Balyasny Asset Management’s DexCom DXCM Stock Holding History

Balyasny Asset 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 Q1	–	Sell	-7,600	Closed	-$504K	–	3036
2025 Q4	$504K	Sell	7,600 -18,000	-70%	-$1.16M	﹤0.01%	2521
2025 Q3	$1.72M	Sell	25,600 -26,400	-51%	-$2.09M	﹤0.01%	1879
2025 Q2	$4.54M	Sell	52,000 -2,300	-4%	-$180K	0.01%	1335
2025 Q1	$3.71M	Buy	54,300 +32,800	+153%	+$2.68M	0.01%	1397
2024 Q4	$1.67M	Sell	21,500 -500	-2%	-$37K	﹤0.01%	1738
2024 Q3	$1.47M	Buy	+22,000	New	+$1.81M	﹤0.01%	1804
2023 Q4	–	Sell	-130,000	Closed	-$12.1M	–	2573
2023 Q3	$12.1M	Buy	+130,000	New	+$14.7M	0.02%	777
2017 Q4	–	Sell	-80,000	Closed	-$979K	–	2114
2017 Q3	$979K	Buy	+80,000	New	+$1.41M	﹤0.01%	1168

Other funds holding DXCM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Balyasny Asset Management's DXCM Position: Q1 2026 in Review

Balyasny Asset Management reduced its DexCom (DXCM) stake by 44% in Q1 2026, selling an estimated $31.2M and leaving 566,312 shares worth $35.6M. The position accounts for 0.05% of the portfolio, ranked #472.

Balyasny Asset Management first reported a position in DXCM in Q3 2015 and has held it in 29 quarters since. The position peaked at $113M in Q4 2022. 956 funds tracked by Wall St. Rank hold DXCM as of Q1 2026.

Balyasny Asset Management held 566,312 shares of DexCom worth $35.6M as of Q1 2026.
Balyasny Asset Management sold 448,534 DexCom shares in Q1 2026, an estimated $31.2M.
DexCom made up 0.05% of Balyasny Asset Management's portfolio in Q1 2026, its #472 holding.
Balyasny Asset Management first reported a position in DexCom in Q3 2015 and has held it in 29 quarters since.
Balyasny Asset Management's DexCom position peaked at $113M in Q4 2022.
956 funds tracked by Wall St. Rank held DexCom as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.