TREACE MEDICAL CONCEPTS, INC.
Total Trades
121
Buys
15
Sells
81
Largest Trade
N/A
Insiders
12
Institutional Funds
85
Inst. Value
$1M+
Activist Filings
24
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Owens Daniel E. | Chief HR Officer | EXERCISE | $1K–$15K | 1K | $7.03 | Jul 6, 2022 |
| Owens Daniel E. | Chief HR Officer | SELL | $15K–$50K | 1K | $15.00 | Jul 6, 2022 |
| TREACE JAMES T | Director | SELL | $500K+ | 50K | $13.67 | Jun 21, 2022 |
| Owens Daniel E. | Chief HR Officer | EXERCISE | $1K–$15K | 1K | $7.03 | Jun 3, 2022 |
| Owens Daniel E. | Chief HR Officer | SELL | $15K–$50K | 1K | $16.67 | Jun 3, 2022 |
| TREACE JAMES T | Director | SELL | $500K+ | 50K | $15.52 | May 27, 2022 |
| Owens Daniel E. | Chief HR Officer | EXERCISE | $1K–$15K | 1K | $7.03 | May 11, 2022 |
| Owens Daniel E. | Chief HR Officer | SELL | $15K–$50K | 1K | $15.96 | May 11, 2022 |
| TREACE JOHN R | Director | SELL | $1M+ | 75K | $14.01 | May 11, 2022 |
| TREACE JAMES T | Director | SELL | <$1K | 2 | $19.20 | Mar 14, 2022 |
| Lubben Terry W. | SVP, Operations | GRANT | N/A | 3K | — | Mar 11, 2022 |
| Lubben Terry W. | SVP, Operations | BUY | $15K–$50K | 3K | $18.62 | Mar 11, 2022 |
| Scanlan Sean F. | SVP, Marketing | SELL | $500K+ | 25K | $20.82 | Mar 4, 2022 |
| Scanlan Sean F. | SVP, Marketing | EXERCISE | $15K–$50K | 25K | $1.05 | Mar 4, 2022 |
| Scanlan Sean F. | SVP, Marketing | EXERCISE | $15K–$50K | 25K | $1.05 | Feb 10, 2022 |
| Scanlan Sean F. | SVP, Marketing | SELL | $500K+ | 25K | $20.04 | Feb 10, 2022 |
| TREACE JAMES T | Director | SELL | $1M+ | 75K | $19.26 | Jan 20, 2022 |
| Scanlan Sean F. | SVP, Marketing | EXERCISE | $50K–$100K | 48K | $1.50 | Jan 13, 2022 |
| Scanlan Sean F. | SVP, Marketing | SELL | $500K+ | 48K | $20.15 | Jan 13, 2022 |
| Scanlan Sean F. | SVP, Marketing | SELL | $15K–$50K | 2K | $20.02 | Jan 6, 2022 |
| Scanlan Sean F. | SVP, Marketing | EXERCISE | $1K–$15K | 2K | $1.57 | Jan 6, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 85 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| GAGNON SECURITIES LLC | 3.1M | $1M+ | SH |
| Gagnon Advisors, LLC | 1.5M | $1M+ | SH |
| CIBC Private Wealth Group LLC | 1.5M | $1M+ | SH |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.1M | $1M+ | SH |
| STATE STREET CORP | 994K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 986K | $1M+ | SH |
| ACADIAN ASSET MANAGEMENT LLC | 663K | $1M+ | SH |
| WEBER CAPITAL MANAGEMENT LLC /ADV | 590K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 352K | $500K+ | SH |
| GSA CAPITAL PARTNERS LLP | 348K | $500K+ | SH |
| VANGUARD GROUP INC | 319K | $500K+ | SH |
| RAYMOND JAMES FINANCIAL INC | 305K | $500K+ | SH |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 242K | $500K+ | SH |
| Birchview Capital, LP | 227K | $500K+ | SH |
| MOORE CAPITAL MANAGEMENT, LP | 222K | $500K+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 216K | $500K+ | SH |
| Arcadia Wealth Management, Inc. | 210K | $500K+ | SH |
| Point72 Asset Management, L.P. | 170K | $100K–$500K | SH |
| STIFEL FINANCIAL CORP | 158K | $100K–$500K | SH |
| JANE STREET GROUP, LLC | 102K | $100K–$500K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Feb 18, 2026
10.0%
6.4M shares
SC 13G/A · Feb 12, 2026
6.2%
3.9M shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
SC 13G/A · Feb 9, 2026
1.8%
1.1M shares
SC 13G/A · Nov 14, 2025
10.0%
6.3M shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
SC 13G · Nov 12, 2025
5.8%
3.7M shares
SC 13G · May 15, 2025
4.3%
2.7M shares
SC 13G/A · May 15, 2025
9.9%
6.2M shares
SC 13G/A · Feb 14, 2025
10.0%
6.2M shares
SC 13G/A · Feb 3, 2025
3.4%
2.1M shares
SC 13G · Nov 14, 2024
10.0%
6.2M shares
SC 13G/A · Nov 12, 2024
4.4%
2.7M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G · Nov 8, 2024
5.2%
3.2M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G · Nov 8, 2024
5.2%
3.2M shares
SC 13G/A · Nov 7, 2024
18.9%
11.8M shares
SC 13G/A · Nov 4, 2024
4.4%
2.7M shares
AllianceBernstein L.P. 13-4064930
SC 13G/A · Feb 14, 2024
0.1%
62K shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
7.0%
4.3M shares
SC 13G/A · Feb 9, 2024
17.7%
10.9M shares
SC 13G · Jan 29, 2024
6.0%
3.7M shares
AllianceBernstein L.P. 13-4064930
SC 13G · Feb 13, 2023
5.8%
3.2M shares
SC 13G/A · Feb 13, 2023
19.6%
10.9M shares
SC 13G/A · Feb 13, 2023
4.3%
2.4M shares
CIBC Private Wealth Group, LLC 04-3173832
SC 13G/A · Mar 22, 2022
3.7%
2.0M shares
CIBC Private Wealth Group, LLC 04-3173832
SC 13G/A · Jan 7, 2022
11.1%
5.9M shares