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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 1,908 | $205.6K | 0.00% | −647−25.3% | Reduced |
| Cornerstone Investment Partners, LLC | 1,906 | $205.4K | 0.01% | +1,906 | New |
| PharVision Advisers, LLC | 1,879 | $202.4K | 0.11% | +1,879 | New |
| OP Asset Management Ltd | 1,877 | $202.2K | 0.00% | +1,877 | New |
| State of Alaska, Department of Revenue | 1,737 | $187.0K | 0.00% | +1,737 | New |
| STRS Ohio | 1,600 | $172.4K | 0.00% | −1,200−42.9% | Reduced |
| RiverPark Advisors, LLC | 1,577 | $169.9K | 0.07% | −444−22.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,569 | $169.0K | 0.01% | −348−18.2% | Reduced |
| Quest Partners LLC | 1,303 | $140.4K | 0.01% | +540+70.8% | Added |
| US Bancorp | 1,160 | $125.0K | 0.00% | −406−25.9% | Reduced |
| Natixis | 800 | $86.2K | 0.00% | +800 | New |
| Gordian Capital Singapore Pte Ltd | 600 | $64.6K | 0.09% | +600 | New |
| KBC Group NV | 503 | $54.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 500 | $53.9K | 0.00% | +500 | New |
| Capital Advisors, Ltd. LLC | 466 | $50.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 455 | $49.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 443 | $48.0K | 0.00% | 00.0% | Unchanged |
| Bleichroeder LP | 304 | $32.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 293 | $31.6K | 0.01% | +209+248.8% | Added |
| MCF Advisors LLC | 268 | $28.9K | 0.00% | +10+3.9% | Added |
| GAMMA Investing LLC | 249 | $26.8K | 0.00% | +37+17.5% | Added |
| Activest Wealth Management | 240 | $25.9K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 214 | $25.1K | 0.00% | +186+664.3% | Added |
| Bryn Mawr Trust Co | 200 | $21.5K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 187 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 169 | $18.2K | 0.00% | +169 | New |
| Private Trust Co NA | 146 | $15.7K | 0.00% | −110−43.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 143 | $15.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 140 | $15.1K | 0.00% | +140 | New |
| Optiver Holding B.V. | 117 | $12.6K | 0.00% | −604−83.8% | Reduced |
| SBI Securities Co., Ltd. | 112 | $12.1K | 0.00% | +95+558.8% | Added |
| Harbour Investments, Inc. | 110 | $11.9K | 0.00% | +82+292.9% | Added |
| FNY Investment Advisers, LLC | 110 | $11.0K | 0.00% | +110 | New |
| Steward Partners Investment Advisory, LLC | 102 | $11.0K | 0.00% | +97+1,940.0% | Added |
| Prestige Wealth Management Group LLC | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 165 | $9.00K | 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 |
| CoreCap Advisors, LLC | 78 | $8.40K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 70 | $7.54K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 62 | $6.68K | 0.00% | +21+51.2% | Added |
| Vermillion & White Wealth Management Group, LLC | 56 | $6.03K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 50 | $5.39K | 0.00% | +50 | New |
| Sterling Capital Management LLC | 46 | $4.96K | 0.00% | +1+2.2% | Added |
| SRS Capital Advisors, Inc. | 46 | $4.96K | 0.00% | +46 | New |
| Signaturefd, LLC | 42 | $4.53K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 41 | $4.42K | 0.00% | +15+57.7% | Added |
| Essential Partners LLC | 39 | $4.20K | 0.00% | +3+8.3% | Added |
| Rothschild Investment LLC | 35 | $3.77K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 22 | $2.37K | 0.00% | +22 | New |
| Caitong International Asset Management Co., Ltd | 22 | $2.37K | 0.00% | +22 | 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 |
| Bellevue Asset Management, LLC | 15 | $1.62K | 0.00% | +15 | New |
| Parkside Financial Bank & Trust | 10 | $1.08K | 0.00% | +5+100.0% | Added |
| UMA Financial Services, Inc. | 9 | $970 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 8 | $911 | 0.00% | +8 | New |
| EverSource Wealth Advisors, LLC | 8 | $861 | 0.00% | +1+14.3% | Added |
| Farther Finance Advisors, LLC | 6 | $646 | 0.00% | +4+200.0% | Added |
| 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 |
| Tortoise Investment Management, LLC | 2 | $215 | 0.00% | +2 | New |
| 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 |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −136,732−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −97,604−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −88,269−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −69,858−100.0% | Sold out |
| Catalio Capital Management, LP | 0 | $0 | 0.00% | −61,507−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −52,549−100.0% | Sold out |
| Soleus Capital Management, L.P. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Tri Locum Partners LP | 0 | $0 | 0.00% | −32,931−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −14,722−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −9,155−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −6,274−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,494−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −4,135−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,849−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −3,677−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,313−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,091−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −3,031−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −2,540−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,474−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,461−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,206−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | 0 | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Aventura Private Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |