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Treace Medical Concepts, Inc.

TMCI
Exchange
Nasdaq
Industry
Surgical & Medical Instruments & Apparatus
SEC CIK
0001630627

In the last 90 days, Treace Medical Concepts, Inc. insiders filed 1 open-market purchase and 0 sales; 116 institutions reported holding it in 13F filings for Q2 2026, worth $126.8M in total; no superinvestor holds it.

13F holders, Q3 2023

Institutional positions in Treace Medical Concepts, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
123
−14 vs. Q2 2023
Shares held
39.2M
+255.3K (+0.7%) vs. Q2 2023
Total value
$513.8M
−$481.9M (−48.4%) vs. Q2 2023
New holders
24
63 more added
Sold out
38
29 more reduced

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TMCI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 123 institutions
Q1 2021: 1 institutionQ2 2021: 71 institutionsQ3 2021: 62 institutionsQ4 2021: 77 institutionsQ1 2022: 75 institutionsQ2 2022: 84 institutionsQ3 2022: 91 institutionsQ4 2022: 106 institutionsQ1 2023: 123 institutionsQ2 2023: 137 institutionsQ3 2023: 123 institutionsQ4 2023: 127 institutionsQ1 2024: 132 institutionsQ2 2024: 128 institutionsQ3 2024: 134 institutionsQ4 2024: 135 institutionsQ1 2025: 138 institutionsQ2 2025: 125 institutionsQ3 2025: 119 institutionsQ4 2025: 115 institutionsQ1 2026: 118 institutionsQ2 2026: 116 institutions
Value heldQ3 2023: $513.8M
Q1 2021: $6.00KQ2 2021: $406.7MQ3 2021: $350.7MQ4 2021: $431.0MQ1 2022: $385.4MQ2 2022: $331.6MQ3 2022: $575.8MQ4 2022: $617.6MQ1 2023: $895.1MQ2 2023: $995.8MQ3 2023: $513.8MQ4 2023: $522.9MQ1 2024: $538.0MQ2 2024: $264.3MQ3 2024: $229.8MQ4 2024: $277.8MQ1 2025: $315.3MQ2 2025: $226.1MQ3 2025: $260.3MQ4 2025: $87.8MQ1 2026: $48.3MQ2 2026: $126.8M
Institutions holding TMCI and their total value by quarter
QuarterHoldersValue
Q2 2026116$126.8M
Q1 2026118$48.3M
Q4 2025115$87.8M
Q3 2025119$260.3M
Q2 2025125$226.1M
Q1 2025138$315.3M
Q4 2024135$277.8M
Q3 2024134$229.8M
Q2 2024128$264.3M
Q1 2024132$538.0M
Q4 2023127$522.9M
Q3 2023123$513.8M
Q2 2023137$995.8M
Q1 2023123$895.1M
Q4 2022106$617.6M
Q3 202291$575.8M
Q2 202284$331.6M
Q1 202275$385.4M
Q4 202177$431.0M
Q3 202162$350.7M
Q2 202171$406.7M
Q1 20211$6.00K

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Treace Medical Concepts, Inc.; share changes are against Q2 2023.

Institutions holding TMCI in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd5$00.00%−1−16.7%Reduced
Nisa Investment Advisors, LLC10$1310.00%−16−61.5%Reduced
Russell Investments Group, Ltd.17$2230.00%−283,174−100.0%Reduced
Signaturefd, LLC30$3930.00%+30New
Lindbrook Capital, LLC72$9440.00%+48+200.0%Added
Valley National Advisers Inc45$1.00K0.00%+45New
US Bancorp85$1.11K0.00%+85New
Citigroup Inc111$1.46K0.00%−14,357−99.2%Reduced
UBS Group AG125$1.64K0.00%−33,199−99.6%Reduced
Huntington National Bank127$1.67K0.00%+127New
Comerica Bank569$7.46K0.00%+569New
NBC Securities, Inc.658$8.00K0.00%+658New
MCF Advisors LLC636$8.34K0.00%−1,327−67.6%Reduced
Simplex Trading, LLC791$10.0K0.00%+664+522.8%Added
Hoey Investments, Inc1,000$13.1K0.00%+1,000New
RiverPark Advisors, LLC1,188$15.6K0.01%+1,188New
Arcadia Investment Management Corp1,236$16.2K0.00%−2,471−66.7%Reduced
FMR LLC1,284$16.8K0.00%+521+68.3%Added
Advisor Group Holdings, Inc.1,764$23.1K0.00%+1,035+142.0%Added
Metropolitan Life Insurance Co2,790$36.6K0.00%+296+11.9%Added
CWM, LLC3,225$42.0K0.00%+3,046+1,701.7%Added
Newbridge Financial Services Group, Inc.3,556$46.6K0.02%+733+26.0%Added
Tower Research Capital LLC (TRC)4,081$53.5K0.00%+2,296+128.6%Added
Van Eck Associates Corp4,093$54.0K0.00%+1,340+48.7%Added
Ameritas Investment Partners, Inc.4,493$58.9K0.00%+759+20.3%Added
VisionPoint Advisory Group, LLC5,347$70.1K0.03%00.0%Unchanged
FWL Investment Management, LLC5,347$70.1K0.05%+5,347New
Royal Bank of Canada6,194$81.0K0.00%+1,593+34.6%Added
Amalgamated Bank6,876$90.0K0.00%+482+7.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)8,161$107.0K0.00%+1,376+20.3%Added
XTX Topco Ltd10,174$133.4K0.02%+10,174New
Price T Rowe Associates Inc10,480$138.0K0.00%+1,323+14.4%Added
Wells Fargo & Company10,546$138.3K0.00%−10,545−50.0%Reduced
Spouting Rock Asset Management, LLC11,260$147.6K0.05%+11,260New
Envestnet Asset Management Inc11,537$151.3K0.00%+11,537New
State Board of Administration of Florida Retirement System12,920$169.4K0.00%+80+0.6%Added
Arizona State Retirement System13,097$171.7K0.00%+1,910+17.1%Added
HighTower Advisors, LLC13,535$174.0K0.00%+4,943+57.5%Added
Principal Financial Group Inc13,348$175.0K0.00%−187−1.4%Reduced
Barclays PLC16,340$199.3K0.00%−2,934−15.2%Reduced
Numerai GP LLC16,564$217.2K0.07%+16,564New
Voya Investment Management LLC18,354$240.6K0.00%+369+2.1%Added
Voloridge Investment Management, LLC18,677$244.9K0.00%+18,677New
Two Sigma Advisers, LP19,100$250.4K0.00%−42,400−68.9%Reduced
New York State Common Retirement Fund19,572$256.6K0.00%+177+0.9%Added
Janus Henderson Group PLC19,809$259.7K0.00%+13+0.1%Added
Creative Planning20,315$266.3K0.00%+1,495+7.9%Added
Mirae Asset Global Investments Co., Ltd.20,725$271.7K0.00%00.0%Unchanged
Deutsche Bank AG22,446$294.3K0.00%−348,893−94.0%Reduced
American International Group, Inc.22,568$295.9K0.00%+803+3.7%Added
MetLife Investment Management24,068$315.5K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The24,717$324.0K0.00%+6,240+33.8%Added
Ghisallo Capital Management LLC25,000$327.8K0.03%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd25,464$333.8K0.03%+25,464New
State of Wisconsin Investment Board26,195$343.4K0.00%+26,195New
Aquatic Capital Management LLC29,200$383.0K0.02%+10,200+53.7%Added
Dakota Wealth Management30,665$402.0K0.02%+40.0%Added
Marshall Wace, LLP32,531$426.5K0.00%+32,531New
Prelude Capital Management, LLC36,000$472.0K0.04%+20,001+125.0%Added
Legal & General Group Plc39,581$518.9K0.00%+3,408+9.4%Added
Two Sigma Investments, LP39,774$521.4K0.00%−70,531−63.9%Reduced
Stifel Financial Corp48,536$636.3K0.00%+1,719+3.7%Added
Credit Suisse AG49,583$650.0K0.00%+1,662+3.5%Added
Bridgewater Associates, LP49,962$655.0K0.00%+49,962New
California State Teachers Retirement System50,609$663.5K0.00%+521+1.0%Added
Captrust Financial Advisors59,045$774.1K0.00%+4,252+7.8%Added
Rhumbline Advisers60,839$797.6K0.00%+2,123+3.6%Added
Jump Financial, LLC67,490$884.8K0.03%+28,273+72.1%Added
D. E. Shaw & Co., Inc.68,249$894.7K0.00%−172,714−71.7%Reduced
Bank of America Corp81,434$1.07M0.00%+22,283+37.7%Added
Oak Ridge Investments LLC88,665$1.16M0.15%−4,076−4.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.90,968$1.19M0.01%+40,048+78.6%Added
SEI Investments Co94,249$1.24M0.00%−119,892−56.0%Reduced
Swiss National Bank101,100$1.33M0.00%+14,300+16.5%Added
First Trust Advisors LP101,876$1.34M0.00%−5,749−5.3%Reduced
Ameriprise Financial Inc105,434$1.38M0.00%−72,324−40.7%Reduced
Squarepoint Ops LLC116,794$1.53M0.01%+99,359+569.9%Added
Goldman Sachs Group Inc122,051$1.60M0.00%+5,313+4.6%Added
Citadel Advisors LLC125,957$1.65M0.00%+62,571+98.7%Added
Walleye Capital LLC139,839$1.83M0.03%+88,239+171.0%Added
Gabelli Funds LLC141,252$1.85M0.02%+64,959+85.1%Added
Tudor Investment Corp Et Al142,530$1.87M0.03%+142,530New
Alyeska Investment Group, L.P.149,366$1.96M0.01%+149,366New
Qube Research & Technologies Ltd160,284$2.10M0.01%+95,194+146.2%Added
Neuberger Berman Group LLC162,061$2.12M0.00%−870−0.5%Reduced
Putnam Investments LLC164,228$2.15M0.00%−105,060−39.0%Reduced
Bank of New York Mellon Corp166,350$2.18M0.00%+3,051+1.9%Added
UBS Oconnor LLC173,004$2.27M0.04%+60,551+53.8%Added
Invesco Ltd.179,355$2.35M0.00%+162,871+988.1%Added
Morgan Stanley213,506$2.80M0.00%−231,152−52.0%Reduced
Formula Growth Ltd222,269$2.91M0.99%+104,519+88.8%Added
Polar Asset Management Partners Inc.222,671$2.92M0.07%+222,671New
Renaissance Technologies LLC234,000$3.07M0.01%+234,000New
Wealth Enhancement Advisory Services, LLC250,026$3.28M0.01%+250,026New
Silvercrest Asset Management Group LLC271,981$3.57M0.03%+48,224+21.6%Added
Dimensional Fund Advisors LP276,123$3.62M0.00%+200,654+265.9%Added
Charles Schwab Investment Management Inc336,249$4.41M0.00%+51,892+18.2%Added
JPMorgan Chase & Co348,568$4.57M0.00%−30,545−8.1%Reduced
Oberweis Asset Management Inc355,600$4.66M0.50%+104,100+41.4%Added
Novo Holdings A/S360,000$4.72M0.35%00.0%Unchanged