Skip to main content

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, Q3 2024

Institutional positions in GeneDx Holdings Corp. as of Sep 30, 2024. 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
136
+51 vs. Q2 2024
Shares held
18.8M
+3.47M (+22.6%) vs. Q2 2024
Total value
$799.5M
+$398.0M (+99.1%) vs. Q2 2024
New holders
57
42 more added
Sold out
6
23 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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.

Institutional holdersQ3 2024: 136 institutions
Q1 2021: 0 institutionsQ2 2021: 2 institutionsQ3 2021: 87 institutionsQ4 2021: 112 institutionsQ1 2022: 108 institutionsQ2 2022: 111 institutionsQ3 2022: 98 institutionsQ4 2022: 88 institutionsQ1 2023: 82 institutionsQ2 2023: 58 institutionsQ3 2023: 53 institutionsQ4 2023: 48 institutionsQ1 2024: 58 institutionsQ2 2024: 86 institutionsQ3 2024: 136 institutionsQ4 2024: 199 institutionsQ1 2025: 225 institutionsQ2 2025: 232 institutionsQ3 2025: 268 institutionsQ4 2025: 288 institutionsQ1 2026: 241 institutionsQ2 2026: 223 institutions
Value heldQ3 2024: $799.5M
Q1 2021: $0Q2 2021: $30.4MQ3 2021: $842.4MQ4 2021: $487.0MQ1 2022: $336.9MQ2 2022: $201.7MQ3 2022: $138.1MQ4 2022: $37.3MQ1 2023: $171.7MQ2 2023: $83.8MQ3 2023: $50.8MQ4 2023: $34.2MQ1 2024: $127.0MQ2 2024: $425.7MQ3 2024: $799.5MQ4 2024: $1.81BQ1 2025: $2.52BQ2 2025: $2.91BQ3 2025: $3.24BQ4 2025: $4.03BQ1 2026: $2.01BQ2 2026: $2.17B
Institutions holding WGS and their total value by quarter
QuarterHoldersValue
Q2 2026223$2.17B
Q1 2026241$2.01B
Q4 2025288$4.03B
Q3 2025268$3.24B
Q2 2025232$2.91B
Q1 2025225$2.52B
Q4 2024199$1.81B
Q3 2024136$799.5M
Q2 202486$425.7M
Q1 202458$127.0M
Q4 202348$34.2M
Q3 202353$50.8M
Q2 202358$83.8M
Q1 202382$171.7M
Q4 202288$37.3M
Q3 202298$138.1M
Q2 2022111$201.7M
Q1 2022108$336.9M
Q4 2021112$487.0M
Q3 202187$842.4M
Q2 20212$30.4M
Q1 20210$0

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding GeneDx Holdings Corp.; share changes are against Q2 2024.

Institutions holding WGS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Public Employees Retirement Association of Colorado10$00.00%+10New
GWM Advisors LLC1$420.00%+1New
Allworth Financial LP2$850.00%00.0%Unchanged
Rothschild Investment LLC5$2120.00%+5New
Lindbrook Capital, LLC9$3820.00%00.0%Unchanged
Federated Hermes, Inc.13$5520.00%+13New
Continuum Advisory, LLC16$1.18K0.00%+16New
Clearstead Advisors, LLC31$1.32K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC34$1.44K0.00%+34New
Sterling Capital Management LLC36$1.53K0.00%+36New
Signaturefd, LLC42$1.78K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd46$1.95K0.00%+46New
Clear Street Markets LLC54$2.00K0.00%+54New
Private Trust Co NA59$2.50K0.00%+59New
True Wealth Design, LLC77$3.27K0.00%+77New
GAMMA Investing LLC115$4.88K0.00%+115New
Federation des caisses Desjardins du Quebec118$5.01K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.144$6.11K0.00%+16+12.5%Added
Capital Performance Advisors LLP165$7.00K0.00%+165New
MCF Advisors LLC169$7.17K0.00%+169New
Allspring Global Investments Holdings, LLC177$7.51K0.00%+177New
Macroview Investment Management LLC202$8.57K0.01%−67−24.9%Reduced
Bleichroeder LP304$12.9K0.00%00.0%Unchanged
Amalgamated Bank421$18.0K0.00%00.0%Unchanged
Versant Capital Management, Inc455$19.3K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC466$20.0K0.00%+3+0.6%Added
Coppell Advisory Solutions LLC616$26.4K0.00%−5−0.8%Reduced
Ameritas Investment Partners, Inc.1,191$50.5K0.00%00.0%Unchanged
CWM, LLC2,091$89.0K0.00%+2,091New
Tower Research Capital LLC (TRC)2,289$97.1K0.00%+2,289New
State of Wyoming3,342$141.8K0.02%+3,342New
SJS Investment Consulting Inc.3,571$151.6K0.03%+3,571New
SG Americas Securities, LLC4,667$198.0K0.00%+4,667New
Point72 (DIFC) Ltd5,192$220.3K0.02%+5,192New
Invesco Ltd.5,697$241.8K0.00%+5,697New
Wells Fargo & Company5,902$250.5K0.00%+349+6.3%Added
Bridgeway Capital Management, LLC6,395$271.4K0.01%−30,500−82.7%Reduced
TD Asset Management Inc6,434$275.3K0.00%+6,434New
Mirae Asset Global ETFs Holdings Ltd.6,673$283.2K0.00%+6,673New
Corebridge Financial, Inc.6,698$284.3K0.00%+156+2.4%Added
Palumbo Wealth Management LLC6,761$286.9K0.11%+6,761New
MetLife Investment Management7,297$309.7K0.00%+7,297New
Counterpoint Mutual Funds LLC7,424$315.1K0.06%−29,074−79.7%Reduced
Gsa Capital Partners LLP7,577$322.0K0.02%+7,577New
UBS Asset Management Americas Inc7,647$324.5K0.00%+7,647New
Jump Financial, LLC7,835$332.5K0.01%−5,765−42.4%Reduced
Alliancebernstein L.P.7,950$337.4K0.00%+70+0.9%Added
Legal & General Group Plc8,485$360.1K0.00%+7,398+680.6%Added
Precision Wealth Strategies, LLC8,574$363.9K0.34%+8,574New
Citigroup Inc9,121$387.1K0.00%+6,401+235.3%Added
EntryPoint Capital, LLC9,188$389.9K0.22%+4,118+81.2%Added
Franklin Resources Inc7,092$423.7K0.00%+7,092New
Baader Bank INC10,000$424.4K0.04%+10,000New
California State Teachers Retirement System10,049$426.5K0.00%+9,168+1,040.6%Added
Alpha DNA Investment Management LLC10,236$434.4K0.24%−3,639−26.2%Reduced
Engineers Gate Manager LP10,523$446.6K0.01%+10,523New
Manufacturers Life Insurance Company, The10,978$465.9K0.00%−124−1.1%Reduced
Toroso Investments, LLC12,103$513.7K0.01%+12,103New
Royal Bank of Canada12,334$524.0K0.00%+11,190+978.1%Added
Graham Capital Management, L.P.12,584$534.1K0.02%+3,371+36.6%Added
UBS Group AG13,416$569.4K0.00%+4,425+49.2%Added
Jane Street Group, LLC13,476$571.9K0.00%−20,624−60.5%Reduced
Gotham Asset Management, LLC13,478$572.0K0.01%+13,478New
Susquehanna International Group, LLP13,512$573.4K0.00%+13,512New
Principal Financial Group Inc14,240$604.3K0.00%+14,240New
Thompson Davis & Co., Inc.14,600$619.6K0.46%−7,244−33.2%Reduced
Legato Capital Management LLC14,730$625.1K0.08%+14,730New
New York State Common Retirement Fund15,229$646.3K0.00%+10,329+210.8%Added
Qube Research & Technologies Ltd15,509$658.2K0.00%+3,721+31.6%Added
Rhumbline Advisers18,729$794.9K0.00%+369+2.0%Added
Barclays PLC18,921$803.0K0.00%+14,681+346.3%Added
Swiss National Bank20,400$865.8K0.00%+20,400New
American Century Companies Inc21,759$923.5K0.00%+4,501+26.1%Added
Alphabet Inc.22,711$963.9K0.05%+22,711New
Verition Fund Management LLC25,845$1.10M0.01%+2,945+12.9%Added
Royce & Associates LP28,293$1.20M0.01%+28,293New
Citadel Advisors LLC29,805$1.26M0.00%+29,792+229,169.2%Added
D. E. Shaw & Co., Inc.31,391$1.33M0.00%+31,391New
Bank of New York Mellon Corp32,317$1.37M0.00%−5,601−14.8%Reduced
EAM Investors, LLC32,737$1.39M0.21%−5,968−15.4%Reduced
Legal Advantage Investments, Inc.34,500$1.46M0.80%+14,700+74.2%Added
Lisanti Capital Growth, LLC36,615$1.55M0.39%+36,615New
RBF Capital, LLC37,340$1.58M0.08%00.0%Unchanged
Canada Pension Plan Investment Board38,000$1.61M0.00%+38,000New
Two Sigma Investments, LP40,416$1.72M0.00%+1,235+3.2%Added
Chartwell Investment Partners, LLC40,573$1.72M0.06%+40,573New
Bank of America Corp40,953$1.74M0.00%+26,175+177.1%Added
Squarepoint Ops LLC46,829$1.99M0.01%−13,120−21.9%Reduced
Acadian Asset Management LLC51,589$2.19M0.01%+50,266+3,799.4%Added
JPMorgan Chase & Co52,161$2.21M0.00%+44,889+617.3%Added
FMR LLC53,825$2.28M0.00%+40,219+295.6%Added
Connor, Clark & Lunn Investment Management Ltd.60,005$2.55M0.01%+60,005New
Tudor Investment Corp Et Al60,726$2.58M0.03%−30,761−33.6%Reduced
Hussman Strategic Advisors, Inc.63,000$2.67M0.66%+63,000New
Price T Rowe Associates Inc63,578$2.70M0.00%+16,406+34.8%Added
Algert Global LLC66,128$2.81M0.08%+52,526+386.2%Added
Jacobs Levy Equity Management, Inc67,776$2.88M0.01%−134,287−66.5%Reduced
Nicholas Investment Partners, LP69,337$2.94M0.27%+69,337New
Calamos Advisors LLC85,002$3.61M0.02%+41,514+95.5%Added
Marshall Wace, LLP86,471$3.67M0.00%+86,471New