TMDX
TransMedics Group, Inc. · Healthcare · Medical - Devices
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +1.9% ·
net new positions +16.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 105 | -3 | 25.87M | $1.72B | +11 | −13 |
| Q1 2026 | 110 | -2 | 27.24M | $2.71B | +6 | −9 |
| Q4 2025 | 113 | -2 | 29.10M | $3.52B | +1 | −2 |
| Q3 2025 | 21 | +2 | 20.81M | $2.34B | +2 | −1 |
| Q2 2025 | 17 | +3 | 18.14M | $2.43B | +3 | — |
| Q1 2025 | 11 | -1 | 3.86M | $259.47M | +2 | −3 |
| Q4 2024 | 12 | +2 | 3.62M | $225.65M | +3 | −1 |
| Q3 2024 | 9 | -4 | 2.19M | $344.12M | — | −4 |
| Q2 2024 | 13 | — | 2.46M | $370.15M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.36M | — | $84.87M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 1.36M | — | $84.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 772.74K | +1.2% | $48.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 772.74K | +1.2% | $48.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 366.66K | +2.4% | $22.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Baillie Gifford ✦ | 269.84K | +14.9% | $16.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Baillie Gifford ✦ | 269.84K | +14.9% | $16.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Baillie Gifford ✦ | 269.84K | +14.9% | $16.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Baillie Gifford ✦ | 269.84K | +14.9% | $16.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 258.64K | -11.9% | $16.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 258.64K | -11.9% | $16.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 232.93K | New | $14.52M | 0.0% | New | 1 | SEC ↗ |
| 13 | Millennium Management ✦ | 164.93K | +47.5% | $10.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 164.43K | -45.9% | $10.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 164.43K | -45.9% | $10.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wellington Management ✦ | 164.43K | -45.9% | $10.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wellington Management ✦ | 164.43K | -45.9% | $10.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 12.52K | New | $780,809 | 0.0% | New | 1 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 7.24K | New | $451,539 | 0.0% | New | 1 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 7.24K | New | $451,539 | 0.0% | New | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 4.23K | -53.8% | $263,866 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 4.23K | -53.8% | $263,866 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bridgewater Associates ✦ | 3.46K | -28.9% | $215,918 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $14.52M | 0.0% |
| Two Sigma Investments | $780,809 | 0.0% |
| D. E. Shaw & Co. | $451,539 | 0.0% |
| D. E. Shaw & Co. | $451,539 | 0.0% |
Exited
| Renaissance Technologies | $17.55M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 412 holders, 36.17M shares, $3.51B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.