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Sirios Capital Management’s DexCom DXCM Stock Holding History

Sirios Capital 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 		$28.3M Sell
420,418
-7,924
-2% -$528K 3.44% 5
2026
Q1 		$26.9M Sell
428,342
-2,606
-0.6% -$181K 3.26% 7
2025
Q4 		$28.6M Buy
430,948
+90,778
+27% +$5.87M 3.56% 7
2025
Q3 		$22.9M Buy
340,170
+145,682
+75% +$11.5M 2.98% 10
2025
Q2 		$17M Buy
194,488
+28,503
+17% +$2.23M 2.46% 14
2025
Q1 		$11.3M Buy
+165,985
New +$13.5M 2.02% 21

Other funds holding DXCM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sirios Capital Management's DXCM Position: Q2 2026 in Review

Sirios Capital Management reduced its DexCom (DXCM) stake by 1.8% in Q2 2026, selling an estimated $528K and leaving 420,418 shares worth $28.3M. The position accounts for 3.44% of the portfolio, ranked #5.

Sirios Capital Management first reported a position in DXCM in Q1 2025 and has held it in 6 quarters since. The position peaked at $28.6M in Q4 2025. 971 funds tracked by Wall St. Rank hold DXCM as of Q2 2026.

  • Sirios Capital Management held 420,418 shares of DexCom worth $28.3M as of Q2 2026.
  • Sirios Capital Management sold 7,924 DexCom shares in Q2 2026, an estimated $528K.
  • DexCom made up 3.44% of Sirios Capital Management's portfolio in Q2 2026, its #5 holding.
  • Sirios Capital Management first reported a position in DexCom in Q1 2025 and has held it in 6 quarters since.
  • Sirios Capital Management's DexCom position peaked at $28.6M in Q4 2025.
  • 971 funds tracked by Wall St. Rank held DexCom as of Q2 2026.

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