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 2025
Institutional positions in Treace Medical Concepts, Inc. as of Mar 31, 2025. 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
- 138
- +4 vs. Q4 2024
- Shares held
- 37.9M
- +1.10M (+3.0%) vs. Q4 2024
- Total value
- $315.3M
- +$41.1M (+15.0%) vs. Q4 2024
- New holders
- 30
- 41 more added
- Sold out
- 26
- 45 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 116 | $126.8M |
| Q1 2026 | 118 | $48.3M |
| Q4 2025 | 115 | $87.8M |
| Q3 2025 | 119 | $260.3M |
| Q2 2025 | 125 | $226.1M |
| Q1 2025 | 138 | $315.3M |
| Q4 2024 | 135 | $277.8M |
| Q3 2024 | 134 | $229.8M |
| Q2 2024 | 128 | $264.3M |
| Q1 2024 | 132 | $538.0M |
| Q4 2023 | 127 | $522.9M |
| Q3 2023 | 123 | $513.8M |
| Q2 2023 | 137 | $995.8M |
| Q1 2023 | 123 | $895.1M |
| Q4 2022 | 106 | $617.6M |
| Q3 2022 | 91 | $575.8M |
| Q2 2022 | 84 | $331.6M |
| Q1 2022 | 75 | $385.4M |
| Q4 2021 | 77 | $431.0M |
| Q3 2021 | 62 | $350.7M |
| Q2 2021 | 71 | $406.7M |
| Q1 2021 | 1 | $6.00K |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Treace Medical Concepts, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 11 | $0 | 0.00% | −6−35.3% | Reduced |
| Allworth Financial LP | 12 | $80 | 0.00% | −21−63.6% | Reduced |
| True Wealth Design, LLC | 26 | $219 | 0.00% | +26 | New |
| Russell Investments Group, Ltd. | 31 | $260 | 0.00% | +31 | New |
| The PNC Financial Services Group, Inc. | 35 | $294 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 45 | $378 | 0.00% | +45 | New |
| Sterling Capital Management LLC | 50 | $420 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 106 | $890 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 148 | $1.24K | 0.00% | +148 | New |
| Versant Capital Management, Inc | 179 | $1.50K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 200 | $1.68K | 0.00% | +55+37.9% | Added |
| EverSource Wealth Advisors, LLC | 202 | $1.70K | 0.00% | +198+4,950.0% | Added |
| Bessemer Group Inc | 190 | $2.00K | 0.00% | −15−7.3% | Reduced |
| Davis Capital Management | 250 | $2.10K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 274 | $2.30K | 0.00% | +44+19.1% | Added |
| Lindbrook Capital, LLC | 401 | $3.36K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 404 | $3.39K | 0.00% | +404 | New |
| Fortitude Family Office, LLC | 528 | $4.43K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 598 | $5.02K | 0.00% | +20+3.5% | Added |
| Signaturefd, LLC | 731 | $6.13K | 0.00% | +78+11.9% | Added |
| Quadrant Capital Group LLC | 784 | $6.58K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,000 | $8.39K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,010 | $8.47K | 0.00% | −796−44.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,119 | $9.39K | 0.00% | −1,136−50.4% | Reduced |
| GAMMA Investing LLC | 1,232 | $10.3K | 0.00% | +1,132+1,132.0% | Added |
| Newbridge Financial Services Group, Inc. | 1,352 | $11.3K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,378 | $11.6K | 0.00% | +1,378 | New |
| Amalgamated Bank | 1,682 | $14.0K | 0.00% | +141+9.1% | Added |
| Royal Bank of Canada | 1,551 | $14.0K | 0.00% | +65+4.4% | Added |
| California State Teachers Retirement System | 3,535 | $29.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,493 | $37.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 5,423 | $45.5K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 6,086 | $51.1K | 0.00% | +6,086 | New |
| New York State Common Retirement Fund | 7,181 | $60.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8,706 | $73.0K | 0.00% | +4,853+126.0% | Added |
| Blair William & Co | 10,080 | $84.6K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 10,126 | $85.0K | 0.01% | +10,126 | New |
| Quest Partners LLC | 10,446 | $87.6K | 0.01% | −1,809−14.8% | Reduced |
| XTX Topco Ltd | 10,487 | $88.0K | 0.00% | +10,487 | New |
| ProShare Advisors LLC | 10,561 | $88.6K | 0.00% | −3,178−23.1% | Reduced |
| HSBC Holdings PLC | 10,738 | $88.9K | 0.00% | +10,738 | New |
| Cerity Partners LLC | 10,737 | $90.1K | 0.00% | −1,107−9.3% | Reduced |
| CIBC World Markets Corp | 10,826 | $90.8K | 0.00% | +10,826 | New |
| Man Group plc | 10,975 | $92.1K | 0.00% | +10,975 | New |
| Police & Firemen's Retirement System of New Jersey | 11,168 | $93.7K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 12,394 | $104.0K | 0.00% | +12,394 | New |
| Invesco Ltd. | 12,689 | $106.5K | 0.00% | −987−7.2% | Reduced |
| State Board of Administration of Florida Retirement System | 12,920 | $108.4K | 0.00% | −10,785−45.5% | Reduced |
| TownSquare Capital, LLC | 13,159 | $110.4K | 0.00% | +13,159 | New |
| Ieq Capital, LLC | 13,223 | $110.9K | 0.00% | +13,223 | New |
| Voya Investment Management LLC | 13,688 | $114.8K | 0.00% | −1,691−11.0% | Reduced |
| Quantinno Capital Management LP | 14,048 | $117.9K | 0.00% | +14,048 | New |
| Balance Wealth, LLC | 15,964 | $133.9K | 0.09% | +15,964 | New |
| SG Americas Securities, LLC | 16,759 | $141.0K | 0.00% | −11,645−41.0% | Reduced |
| Chicago Partners Investment Group LLC | 20,757 | $149.4K | 0.00% | +1,344+6.9% | Added |
| Group One Trading, L.P. | 17,917 | $150.3K | 0.01% | −57,173−76.1% | Reduced |
| Manufacturers Life Insurance Company, The | 18,191 | $152.6K | 0.00% | −972−5.1% | Reduced |
| Price T Rowe Associates Inc | 20,999 | $177.0K | 0.00% | +1,943+10.2% | Added |
| Ballentine Partners, LLC | 21,148 | $177.4K | 0.00% | −3,861−15.4% | Reduced |
| Engineers Gate Manager LP | 22,717 | $190.6K | 0.00% | −10,827−32.3% | Reduced |
| Corebridge Financial, Inc. | 23,902 | $200.5K | 0.00% | −354−1.5% | Reduced |
| HRT Financial LP | 24,131 | $202.0K | 0.00% | −86,070−78.1% | Reduced |
| Intech Investment Management LLC | 25,227 | $211.7K | 0.00% | +9,860+64.2% | Added |
| Palumbo Wealth Management LLC | 25,690 | $215.5K | 0.07% | +3,431+15.4% | Added |
| Wells Fargo & Company | 26,055 | $218.6K | 0.00% | +1,259+5.1% | Added |
| MetLife Investment Management | 27,540 | $231.1K | 0.00% | −506−1.8% | Reduced |
| ExodusPoint Capital Management, LP | 27,893 | $234.0K | 0.00% | −5,828−17.3% | Reduced |
| Quantbot Technologies LP | 28,836 | $241.9K | 0.01% | +19,500+208.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 29,249 | $245.4K | 0.00% | +1,248+4.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 31,161 | $261.4K | 0.02% | +31,161 | New |
| Two Sigma Advisers, LP | 32,200 | $270.2K | 0.00% | −15,700−32.8% | Reduced |
| Franklin Resources Inc | 34,597 | $290.3K | 0.00% | +10,492+43.5% | Added |
| Citigroup Inc | 35,258 | $295.8K | 0.00% | −4,326−10.9% | Reduced |
| Verition Fund Management LLC | 36,435 | $305.7K | 0.00% | −34,298−48.5% | Reduced |
| Marshall Wace, LLP | 38,148 | $320.1K | 0.00% | −50,762−57.1% | Reduced |
| Creative Planning | 38,941 | $326.7K | 0.00% | +7,003+21.9% | Added |
| Brevan Howard Capital Management LP | 40,244 | $337.6K | 0.01% | +26,848+200.4% | Added |
| Counterpoint Mutual Funds LLC | 44,113 | $370.1K | 0.05% | +44,113 | New |
| Grandeur Peak Global Advisors, LLC | 45,630 | $382.8K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 46,095 | $386.7K | 0.00% | −84,300−64.6% | Reduced |
| Bank of America Corp | 47,443 | $398.0K | 0.00% | −96,625−67.1% | Reduced |
| Barclays PLC | 53,063 | $445.2K | 0.00% | −24,222−31.3% | Reduced |
| Comerica Bank | 55,000 | $461.4K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 56,220 | $471.7K | 0.06% | +56,220 | New |
| Alliancebernstein L.P. | 58,150 | $487.9K | 0.00% | −8,030−12.1% | Reduced |
| AQR Capital Management LLC | 58,523 | $491.0K | 0.00% | +58,523 | New |
| Susquehanna International Group, LLP | 63,974 | $536.7K | 0.00% | −9,986−13.5% | Reduced |
| Gsa Capital Partners LLP | 66,790 | $560.0K | 0.05% | +66,790 | New |
| Balyasny Asset Management LLC | 66,748 | $560.0K | 0.00% | +55,025+469.4% | Added |
| FMR LLC | 68,251 | $572.6K | 0.00% | −2,900−4.1% | Reduced |
| Rhumbline Advisers | 69,916 | $586.6K | 0.00% | +3,843+5.8% | Added |
| Dimensional Fund Advisors LP | 71,642 | $601.1K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 74,875 | $628.2K | 0.00% | +22,133+42.0% | Added |
| Two Sigma Investments, LP | 81,303 | $682.1K | 0.00% | −72,521−47.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 82,489 | $692.1K | 0.00% | +36,566+79.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 84,300 | $707.3K | 0.00% | +1,015+1.2% | Added |
| PDT Partners, LLC | 84,499 | $708.9K | 0.05% | +55,336+189.7% | Added |
| Los Angeles Capital Management LLC | 85,465 | $717.1K | 0.00% | +85,465 | New |
| Gabelli Funds LLC | 92,500 | $776.1K | 0.01% | 00.0% | Unchanged |
| Accredited Investors Inc. | 100,000 | $839.0K | 0.05% | 00.0% | Unchanged |