🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

TransMedics Group, Inc.

TMDX Healthcare
$72.26 +$1.13 (1.59%)
Market Cap: $2.5 B
Gurus Holding
5
Popularity Rank
#1685
% of Shares Held
1.05%
Net Activity (Q1 2026)
+$4.53 M

Guru Ownership Trend

Guru Analysis for TransMedics Group, Inc. (TMDX)

TransMedics Group, Inc. (TMDX), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $26.14 M.

Top institutional holders include Chuck Royce and Paul Tudor Jones.

Institutional sentiment is currently Bullish. This is evidenced by a $4.53 M net inflow during the quarter.

Recent activity highlights John Hussman who increased their stake by 114.3%. Conversely, Joel Greenblatt reduced exposure by 7.5%.

Key Holders

Top 5 by Value

$24.29 M
$3.76 M
$3.13 M
$773,310

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$6.09 M
Total Buy Value
New Buys 1
Additions 3
-$1.56 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
4

FAQs for TransMedics Group, Inc. (TMDX)

Major holders include Chuck Royce ($24.29 M), Paul Tudor Jones ($4 M), Joel Greenblatt ($3.76 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 361,698 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $4.53 M, with 4 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited TMDX. The total reported sell value was $1.56 M.

Yes, 1 managers opened new positions in TMDX, and 3 increased their existing holdings. The total reported buy value was $6.09 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.24% Add 0.5% 244,382 $24.29 M Q1 2026
0.01% New Buy 40,217 $4 M Q1 2026
0.01% Reduce -7.5% 37,820 $3.76 M Q1 2026
0.68% Add 114.3% 31,500 $3.13 M Q1 2026
0.00% Add 61.8% 7,779 $773,310 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form