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, Q4 2025
Institutional positions in GeneDx Holdings Corp. as of Dec 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
- 288
- +23 vs. Q3 2025
- Shares held
- 31.0M
- +987.9K (+3.3%) vs. Q3 2025
- Total value
- $4.03B
- +$794.8M (+24.6%) vs. Q3 2025
- New holders
- 60
- 92 more added
- Sold out
- 37
- 102 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding GeneDx Holdings Corp.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1 | $130 | 0.00% | +1 | New |
| Bullseye Investment Management, LLC | 1 | $130 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 2 | $260 | 0.00% | +2 | New |
| Nemes Rush Group LLC | 3 | $390 | 0.00% | +3 | New |
| Godfrey Financial Associates, Inc. | 3 | $390 | 0.00% | +3 | New |
| Marquette Asset Management, LLC | 3 | $391 | 0.00% | +3 | New |
| Parallel Advisors, LLC | 4 | $520 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $520 | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 4 | $521 | 0.00% | +4 | New |
| Cullen/Frost Bankers, Inc. | 4 | $566 | 0.00% | −165−97.6% | Reduced |
| IFP Advisors, Inc | 7 | $910 | 0.00% | +7 | New |
| Chilton Capital Management LLC | 8 | $1.04K | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 9 | $1.17K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $1.30K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11 | $1.43K | 0.00% | +3+37.5% | Added |
| SBI Securities Co., Ltd. | 11 | $1.43K | 0.00% | −101−90.2% | Reduced |
| Larson Financial Group LLC | 13 | $1.69K | 0.00% | +9+225.0% | Added |
| Bellevue Asset Management, LLC | 15 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18 | $2.34K | 0.00% | +18 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 30 | $3.84K | 0.00% | +22+275.0% | Added |
| Rothschild Investment LLC | 32 | $4.16K | 0.00% | −3−8.6% | Reduced |
| Allworth Financial LP | 32 | $4.18K | 0.00% | +10+45.5% | Added |
| Farther Finance Advisors, LLC | 43 | $5.59K | 0.00% | +37+616.7% | Added |
| Essential Partners LLC | 44 | $5.72K | 0.00% | +5+12.8% | Added |
| Aster Capital Management (DIFC) Ltd | 49 | $6.37K | 0.00% | +49 | New |
| GWM Advisors LLC | 50 | $6.50K | 0.00% | +46+1,150.0% | Added |
| SRS Capital Advisors, Inc. | 54 | $7.02K | 0.00% | +8+17.4% | Added |
| Rachor Investment Advisory Services, LLC | 54 | $7.02K | 0.00% | +54 | New |
| Vermillion & White Wealth Management Group, LLC | 56 | $7.28K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 61 | $7.93K | 0.00% | −85−58.2% | Reduced |
| CIBC Private Wealth Group, LLC | 63 | $8.19K | 0.00% | +1+1.6% | Added |
| Harvest Fund Management Co., Ltd | 165 | $9.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 73 | $9.49K | 0.00% | −44−37.6% | Reduced |
| CoreCap Advisors, LLC | 74 | $9.62K | 0.00% | −4−5.1% | Reduced |
| Kemnay Advisory Services Inc. | 75 | $9.76K | 0.00% | +75 | New |
| True Wealth Design, LLC | 81 | $10.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 91 | $11.8K | 0.00% | +49+116.7% | Added |
| Global Retirement Partners, LLC | 92 | $12.0K | 0.00% | +88+2,200.0% | Added |
| Steward Partners Investment Advisory, LLC | 98 | $12.7K | 0.00% | −4−3.9% | Reduced |
| Prestige Wealth Management Group LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 110 | $14.3K | 0.01% | +110 | New |
| Federation des caisses Desjardins du Quebec | 116 | $15.1K | 0.00% | −27−18.9% | Reduced |
| Sterling Capital Management LLC | 125 | $16.3K | 0.00% | +79+171.7% | Added |
| WPG Advisers, LLC | 125 | $16.3K | 0.01% | +125 | New |
| Whittier Trust Co of Nevada Inc | 145 | $19.7K | 0.00% | +145 | New |
| Harbour Investments, Inc. | 161 | $20.9K | 0.00% | +51+46.4% | Added |
| MCF Advisors LLC | 198 | $25.8K | 0.00% | −70−26.1% | Reduced |
| Bryn Mawr Trust Co | 200 | $26.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 208 | $27.1K | 0.00% | +208 | New |
| Jones Financial Companies LLLP | 223 | $29.0K | 0.00% | +9+4.2% | Added |
| Activest Wealth Management | 240 | $31.2K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 250 | $32.5K | 0.00% | +250 | New |
| Greenline Wealth Management LLC | 252 | $32.8K | 0.03% | +252 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 270 | $35.1K | 0.00% | +270 | New |
| Bleichroeder LP | 304 | $39.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 308 | $40.1K | 0.00% | +59+23.7% | Added |
| Tower Research Capital LLC (TRC) | 387 | $50.3K | 0.00% | −2,867−88.1% | Reduced |
| Versant Capital Management, Inc | 455 | $59.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 466 | $61.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 471 | $61.3K | 0.00% | −832−63.9% | Reduced |
| KBC Group NV | 503 | $65.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 562 | $73.1K | 0.00% | +62+12.4% | Added |
| Citigroup Inc | 566 | $73.6K | 0.00% | −2,365−80.7% | Reduced |
| Amalgamated Bank | 598 | $78.0K | 0.00% | +155+35.0% | Added |
| US Bancorp | 605 | $78.7K | 0.00% | −555−47.8% | Reduced |
| Comerica Bank | 765 | $99.5K | 0.00% | −29,753−97.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 837 | $108.9K | 0.03% | +815+3,704.5% | Added |
| Advisor Group Holdings, Inc. | 939 | $122.1K | 0.00% | −6,748−87.8% | Reduced |
| RiverPark Advisors, LLC | 1,146 | $149.0K | 0.04% | −431−27.3% | Reduced |
| Van Eck Associates Corp | 1,237 | $161.0K | 0.00% | +1,237 | New |
| Fox Run Management, L.L.C. | 1,547 | $201.2K | 0.03% | −2,130−57.9% | Reduced |
| Keybank National Association | 1,548 | $201.3K | 0.00% | −1,290−45.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,569 | $204.1K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,575 | $204.8K | 0.00% | −21,571−93.2% | Reduced |
| Beacon Pointe Advisors, LLC | 1,599 | $208.0K | 0.00% | +1,599 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,600 | $208.1K | 0.02% | +1,600 | New |
| Vontobel Holding Ltd. | 1,692 | $220.1K | 0.00% | +1,692 | New |
| Spire Wealth Management | 1,700 | $221.1K | 0.01% | +1,700 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,723 | $224.1K | 0.01% | +1,723 | New |
| BankChampaign, National Association | 1,805 | $234.8K | 0.23% | +1,805 | New |
| State of Alaska, Department of Revenue | 1,815 | $236.0K | 0.00% | +78+4.5% | Added |
| MML Investors Services, LLC | 1,816 | $236.2K | 0.00% | +1,816 | New |
| Blueshift Asset Management, LLC | 1,823 | $237.1K | 0.07% | +1,823 | New |
| Oppenheimer Asset Management Inc. | 1,857 | $241.5K | 0.00% | −51−2.7% | Reduced |
| Captrust Financial Advisors | 1,876 | $244.0K | 0.00% | +1,876 | New |
| OP Asset Management Ltd | 1,877 | $244.1K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,881 | $244.6K | 0.01% | −2,534−57.4% | Reduced |
| Quantinno Capital Management LP | 1,913 | $248.8K | 0.00% | +1,913 | New |
| CWM, LLC | 1,991 | $259.0K | 0.00% | +67+3.5% | Added |
| Silver Oak Securities, Inc | 2,168 | $277.5K | 0.02% | −10−0.5% | Reduced |
| Armistice Capital, LLC | 2,216 | $288.2K | 0.01% | +2,216 | New |
| Verition Fund Management LLC | 2,228 | $289.8K | 0.00% | −11,907−84.2% | Reduced |
| STRS Ohio | 2,300 | $299.1K | 0.00% | +700+43.8% | Added |
| Round Rock Advisors, LLC | 2,343 | $304.7K | 0.05% | +2,343 | New |
| Mindset Wealth Management, LLC | 2,390 | $310.8K | 0.08% | +377+18.7% | Added |
| Virginia Retirement Systems Et Al | 2,500 | $325.1K | 0.00% | −3,900−60.9% | Reduced |