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, Q2 2025
Institutional positions in GeneDx Holdings Corp. as of Jun 30, 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
- 232
- +8 vs. Q1 2025
- Shares held
- 31.5M
- +3.09M (+10.9%) vs. Q1 2025
- Total value
- $2.91B
- +$392.1M (+15.6%) vs. Q1 2025
- New holders
- 55
- 87 more added
- Sold out
- 47
- 64 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding GeneDx Holdings Corp.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Parallel Advisors, LLC | 1 | $49 | 0.00% | +1 | New |
| GWM Advisors LLC | 1 | $92 | 0.00% | −2,707−100.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1 | $92 | 0.00% | +1 | New |
| MAI Capital Management | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1 | $116 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 2 | $185 | 0.00% | +2 | New |
| Aventura Private Wealth, LLC | 2 | $185 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 3 | $277 | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $369 | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 5 | $462 | 0.00% | −5−50.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 5 | $462 | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 7 | $646 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $831 | 0.00% | +9 | New |
| Public Employees Retirement Association of Colorado | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 13 | $1.20K | 0.00% | +13 | New |
| SBI Securities Co., Ltd. | 17 | $1.57K | 0.00% | −30−63.8% | Reduced |
| Washington Trust Advisors, Inc. | 26 | $2.40K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 28 | $2.55K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 28 | $2.58K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 25 | $2.67K | 0.00% | +25 | New |
| Rothschild Investment LLC | 35 | $3.23K | 0.00% | +10+40.0% | Added |
| Essential Partners LLC | 36 | $3.32K | 0.00% | +36 | New |
| CIBC Private Wealth Group, LLC | 41 | $3.79K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 42 | $3.88K | 0.00% | −27−39.1% | Reduced |
| IFP Advisors, Inc | 0 | $3.88K | 0.00% | −36−100.0% | Reduced |
| Sterling Capital Management LLC | 45 | $4.15K | 0.00% | −149−76.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 56 | $5.17K | 0.00% | +4+7.7% | Added |
| Clearstead Advisors, LLC | 58 | $5.35K | 0.00% | −7−10.8% | Reduced |
| Hillsdale Investment Management Inc. | 70 | $6.46K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 77 | $7.11K | 0.00% | −2−2.5% | Reduced |
| CoreCap Advisors, LLC | 78 | $7.20K | 0.00% | +35+81.4% | Added |
| Quarry LP | 84 | $7.75K | 0.00% | −113−57.4% | Reduced |
| Harvest Fund Management Co., Ltd | 165 | $9.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $9.23K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 143 | $13.2K | 0.00% | +25+21.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 187 | $17.0K | 0.00% | +187 | New |
| Nisa Investment Advisors, LLC | 199 | $18.4K | 0.00% | −49,961−99.6% | Reduced |
| Bryn Mawr Trust Co | 200 | $18.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 212 | $19.6K | 0.00% | −226−51.6% | Reduced |
| Activest Wealth Management | 240 | $22.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 256 | $23.6K | 0.00% | +65+34.0% | Added |
| MCF Advisors LLC | 258 | $23.8K | 0.00% | −221−46.1% | Reduced |
| Bleichroeder LP | 304 | $28.1K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 443 | $41.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 455 | $42.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 466 | $43.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 503 | $46.0K | 0.00% | −417−45.3% | Reduced |
| Optiver Holding B.V. | 721 | $66.6K | 0.00% | +629+683.7% | Added |
| Quest Partners LLC | 763 | $70.4K | 0.01% | +594+351.5% | Added |
| US Bancorp | 1,566 | $144.6K | 0.00% | +1,001+177.2% | Added |
| Tower Research Capital LLC (TRC) | 1,818 | $167.8K | 0.00% | +1,504+479.0% | Added |
| Ameritas Investment Partners, Inc. | 1,917 | $177.0K | 0.01% | +726+61.0% | Added |
| RiverPark Advisors, LLC | 2,021 | $186.6K | 0.11% | −2,349−53.8% | Reduced |
| CWM, LLC | 2,150 | $198.0K | 0.00% | −340−13.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,206 | $203.6K | 0.01% | +2,206 | New |
| SG Americas Securities, LLC | 2,245 | $207.0K | 0.00% | −8,206−78.5% | Reduced |
| Cerity Partners LLC | 2,282 | $210.7K | 0.00% | −277−10.8% | Reduced |
| CIBC World Markets Corp | 2,313 | $213.5K | 0.00% | −522−18.4% | Reduced |
| Petrus Trust Company, LTA | 2,461 | $227.2K | 0.02% | +2,461 | New |
| Atom Investors LP | 2,474 | $228.4K | 0.02% | +2,474 | New |
| Kovack Advisors, Inc. | 2,510 | $231.7K | 0.02% | +2,510 | New |
| SummitTX Capital, L.P. | 2,540 | $234.5K | 0.01% | +2,540 | New |
| Oppenheimer Asset Management Inc. | 2,555 | $235.9K | 0.00% | +2,555 | New |
| Evolution Wealth Advisors, LLC | 2,632 | $243.0K | 0.04% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 2,676 | $247.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,695 | $248.8K | 0.00% | +2,695 | New |
| STRS Ohio | 2,800 | $258.5K | 0.00% | +200+7.7% | Added |
| Thrivent Financial for Lutherans | 2,934 | $267.0K | 0.00% | +2,934 | New |
| Teacher Retirement System of Texas | 2,933 | $270.7K | 0.00% | −45−1.5% | Reduced |
| Perbak Capital Partners LLP | 3,031 | $279.8K | 0.06% | +3,031 | New |
| Capstone Investment Advisors, LLC | 3,091 | $285.3K | 0.00% | +3,091 | New |
| Morris Retirement Advisors, LLC | 3,229 | $298.1K | 0.14% | +3,229 | New |
| Wolverine Trading, LLC | 3,313 | $301.8K | 0.01% | −5,987−64.4% | Reduced |
| Chung Wu Investment Group, LLC | 3,300 | $304.6K | 0.32% | +250+8.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,521 | $325.0K | 0.00% | +1,297+58.3% | Added |
| The PNC Financial Services Group, Inc. | 3,612 | $333.4K | 0.00% | +2,127+143.2% | Added |
| Corton Capital Inc. | 3,677 | $339.4K | 0.40% | +3,677 | New |
| KLP Kapitalforvaltning AS | 3,800 | $350.8K | 0.00% | −500−11.6% | Reduced |
| Axq Capital, LP | 3,849 | $355.3K | 0.11% | +3,849 | New |
| ProShare Advisors LLC | 3,850 | $355.4K | 0.00% | +1,083+39.1% | Added |
| Integrated Quantitative Investments LLC | 4,100 | $378.5K | 0.11% | −9,612−70.1% | Reduced |
| State of Wisconsin Investment Board | 4,135 | $381.7K | 0.00% | −1,377−25.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,261 | $393.3K | 0.00% | +1,608+60.6% | Added |
| SJS Investment Consulting Inc. | 4,280 | $395.1K | 0.06% | +709+19.9% | Added |
| Handelsbanken Fonder AB | 4,300 | $397.0K | 0.00% | +4,300 | New |
| Gotham Asset Management, LLC | 4,494 | $414.8K | 0.00% | −9,271−67.4% | Reduced |
| Cim, LLC | 4,770 | $440.3K | 0.06% | +4,770 | New |
| State Board of Administration of Florida Retirement System | 5,181 | $478.3K | 0.00% | +1,310+33.8% | Added |
| Perigon Wealth Management, LLC | 5,185 | $478.6K | 0.01% | +5,185 | New |
| Virginia Retirement Systems Et Al | 5,400 | $498.5K | 0.00% | +2,900+116.0% | Added |
| NBC Securities, Inc. | 5,701 | $526.0K | 0.04% | +5,701 | New |
| Arizona State Retirement System | 5,722 | $528.2K | 0.00% | +1,036+22.1% | Added |
| Two Sigma Advisers, LP | 5,787 | $534.2K | 0.00% | −1,500−20.6% | Reduced |
| BNP Paribas Arbitrage, SA | 5,845 | $539.6K | 0.00% | −478−7.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,991 | $540.9K | 0.00% | −184,306−96.9% | Reduced |
| Bryce Point Capital, LLC | 6,274 | $579.2K | 0.49% | +6,274 | New |
| Independent Financial Group, LLC | 6,300 | $581.6K | 0.02% | +6,300 | New |
| Y-Intercept (Hong Kong) Ltd | 6,380 | $588.9K | 0.01% | +6,380 | New |
| Janus Henderson Group PLC | 7,400 | $683.0K | 0.00% | 00.0% | Unchanged |