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What smart money is saying about DexCom, Inc.United States flag

DXCM · Healthcare · Medical - Devices · Market cap $24.58B

5 funds in our archive have pitched DexCom, Inc. — most recently Alpha Wealth Funds in March 2026.

Company profile

DexCom, Inc., a medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems in the United States and internationally. The company provides its systems for use by people with diabetes, as well as for use by healthcare providers. Its products include DexCom G6, an integrated CGM system for diabetes management; Dexcom Real-Time API, which enables invited third-party developers to integrate real-time CGM data into their digital health applications and devices; Dexcom ONE, that is designed to replace finger stick blood glucose testing for diabetes treatment decisions; and Dexcom Share, a remote monitoring system. The company's products candidature comprises Dexcom G7, a next generation G7 CGM system. DexCom, Inc. has a collaboration and license agreement with Verily Life Sciences LLC and Verily Ireland Limited to develop blood-based or interstitial glucose monitoring products. The company markets its products directly to endocrinologists, physicians, and diabetes educators. DexCom, Inc. was incorporated in 1999 and is headquartered in San Diego, California.

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2
Reported positions
0
Bought
0
Sold
7
Letters

Position history

Between Q3 2025 and Q2 2026, 2 fund letters reported a position in DexCom, Inc., with no move described.

Fund letters reporting a position in DexCom, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20262000
Q1 20260001
Q4 20250002
Q3 20250002

Fund activity · 2 positions

  • HoldsAmati Global Investors WS Amati Global Innovation Fund
    June 2026

    Listed in Amati Global Investors WS Amati Global Innovation Fund’s reported holdings.

    Read the letterDexCom, Inc.
  • HoldsAmati Global Investors WS Amati Global Innovation Fund (B Share Class)
    June 2026

    Listed in Amati Global Investors WS Amati Global Innovation Fund (B Share Class)’s reported holdings.

    Read the letterDexCom, Inc.

Fund coverage · 5 theses

  • Alpha Wealth Funds
    March 2026

    DexCom is a leading CGM company targeting large Type 2 diabetes expansion and Medicare coverage for significant long-term growth.

    Read the full thesis
  • Aristotle Focus Growth
    December 2025

    DexCom is a CGM leader with favorable reimbursement, product innovation, and large untapped markets supporting sustained growth at a justified premium valuation.

    Read the full thesis
  • Aristotle Large Cap Growth
    December 2025

    DexCom is a leading CGM company with low market penetration, strong reimbursement, and new products supporting sustained double-digit growth and a justified premium.

    Read the full thesis
  • Aristotle Core Equity
    September 2025

    Dexcom is a strong investment opportunity in the medical device sector, specializing in continuous glucose monitoring systems with significant growth potential and a solid financial foundation.

    Read the full thesis
  • Bell Global Equities Fund
    August 2025

    Dexcom is a fast-growing US MedTech company specializing in continuous glucose monitoring systems, poised for significant growth due to its strong market position and expanding opportunities in type 2 diabetes management.

    Read the full thesis

Read every full thesis on DexCom, Inc.

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