Geode Capital Management’s Tempus AI TEM Stock Holding History

Geode Capital Management’s Portfolio TEM Stock Details TEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$121M	Buy	2,092,519 +152,312	+8%	+$7.64M	0.01%	1066
2026 Q1	$87.8M	Buy	1,940,207 +69,697	+4%	+$3.96M	0.01%	1170
2025 Q4	$110M	Buy	1,870,510 +141,680	+8%	+$11.1M	0.01%	1006
2025 Q3	$140M	Buy	1,728,830 +1,079,410	+166%	+$75.6M	0.01%	874
2025 Q2	$41.3M	Buy	649,420 +522,443	+411%	+$30M	﹤0.01%	1532
2025 Q1	$6.13M	Sell	126,977 -5,578	-4%	-$301K	﹤0.01%	2561
2024 Q4	$4.48M	Sell	132,555 -616	-0.5%	-$30.5K	﹤0.01%	2798
2024 Q3	$7.54M	Buy	133,171 +539	+0.4%	+$25.2K	﹤0.01%	2532
2024 Q2	$4.64M	Buy	+132,632	New	+$4.07M	﹤0.01%	2770

Other funds holding TEM

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

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

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management's TEM Position: Q2 2026 in Review

Geode Capital Management increased its Tempus AI (TEM) stake by 7.9% in Q2 2026, buying an estimated $7.64M and bringing the position to 2,092,519 shares worth $121M. The position accounts for 0.01% of the portfolio, ranked #1066.

Geode Capital Management first reported a position in TEM in Q2 2024 and has held it in 9 quarters since. The position peaked at $140M in Q3 2025. 488 funds tracked by Wall St. Rank hold TEM as of Q2 2026.

Geode Capital Management held 2,092,519 shares of Tempus AI worth $121M as of Q2 2026.
Geode Capital Management bought 152,312 Tempus AI shares in Q2 2026, an estimated $7.64M.
Tempus AI made up 0.01% of Geode Capital Management's portfolio in Q2 2026, its #1066 holding.
Geode Capital Management first reported a position in Tempus AI in Q2 2024 and has held it in 9 quarters since.
Geode Capital Management's Tempus AI position peaked at $140M in Q3 2025.
488 funds tracked by Wall St. Rank held Tempus AI as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.