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DexCom, Inc.

DXCM Healthcare
$66.16 +$1.92 (2.99%)
Market Cap: $25.46 B
Gurus Holding
11
Popularity Rank
#316
% of Shares Held
1.66%
Net Activity (Q4 2025)
-$4.77 B

Guru Ownership Trend

Guru Analysis for DexCom, Inc. (DXCM)

DexCom, Inc. (DXCM), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $422.29 M.

Top institutional holders include Cliff Asness and Renaissance Technologies.

Institutional sentiment is currently Bearish. This is evidenced by a $4.77 B net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 597.8%. Conversely, Paul Tudor Jones reduced exposure by 100.0%.

Key Holders

Top 5 by Value

$205.93 M
$80.81 M
$15.29 M
$9.91 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$224.29 M
Total Buy Value
New Buys 1
Additions 5
-$4.99 B
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
6

FAQs for DexCom, Inc. (DXCM)

Major holders include Cliff Asness ($205.93 M), Renaissance Technologies ($95.89 M), Steven Cohen ($80.81 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 6.38 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $4.77 B, with 6 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited DXCM. The total reported sell value was $4.99 B.

Yes, 1 managers opened new positions in DXCM, and 5 increased their existing holdings. The total reported buy value was $224.29 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.11% Add 597.8% 3,102,789 $205.93 M Q4 2025
0.15% Add 71.7% 1,444,796 $95.89 M Q4 2025
0.09% Reduce -45.5% 1,217,607 $80.81 M Q4 2025
0.01% Reduce -12.6% 230,413 $15.29 M Q4 2025
0.04% Add 23.9% 149,264 $9.91 M Q4 2025
0.02% Add 506.9% 82,253 $5.46 M Q4 2025
0.03% 52,000 $3.45 M Q4 2025
0.67% 42,000 $2.79 M Q4 2025
0.01% Add 118.6% 37,629 $2.5 M Q4 2025
0.00% Reduce -100.0% 24,004 $1.59 M Q4 2025
0.00% New Buy 58 $3,849 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form