Holders over time
- DXCM
- VRTX
| Quarter | DXCM | VRTX |
|---|---|---|
| Q3 2020 | 25 holders, $9.9bn | 31 holders, $21.9bn |
| Q4 2020 | 24 holders, $8.8bn | 30 holders, $18.4bn |
| Q1 2021 | 22 holders, $8.4bn | 31 holders, $15.4bn |
| Q2 2021 | 17 holders, $9.4bn | 30 holders, $12.7bn |
| Q3 2021 | 22 holders, $12.0bn | 35 holders, $10.1bn |
| Q4 2021 | 33 holders, $11.1bn | 28 holders, $12.4bn |
| Q1 2022 | 25 holders, $9.9bn | 23 holders, $16.1bn |
| Q2 2022 | 29 holders, $5.6bn | 25 holders, $18.1bn |
| Q3 2022 | 24 holders, $6.0bn | 22 holders, $18.4bn |
| Q4 2022 | 26 holders, $8.3bn | 28 holders, $18.4bn |
| Q1 2023 | 33 holders, $8.9bn | 26 holders, $21.4bn |
| Q2 2023 | 28 holders, $8.9bn | 27 holders, $24.7bn |
| Q3 2023 | 32 holders, $6.9bn | 33 holders, $24.3bn |
| Q4 2023 | 28 holders, $10.0bn | 32 holders, $28.6bn |
| Q1 2024 | 29 holders, $10.7bn | 31 holders, $29.8bn |
| Q2 2024 | 30 holders, $8.8bn | 29 holders, $33.4bn |
| Q3 2024 | 26 holders, $4.7bn | 27 holders, $33.5bn |
| Q4 2024 | 31 holders, $5.1bn | 26 holders, $28.5bn |
| Q1 2025 | 24 holders, $3.7bn | 21 holders, $35.4bn |
| Q2 2025 | 20 holders, $4.5bn | 21 holders, $32.3bn |
| Q3 2025 | 29 holders, $4.1bn | 22 holders, $25.9bn |
| Q4 2025 | 28 holders, $4.6bn | 26 holders, $31.8bn |
| Q1 2026 | 25 holders, $4.6bn | 25 holders, $31.8bn |
| Q2 2026 | 17 holders, $4.6bn | 26 holders, $34.6bn |
Dexcom Inc
- Holders
- 31
- Reported value
- $5.1bn
- Buyers
- 17
- Sellers
- 13
Breadth +4 among 94 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 26
- Reported value
- $28.5bn
- Buyers
- 14
- Sellers
- 13
Breadth +1 among 94 comparable managers.
Who holds both, Q4 2024
Both (19)
AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Winton Group Ltd, Woodline Partners LP
Only DXCM (12)
Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.