TMDX — TRANSMEDICS GROUP INC
As of Q2 2026, 37 SEC-registered investment managers reported holding TMDX (TRANSMEDICS GROUP INC) in their latest 13F filings, with a combined reported value of $536.27M across 64.49M shares. That is +45.4% by share count (+20.13M shares) versus the previous quarter, while reported value moved -12.9%. Ownership is concentrated: the five largest holders account for 48.7% of reported value and the top ten for 72.1%.
Compared with the prior quarter, 2 opened new positions, 15 added to existing stakes, 17 trimmed, 6 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
TMDX is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 3.61M | $438.58M | 0.01% | Hold |
| Fidelity International (FIL) history | Q2 2025 | 1.06M | $141.45M | 0.12% | Reduce |
| Citadel Advisors history | Q2 2026 | 1.42M | $94.13M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 894.91K | $59.45M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 559.77K | $37.18M | 0.00% | Reduce |
| Balyasny Asset Management history | Q2 2026 | 33.50M | $36.37M | 0.05% | New |
| Wellington Management Group history | Q2 2026 | 515.97K | $34.27M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 405.11K | $26.91M | 0.00% | Reduce |
| Invesco Ltd history | Q2 2026 | 394.98K | $26.23M | 0.00% | Reduce |
| Capital World Investors history | Q2 2026 | 384.67K | $25.55M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 368.86K | $24.50M | 0.00% | Add |
| Royce & Associates history | Q1 2026 | 244.38K | $24.29M | 0.24% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 328.67K | $21.83M | 0.00% | Add |
| Baillie Gifford & Co history | Q2 2026 | 267.94K | $17.80M | 0.02% | Reduce |
| Millennium Management history | Q2 2026 | 263.01K | $17.47M | 0.01% | Reduce |
| Principal Global Investors history | Q2 2026 | 240.87K | $16.00M | 0.01% | Add |
| Deutsche Bank AG history | Q2 2026 | 217.03K | $14.42M | 0.00% | Add |
| Point72 Asset Management history | Q2 2026 | 211.79K | $14.07M | 0.02% | Add |
| BNY Mellon history | Q2 2026 | 193.75K | $12.87M | 0.00% | Reduce |
| Davidson Kempner Capital Management history | Q2 2026 | 166.90K | $11.09M | 0.15% | Add |
New Positions (Q2 2026)
- Balyasny Asset Management 33.50M sh · $36.37M
- JPMorgan Chase & Co 2.88M sh · $3.15M
Fully Exited (vs previous quarter)
- Royce & Associates sold 244.38K sh · $24.29M
- Janus Henderson Group sold 73.49K sh · $7.31M
- Marshall Wace sold 15.65K sh · $1.56M
- CPP Investments sold 8.50K sh · $844.99K
- Polen Capital Management sold 7.42K sh · $737.82K
- MFS Investment Management sold 3.23K sh · $321.29K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 124.12K | 49.52K | 21.00K | 188.31K | 199.59K | 285.75K | 124.02K | 46.42K | 180.12K | 233.09K | 275.03K | 281.03K | 295.30K | 775.73K | 1.17M | 846.44K | 10.00M | 25.50M | 228.60K | 1.42M |
| Geode Capital Management | 436.88K | 455.44K | 483.30K | 481.37K | 544.64K | 570.28K | 600.72K | 642.65K | 665.92K | 700.67K | 723.44K | 753.68K | 763.79K | 772.74K | 793.41K | 804.65K | 813.57K | 816.47K | 839.15K | 894.91K |
| Goldman Sachs Group | 20.72K | 15.44K | 26.18K | 38.47K | 172.91K | 122.18K | 98.22K | 317.83K | 358.33K | 397.28K | 285.07K | 293.41K | 539.85K | 420.79K | 507.51K | 343.57K | 763.58K | 965.93K | 866.28K | 559.77K |
| Balyasny Asset Management | — | — | — | — | — | 98.30K | — | — | — | — | — | — | — | — | 11.47K | 40.96K | 59.10K | 19.30K | — | 33.50M |
| Wellington Management Group | — | — | — | — | — | — | — | — | — | — | — | 314.35K | 303.77K | 164.43K | 1.50M | 1.50M | 216.14K | 433.32K | 486.47K | 515.97K |
| Morgan Stanley | 126.16K | 53.42K | 25.55K | 61.27K | 368.58K | 332.89K | 530.88K | 591.34K | 513.80K | 479.85K | 444.91K | 511.64K | 1.79M | 360.00K | 2.18M | 1.95M | 2.95M | 950.00K | 950.00K | 405.11K |
| Invesco Ltd | 11.41K | 11.17K | 10.92K | 229.45K | 340.26K | 311.33K | 620.85K | 1.28M | 1.25M | 1.14M | 1.28M | 2.00M | 2.00M | 2.00M | 2.00M | 2.00M | 1.00M | 2.00M | 2.00M | 394.98K |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 227.44K | 227.44K | 227.44K | 227.44K | 374.18K | 384.67K |
| Northern Trust Corp | 287.07K | 284.84K | 274.41K | 277.90K | 306.57K | 311.63K | 317.19K | 333.89K | 337.23K | 296.55K | 288.49K | 279.90K | 314.53K | 354.62K | 361.96K | 352.73K | 347.47K | 339.22K | 338.16K | 368.86K |
| Charles Schwab Investment Management | 188.93K | 192.73K | 200.85K | 194.31K | 226.01K | 233.55K | 233.66K | 241.00K | 249.17K | 253.52K | 257.32K | 265.06K | 271.69K | 297.43K | 304.37K | 315.13K | 320.79K | 323.03K | 318.93K | 328.67K |
| Baillie Gifford & Co | 1.22K | 28.97K | 35.18K | 33.73K | 35.27K | 253.32K | 252.97K | 241.55K | 338.16K | 308.98K | 303.16K | 257.47K | 234.89K | 269.84K | 259.68K | 262.96K | 260.72K | 316.47K | 305.19K | 267.94K |
| Millennium Management | — | — | — | 241.31K | 77.50K | 142.96K | 9.92K | 35.04K | 100.31K | 83.23K | 203.18K | 83.91K | 121.14K | 172.82K | 75.30K | 175.21K | 135.81K | 194.93K | 311.88K | 263.01K |
| Principal Global Investors | 37.92K | 24.32K | 17.15K | 44.73K | 9.33K | 40.21K | 27.95K | 26.68K | 18.07K | 21.93K | 7.98K | 56.17K | 202.29K | 192.95K | 198.43K | 188.04K | 242.04K | 193.78K | 231.43K | 240.87K |
| Deutsche Bank AG | 44.30K | 45.97K | 17.72K | 15.79K | 63.17K | 78.45K | 50.02K | 135.66K | 163.15K | 132.75K | 136.05K | 162.21K | 168.01K | 521.00K | 461.00K | 133.00K | 172.62K | 164.57K | 195.43K | 217.03K |
| Point72 Asset Management | — | — | — | 11.10K | — | — | 1.10K | 834 | — | — | 60.00K | — | — | — | — | — | — | 13.00K | 12.30K | 211.79K |
| BNY Mellon | 100.11K | 635.89K | 589.82K | 683.12K | 638.68K | 467.54K | 417.78K | 397.09K | 760.10K | 687.02K | 531.89K | 420.73K | 200.00K | 200.00K | 209.68K | 221.28K | 200.00K | 150.00K | 211.37K | 193.75K |
| Davidson Kempner Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 69.20K | 103.80K | 146.40K | 146.40K | 146.40K | 166.90K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.70M | 4.95M | 4.70M | 4.40M | 4.40M | 5.40M | 7.22M | 9.32M |
| PSP Investments | — | — | — | — | — | — | — | — | — | — | — | — | 70.57K | 83.59K | 106.48K | 115.33K | 132.97K | 118.26K | 122.25K | 118.75K |
| Fidelity Management & Research (FMR) | 4.15M | 4.17M | 4.20M | 4.20M | 3.94M | 3.28M | 3.26M | 3.31M | 4.71M | 4.83M | 4.84M | 7.21M | 7.14M | 25.03M | 5.68M | 5.68M | 5.43M | 5.43M | 5.43M | 5.58M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details