3k3.6k shares |
| 2026-03-04 | Lovell Stephanie Director | Sold | $178.5k1.2k shares |
| 2026-03-02 | Corcoran Nicholas Officer | Sold | $412.6k3.0k shares |
| 2026-03-02 | Ranganath Anil P. Officer | Sold | $120.2k864 shares |
| 2026-03-02 | Hernandez Gerardo Chief Financial Officer | Sold | $52.2k375 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 5.3m $526.2m | Reduced -101.9k |
| FMR LLC 0.03% of their portfolio | 5.1m $506.6m | Added +19.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.9m $190.8m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.5m $146.9m | First filing |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $131.2m | Added +44.3k |
| Invesco Ltd. 0.01% of their portfolio | 1.0m $103.2m | Added +353.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 939.5k $93.4m | Reduced -57.4k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.15% of their portfolio | 885.8k $88.1m | Added +53.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 866.3k $86.1m | Reduced -99.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 839.2k $83.4m | Added +22.7k |
| Hood River Capital Management LLC 0.70% of their portfolio | 699.8k $69.6m | Added +9.4k |
| MORGAN STANLEY 0.00% of their portfolio | 694.1k $69.0m | Added +26.4k |
| UBS Group AG 0.01% of their portfolio | 580.8k $57.7m | Reduced -78.5k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.90% of their portfolio | 548.8k $54.5m | Added +557 |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 516.7k $51.4m | Added +27.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 486.5k $48.4m | Added +53.2k |
| Capital World Investors 0.01% of their portfolio | 374.2k $37.2m | Added +146.7k |
| CITIGROUP INC 0.02% of their portfolio | 357.4k $35.5m | Added +285.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 346.7k $34.5m | Reduced -223.3k |
| WASATCH ADVISORS LP 0.23% of their portfolio | 346.1k $34.4m | Added +14.3k |
| EMERALD ADVISERS, LLC 1.08% of their portfolio | 342.8k $34.1m | Reduced -8.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 338.2k $33.6m | Reduced -1.1k |
| BRAIDWELL LP 1.09% of their portfolio | 329.4k $32.7m | Added +14.1k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 325.1k $32.3m | Reduced -110.8k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.33% of their portfolio | 320.5k $31.9m | Added +17.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 318.9k $31.7m | Reduced -4.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 308.3k $29.1m | Reduced -66.9k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 306.1k $30.4m | Added +157.0k |
| BAILLIE GIFFORD & CO 0.03% of their portfolio | 305.2k $30.3m | Reduced -11.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 295.2k $29.3m | Added +15.9k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 0.82% of their portfolio | 286.5k $28.5m | Added +6.3k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 273.8k $27.2m | Added +15.3k |
| ROYCE & ASSOCIATES LP 0.24% of their portfolio | 244.4k $24.3m | Added +1.2k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 236.4k $23.5m | First filing |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 231.4k $23.0m | Added +37.7k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.11% of their portfolio | 229.3k $22.8m | Reduced -575 |
| LORD, ABBETT & CO. LLC 0.07% of their portfolio | 214.0k $21.3m | Reduced -2.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 211.4k $21.0m | Reduced -7.2k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 195.4k $19.4m | Added +30.9k |
| BARCLAYS PLC 0.01% of their portfolio | 190.6k $18.9m | Reduced -9.1k |
| BLAIR WILLIAM & CO/IL 0.05% of their portfolio | 174.0k $17.3m | Added +38.1k |
| ArrowMark Colorado Holdings LLC 0.45% of their portfolio | 171.1k $17.0m | Reduced -15.9k |
| Candriam S.C.A. 0.08% of their portfolio | 158.8k $15.8m | Added +49.6k |
| Man Group plc 0.03% of their portfolio | 158.4k $15.7m | Added +62.7k |
| Davidson Kempner Capital Management LP 0.26% of their portfolio | 146.4k $14.6m | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 144.5k $14.4m | Reduced -65.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 133.9k $13.3m | New |
| FirstWave Capital Management LLC 13.18% of their portfolio | 124.3k $12.4m | Added +49.7k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 122.3k $12.2m | Added +4.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 116.5k $11.6m | Added +73.4k |
| ExodusPoint Capital Management, LP 0.11% of their portfolio | 115.3k $11.5m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 115.0k $11.1m | Added +2.5k |
| OPPENHEIMER & CO INC 0.14% of their portfolio | 113.5k $11.3m | Reduced -3.1k |
| Trexquant Investment LP 0.08% of their portfolio | 106.3k $10.6m | Added +13.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 104.7k $10.4m | Reduced -19.6k |
| Bellevue Group AG 0.24% of their portfolio | 101.1k $10.1m | Added +3.3k |
| BROWN CAPITAL MANAGEMENT LLC 1.38% of their portfolio | 98.0k $9.7m | Reduced -48.0k |
| NEXT CENTURY GROWTH INVESTORS LLC 0.69% of their portfolio | 96.4k $9.6m | Reduced -2.0k |
| RENAISSANCE GROUP LLC 0.39% of their portfolio | 93.5k $9.3m | Added +16.3k |
| Lagoda Investment Management, L.P. 5.55% of their portfolio | 90.5k $9.0m | Reduced -14.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 89.8k $8.9m | Added +1.8k |
| CREDIT AGRICOLE S A 0.03% of their portfolio | 87.4k $8.7m | Added +170 |
| Legal & General Group Plc 0.00% of their portfolio | 78.8k $7.8m | Reduced -7.1k |
| Montanaro Asset Management Ltd 2.34% of their portfolio | 78.7k $7.8m | Reduced -23.2k |
| Nuveen, LLC 0.00% of their portfolio | 78.4k $7.8m | Added +3.3k |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 75.6k $7.5m | Reduced -5.0k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 73.5k $7.3m | Added +1.5k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 69.6k $6.9m | Added +14.3k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 69.4k $6.9m | Reduced -54.8k |
| Longaeva Partners L.P. 0.33% of their portfolio | 69.1k $6.9m | New |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 64.8k $6.4m | Added +13.4k |
| Swiss National Bank 0.00% of their portfolio | 64.2k $6.4m | Added +300 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 62.6k $6.2m | Added +47.0k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 61.6k $6.1m | Added +4.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 61.6k $6.1m | Reduced -81.6k |
| Militia Capital Management LLC 0.44% of their portfolio | 58.6k $5.8m | First filing |
| Biondo Investment Advisors, LLC 0.74% of their portfolio | 58.0k $5.8m | Added +755 |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.21% of their portfolio | 57.2k $5.7m | Reduced -3.0k |
| Bastion Asset Management Inc. 1.86% of their portfolio | 55.5k $6.1m | Reduced -2.1k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 53.9k $5.4m | Added +28.4k |
| Engineers Gate Manager LP 0.07% of their portfolio | 52.6k $5.2m | Added +38.9k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 51.4k $5.1m | Added +4.1k |
| Integrated Advisors Network LLC 0.25% of their portfolio | 47.6k $4.7m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 47.3k $4.7m | Reduced -45.2k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.02% of their portfolio | 47.1k $4.7m | Added +27.1k |
| BESSEMER GROUP INC 0.01% of their portfolio | 45.8k $4.6m | Added +12.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 42.8k $5.2m | Added +622 |
| BEACONLIGHT CAPITAL, LLC 2.38% of their portfolio | 42.5k $4.2m | Added +13.1k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 40.2k $4.0m | New |
| Driehaus Capital Management LLC 0.03% of their portfolio | 40.1k $4.0m | Reduced -671.9k |
| F/m Investments LLC 0.26% of their portfolio | 40.1k $4.0m | Reduced -25.5k |
| LPL Financial LLC 0.00% of their portfolio | 39.9k $4.0m | Added +8.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 38.8k $3.8m | Added +6.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 37.8k $3.8m | Added +7.0k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 37.8k $3.8m | Reduced -3.1k |
| TRILLIUM ASSET MANAGEMENT, LLC 0.14% of their portfolio | 37.4k $4.1m | Added +9.5k |
| HRT FINANCIAL LP 0.01% of their portfolio | 33.1k $3.3m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 32.9k $3.3m | Unchanged |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.68% of their portfolio | 31.5k $3.1m | Added +16.8k |
| Geneos Wealth Management Inc. 0.07% of their portfolio | 30.6k $3.0m | New |