TNDM at a glance
TANDEM DIABETES CARE INC (TNDM, SEC CIK 1438133) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as August 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), TANDEM DIABETES CARE INC (TNDM) reported revenue of $1.0 billion (up 7.9% from FY2024) and a net loss of $204.7 million. Diluted EPS was -$3.04.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding TANDEM DIABETES CARE INC (TNDM) shares worth $487.7 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.0B
- +7.9% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $487.7M · +0 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Design, development, and commercialization of advanced insulin delivery and diabetes technology with AID systems featuring Control-IQ+ hybrid closed-loop technology
- New product emphasis: Expanded commercial availability of Tandem Mobi with Android control (2025) and Control-IQ+ algorithm cleared for type 2 diabetes (18+ years) in 2025
- Strategic shift: Beginning direct sales, training, and support in UK, Austria, Switzerland (2026), transitioning from distributor model internationally
- Quantitative highlight: Serving nearly 500,000 people in 25+ countries with estimated addressable market expansion to type 2 insulin-dependent diabetes patients beginning 2025
- Noteworthy fact: Launch of next-generation Mobi patch pump and extended-wear infusion set pipeline targeting fully closed-loop technology and device miniaturization
Risk Factors
- Cybersecurity risk managed by dedicated Incident Management Team led by VP, Cybersecurity with 20+ years industry experience
- Escalation protocols include disclosure committee and Cybersecurity and Data Privacy Oversight Committee to address significant incidents
- Regular detailed cybersecurity threat and mitigation reports reviewed by Cybersecurity and Data Privacy Oversight Committee and full Board
- Integration of cybersecurity risk considerations into overall risk management and budgeting controlled by VP, Cybersecurity
- Cross-departmental leadership on cybersecurity includes Chief HR Officer, VP Privacy, legal, finance, and business unit personnel
Management Discussion & Analysis
- Revenue $1.015B in 2025, up 8% YoY from $940.2M in 2024; U.S. sales $706.9M (+5%), international $307.8M (+15%)
- Gross margin 54% in 2025 vs 52% in 2024; operating loss $(187.3M) vs $(99.1M) reflecting higher operating expenses ($733.3M vs $588.7M)
- Best segment: International sales growth +$40.3M to $307.8M driven by volumes, price, and FX; worst: U.S. pumps with slower shipment growth (~81K to 86K units)
- Cash flow: Operating cash used $(9.7M) vs provided $24.2M; investing cash provided $72.9M due to short-term investment maturities; financing used $43.4M mainly for debt repayment
- Outlook: Transition to pharmacy benefit "pay as you go" reimbursement in 2026 may reduce upfront pump sales, increase supply sales; regulatory, reimbursement, and macroeconomic risks noted
AI summary of the TNDM 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Accumulated deficit $1.3 billion as of June 30, 2026, with continued uncertainty around sustained profitability
- CMS competitive bidding finalized December 2, 2025, potentially lowering reimbursement and shifting insulin-pump payments to monthly rentals
- Pharmacy-channel strategy replacing upfront pump reimbursement, creating near-term sales and gross-profit declines at shipment
- GLP-1 adoption since 2023 likely reducing insulin-therapy demand and pressuring pump-market growth
- Nearly all sales depend on insulin pumps, cartridges, and infusion sets, creating concentrated product exposure
AI summary of the TNDM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release issued August 6, 2026 and furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 sales rose 6% to $254.6M, with U.S. growth 5% and international growth 7%
- Gross margin reached 57%, up from 52%, while adjusted EBITDA improved to $6.4M from negative $1.8M
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved 3,260,000 additional shares for issuance under Tandem Diabetes Care’s 2023 Long-Term Incentive Plan
- Expanded equity pool increases potential employee compensation dilution
Item 3.03: Material Modification to Rights of Security Holders
- Stockholders approved Charter Amendments on May 20, 2026, materially changing director removal and officer liability provisions
- Directors now removable with or without cause, aligning the charter with DGCL Section 141(k)
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees elected for one-year terms through 2027, preserving board continuity
- Christopher Twomey faced strongest opposition, with 7,034,208 against votes
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Mark Novara terminated without cause as Executive Vice President and Chief Commercial Officer
- Departure effective May 18, 2026
AI summaries of TNDM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TNDM
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Kyrillos Jean-Claude | F | Aug 15, 2026 | 535 | $22.72 |
| Sheridan John F | F | Aug 15, 2026 | 3,044 | $22.72 |
| Morrison Susan | F | Aug 15, 2026 | 314 | $22.72 |
| Kyrillos Jean-Claude | M | Aug 15, 2026 | 1,010 | - |
| Kyrillos Jean-Claude | M | Aug 15, 2026 | 1,010 | - |
| Sheridan John F | M | Aug 15, 2026 | 5,982 | - |
| Vosseller Leigh | M | Aug 15, 2026 | 1,496 | - |
| Morrison Susan | M | Aug 15, 2026 | 1,097 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $747.7M | $940.2M | $1.0B |
| Gross Profit | - | $489.6M | $546.0M |
| Operating Income | - | -$99.1M | -$187.3M |
| Net Income | - | -$96.0M | -$204.7M |
| Gross Margin | - | 52.1% | 53.8% |
| Op. Margin | - | -10.5% | -18.5% |
| Net Margin | - | -10.2% | -20.2% |
| Balance Sheet | |||
| Total Assets | - | $967.7M | $881.1M |
| Equity | $313.6M | $263.1M | $155.2M |
| ROE | - | -36.5% | -131.9% |
| Per Share | |||
| EPS | - | $-1.47 | $-3.04 |
| Cash Flow | |||
| Operating CF | - | $24.2M | -$9.7M |
| CapEx | - | $19.2M | $19.9M |
Source: XBRL data in TANDEM DIABETES CARE INC (TNDM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TNDM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $487.7M |
| Q1 2026 | 30 | $645.0M |
| Q4 2025 | 27 | $747.0M |
| Q3 2025 | 29 | $390.0M |
| Q2 2025 | 29 | $598.6M |
| Q1 2025 | 26 | $346.7M |
| Q4 2024 | 27 | $565.6M |
| Q3 2024 | 23 | $370.1M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 221 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TNDM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - |
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TNDM SEC filings: frequently asked questions
Which institutions hold TNDM stock?
As of June 30, 2026, the largest TANDEM DIABETES CARE INC (TNDM) holders among the 13F filers tracked by SignalX were BlackRock ($174.8 million), Vanguard Portfolio Management LLC ($64.9 million), Vanguard Capital Management LLC ($46.7 million), State Street Corp ($43.0 million), Citadel Advisors LLC ($26.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TNDM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), TANDEM DIABETES CARE INC (TNDM) reported revenue of $1.0 billion (up 7.9% from FY2024) and a net loss of $204.7 million. Diluted EPS was -$3.04. The figures come from the XBRL data in the 10-K.
What are the main risks in TNDM's latest 10-K?
In the 10-K filed February 19, 2026, TANDEM DIABETES CARE INC (TNDM) flagged: Cybersecurity risk managed by dedicated Incident Management Team led by VP, Cybersecurity with 20+ years industry experience. Escalation protocols include disclosure committee and Cybersecurity and Data Privacy Oversight Committee to address significant incidents. (AI summary of the Risk Factors section.)
What did TNDM report in its latest 8-K?
TANDEM DIABETES CARE INC (TNDM) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results for quarter ended June 30, 2026.
What are the latest TNDM SEC filings?
TANDEM DIABETES CARE INC (TNDM) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on August 18, 2026.
What is TNDM's SEC CIK number?
TANDEM DIABETES CARE INC (TNDM)'s SEC Central Index Key (CIK) is 1438133. EDGAR lists every TNDM filing under that number.
Ask anything about TNDM
The research agent reads TNDM's filings, financials, insider trades and 13F holders, then answers with sources.