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 2025
Institutional positions in GeneDx Holdings Corp. as of Mar 31, 2025. 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
- 225
- +28 vs. Q4 2024
- Shares held
- 28.4M
- +5.08M (+21.8%) vs. Q4 2024
- Total value
- $2.52B
- +$722.4M (+40.3%) vs. Q4 2024
- New holders
- 59
- 85 more added
- Sold out
- 31
- 59 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding GeneDx Holdings Corp.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2 | $163 | 0.00% | +2 | New |
| ORG Partners LLC | 5 | $422 | 0.00% | +5 | New |
| Stephens Consulting, LLC | 5 | $443 | 0.00% | +5 | New |
| Allworth Financial LP | 5 | $507 | 0.00% | +5 | New |
| Northwestern Mutual Wealth Management Co | 7 | $620 | 0.00% | +7 | New |
| EverSource Wealth Advisors, LLC | 7 | $620 | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 10 | $886 | 0.00% | +10 | New |
| Public Employees Retirement Association of Colorado | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 11 | $1.13K | 0.00% | +8+266.7% | Added |
| Coldstream Capital Management Inc | 18 | $1.59K | 0.00% | +18 | New |
| Caitong International Asset Management Co., Ltd | 21 | $1.86K | 0.00% | +21 | New |
| Rothschild Investment LLC | 25 | $2.21K | 0.00% | +5+25.0% | Added |
| Washington Trust Advisors, Inc. | 26 | $2.30K | 0.00% | +26 | New |
| Harbour Investments, Inc. | 28 | $2.48K | 0.00% | +28 | New |
| Jones Financial Companies LLLP | 28 | $2.58K | 0.00% | +28 | New |
| IFP Advisors, Inc | 36 | $3.19K | 0.00% | +33+1,100.0% | Added |
| Lindbrook Capital, LLC | 39 | $3.45K | 0.00% | +23+143.8% | Added |
| CIBC Private Wealth Group, LLC | 41 | $3.52K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 43 | $3.81K | 0.00% | +43 | New |
| SBI Securities Co., Ltd. | 47 | $4.16K | 0.00% | +32+213.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 52 | $4.61K | 0.00% | +52 | New |
| Clearstead Advisors, LLC | 65 | $5.76K | 0.00% | +34+109.7% | Added |
| Signaturefd, LLC | 69 | $6.12K | 0.00% | +7+11.3% | Added |
| Hillsdale Investment Management Inc. | 70 | $6.20K | 0.00% | +70 | New |
| True Wealth Design, LLC | 79 | $7.00K | 0.00% | −1−1.3% | Reduced |
| Principal Securities, Inc. | 100 | $7.69K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 92 | $8.15K | 0.00% | +92 | New |
| AdvisorNet Financial, Inc | 99 | $8.77K | 0.00% | +99 | New |
| Prestige Wealth Management Group LLC | 100 | $8.86K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 165 | $9.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 118 | $10.5K | 0.00% | −45−27.6% | Reduced |
| Quest Partners LLC | 169 | $15.0K | 0.00% | +169 | New |
| Private Trust Co NA | 191 | $16.9K | 0.00% | +19+11.0% | Added |
| Sterling Capital Management LLC | 194 | $17.2K | 0.00% | −158−44.9% | Reduced |
| Quarry LP | 197 | $17.4K | 0.00% | −820−80.6% | Reduced |
| Bryn Mawr Trust Co | 200 | $17.7K | 0.00% | +200 | New |
| Activest Wealth Management | 240 | $21.3K | 0.01% | +240 | New |
| Twin Tree Management, LP | 247 | $21.9K | 0.00% | +247 | New |
| Canada Pension Plan Investment Board | 300 | $26.6K | 0.00% | −87,700−99.7% | Reduced |
| Bleichroeder LP | 304 | $26.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 314 | $27.8K | 0.00% | +111+54.7% | Added |
| GAMMA Investing LLC | 438 | $38.8K | 0.00% | +264+151.7% | Added |
| Amalgamated Bank | 443 | $39.0K | 0.00% | +22+5.2% | Added |
| Versant Capital Management, Inc | 455 | $40.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 466 | $41.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 479 | $42.4K | 0.00% | +128+36.5% | Added |
| US Bancorp | 565 | $50.0K | 0.00% | +548+3,223.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 871 | $77.2K | 0.02% | +871 | New |
| KBC Group NV | 920 | $81.0K | 0.00% | +920 | New |
| Ameritas Investment Partners, Inc. | 1,191 | $105.5K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,375 | $121.8K | 0.01% | +1,375 | New |
| The PNC Financial Services Group, Inc. | 1,485 | $131.5K | 0.00% | +1,485 | New |
| Ensign Peak Advisors, Inc | 1,500 | $132.8K | 0.00% | −25,400−94.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,224 | $197.0K | 0.00% | +1,443+184.8% | Added |
| Toroso Investments, LLC | 2,341 | $207.3K | 0.00% | −4,861−67.5% | Reduced |
| CWM, LLC | 2,490 | $221.0K | 0.00% | −283−10.2% | Reduced |
| Virginia Retirement Systems Et Al | 2,500 | $221.4K | 0.00% | +2,500 | New |
| Cerity Partners LLC | 2,559 | $226.6K | 0.00% | +2,559 | New |
| STRS Ohio | 2,600 | $230.3K | 0.00% | +300+13.0% | Added |
| Bayesian Capital Management, LP | 2,600 | $230.3K | 0.04% | +2,600 | New |
| Evolution Wealth Advisors, LLC | 2,632 | $233.1K | 0.04% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 2,645 | $234.3K | 0.11% | +2,645 | New |
| Police & Firemen's Retirement System of New Jersey | 2,653 | $235.0K | 0.00% | −273−9.3% | Reduced |
| Pictet Asset Management Holding SA | 2,676 | $237.0K | 0.00% | −210−7.3% | Reduced |
| GWM Advisors LLC | 2,708 | $239.8K | 0.00% | +2,707+270,700.0% | Added |
| ProShare Advisors LLC | 2,767 | $245.1K | 0.00% | −831−23.1% | Reduced |
| CIBC World Markets Corp | 2,835 | $251.1K | 0.00% | +2,835 | New |
| Teacher Retirement System of Texas | 2,978 | $263.7K | 0.00% | +2,978 | New |
| Chung Wu Investment Group, LLC | 3,050 | $270.1K | 0.32% | +3,050 | New |
| SJS Investment Consulting Inc. | 3,571 | $316.3K | 0.05% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,622 | $321.0K | 0.02% | +3,622 | New |
| State Board of Administration of Florida Retirement System | 3,871 | $342.8K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 4,033 | $357.1K | 0.00% | +3,691+1,079.2% | Added |
| KLP Kapitalforvaltning AS | 4,300 | $380.8K | 0.00% | +1,700+65.4% | Added |
| RiverPark Advisors, LLC | 4,370 | $387.0K | 0.30% | +1,339+44.2% | Added |
| Arizona State Retirement System | 4,686 | $415.0K | 0.00% | +1,185+33.8% | Added |
| FORA Capital, LLC | 4,738 | $419.6K | 0.04% | +4,738 | New |
| PFG Investments, LLC | 4,874 | $431.7K | 0.03% | +1,600+48.9% | Added |
| Geneva Partners, LLC | 4,965 | $439.7K | 0.23% | +4,965 | New |
| HRT Financial LP | 5,213 | $461.0K | 0.00% | −788−13.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 5,511 | $488.1K | 0.00% | +5,511 | New |
| State of Wisconsin Investment Board | 5,512 | $488.2K | 0.00% | +1,458+36.0% | Added |
| Advisor Group Holdings, Inc. | 5,729 | $507.4K | 0.00% | +5,192+966.9% | Added |
| Corebridge Financial, Inc. | 6,258 | $554.2K | 0.00% | −94−1.5% | Reduced |
| Magnetar Financial LLC | 6,270 | $555.3K | 0.01% | +6,270 | New |
| BNP Paribas Arbitrage, SA | 6,323 | $560.0K | 0.00% | −50,265−88.8% | Reduced |
| Jennison Associates LLC | 6,353 | $562.7K | 0.00% | +6,353 | New |
| Intech Investment Management LLC | 6,490 | $574.8K | 0.01% | +1,646+34.0% | Added |
| Voya Investment Management LLC | 6,819 | $603.9K | 0.00% | +3,021+79.5% | Added |
| Quadrature Capital Ltd | 7,032 | $623.9K | 0.01% | −27,054−79.4% | Reduced |
| Two Sigma Advisers, LP | 7,287 | $645.4K | 0.00% | −35,955−83.1% | Reduced |
| Scientech Research LLC | 7,617 | $674.6K | 0.18% | +7,617 | New |
| MetLife Investment Management | 7,639 | $676.5K | 0.00% | −111−1.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,641 | $676.7K | 0.00% | +453+6.3% | Added |
| Janus Henderson Group PLC | 7,400 | $683.0K | 0.00% | +1,800+32.1% | Added |
| Thoroughbred Financial Services, LLC | 7,915 | $700.0K | 0.04% | +2,665+50.8% | Added |
| Tudor Investment Corp Et Al | 7,921 | $701.5K | 0.01% | −93,889−92.2% | Reduced |
| VGI Partners Ltd | 8,631 | $764.4K | 0.08% | −1,369−13.7% | Reduced |