NASDAQ · Health Care

DEXCOM INC DXCM

DexCom, Inc., a medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems for the management of diabetes and metabolic health in the United States and internationally.

Medical/Dental Instruments

Company profile

Business mix

  • The company offers Dexcom G7 and G7 15 Day, an integrated continuous glucose monitoring system; Dexcom G6, a CGM system; Dexcom ONE+ to replace fingerstick blood glucose testing for diabetes treatment decisions.
  • It markets its products directly to endocrinologists, physicians, and diabetes educators. The company was incorporated in 1999 and is headquartered in San Diego, California.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within medical devices?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 31.16 FCF 5.08% Buyback 2.04%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 1.0% $979.7M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $89.2M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +10.0% +1,419,695 / 14,179,830
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Major increase Shares 17.8% 13F value change +$489.9M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -4.9% 13F value change -$389.5M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -2.1% 13F value change -$36.5M
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 0.3% 13F value change -$52.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 14,179,830 Last 4 periods +1,419,695 (+10.0%) Total shares 15,599,525 Value $979.7M
Sands Capital Management Frank Sands 4 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$711.2M
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -4.5% 13F value change +$157.2M
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -50.4% 13F value change -$536.3M
13F 2025-12-31 Filed 2026-02-13
Sold out Shares -100.0% 13F value change -$332.0M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.