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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.

Institutional holdersQ2 2025: 232 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 heldQ2 2025: $2.91B
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, Q2 2025

Shares, value and share of portfolio for each institution holding GeneDx Holdings Corp.; share changes are against Q1 2025.

Institutions holding WGS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
CoreCap Advisors, LLC78$7.20K0.00%+35+81.4%Added
True Wealth Design, LLC77$7.11K0.00%−2−2.5%Reduced
Hillsdale Investment Management Inc.70$6.46K0.00%00.0%Unchanged
Clearstead Advisors, LLC58$5.35K0.00%−7−10.8%Reduced
Vermillion & White Wealth Management Group, LLC56$5.17K0.00%+4+7.7%Added
Sterling Capital Management LLC45$4.15K0.00%−149−76.8%Reduced
Signaturefd, LLC42$3.88K0.00%−27−39.1%Reduced
IFP Advisors, Inc0$3.88K0.00%−36−100.0%Reduced
CIBC Private Wealth Group, LLC41$3.79K0.00%00.0%Unchanged
Essential Partners LLC36$3.32K0.00%+36New
Rothschild Investment LLC35$3.23K0.00%+10+40.0%Added
Cornerstone Planning Group LLC25$2.67K0.00%+25New
Harbour Investments, Inc.28$2.58K0.00%00.0%Unchanged
Jones Financial Companies LLLP28$2.55K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.26$2.40K0.00%00.0%Unchanged
SBI Securities Co., Ltd.17$1.57K0.00%−30−63.8%Reduced
Sierra Ocean, LLC13$1.20K0.00%+13New
Public Employees Retirement Association of Colorado10$1.00K0.00%00.0%Unchanged
UMA Financial Services, Inc.9$8310.00%+9New
EverSource Wealth Advisors, LLC7$6460.00%00.0%Unchanged
Parkside Financial Bank & Trust5$4620.00%−5−50.0%Reduced
Steward Partners Investment Advisory, LLC5$4620.00%+5New
Larson Financial Group LLC4$3690.00%+4New
Global Retirement Partners, LLC3$2770.00%+3New
Farther Finance Advisors, LLC2$1850.00%+2New
Aventura Private Wealth, LLC2$1850.00%+2New
Twin Peaks Wealth Advisors, LLC1$1160.00%+1New
MAI Capital Management1$930.00%00.0%Unchanged
GWM Advisors LLC1$920.00%−2,707−100.0%Reduced
GPS Wealth Strategies Group, LLC1$920.00%+1New
Parallel Advisors, LLC1$490.00%+1New
Covestor Ltd1$00.00%−1−50.0%Reduced
American Century Companies Inc0$00.00%−269,602−100.0%Sold out
Nicholas Investment Partners, LP0$00.00%−131,610−100.0%Sold out
Telemark Asset Management, LLC0$00.00%−100,000−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−89,775−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−84,143−100.0%Sold out
Renaissance Technologies LLC0$00.00%−70,216−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−61,012−100.0%Sold out
Jain Global LLC0$00.00%−51,701−100.0%Sold out
Castleark Management LLC0$00.00%−47,810−100.0%Sold out
EAM Investors, LLC0$00.00%−41,446−100.0%Sold out
Acadian Asset Management LLC0$00.00%−36,182−100.0%Sold out
Group One Trading, L.P.0$00.00%−26,080−100.0%Sold out
Meridiem Capital Partners LP0$00.00%−19,271−100.0%Sold out
Alberta Investment Management Corp0$00.00%−16,082−100.0%Sold out
Ellsworth Advisors, LLC0$00.00%−15,965−100.0%Sold out
Millennium Management LLC0$00.00%−15,780−100.0%Sold out
Engineers Gate Manager LP0$00.00%−11,475−100.0%Sold out
VGI Partners Ltd0$00.00%−8,631−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−7,921−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−7,915−100.0%Sold out
Scientech Research LLC0$00.00%−7,617−100.0%Sold out
Quadrature Capital Ltd0$00.00%−7,032−100.0%Sold out
Magnetar Financial LLC0$00.00%−6,270−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−6,258−100.0%Sold out
HRT Financial LP0$00.00%−5,213−100.0%Sold out
Geneva Partners, LLC0$00.00%−4,965−100.0%Sold out
PFG Investments, LLC0$00.00%−4,874−100.0%Sold out
FORA Capital, LLC0$00.00%−4,738−100.0%Sold out
Creative Planning0$00.00%−4,033−100.0%Sold out
Virtu Financial LLC0$00.00%−3,622−100.0%Sold out
Oxford Asset Management LLP0$00.00%−2,645−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−2,600−100.0%Sold out
Toroso Investments, LLC0$00.00%−2,341−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−1,375−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−871−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−300−100.0%Sold out
Twin Tree Management, LP0$00.00%−247−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−99−100.0%Sold out
Principal Securities, Inc.0$00.00%−100−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−21−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−18−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−11−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−7−100.0%Sold out
Allworth Financial LP0$00.00%−5−100.0%Sold out
Stephens Consulting, LLC0$00.00%−5−100.0%Sold out
ORG Partners LLC0$00.00%−5−100.0%Sold out
Mather Group, LLC.0$00.00%−2−100.0%Sold out
Lindbrook Capital, LLC––––Not filed