GeneDx Holdings Corp.
WGS- Exchange
- Nasdaq
- Industry
- Services-Health Services
- SEC CIK
- 0001818331
In the last 90 days, GeneDx Holdings Corp. insiders filed 0 open-market purchases and 5 sales; 223 institutions reported holding it in 13F filings for Q2 2026, worth $2.17B in total; ARK Invest is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in GeneDx Holdings Corp. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 82
- −4 vs. Q4 2022
- Shares held
- 470.8M
- +329.4M (+232.8%) vs. Q4 2022
- Total value
- $171.7M
- +$134.4M (+360.5%) vs. Q4 2022
- New holders
- 18
- 39 more added
- Sold out
- 22
- 13 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WGS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 223 | $2.17B |
| Q1 2026 | 241 | $2.01B |
| Q4 2025 | 288 | $4.03B |
| Q3 2025 | 268 | $3.24B |
| Q2 2025 | 232 | $2.91B |
| Q1 2025 | 225 | $2.52B |
| Q4 2024 | 199 | $1.81B |
| Q3 2024 | 136 | $799.5M |
| Q2 2024 | 86 | $425.7M |
| Q1 2024 | 58 | $127.0M |
| Q4 2023 | 48 | $34.2M |
| Q3 2023 | 53 | $50.8M |
| Q2 2023 | 58 | $83.8M |
| Q1 2023 | 82 | $171.7M |
| Q4 2022 | 88 | $37.3M |
| Q3 2022 | 98 | $138.1M |
| Q2 2022 | 111 | $201.7M |
| Q1 2022 | 108 | $336.9M |
| Q4 2021 | 112 | $487.0M |
| Q3 2021 | 87 | $842.4M |
| Q2 2021 | 2 | $30.4M |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding GeneDx Holdings Corp.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 1,100 | $0 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 70 | $26 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 160 | $59 | 0.00% | +100+166.7% | Added |
| Citigroup Inc | 536 | $195 | 0.00% | −3,768−87.5% | Reduced |
| National Bank of Canada | 700 | $254 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,000 | $365 | 0.00% | +1,000 | New |
| Signaturefd, LLC | 1,375 | $502 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,199 | $803 | 0.00% | +2,199 | New |
| Federation des caisses Desjardins du Quebec | 4,125 | $1.51K | 0.00% | −2,500−37.7% | Reduced |
| Bleichroeder LP | 10,000 | $3.65K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 10,223 | $3.73K | 0.00% | +10,223 | New |
| Wolverine Trading, LLC | 11,175 | $4.00K | 0.00% | +11,175 | New |
| JustInvest LLC | 11,005 | $4.02K | 0.00% | +11,005 | New |
| Ameritas Investment Partners, Inc. | 11,857 | $4.33K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15,000 | $5.47K | 0.00% | +15,000 | New |
| Bank of Montreal | 12,966 | $5.53K | 0.00% | +12,966 | New |
| Xponance, Inc. | 15,844 | $5.78K | 0.00% | +15,844 | New |
| Clearwater Capital Advisors, LLC | 16,024 | $5.85K | 0.00% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 20,800 | $8.00K | 0.01% | +20,800 | New |
| Amalgamated Bank | 24,410 | $9.00K | 0.00% | +4,387+21.9% | Added |
| Bayesian Capital Management, LP | 25,347 | $9.25K | 0.00% | −10,400−29.1% | Reduced |
| Kestra Private Wealth Services, LLC | 26,000 | $9.49K | 0.00% | +26,000 | New |
| Royal Bank of Canada | 26,553 | $10.0K | 0.00% | +5,802+28.0% | Added |
| Legal & General Group Plc | 29,205 | $10.6K | 0.00% | −10,808−27.0% | Reduced |
| Oxbow Advisors, LLC | 30,500 | $11.1K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 31,733 | $11.6K | 0.00% | +19,731+164.4% | Added |
| ProShare Advisors LLC | 34,824 | $12.7K | 0.00% | +14,481+71.2% | Added |
| Tower Research Capital LLC (TRC) | 39,566 | $14.0K | 0.00% | −2,521−6.0% | Reduced |
| FMR LLC | 43,457 | $15.9K | 0.00% | +31,895+275.9% | Added |
| Two Sigma Securities, LLC | 46,420 | $16.9K | 0.00% | +46,420 | New |
| Invesco Ltd. | 64,761 | $23.6K | 0.00% | −1,216−1.8% | Reduced |
| Wells Fargo & Company | 67,566 | $24.7K | 0.00% | +54,566+419.7% | Added |
| Evolution Wealth Advisors, LLC | 86,824 | $31.7K | 0.01% | +86,824 | New |
| Alliancebernstein L.P. | 98,100 | $35.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 107,420 | $39.0K | 0.00% | +21,154+24.5% | Added |
| California State Teachers Retirement System | 110,006 | $40.2K | 0.00% | −52,392−32.3% | Reduced |
| New York State Common Retirement Fund | 113,037 | $41.3K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 123,975 | $45.3K | 0.00% | +123,975 | New |
| Manufacturers Life Insurance Company, The | 137,480 | $50.2K | 0.00% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 140,000 | $51.1K | 0.07% | +140,000 | New |
| American International Group, Inc. | 142,802 | $52.1K | 0.00% | +68,016+90.9% | Added |
| Group One Trading, L.P. | 159,653 | $58.3K | 0.00% | −2,805−1.7% | Reduced |
| Barclays PLC | 175,491 | $64.1K | 0.00% | +133,041+313.4% | Added |
| Susquehanna International Group, LLP | 189,334 | $69.1K | 0.00% | +119,511+171.2% | Added |
| Bank of America Corp | 215,516 | $78.7K | 0.00% | +102,179+90.2% | Added |
| Two Sigma Advisers, LP | 219,600 | $80.2K | 0.00% | +149,900+215.1% | Added |
| UBS Group AG | 223,452 | $81.6K | 0.00% | +131,793+143.8% | Added |
| JPMorgan Chase & Co | 227,751 | $83.0K | 0.00% | +116,130+104.0% | Added |
| Morgan Stanley | 238,662 | $87.1K | 0.00% | +15,487+6.9% | Added |
| Difesa Capital Management, LP | 250,000 | $91.3K | 0.09% | +150,000+150.0% | Added |
| Victory Capital Management Inc | 342,519 | $125.0K | 0.00% | +323,943+1,743.9% | Added |
| Rhumbline Advisers | 364,387 | $133.0K | 0.00% | +126,112+52.9% | Added |
| Renaissance Technologies LLC | 453,600 | $166.0K | 0.00% | −2,029,600−81.7% | Reduced |
| Nuveen Asset Management, LLC | 678,281 | $248.0K | 0.00% | +169,332+33.3% | Added |
| Two Sigma Investments, LP | 853,857 | $311.7K | 0.00% | +717,264+525.1% | Added |
| Bank of New York Mellon Corp | 1,289,420 | $470.6K | 0.00% | +426,151+49.4% | Added |
| Trellus Management Company, LLC | 1,500,000 | $547.5K | 0.88% | +400,000+36.4% | Added |
| Price T Rowe Associates Inc | 1,600,745 | $585.0K | 0.00% | −48,234−2.9% | Reduced |
| Newtyn Management, LLC | 1,705,000 | $622.3K | 0.12% | −295,000−14.8% | Reduced |
| Deutsche Bank AG | 2,505,705 | $914.6K | 0.00% | +248,620+11.0% | Added |
| Northern Trust Corp | 3,114,098 | $1.14M | 0.00% | +1,328,471+74.4% | Added |
| Alyeska Investment Group, L.P. | 3,252,220 | $1.19M | 0.01% | +3,002,220+1,200.9% | Added |
| Decheng Capital Management III (Cayman), LLC | 3,418,929 | $1.25M | 0.50% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 3,657,058 | $1.33M | 0.00% | +2,166,279+145.3% | Added |
| Gagnon Advisors, LLC | 4,299,896 | $1.57M | 1.05% | +3,560,796+481.8% | Added |
| State Street Corp | 4,385,223 | $1.60M | 0.00% | +956,950+27.9% | Added |
| Altium Capital Management LP | 4,588,000 | $1.67M | 1.00% | +4,588,000 | New |
| HighTower Advisors, LLC | 5,604,596 | $2.04M | 0.00% | +5,086,962+982.7% | Added |
| Goldman Sachs Group Inc | 6,877,123 | $2.51M | 0.00% | −6,643,438−49.1% | Reduced |
| Geode Capital Management, LLC | 8,572,041 | $3.13M | 0.00% | +4,642,375+118.1% | Added |
| CVI Holdings, LLC | 9,758,288 | $3.56M | 1.34% | +9,758,288 | New |
| Gagnon Securities LLC | 9,934,183 | $3.63M | 0.76% | +8,864,919+829.1% | Added |
| Soleus Capital Management, L.P. | 17,940,000 | $6.55M | 0.81% | +17,940,000 | New |
| BlackRock Inc. | 22,519,750 | $8.22M | 0.00% | +9,729,741+76.1% | Added |
| Vanguard Group Inc | 23,864,868 | $8.71M | 0.00% | +14,526,721+155.6% | Added |
| Marshall Wace, LLP | 25,118,221 | $9.04M | 0.02% | +18,826,491+299.2% | Added |
| Oracle Investment Management Inc | 25,328,057 | $9.24M | 9.12% | +22,838,047+917.2% | Added |
| Blackstone Group Inc. | 27,556,993 | $10.1M | 0.04% | −100,000−0.4% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 57,192,101 | $20.9M | 0.47% | +47,142,857+469.1% | Added |
| Corvex Management LP | 86,811,516 | $31.7M | 1.90% | +77,663,376+849.0% | Added |
| Casdin Capital, LLC | 102,151,785 | $37.3M | 3.08% | +85,714,285+521.5% | Added |
| Global Retirement Partners, LLC | 164 | – | – | +164 | New |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −1,420,383−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −650,122−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −570,852−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −268,400−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −236,750−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −117,618−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −107,350−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −106,135−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −83,766−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −82,055−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −36,800−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −32,222−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −26,300−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −22,604−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −18,852−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,178−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −14,103−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −12,019−100.0% | Sold out |