Guru Ownership Over Time
Guru Analysis for DexCom, Inc. (DXCM)
DexCom, Inc. (DXCM), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.14 B.
Top institutional holders include Frank Sands and Steven Cohen.
Institutional sentiment is currently Bearish. This is evidenced by a $135.72 M net outflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 141.2%. Conversely, Joel Greenblatt reduced exposure by 83.7%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.92% | Reduce -50.4% | 4,934,189 | $332.02 M | Q3 2025 | |
| 0.25% | New Buy | 2,235,987 | $150.46 M | Q3 2025 | |
| 0.11% | New Buy | 69,150,000 | $63.06 M | Q3 2025 | |
| 0.07% | Add 20.6% | 841,564 | $56.63 M | Q3 2025 | |
| 0.02% | Reduce -28.8% | 444,631 | $29.77 M | Q3 2025 | |
| 0.01% | Reduce -8.0% | 263,564 | $17.74 M | Q3 2025 | |
| 0.03% | Reduce -52.5% | 120,495 | $8.11 M | Q3 2025 | |
| 0.03% | 52,000 | $3.5 M | Q3 2025 | ||
| 0.61% | New Buy | 42,000 | $2.83 M | Q3 2025 | |
| 0.03% | New Buy | 32,914 | $2.21 M | Q3 2025 | |
| 0.01% | Add 141.2% | 17,212 | $1.16 M | Q3 2025 | |
| 0.00% | Reduce -83.7% | 13,554 | $912,049 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for DexCom, Inc. (DXCM)
Top Guru holders include Frank Sands ($332.02 M), Steven Cohen ($150.46 M), Paul Tudor Jones ($63.06 M). Collectively, tracked Gurus hold 78.15 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $135.72 M, with 6 Gurus buying and 5 Gurus selling.
In the recent quarter, 5 Gurus reduced their positions, and 0 Gurus sold out of DXCM completely. Total sell value was $364.63 M.
Yes, 4 Gurus opened new positions in DXCM, and 2 added to their existing holdings. Total buy value was $228.91 M.