Tactile Systems Technology I (TCMD) 13F Holdings Overview (Q2 2026)

TCMD ranks #3234 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

182 institutions disclose a position in TCMD, but none treat it as a major bet — even Cadian Capital Management, LP, its most concentrated holder, allocates just 3.5% of its own portfolio to it.

Driehaus Capital Management LLC has added to its TCMD position for two straight quarters, increasing it by $11.5M to reach $27.9M today.

Morgan Stanley has trimmed its TCMD position for two straight quarters, cutting it by $13.3M while still holding $29.2M.

TCMD is down 3.2% today, but institutions show net buying of $35.1M this quarter — a divergence between today's price move and the underlying institutional flow.

TCMD posted net income of $24.9M over the trailing twelve months, and currently trades at a P/E of 20.8.

• Profitable — net income of $24.9M over the trailing twelve months
• Revenue grew 17.2% year over year
• Net income improved year over year, from $15.1M to $24.9M
• Generated $42.8M in positive operating cash flow
• Current ratio of 4.03x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.25x equity — within a conventional range