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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 2025

Institutional positions in Treace Medical Concepts, Inc. as of Dec 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
115
−4 vs. Q3 2025
Shares held
35.8M
−3.03M (−7.8%) vs. Q3 2025
Total value
$87.8M
−$172.5M (−66.3%) vs. Q3 2025
New holders
31
30 more added
Sold out
35
35 more reduced

Compare with Q3 2025: 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 2025: 115 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 2025: $87.8M
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, Q4 2025

Shares, value and share of portfolio for each institution holding Treace Medical Concepts, Inc.; share changes are against Q3 2025.

Institutions holding TMCI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Weber Capital Management LLC589,617$1.44M1.36%+589,617New
D. E. Shaw & Co., Inc.630,130$1.54M0.00%−131,203−17.2%Reduced
Acadian Asset Management LLC662,785$1.62M0.00%+390,848+143.7%Added
State Street Corp994,191$2.44M0.00%+2,350+0.2%Added
Geode Capital Management, LLC1,144,372$2.80M0.00%−2,035−0.2%Reduced
William Blair Investment Management, LLC1,145,498$2.81M0.01%−2,488,883−68.5%Reduced
First Eagle Investment Management, LLC1,462,983$3.58M0.01%+224,088+18.1%Added
CIBC Private Wealth Group, LLC1,478,830$3.62M0.01%−207,691−12.3%Reduced
Millennium Management LLC1,502,911$3.68M0.00%−207,229−12.1%Reduced
Gagnon Advisors, LLC1,534,034$3.76M2.39%+565,570+58.4%Added
Vanguard Group Inc2,273,094$5.57M0.00%−458,386−16.8%Reduced
Bank of America Corp2,314,222$5.67M0.00%+2,228,317+2,593.9%Added
Gagnon Securities LLC3,110,575$7.62M1.55%+852,337+37.7%Added
BlackRock, Inc.3,411,138$8.36M0.00%−271,522−7.4%Reduced
Armistice Capital, LLC6,364,000$15.6M0.38%+48,000+0.8%Added
Opaleye Management Inc.0$00.00%−702,245−100.0%Sold out
CenterBook Partners LP0$00.00%−674,370−100.0%Sold out
Acuitas Investments, LLC0$00.00%−301,100−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−188,915−100.0%Sold out
Trexquant Investment LP0$00.00%−186,157−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−142,999−100.0%Sold out
AQR Capital Management LLC0$00.00%−129,868−100.0%Sold out
Gabelli Funds LLC0$00.00%−88,500−100.0%Sold out
Fuller & Thaler Asset Management, Inc.0$00.00%−68,900−100.0%Sold out
Creative Planning0$00.00%−46,110−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−45,685−100.0%Sold out
Grandeur Peak Global Advisors, LLC0$00.00%−37,399−100.0%Sold out
Franklin Resources Inc0$00.00%−36,103−100.0%Sold out
Skopos Labs, Inc.0$00.00%−38,982−100.0%Sold out
Quantinno Capital Management LP0$00.00%−32,496−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−30,919−100.0%Sold out
Squarepoint Ops LLC0$00.00%−28,988−100.0%Sold out
MetLife Investment Management0$00.00%−27,540−100.0%Sold out
Palumbo Wealth Management LLC0$00.00%−20,022−100.0%Sold out
Ieq Capital, LLC0$00.00%−18,100−100.0%Sold out
Roundview Capital LLC0$00.00%−16,500−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−13,925−100.0%Sold out
Marshall Wace, LLP0$00.00%−11,758−100.0%Sold out
Essential Partners LLC0$00.00%−937−100.0%Sold out
US Bancorp0$00.00%−657−100.0%Sold out
Stephens Consulting, LLC0$00.00%−473−100.0%Sold out
GAMMA Investing LLC0$00.00%−453−100.0%Sold out
Versant Capital Management, Inc0$00.00%−330−100.0%Sold out
Davis Capital Management0$00.00%−250−100.0%Sold out
Rothschild Investment LLC0$00.00%−195−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−191−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−83−100.0%Sold out
True Wealth Design, LLC0$00.00%−45−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−35−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−20−100.0%Sold out