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, Q4 2024
Institutional positions in GeneDx Holdings Corp. as of Dec 31, 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
- 199
- +65 vs. Q3 2024
- Shares held
- 23.5M
- +4.93M (+26.5%) vs. Q3 2024
- Total value
- $1.81B
- +$1.02B (+129.1%) vs. Q3 2024
- New holders
- 83
- 70 more added
- Sold out
- 18
- 32 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding GeneDx Holdings Corp.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | +2 | New |
| GWM Advisors LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1 | $77 | 0.00% | +1 | New |
| Aster Capital Management (DIFC) Ltd | 3 | $231 | 0.00% | −43−93.5% | Reduced |
| IFP Advisors, Inc | 3 | $231 | 0.00% | +3 | New |
| Parallel Advisors, LLC | 3 | $231 | 0.00% | +3 | New |
| Public Employees Retirement Association of Colorado | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 15 | $1.15K | 0.00% | +15 | New |
| Lindbrook Capital, LLC | 16 | $1.23K | 0.00% | +7+77.8% | Added |
| US Bancorp | 17 | $1.31K | 0.00% | +17 | New |
| Rothschild Investment LLC | 20 | $1.54K | 0.00% | +15+300.0% | Added |
| Clearstead Advisors, LLC | 31 | $2.38K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 44 | $3.38K | 0.00% | +44 | New |
| CIBC Private Wealth Group, LLC | 41 | $3.96K | 0.00% | +41 | New |
| Signaturefd, LLC | 62 | $4.76K | 0.00% | +20+47.6% | Added |
| True Wealth Design, LLC | 80 | $6.15K | 0.00% | +3+3.9% | Added |
| Principal Securities, Inc. | 100 | $7.69K | 0.00% | +100 | New |
| Prestige Wealth Management Group LLC | 100 | $7.69K | 0.00% | +100 | New |
| Harvest Fund Management Co., Ltd | 165 | $9.00K | 0.00% | +165 | New |
| Federation des caisses Desjardins du Quebec | 163 | $12.5K | 0.00% | +45+38.1% | Added |
| Private Trust Co NA | 172 | $13.2K | 0.00% | +113+191.5% | Added |
| GAMMA Investing LLC | 174 | $13.4K | 0.00% | +59+51.3% | Added |
| Tower Research Capital LLC (TRC) | 203 | $15.6K | 0.00% | −2,086−91.1% | Reduced |
| Coppell Advisory Solutions LLC | 274 | $21.0K | 0.00% | −342−55.5% | Reduced |
| Bleichroeder LP | 304 | $23.4K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 342 | $26.3K | 0.00% | +342 | New |
| MCF Advisors LLC | 351 | $27.0K | 0.00% | +182+107.7% | Added |
| Sterling Capital Management LLC | 352 | $27.1K | 0.00% | +316+877.8% | Added |
| Global Retirement Partners, LLC | 366 | $28.1K | 0.00% | +366 | New |
| Amalgamated Bank | 421 | $32.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 455 | $35.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 457 | $35.0K | 0.00% | +457 | New |
| Capital Advisors, Ltd. LLC | 466 | $36.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 537 | $41.3K | 0.00% | +393+272.9% | Added |
| Comerica Bank | 649 | $49.9K | 0.00% | +649 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 781 | $60.0K | 0.00% | +781 | New |
| Quarry LP | 1,017 | $78.2K | 0.02% | +1,017 | New |
| Gen-Wealth Partners Inc | 1,055 | $81.1K | 0.03% | +1,055 | New |
| Ameritas Investment Partners, Inc. | 1,191 | $91.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,249 | $96.0K | 0.01% | −2,093−62.6% | Reduced |
| STRS Ohio | 2,300 | $176.8K | 0.00% | +2,300 | New |
| KLP Kapitalforvaltning AS | 2,600 | $199.8K | 0.00% | +2,600 | New |
| Evolution Wealth Advisors, LLC | 2,632 | $202.3K | 0.03% | +2,632 | New |
| Victory Capital Management Inc | 2,720 | $209.1K | 0.00% | +2,720 | New |
| CWM, LLC | 2,773 | $213.0K | 0.00% | +682+32.6% | Added |
| Ieq Capital, LLC | 2,857 | $219.6K | 0.00% | +2,857 | New |
| Pictet Asset Management Holding SA | 2,886 | $221.8K | 0.00% | +2,886 | New |
| Group One Trading, L.P. | 2,917 | $224.2K | 0.01% | +2,917 | New |
| Police & Firemen's Retirement System of New Jersey | 2,926 | $224.9K | 0.00% | +2,926 | New |
| RiverPark Advisors, LLC | 3,031 | $233.0K | 0.19% | +3,031 | New |
| PFG Investments, LLC | 3,274 | $251.6K | 0.02% | +3,274 | New |
| Arizona State Retirement System | 3,501 | $269.1K | 0.00% | +3,501 | New |
| SJS Investment Consulting Inc. | 3,571 | $274.5K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,598 | $276.5K | 0.00% | +3,598 | New |
| Bailard, Inc. | 3,600 | $276.7K | 0.01% | +3,600 | New |
| Voya Investment Management LLC | 3,798 | $291.9K | 0.00% | +3,798 | New |
| State Board of Administration of Florida Retirement System | 3,871 | $297.5K | 0.00% | +3,871 | New |
| PharVision Advisers, LLC | 3,910 | $300.5K | 0.25% | +3,910 | New |
| Soleus Capital Management, L.P. | 4,000 | $307.4K | 0.02% | +4,000 | New |
| State of Wisconsin Investment Board | 4,054 | $311.6K | 0.00% | +4,054 | New |
| Integrated Quantitative Investments LLC | 4,700 | $361.2K | 0.18% | +4,700 | New |
| Intech Investment Management LLC | 4,844 | $372.3K | 0.00% | +4,844 | New |
| Aquatic Capital Management LLC | 4,867 | $374.1K | 0.01% | +4,867 | New |
| Nebula Research & Development LLC | 4,918 | $378.0K | 0.04% | +4,918 | New |
| Envestnet Asset Management Inc | 4,941 | $379.8K | 0.00% | +4,941 | New |
| Mission Wealth Management, LP | 5,000 | $384.3K | 0.01% | +5,000 | New |
| Alpha DNA Investment Management LLC | 5,238 | $402.6K | 0.22% | −4,998−48.8% | Reduced |
| Thoroughbred Financial Services, LLC | 5,250 | $403.0K | 0.02% | +5,250 | New |
| MML Investors Services, LLC | 5,481 | $421.0K | 0.00% | +5,481 | New |
| Janus Henderson Group PLC | 5,600 | $429.7K | 0.00% | +5,600 | New |
| Freestone Grove Partners LP | 5,791 | $445.1K | 0.01% | +5,791 | New |
| HRT Financial LP | 6,001 | $461.0K | 0.00% | +6,001 | New |
| Redwood Investment Management, LLC | 6,079 | $467.0K | 0.05% | +6,079 | New |
| Susquehanna International Group, LLP | 6,156 | $473.1K | 0.00% | −7,356−54.4% | Reduced |
| Corebridge Financial, Inc. | 6,352 | $488.2K | 0.00% | −346−5.2% | Reduced |
| Gsa Capital Partners LLP | 6,658 | $512.0K | 0.04% | −919−12.1% | Reduced |
| Baader Bank INC | 6,700 | $515.0K | 0.05% | −3,300−33.0% | Reduced |
| Franklin Resources Inc | 7,092 | $545.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 7,188 | $552.5K | 0.00% | +515+7.7% | Added |
| Toroso Investments, LLC | 7,202 | $553.5K | 0.00% | −4,901−40.5% | Reduced |
| F/M Investments LLC | 7,469 | $574.1K | 0.02% | +7,469 | New |
| MetLife Investment Management | 7,750 | $595.7K | 0.00% | +453+6.2% | Added |
| TD Asset Management Inc | 7,834 | $602.1K | 0.00% | +1,400+21.8% | Added |
| Palumbo Wealth Management LLC | 8,303 | $638.2K | 0.24% | +1,542+22.8% | Added |
| Wells Fargo & Company | 8,382 | $644.2K | 0.00% | +2,480+42.0% | Added |
| SG Americas Securities, LLC | 8,735 | $671.0K | 0.00% | +4,068+87.2% | Added |
| Penserra Capital Management LLC | 9,740 | $748.0K | 0.01% | +9,740 | New |
| VGI Partners Ltd | 10,000 | $768.6K | 0.08% | +10,000 | New |
| Marsico Capital Management LLC | 10,263 | $788.8K | 0.02% | +10,263 | New |
| Deutsche Bank AG | 10,375 | $797.4K | 0.00% | −113,731−91.6% | Reduced |
| Citigroup Inc | 10,760 | $827.0K | 0.00% | +1,639+18.0% | Added |
| Manufacturers Life Insurance Company, The | 10,931 | $840.2K | 0.00% | −47−0.4% | Reduced |
| Legal & General Group Plc | 11,123 | $854.9K | 0.00% | +2,638+31.1% | Added |
| California State Teachers Retirement System | 11,384 | $875.0K | 0.00% | +1,335+13.3% | Added |
| Legacy Capital Group California, Inc. | 11,492 | $883.3K | 0.27% | +11,492 | New |
| Squarepoint Ops LLC | 11,989 | $921.5K | 0.00% | −34,840−74.4% | Reduced |
| EntryPoint Capital, LLC | 12,141 | $933.2K | 0.39% | +2,953+32.1% | Added |
| Polar Asset Management Partners Inc. | 13,100 | $1.01M | 0.01% | +13,100 | New |
| Alliancebernstein L.P. | 13,850 | $1.06M | 0.00% | +5,900+74.2% | Added |
| Dimensional Fund Advisors LP | 14,054 | $1.08M | 0.00% | +14,054 | New |