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DXCM · VRTX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

DXCMVRTX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • DXCM
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterDXCMVRTX
Q3 202025 holders, $9.9bn31 holders, $21.9bn
Q4 202024 holders, $8.8bn30 holders, $18.4bn
Q1 202122 holders, $8.4bn31 holders, $15.4bn
Q2 202117 holders, $9.4bn30 holders, $12.7bn
Q3 202122 holders, $12.0bn35 holders, $10.1bn
Q4 202133 holders, $11.1bn28 holders, $12.4bn
Q1 202225 holders, $9.9bn23 holders, $16.1bn
Q2 202229 holders, $5.6bn25 holders, $18.1bn
Q3 202224 holders, $6.0bn22 holders, $18.4bn
Q4 202226 holders, $8.3bn28 holders, $18.4bn
Q1 202333 holders, $8.9bn26 holders, $21.4bn
Q2 202328 holders, $8.9bn27 holders, $24.7bn
Q3 202332 holders, $6.9bn33 holders, $24.3bn
Q4 202328 holders, $10.0bn32 holders, $28.6bn
Q1 202429 holders, $10.7bn31 holders, $29.8bn
Q2 202430 holders, $8.8bn29 holders, $33.4bn
Q3 202426 holders, $4.7bn27 holders, $33.5bn
Q4 202431 holders, $5.1bn26 holders, $28.5bn
Q1 202524 holders, $3.7bn21 holders, $35.4bn
Q2 202520 holders, $4.5bn21 holders, $32.3bn
Q3 202529 holders, $4.1bn22 holders, $25.9bn
Q4 202528 holders, $4.6bn26 holders, $31.8bn
Q1 202625 holders, $4.6bn25 holders, $31.8bn
Q2 202617 holders, $4.6bn26 holders, $34.6bn
DXCM

Dexcom Inc

Holders
28
Reported value
$4.6bn
Buyers
21
Sellers
21

Breadth 0 among 92 comparable managers.

Medical devices and instrumentsHealthcare: biopharma and medtech · L3VLUPSurgical, medical and electromedical devices
VRTX

Vertex Pharmaceuticals Inc

Holders
26
Reported value
$31.8bn
Buyers
19
Sellers
20

Breadth -1 among 92 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations

Who holds both, Q4 2025

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DXCM (10)

AQR Capital Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Walleye Capital LLC

Only VRTX (8)

ARK Investment Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Marshall Wace LLP, T. Rowe Price Associates Inc, 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.

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