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TransMedics Group, Inc.

TMDX Healthcare
$82.18 $-2.86 (-3.36%)
Market Cap: $2.85 B
Gurus Holding
2
Popularity Rank
#3477
% of Shares Held
0.64%
Net Activity (Q2 2026)
-$21.05 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 Q2 2026, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $18.12 M.

Top institutional holders include Steven Cohen and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $21.05 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 259.3%.

Key Holders

Top 5 by Value

$12.79 M
$1.86 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$14.13 M
Total Buy Value
New Buys 1
Additions 1
-$35.18 M
Total Sell Value
Reductions 0
Sold Out 4

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
2

FAQs for TransMedics Group, Inc. (TMDX)

Major holders include Steven Cohen ($12.79 M), Cliff Asness ($1.86 M). According to the latest reported data, 2 tracked investment managers collectively hold approximately 220,541 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $21.05 M, with 2 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 4 fully exited TMDX. The total reported sell value was $35.18 M.

Yes, 1 managers opened new positions in TMDX, and 1 increased their existing holdings. The total reported buy value was $14.13 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% New Buy 192,594 $12.79 M Q2 2026
0.00% Add 259.3% 27,947 $1.86 M Q2 2026
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