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
- 29
- Reported value
- $4.1bn
- Buyers
- 19
- Sellers
- 10
Breadth +9 among 95 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 22
- Reported value
- $25.9bn
- Buyers
- 13
- Sellers
- 10
Breadth +3 among 95 comparable managers.
Who holds both, Q3 2025
Both (12)
Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Woodline Partners LP
Only DXCM (17)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Citadel Advisors LLC, D. E. Shaw & Co., GAMCO Investors Inc, Holocene Advisors LP, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC, Winton Group Ltd
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.