DX

DXCM DEXCOM INC

2026Q2 · CUSIP 252131107 · Sector: Healthcare & Biotech

Cooling

Net holder growth weakened from last quarter

Funds that own it
979
Institutions that reported holding it to the SEC
Net increase in holders
+17
Last quarter 962 → now 979
How unusual is that
Above average
Stronger buying than 74% of US stocks
What the filings say, in one paragraph

979 funds held DXCM at the end of 2026Q2, up 17 from the quarter before. Buying has come off its highs, but funds are not exiting. On the business itself, revenue over the last 12 months was $5.0B(YoY +15.5%), the P/E is 31.2x, return on equity is 38.1%. DXCM has had 26 buying rushes in its history, and the price moved +1.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=173 2013Q4: holders=196 2014Q1: holders=212 2014Q2: holders=186 2014Q3: holders=198 2014Q4: holders=228 2015Q1: holders=242 2015Q2: holders=256 2015Q3: holders=280 2015Q4: holders=286 2016Q1: holders=262 2016Q2: holders=278 2016Q3: holders=289 2016Q4: holders=315 2017Q1: holders=320 2017Q2: holders=312 2017Q3: holders=272 2017Q4: holders=272 2018Q1: holders=277 2018Q2: holders=290 2018Q3: holders=360 2018Q4: holders=412 2019Q1: holders=454 2019Q2: holders=417 2019Q3: holders=426 2019Q4: holders=509 2020Q1: holders=592 2020Q2: holders=718 2020Q3: holders=727 2020Q4: holders=732 2021Q1: holders=731 2021Q2: holders=724 2021Q3: holders=796 2021Q4: holders=933 2022Q1: holders=860 2022Q2: holders=796 2022Q3: holders=793 2022Q4: holders=919 2023Q1: holders=904 2023Q2: holders=953 2023Q3: holders=903 2023Q4: holders=979 2024Q1: holders=1035 2024Q2: holders=1000 2024Q3: holders=890 2024Q4: holders=950 2025Q1: holders=933 2025Q2: holders=942 2025Q3: holders=915 2025Q4: holders=923 2026Q1: holders=962 2026Q2: holders=979 -137 -68.5 +0 +68.5 +137 1556211087 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 26 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 10% +37.7% —
2024Q4 Top 10% -4.0% -9.3%
2024Q1 Top 5% -40.9% -42.2%
2023Q4 Top 10% +12.2% -33.6%
2023Q2 Top 5% -8.8% +5.9%
2022Q4 Top 5% +1.5% -9.6%
2021Q4 Top 5% -25.4% -15.4%
2021Q3 Top 1% in the market -40.5% -51.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
340
Change in large funds
+39
Total value they hold
$28.5B
Funds buying for the first time
130
Funds that sold out entirely
113
Price change that quarter
+36.4%
Funds holding puts (bearish)
25
Funds holding calls (bullish)
24

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
31.2
EPS (TTM)
$2.52
EPS YoY
+76.2%
Revenue (TTM)
$5.0B
Revenue YoY
+15.5%
Net margin
20.1%
ROE
38.1%
Debt ratio
59.4%
FCF (TTM)
$1.4B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS 0.24 2022-12-31: EPS 0.23 2023-03-31: EPS 0.12 2023-06-30: EPS 0.28 2023-09-30: EPS 0.29 2023-12-31: EPS 0.61 2024-03-31: EPS 0.36 2024-06-30: EPS 0.35 2024-09-30: EPS 0.34 2024-12-31: EPS 0.37 2025-03-31: EPS 0.27 2025-06-30: EPS 0.45 2025-09-30: EPS 0.70 2025-12-31: EPS 0.67 2026-03-31: EPS 0.51 2026-06-30: EPS 0.64 0B 0.7B 1.3B $B 0.00 0.39 0.77 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 57 24 79 134 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-72M254M579M 20162017201820192020202120222023202420252026
Latest quarter $449M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.