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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, Q4 2023

Institutional positions in Treace Medical Concepts, Inc. as of Dec 31, 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
127
+4 vs. Q3 2023
Shares held
41.0M
+1.82M (+4.6%) vs. Q3 2023
Total value
$522.9M
+$9.08M (+1.8%) vs. Q3 2023
New holders
32
47 more added
Sold out
28
37 more reduced

Compare with Q3 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 holdersQ4 2023: 127 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 heldQ4 2023: $522.9M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Treace Medical Concepts, Inc.; share changes are against Q3 2023.

Institutions holding TMCI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd9$00.00%+4+80.0%Added
Parallel Advisors, LLC9$1150.00%+9New
Lindbrook Capital, LLC34$4340.00%−38−52.8%Reduced
GAMMA Investing LLC56$7550.00%+56New
Glassman Wealth Services65$8290.00%+65New
Farther Finance Advisors, LLC99$1.26K0.00%+99New
SYSTM Wealth Solutions LLC124$1.58K0.00%+124New
Davis Capital Management250$3.19K0.00%+250New
Advisor Group Holdings, Inc.279$3.56K0.00%−1,485−84.2%Reduced
US Bancorp353$4.50K0.00%+268+315.3%Added
MCF Advisors LLC436$5.56K0.00%−200−31.4%Reduced
Signaturefd, LLC569$7.25K0.00%+539+1,796.7%Added
NBC Securities, Inc.894$11.0K0.00%+236+35.9%Added
Arcadia Investment Management Corp878$11.2K0.00%−358−29.0%Reduced
Hoey Investments, Inc1,000$12.8K0.00%00.0%Unchanged
RiverPark Advisors, LLC1,041$13.3K0.01%−147−12.4%Reduced
Quadrant Capital Group LLC1,398$17.8K0.00%+1,398New
FMR LLC1,682$21.4K0.00%+398+31.0%Added
Metropolitan Life Insurance Co2,790$35.6K0.00%00.0%Unchanged
CWM, LLC3,271$42.0K0.00%+46+1.4%Added
Ameritas Investment Partners, Inc.4,493$57.3K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC5,347$68.2K0.03%00.0%Unchanged
Quest Partners LLC5,370$68.5K0.01%+5,370New
Amalgamated Bank6,418$82.0K0.00%−458−6.7%Reduced
Citigroup Inc6,532$83.3K0.00%+6,421+5,784.7%Added
Newbridge Financial Services Group, Inc.7,123$90.8K0.04%+3,567+100.3%Added
Tower Research Capital LLC (TRC)9,546$121.7K0.00%+5,465+133.9%Added
HSBC Holdings PLC10,127$128.3K0.00%+10,127New
Trexquant Investment LP10,346$131.9K0.00%+10,346New
Balyasny Asset Management LLC10,867$138.6K0.00%+10,867New
Bridgefront Capital, LLC11,148$142.1K0.11%+11,148New
Price T Rowe Associates Inc11,587$148.0K0.00%+1,107+10.6%Added
Wells Fargo & Company12,665$161.5K0.00%+2,119+20.1%Added
Capstone Investment Advisors, LLC12,805$163.3K0.00%+12,805New
Arizona State Retirement System12,904$164.5K0.00%−193−1.5%Reduced
State Board of Administration of Florida Retirement System12,920$164.7K0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC12,930$164.9K0.00%+12,930New
Principal Financial Group Inc13,556$172.8K0.00%+208+1.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)14,524$185.2K0.00%+6,363+78.0%Added
Susquehanna International Group, LLP15,542$198.2K0.00%+15,542New
Fox Run Management, L.L.C.15,688$200.0K0.05%+15,688New
Jump Financial, LLC16,179$206.3K0.01%−51,311−76.0%Reduced
Envestnet Asset Management Inc16,653$212.3K0.00%+5,116+44.3%Added
Royal Bank of Canada17,445$222.0K0.00%+11,251+181.6%Added
Voya Investment Management LLC18,354$234.0K0.00%00.0%Unchanged
New York State Common Retirement Fund19,096$243.5K0.00%−476−2.4%Reduced
Algert Global LLC19,130$243.9K0.01%+19,130New
Janus Henderson Group PLC19,776$252.3K0.00%−33−0.2%Reduced
Weiss Multi-Strategy Advisers LLC20,000$255.0K0.01%+20,000New
Jane Street Group, LLC20,252$258.2K0.00%+20,252New
Mirae Asset Global Investments Co., Ltd.20,725$264.2K0.00%00.0%Unchanged
Grandeur Peak Global Advisors, LLC21,204$270.4K0.02%+21,204New
Creative Planning22,123$282.1K0.00%+1,808+8.9%Added
American International Group, Inc.22,477$286.6K0.00%−91−0.4%Reduced
Ameriprise Financial Inc23,255$296.5K0.00%−82,179−77.9%Reduced
MetLife Investment Management24,068$306.9K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The24,610$313.8K0.00%−107−0.4%Reduced
Aristides Capital LLC26,186$333.9K0.17%+26,186New
Dakota Wealth Management30,665$391.0K0.02%00.0%Unchanged
Aquatic Capital Management LLC31,600$403.0K0.01%+2,400+8.2%Added
Bridgewater Associates, LP33,520$427.4K0.00%−16,442−32.9%Reduced
Captrust Financial Advisors35,697$455.1K0.00%−23,348−39.5%Reduced
UBS Asset Management Americas Inc36,577$466.4K0.00%−417,105−91.9%Reduced
Renaissance Technologies LLC38,302$488.0K0.00%−195,698−83.6%Reduced
Legal & General Group Plc39,450$503.0K0.00%−131−0.3%Reduced
Prelude Capital Management, LLC41,400$527.9K0.05%+5,400+15.0%Added
LMR Partners LLP43,171$550.4K0.01%+43,171New
California State Teachers Retirement System48,580$619.4K0.00%−2,029−4.0%Reduced
Qube Research & Technologies Ltd49,586$632.2K0.00%−110,698−69.1%Reduced
UBS Group AG51,799$660.4K0.00%+51,674+41,339.2%Added
Tudor Investment Corp Et Al52,475$669.1K0.01%−90,055−63.2%Reduced
Occudo Quantitative Strategies LP56,126$715.6K0.10%+56,126New
Credit Suisse AG58,391$744.5K0.00%+8,808+17.8%Added
Rhumbline Advisers60,360$769.6K0.00%−479−0.8%Reduced
Alliancebernstein L.P.62,130$792.2K0.00%−4,246,712−98.6%Reduced
Simplex Trading, LLC67,350$858.0K0.03%+66,559+8,414.5%Added
Barclays PLC71,292$918.2K0.00%+54,952+336.3%Added
Gsa Capital Partners LLP78,591$1.00M0.08%+78,591New
Stifel Financial Corp79,074$1.01M0.00%+30,538+62.9%Added
Dimensional Fund Advisors LP87,024$1.11M0.00%−189,099−68.5%Reduced
Swiss National Bank90,900$1.16M0.00%−10,200−10.1%Reduced
Connor, Clark & Lunn Investment Management Ltd.96,234$1.23M0.01%+5,266+5.8%Added
Oak Ridge Investments LLC113,307$1.44M0.17%+24,642+27.8%Added
Meros Investment Management, LP119,877$1.53M0.73%+119,877New
Bank of America Corp120,957$1.54M0.00%+39,523+48.5%Added
Roubaix Capital, LLC122,785$1.57M1.10%+122,785New
Group One Trading, L.P.126,556$1.61M0.05%+126,556New
Squarepoint Ops LLC130,270$1.66M0.01%+13,476+11.5%Added
Citadel Advisors LLC133,294$1.70M0.00%+7,337+5.8%Added
Gabelli Funds LLC143,359$1.83M0.01%+2,107+1.5%Added
D. E. Shaw & Co., Inc.146,576$1.87M0.00%+78,327+114.8%Added
UBS Oconnor LLC154,913$1.98M0.06%−18,091−10.5%Reduced
Bank of New York Mellon Corp157,637$2.01M0.00%−8,713−5.2%Reduced
Invesco Ltd.165,933$2.12M0.00%−13,422−7.5%Reduced
Nuveen Asset Management, LLC171,425$2.19M0.00%−266,168−60.8%Reduced
Alyeska Investment Group, L.P.182,112$2.32M0.02%+32,746+21.9%Added
Wealth Enhancement Advisory Services, LLC250,062$3.19M0.01%+360.0%Added
State of Wisconsin Investment Board293,977$3.75M0.01%+267,782+1,022.3%Added
Intrinsic Edge Capital Management LLC318,639$4.06M0.43%+318,639New
Candriam Luxembourg S.C.A.350,000$4.46M0.03%−77,972−18.2%Reduced