Sessa Capital’s Tandem Diabetes Care TNDM Stock Holding History

Sessa Capital’s Portfolio TNDM Stock Details TNDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$77M	Buy	5,100,000 +369,243	+8%	+$6.45M	1.29%	17
2026 Q1	$90.7M	Sell	4,730,757 -269,243	-5%	-$5.85M	1.65%	14
2025 Q4	$110M	Hold	5,000,000	–	–	2.05%	11
2025 Q3	$60.7M	Hold	5,000,000	–	–	1.44%	15
2025 Q2	$93.2M	Buy	5,000,000 +533,693	+12%	+$10.6M	2.73%	9
2025 Q1	$85.6M	Buy	+4,466,307	New	+$131M	3.34%	11
2023 Q2	–	Sell	-121,820	Closed	-$4.95M	–	36
2023 Q1	$4.95M	Buy	+121,820	New	+$5.04M	0.19%	34

Other funds holding TNDM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

FGP

Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return

Sessa Capital's TNDM Position: Q2 2026 in Review

Sessa Capital increased its Tandem Diabetes Care (TNDM) stake by 7.8% in Q2 2026, buying an estimated $6.45M and bringing the position to 5,100,000 shares worth $77M. The position accounts for 1.29% of the portfolio, ranked #17.

Sessa Capital first reported a position in TNDM in Q1 2023 and has held it in 7 quarters since. The position peaked at $110M in Q4 2025. 273 funds tracked by Wall St. Rank hold TNDM as of Q2 2026.

Sessa Capital held 5,100,000 shares of Tandem Diabetes Care worth $77M as of Q2 2026.
Sessa Capital bought 369,243 Tandem Diabetes Care shares in Q2 2026, an estimated $6.45M.
Tandem Diabetes Care made up 1.29% of Sessa Capital's portfolio in Q2 2026, its #17 holding.
Sessa Capital first reported a position in Tandem Diabetes Care in Q1 2023 and has held it in 7 quarters since.
Sessa Capital's Tandem Diabetes Care position peaked at $110M in Q4 2025.
273 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q2 2026.

Based on Sessa Capital's 13F filing for Q2 2026, filed 14 Aug 2026.