DXCM
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 28.6 | P/B | 9.43 |
| EPS (TTM) | 2.07 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 39.0M | 0.0% | −2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 25.0M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19.2M | n/a | n/a |
| State Street | 17.9M | 0.0% | −1% |
| BAILLIE GIFFORD & CO | 15.6M | 1.0% | +0% |
| ALLIANCEBERNSTEIN L.P. | 12.9M | 0.3% | +50% |
Top institutional owners for DXCM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 16 | Brown Michael Jon | SELL | 2K | −$143K |
| SEP 16 | AUGUSTINOS NICHOLAS | SELL | 7K | −$550K |
| SEP 14 | Sylvain Jereme M | SELL | 4K | −$303K |
| AUG 28 | Stern Sadie | SELL | 3K | −$227K |
| AUG 24 | SAYER KEVIN R | SELL | 97 | −$9K |
| AUG 13 | Heller Bridgette P | SELL | 1K | −$89K |
0 insider buys, 17 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention DXCM yet.