Hudson Value Partners’s DexCom DXCM Stock Holding History

Hudson Value Partners’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
2025 Q4	–	Sell	-5,980	Closed	-$402K	–	110
2025 Q3	$402K	Sell	5,980 -2,000	-25%	-$158K	0.12%	89
2025 Q2	$697K	Sell	7,980 -1,540	-16%	-$121K	0.24%	73
2025 Q1	$650K	Hold	9,520	–	–	0.24%	73
2024 Q4	$740K	Hold	9,520	–	–	0.28%	65
2024 Q3	$638K	Sell	9,520 -40	-0.4%	-$3.29K	0.25%	69
2024 Q2	$1.08M	Hold	9,560	–	–	0.46%	59
2024 Q1	$1.33M	Buy	9,560 +10	+0.1%	+$1.26K	0.56%	48
2023 Q4	$1.19M	Buy	+9,550	New	+$976K	0.55%	55

Other funds holding DXCM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Hudson Value Partners's DXCM Position: Q4 2025 in Review

Hudson Value Partners sold out of DexCom (DXCM) in Q4 2025, closing a stake of 5,980 shares — an estimated $402K sold.

Hudson Value Partners first reported a position in DXCM in Q4 2023 and held it in 8 quarters. The position peaked at $1.33M in Q1 2024. 920 funds tracked by Wall St. Rank hold DXCM as of Q4 2025.

Hudson Value Partners reported no remaining DexCom position as of Q4 2025 after selling out during the quarter.
Hudson Value Partners sold 5,980 DexCom shares in Q4 2025, an estimated $402K.
Hudson Value Partners first reported a position in DexCom in Q4 2023 and held it in 8 quarters.
Hudson Value Partners's DexCom position peaked at $1.33M in Q1 2024.
920 funds tracked by Wall St. Rank held DexCom as of Q4 2025.

Based on Hudson Value Partners's 13F filing for Q4 2025, filed 28 Jan 2026.