Treace Medical Concepts Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ARMISTICE CAPITAL, LLC | 08/14/2026 | 6.36 M | $25.33 M | 0.00% | 9.78% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 3.31 M | $13.15 M | 2.83% | 5.08% |
| GAGNON SECURITIES LLC | 08/05/2026 | 3.03 M | $12.06 M | -41.76% | 4.66% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.03 M | $8.07 M | 38.79% | 3.12% |
| GAGNON ADVISORS, LLC | 08/05/2026 | 1.53 M | $6.11 M | 100.00% | 2.36% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.50 M | $5.96 M | 41.05% | 2.30% |
| BLACKROCK, INC. | 08/07/2026 | 1.38 M | $5.49 M | -58.68% | 2.12% |
| MARSHALL WACE, LLP | 08/13/2026 | 1.33 M | $5.29 M | 401.48% | 2.04% |
| CIBC BANCORP USA INC. | 08/13/2026 | 1.22 M | $4.84 M | -0.19% | 1.87% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 928.18 K | $3.69 M | -1.39% | 1.43% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 738.63 K | $2.94 M | -35.67% | 1.14% |
| WEBER CAPITAL MANAGEMENT LLC /ADV | 08/13/2026 | 589.62 K | $2.35 M | 0.00% | 0.91% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 583.28 K | $2.32 M | -30.67% | 0.90% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 573.80 K | $2.28 M | -43.24% | 0.88% |
| CITADEL ADVISORS LLC | 09/02/2026 | 516.99 K | $2.06 M | -37.38% | 0.79% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 492.12 K | $1.96 M | 26.94% | 0.76% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 435.01 K | $1.73 M | 147.04% | 0.67% |
| UBS GROUP AG | 08/13/2026 | 366.45 K | $1.46 M | -32.50% | 0.56% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 363.73 K | $1.45 M | 37.92% | 0.56% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 331.11 K | $1.32 M | -7.40% | 0.51% |
| MORGAN STANLEY | 08/13/2026 | 320.03 K | $1.27 M | 45.66% | 0.49% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 292.50 K | $1.16 M | -8.02% | 0.45% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 282.54 K | $1.12 M | -14.08% | 0.43% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 282.54 K | $1.12 M | 100.00% | 0.43% |
| STATE STREET CORP | 08/07/2026 | 234.27 K | $932.40 K | -81.04% | 0.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 214.22 K | $852.59 K | 1,156.49% | 0.33% |
| JAIN GLOBAL LLC | 08/14/2026 | 210.99 K | $839.73 K | 401.90% | 0.32% |
| ARCADIA WEALTH MANAGEMENT, INC. | 08/11/2026 | 209.97 K | $835.69 K | 0.00% | 0.32% |
| XTX TOPCO LTD | 08/14/2026 | 169.40 K | $674.20 K | -40.72% | 0.26% |
| NORTHERN TRUST CORP | 08/13/2026 | 156.97 K | $624.74 K | -61.33% | 0.24% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 156.75 K | $625.36 K | -19.41% | 0.24% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 151.15 K | $601.56 K | -65.33% | 0.23% |
| IEQ CAPITAL, LLC | 08/11/2026 | 109.76 K | $436.85 K | 423.02% | 0.17% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 103.76 K | $412.96 K | -58.67% | 0.16% |
| ASTER CAPITAL MANAGEMENT (DIFC) LTD | 08/14/2026 | 91.74 K | $365.13 K | 100.00% | 0.14% |
| LCW SERVICES, LLC | 07/30/2026 | 90.82 K | $361.47 K | 0.00% | 0.14% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 08/14/2026 | 87.86 K | $349.69 K | -35.93% | 0.14% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 70.80 K | $281.79 K | 100.00% | 0.11% |
| JANE STREET GROUP, LLC | 08/14/2026 | 68.90 K | $274.22 K | 100.00% | 0.11% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 68.58 K | $272.95 K | 289.00% | 0.11% |
| HSBC HOLDINGS PLC | 08/14/2026 | 54.17 K | $213.43 K | 74.78% | 0.08% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 08/14/2026 | 53.16 K | $211.56 K | 100.00% | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 52.27 K | $208.02 K | 80.93% | 0.08% |
| BARCLAYS PLC | 08/14/2026 | 51.63 K | $205.49 K | 41.70% | 0.08% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 50.00 K | $199.00 K | 0.00% | 0.08% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 48.30 K | $192.23 K | -90.76% | 0.07% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 08/11/2026 | 46.65 K | $185.68 K | 19.75% | 0.07% |
| FMR LLC | 08/13/2026 | 45.57 K | $181.38 K | -6.42% | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 45.01 K | $179.12 K | 54.89% | 0.07% |
| MARINER, LLC | 08/13/2026 | 43.54 K | $173.50 K | 100.00% | 0.07% |
Treace Medical Concepts Inc institutional Ownership - FAQ's
During the previous two years, 169 institutional investors and hedge funds held shares of Treace Medical Concepts Inc. The most heavily invested institutionals were:
ARMISTICE CAPITAL, LLC: 6.36 M
BANK OF AMERICA CORP /DE/: 3.31 M
GAGNON SECURITIES LLC: 3.03 M
VANGUARD CAPITAL MANAGEMENT LLC: 2.03 M
Gagnon Advisors, LLC: 1.53 M
AQR CAPITAL MANAGEMENT LLC: 1.5 M
49.41% of Treace Medical Concepts Inc stock is owned by institutional investors.
Institutional investors have bought a total of 41.87 M shares in the last 24 months. This purchase volume represents approximately $69.08 M in transactions.