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 2025
Institutional positions in GeneDx Holdings Corp. as of Sep 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
- 268
- +38 vs. Q2 2025
- Shares held
- 30.1M
- −1.33M (−4.2%) vs. Q2 2025
- Total value
- $3.24B
- +$341.9M (+11.8%) vs. Q2 2025
- New holders
- 69
- 86 more added
- Sold out
- 31
- 82 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding GeneDx Holdings Corp.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $108 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $108 | 0.00% | +1 | New |
| Assetmark, Inc | 1 | $108 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 2 | $215 | 0.00% | +2 | New |
| Larson Financial Group LLC | 4 | $431 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4 | $431 | 0.00% | +1+33.3% | Added |
| GWM Advisors LLC | 4 | $431 | 0.00% | +3+300.0% | Added |
| Parallel Advisors, LLC | 4 | $431 | 0.00% | +3+300.0% | Added |
| Farther Finance Advisors, LLC | 6 | $646 | 0.00% | +4+200.0% | Added |
| EverSource Wealth Advisors, LLC | 8 | $861 | 0.00% | +1+14.3% | Added |
| Smartleaf Asset Management LLC | 8 | $911 | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 9 | $970 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $1.08K | 0.00% | +5+100.0% | Added |
| Bellevue Asset Management, LLC | 15 | $1.62K | 0.00% | +15 | New |
| Bessemer Group Inc | 17 | $2.00K | 0.00% | +17 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 20 | $2.00K | 0.00% | +20 | New |
| Caitong International Asset Management Co., Ltd | 22 | $2.37K | 0.00% | +22 | New |
| Allworth Financial LP | 22 | $2.37K | 0.00% | +22 | New |
| Rothschild Investment LLC | 35 | $3.77K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 39 | $4.20K | 0.00% | +3+8.3% | Added |
| Washington Trust Advisors, Inc. | 41 | $4.42K | 0.00% | +15+57.7% | Added |
| Signaturefd, LLC | 42 | $4.53K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 46 | $4.96K | 0.00% | +1+2.2% | Added |
| SRS Capital Advisors, Inc. | 46 | $4.96K | 0.00% | +46 | New |
| Webster Bank, N. A. | 50 | $5.39K | 0.00% | +50 | New |
| Vermillion & White Wealth Management Group, LLC | 56 | $6.03K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 62 | $6.68K | 0.00% | +21+51.2% | Added |
| Hillsdale Investment Management Inc. | 70 | $7.54K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 78 | $8.40K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 81 | $8.73K | 0.00% | +4+5.2% | Added |
| Stephens Consulting, LLC | 81 | $8.73K | 0.00% | +81 | New |
| Harvest Fund Management Co., Ltd | 165 | $9.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 102 | $11.0K | 0.00% | +97+1,940.0% | Added |
| FNY Investment Advisers, LLC | 110 | $11.0K | 0.00% | +110 | New |
| Harbour Investments, Inc. | 110 | $11.9K | 0.00% | +82+292.9% | Added |
| SBI Securities Co., Ltd. | 112 | $12.1K | 0.00% | +95+558.8% | Added |
| Optiver Holding B.V. | 117 | $12.6K | 0.00% | −604−83.8% | Reduced |
| Advisory Services Network, LLC | 140 | $15.1K | 0.00% | +140 | New |
| Federation des caisses Desjardins du Quebec | 143 | $15.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 146 | $15.7K | 0.00% | −110−43.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 169 | $18.2K | 0.00% | +169 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 187 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 200 | $21.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 214 | $25.1K | 0.00% | +186+664.3% | Added |
| Activest Wealth Management | 240 | $25.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 249 | $26.8K | 0.00% | +37+17.5% | Added |
| MCF Advisors LLC | 268 | $28.9K | 0.00% | +10+3.9% | Added |
| Quarry LP | 293 | $31.6K | 0.01% | +209+248.8% | Added |
| Bleichroeder LP | 304 | $32.8K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 443 | $48.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 455 | $49.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 466 | $50.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 500 | $53.9K | 0.00% | +500 | New |
| KBC Group NV | 503 | $54.0K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 600 | $64.6K | 0.09% | +600 | New |
| Natixis | 800 | $86.2K | 0.00% | +800 | New |
| US Bancorp | 1,160 | $125.0K | 0.00% | −406−25.9% | Reduced |
| Quest Partners LLC | 1,303 | $140.4K | 0.01% | +540+70.8% | Added |
| Ameritas Investment Partners, Inc. | 1,569 | $169.0K | 0.01% | −348−18.2% | Reduced |
| RiverPark Advisors, LLC | 1,577 | $169.9K | 0.07% | −444−22.0% | Reduced |
| STRS Ohio | 1,600 | $172.4K | 0.00% | −1,200−42.9% | Reduced |
| State of Alaska, Department of Revenue | 1,737 | $187.0K | 0.00% | +1,737 | New |
| OP Asset Management Ltd | 1,877 | $202.2K | 0.00% | +1,877 | New |
| PharVision Advisers, LLC | 1,879 | $202.4K | 0.11% | +1,879 | New |
| Cornerstone Investment Partners, LLC | 1,906 | $205.4K | 0.01% | +1,906 | New |
| Oppenheimer Asset Management Inc. | 1,908 | $205.6K | 0.00% | −647−25.3% | Reduced |
| CWM, LLC | 1,924 | $207.0K | 0.00% | −226−10.5% | Reduced |
| CIBC Bancorp USA Inc. | 2,001 | $215.6K | 0.00% | +2,001 | New |
| Mindset Wealth Management, LLC | 2,013 | $216.9K | 0.06% | +2,013 | New |
| Stifel Financial Corp | 2,072 | $223.3K | 0.00% | +2,072 | New |
| Silver Oak Securities, Inc | 2,178 | $234.7K | 0.02% | +2,178 | New |
| Oppenheimer & Co Inc | 2,201 | $237.1K | 0.00% | +2,201 | New |
| Cerity Partners LLC | 2,385 | $257.0K | 0.00% | +103+4.5% | Added |
| Two Sigma Securities, LLC | 2,464 | $265.5K | 0.04% | +2,464 | New |
| Graham Capital Management, L.P. | 2,485 | $267.7K | 0.01% | +2,485 | New |
| VGI Partners Ltd | 2,500 | $269.4K | 0.02% | +2,500 | New |
| Teacher Retirement System of Texas | 2,510 | $270.4K | 0.00% | −423−14.4% | Reduced |
| Integrated Quantitative Investments LLC | 2,613 | $281.5K | 0.08% | −1,487−36.3% | Reduced |
| Evolution Wealth Advisors, LLC | 2,632 | $283.6K | 0.04% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 2,654 | $285.9K | 0.63% | +2,654 | New |
| Pictet Asset Management Holding SA | 2,676 | $288.3K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 2,838 | $305.8K | 0.00% | +2,838 | New |
| Kovack Advisors, Inc. | 2,868 | $309.0K | 0.03% | +358+14.3% | Added |
| Citigroup Inc | 2,931 | $315.8K | 0.00% | −5,275−64.3% | Reduced |
| Thrivent Financial for Lutherans | 3,000 | $323.0K | 0.00% | +66+2.2% | Added |
| SJS Investment Consulting Inc. | 3,000 | $323.2K | 0.04% | −1,280−29.9% | Reduced |
| Creative Planning | 3,033 | $326.7K | 0.00% | +3,033 | New |
| The PNC Financial Services Group, Inc. | 3,067 | $330.4K | 0.00% | −545−15.1% | Reduced |
| Optimize Financial Inc | 3,205 | $345.3K | 0.18% | +3,205 | New |
| ProShare Advisors LLC | 3,210 | $345.8K | 0.00% | −640−16.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,254 | $350.6K | 0.01% | +1,436+79.0% | Added |
| Los Angeles Capital Management LLC | 3,434 | $370.0K | 0.00% | +3,434 | New |
| Cetera Investment Advisers | 3,483 | $375.3K | 0.00% | +788+29.2% | Added |
| Chung Wu Investment Group, LLC | 3,600 | $387.9K | 0.32% | +300+9.1% | Added |
| Nisa Investment Advisors, LLC | 3,618 | $389.8K | 0.00% | +3,419+1,718.1% | Added |
| Fox Run Management, L.L.C. | 3,677 | $396.2K | 0.06% | +3,677 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,702 | $398.9K | 0.00% | +181+5.1% | Added |
| KLP Kapitalforvaltning AS | 3,800 | $409.4K | 0.00% | 00.0% | Unchanged |