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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, Q1 2024

Institutional positions in Treace Medical Concepts, Inc. as of Mar 31, 2024. 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
132
+5 vs. Q4 2023
Shares held
41.3M
+280.1K (+0.7%) vs. Q4 2023
Total value
$538.0M
+$15.1M (+2.9%) vs. Q4 2023
New holders
19
48 more added
Sold out
14
47 more reduced

Compare with Q4 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 holdersQ1 2024: 132 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 heldQ1 2024: $538.0M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Treace Medical Concepts, Inc.; share changes are against Q4 2023.

Institutions holding TMCI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd8$00.00%−1−11.1%Reduced
Parallel Advisors, LLC9$1170.00%00.0%Unchanged
Rothschild Investment LLC10$1310.00%+10New
Nisa Investment Advisors, LLC27$3520.00%+27New
Lindbrook Capital, LLC34$4440.00%00.0%Unchanged
Smartleaf Asset Management LLC54$6670.00%+54New
Comerica Bank63$8160.00%+63New
Farther Finance Advisors, LLC79$9880.00%−20−20.2%Reduced
Catalyst Funds Management Pty Ltd100$1.30K0.00%+100New
SYSTM Wealth Solutions LLC124$1.62K0.00%00.0%Unchanged
GAMMA Investing LLC131$1.71K0.00%+75+133.9%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC171$2.23K0.00%+171New
Advisor Group Holdings, Inc.200$2.61K0.00%−79−28.3%Reduced
Davis Capital Management250$3.13K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)243$3.17K0.00%−9,303−97.5%Reduced
US Bancorp412$5.38K0.00%+59+16.7%Added
Signaturefd, LLC569$7.42K0.00%00.0%Unchanged
NBC Securities, Inc.894$11.0K0.00%00.0%Unchanged
MCF Advisors LLC907$11.8K0.00%+471+108.0%Added
Hoey Investments, Inc1,000$13.1K0.00%00.0%Unchanged
Quest Partners LLC1,198$15.6K0.00%−4,172−77.7%Reduced
Quadrant Capital Group LLC1,423$18.6K0.00%+25+1.8%Added
Amalgamated Bank1,541$20.0K0.00%−4,877−76.0%Reduced
Arcadia Investment Management Corp1,640$21.4K0.00%+762+86.8%Added
Quarry LP1,903$24.8K0.01%+1,903New
FMR LLC2,336$30.5K0.00%+654+38.9%Added
Metropolitan Life Insurance Co2,790$36.4K0.00%00.0%Unchanged
CWM, LLC3,271$43.0K0.00%00.0%Unchanged
Aquatic Capital Management LLC3,900$50.9K0.00%−27,700−87.7%Reduced
Ameritas Investment Partners, Inc.4,493$58.6K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC5,347$69.8K0.03%00.0%Unchanged
Newbridge Financial Services Group, Inc.6,773$88.4K0.04%−350−4.9%Reduced
Citigroup Inc7,562$98.7K0.00%+1,030+15.8%Added
RiverPark Advisors, LLC8,993$117.4K0.10%+7,952+763.9%Added
Royal Bank of Canada10,023$131.0K0.00%−7,422−42.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)10,458$136.5K0.00%−4,066−28.0%Reduced
Arizona State Retirement System12,712$165.9K0.00%−192−1.5%Reduced
Price T Rowe Associates Inc12,972$170.0K0.00%+1,385+12.0%Added
Principal Financial Group Inc13,297$173.5K0.00%−259−1.9%Reduced
Boothbay Fund Management, LLC15,098$197.0K0.01%+15,098New
Wells Fargo & Company15,624$203.9K0.00%+2,959+23.4%Added
Manufacturers Life Insurance Company, The18,092$236.1K0.00%−6,518−26.5%Reduced
Envestnet Asset Management Inc19,018$248.2K0.00%+2,365+14.2%Added
New York State Common Retirement Fund19,076$248.9K0.00%−20−0.1%Reduced
Janus Henderson Group PLC19,779$257.6K0.00%+30.0%Added
Susquehanna International Group, LLP19,778$258.1K0.00%+4,236+27.3%Added
Paradigm Capital Management Inc20,000$261.0K0.01%+20,000New
American International Group, Inc.22,286$290.8K0.00%−191−0.8%Reduced
Occudo Quantitative Strategies LP23,614$308.2K0.05%−32,512−57.9%Reduced
Ameriprise Financial Inc23,962$312.7K0.00%+707+3.0%Added
MetLife Investment Management24,068$314.1K0.00%00.0%Unchanged
Creative Planning25,355$330.9K0.00%+3,232+14.6%Added
Verition Fund Management LLC26,702$348.5K0.00%+26,702New
Balyasny Asset Management LLC28,319$369.6K0.00%+17,452+160.6%Added
Danske Bank A/S28,805$375.9K0.00%+28,805New
Squarepoint Ops LLC29,470$384.6K0.00%−100,800−77.4%Reduced
Two Sigma Advisers, LP30,600$399.3K0.00%+30,600New
Dakota Wealth Management30,665$400.2K0.01%00.0%Unchanged
Jane Street Group, LLC31,073$405.5K0.00%+10,821+53.4%Added
Mirae Asset Global Investments Co., Ltd.16,277$407.7K0.00%−4,448−21.5%Reduced
UBS Asset Management Americas Inc35,877$468.2K0.00%−700−1.9%Reduced
Bridgewater Associates, LP36,698$478.9K0.00%+3,178+9.5%Added
Legal & General Group Plc39,344$513.4K0.00%−106−0.3%Reduced
Barclays PLC41,046$535.6K0.00%−30,246−42.4%Reduced
Voya Investment Management LLC43,646$569.6K0.00%+25,292+137.8%Added
Simplex Trading, LLC43,947$573.0K0.02%−23,403−34.7%Reduced
Jump Financial, LLC44,400$579.4K0.02%+28,221+174.4%Added
California State Teachers Retirement System46,135$602.1K0.00%−2,445−5.0%Reduced
Y-Intercept (Hong Kong) Ltd51,226$668.5K0.05%+51,226New
AWM Investment Company, Inc.55,000$717.8K0.09%+55,000New
Grandeur Peak Global Advisors, LLC55,279$721.4K0.06%+34,075+160.7%Added
ExodusPoint Capital Management, LP55,498$724.0K0.01%+55,498New
Algert Global LLC58,300$760.8K0.03%+39,170+204.8%Added
Credit Suisse AG58,631$765.1K0.00%+240+0.4%Added
Rhumbline Advisers61,568$803.5K0.00%+1,208+2.0%Added
Qube Research & Technologies Ltd61,997$809.1K0.00%+12,411+25.0%Added
Alliancebernstein L.P.62,130$810.8K0.00%00.0%Unchanged
Citadel Advisors LLC64,119$836.8K0.00%−69,175−51.9%Reduced
Two Sigma Investments, LP67,412$879.7K0.00%+67,412New
Roubaix Capital, LLC68,464$893.5K0.56%−54,321−44.2%Reduced
Gsa Capital Partners LLP69,273$904.0K0.07%−9,318−11.9%Reduced
Stifel Financial Corp77,793$1.02M0.00%−1,281−1.6%Reduced
UBS Group AG84,703$1.11M0.00%+32,904+63.5%Added
Dimensional Fund Advisors LP84,940$1.11M0.00%−2,084−2.4%Reduced
Pura Vida Investments, LLC89,897$1.17M0.80%+89,897New
Swiss National Bank90,900$1.19M0.00%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.95,008$1.24M0.01%−1,226−1.3%Reduced
Goldman Sachs Group Inc97,958$1.28M0.00%−255,564−72.3%Reduced
Bank of America Corp112,703$1.47M0.00%−8,254−6.8%Reduced
Divisadero Street Capital Management, LP114,400$1.49M0.35%−1,635,600−93.5%Reduced
Group One Trading, L.P.122,160$1.59M0.06%−4,396−3.5%Reduced
Oak Ridge Investments LLC126,221$1.65M0.17%+12,914+11.4%Added
Tudor Investment Corp Et Al127,669$1.67M0.02%+75,194+143.3%Added
Archon Capital Management LLC130,097$1.70M0.80%−255,386−66.3%Reduced
UBS Oconnor LLC135,913$1.77M0.05%−19,000−12.3%Reduced
Bank of New York Mellon Corp142,692$1.86M0.00%−14,945−9.5%Reduced
Gabelli Funds LLC143,359$1.87M0.01%00.0%Unchanged
Alyeska Investment Group, L.P.156,795$2.05M0.01%−25,317−13.9%Reduced
Trexquant Investment LP161,446$2.11M0.04%+151,100+1,460.5%Added
Invesco Ltd.172,050$2.25M0.00%+6,117+3.7%Added