Transmedics Group Inc (TMDX) Institutional Holdings & 13F Data (Q2 2026)

TMDX ranks #1618 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TMDX is a top-conviction position for FirstWave Capital Management LLC — at 5.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TMDX belongs to BlackRock, Inc., but the position matters far more to FirstWave Capital Management LLC, who has 5.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Strong Tower Advisory Services has added to its TMDX position for two straight quarters, increasing it by $407.7K to reach $1.3M today.

State of Alaska, Department of Revenue has trimmed its TMDX position for two straight quarters, cutting it by $1.2M while still holding $486.0K.

TMDX is up 1.2% today, and institutions have been net buyers of $272.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

TMDX posted net income of $151.7M over the trailing twelve months, and currently trades at a P/E of 21.1.

• Profitable — net income of $151.7M over the trailing twelve months
• Revenue grew 25.8% year over year
• Net income improved year over year, from $71.7M to $151.7M
• Generated $192.8M in positive operating cash flow
• Current ratio of 7.14x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.26x equity — within a conventional range