Avidity Partners Management’s DexCom DXCM Stock Holding History

Avidity Partners Management’s Portfolio DXCM Stock Details DXCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.74M	Buy	100,000 +10,000	+11%	+$666K	1.08%	15
2026 Q1	$5.65M	Buy	+90,000	New	+$6.27M	1.14%	15
2025 Q3	–	Sell	-210,500	Closed	-$18.4M	–	50
2025 Q2	$18.4M	Buy	210,500 +30,500	+17%	+$2.39M	3.66%	7
2025 Q1	$12.3M	Sell	180,000 -138,000	-43%	-$11.3M	2.34%	12
2024 Q4	$24.7M	Buy	318,000 +78,000	+33%	+$5.77M	2.43%	16
2024 Q3	$16.1M	Sell	240,000 -19,000	-7%	-$1.56M	0.82%	48
2024 Q2	$29.4M	Buy	259,000 +82,100	+46%	+$10.4M	1.25%	32
2024 Q1	$24.5M	Buy	+176,900	New	+$22.2M	0.79%	44
2023 Q4	–	Sell	-377,700	Closed	-$35.2M	–	80
2023 Q3	$35.2M	Buy	+377,700	New	+$42.6M	1.42%	34
2023 Q2	–	Sell	-148,000	Closed	-$17.2M	–	101
2023 Q1	$17.2M	Sell	148,000 -608,800	-80%	-$68.1M	0.57%	56
2022 Q4	$85.7M	Buy	756,800 +289,200	+62%	+$31.8M	1.86%	18
2022 Q3	$37.7M	Buy	+467,600	New	+$39.6M	0.77%	42
2020 Q1	–	Sell	-76,000	Closed	-$4.16M	–	55
2019 Q4	$4.16M	Buy	+76,000	New	+$3.6M	2.62%	18

Other funds holding DXCM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Avidity Partners Management's DXCM Position: Q2 2026 in Review

Avidity Partners Management increased its DexCom (DXCM) stake by 11% in Q2 2026, buying an estimated $666K and bringing the position to 100,000 shares worth $6.74M. The position accounts for 1.08% of the portfolio, ranked #15.

Avidity Partners Management first reported a position in DXCM in Q4 2019 and has held it in 13 quarters since. The position peaked at $85.7M in Q4 2022. 968 funds tracked by Wall St. Rank hold DXCM as of Q2 2026.

Avidity Partners Management held 100,000 shares of DexCom worth $6.74M as of Q2 2026.
Avidity Partners Management bought 10,000 DexCom shares in Q2 2026, an estimated $666K.
DexCom made up 1.08% of Avidity Partners Management's portfolio in Q2 2026, its #15 holding.
Avidity Partners Management first reported a position in DexCom in Q4 2019 and has held it in 13 quarters since.
Avidity Partners Management's DexCom position peaked at $85.7M in Q4 2022.
968 funds tracked by Wall St. Rank held DexCom as of Q2 2026.

Based on Avidity Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.