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, Q1 2026
Institutional positions in GeneDx Holdings Corp. as of Mar 31, 2026. 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
- 241
- −41 vs. Q4 2025
- Shares held
- 31.3M
- +2.40M (+8.3%) vs. Q4 2025
- Total value
- $2.01B
- −$1.74B (−46.4%) vs. Q4 2025
- New holders
- 42
- 100 more added
- Sold out
- 83
- 71 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding GeneDx Holdings Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $64 | 0.00% | −160−99.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1 | $64 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $64 | 0.00% | +1 | New |
| Root Financial Partners, LLC | 2 | $128 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 2 | $129 | 0.00% | +2 | New |
| Advisory Services Network, LLC | 3 | $192 | 0.00% | +3 | New |
| IFP Advisors, Inc | 3 | $193 | 0.00% | −4−57.1% | Reduced |
| Godfrey Financial Associates, Inc. | 3 | $193 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3 | $193 | 0.00% | +3 | New |
| Allworth Financial LP | 3 | $203 | 0.00% | −29−90.6% | Reduced |
| Huntington National Bank | 5 | $321 | 0.00% | +4+400.0% | Added |
| Parkside Financial Bank & Trust | 5 | $322 | 0.00% | −5−50.0% | Reduced |
| Marquette Asset Management, LLC | 6 | $386 | 0.00% | +3+100.0% | Added |
| SBI Securities Co., Ltd. | 7 | $450 | 0.00% | −4−36.4% | Reduced |
| Central Trust Co | 7 | $450 | 0.00% | +7 | New |
| Cedar Mountain Advisors, LLC | 7 | $450 | 0.00% | +7 | New |
| Keating Financial Advisory Services, Inc. | 13 | $835 | 0.00% | +11+550.0% | Added |
| Northwestern Mutual Wealth Management Co | 15 | $963 | 0.00% | +15 | New |
| Bessemer Group Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 26 | $1.55K | 0.00% | −4−13.3% | Reduced |
| Rothschild Investment LLC | 25 | $1.61K | 0.00% | −7−21.9% | Reduced |
| Farther Finance Advisors, LLC | 30 | $1.97K | 0.00% | −13−30.2% | Reduced |
| National Bank of Canada | 36 | $2.31K | 0.00% | −21,964−99.8% | Reduced |
| Essential Partners LLC | 36 | $2.31K | 0.00% | −8−18.2% | Reduced |
| EverSource Wealth Advisors, LLC | 39 | $2.50K | 0.00% | +28+254.5% | Added |
| Signaturefd, LLC | 42 | $2.70K | 0.00% | −49−53.8% | Reduced |
| Private Trust Co NA | 61 | $3.92K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 75 | $4.82K | 0.00% | +75 | New |
| True Wealth Design, LLC | 77 | $4.95K | 0.00% | −4−4.9% | Reduced |
| Rachor Investment Advisory Services, LLC | 77 | $4.95K | 0.00% | +23+42.6% | Added |
| Federation des caisses Desjardins du Quebec | 91 | $5.84K | 0.00% | −25−21.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 98 | $6.29K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 110 | $7.06K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 112 | $7.19K | 0.01% | −13−10.4% | Reduced |
| Wolff Wiese Magana LLC | 122 | $7.83K | 0.00% | +122 | New |
| Sterling Capital Management LLC | 123 | $7.90K | 0.00% | −2−1.6% | Reduced |
| Optiver Holding B.V. | 126 | $8.09K | 0.00% | +53+72.6% | Added |
| Whittier Trust Co of Nevada Inc | 145 | $9.66K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 300 | $10.4K | 0.00% | +300 | New |
| Nisa Investment Advisors, LLC | 195 | $12.5K | 0.00% | −3,409−94.6% | Reduced |
| Morse Asset Management, Inc | 200 | $12.8K | 0.00% | −25,019−99.2% | Reduced |
| Bryn Mawr Trust Co | 200 | $12.8K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 246 | $15.8K | 0.02% | +246 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 270 | $17.3K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 279 | $17.9K | 0.00% | +279 | New |
| GAMMA Investing LLC | 280 | $18.0K | 0.00% | −28−9.1% | Reduced |
| Simplex Trading, LLC | 302 | $19.4K | 0.00% | +302 | New |
| Bleichroeder LP | 304 | $19.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 371 | $21.2K | 0.00% | +148+66.4% | Added |
| Acadian Asset Management LLC | 343 | $22.0K | 0.00% | −6,223−94.8% | Reduced |
| Capital Advisors, Ltd. LLC | 466 | $30.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 476 | $30.6K | 0.00% | +21+4.6% | Added |
| Fifth Third Bancorp | 476 | $30.6K | 0.00% | +476 | New |
| KBC Group NV | 503 | $32.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 637 | $40.9K | 0.00% | −302−32.2% | Reduced |
| OP Asset Management Ltd | 706 | $45.3K | 0.00% | −1,171−62.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,053 | $67.6K | 0.00% | +666+172.1% | Added |
| Van Eck Associates Corp | 1,198 | $77.0K | 0.00% | −39−3.2% | Reduced |
| US Bancorp | 1,433 | $92.0K | 0.00% | +828+136.9% | Added |
| Spire Wealth Management | 1,500 | $96.3K | 0.00% | −200−11.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,569 | $100.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,767 | $113.5K | 0.00% | −224−11.3% | Reduced |
| State of Alaska, Department of Revenue | 1,815 | $116.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,500 | $160.6K | 0.00% | +200+8.7% | Added |
| Citigroup Inc | 3,137 | $201.5K | 0.00% | +2,571+454.2% | Added |
| Blueshift Asset Management, LLC | 3,201 | $205.6K | 0.06% | +1,378+75.6% | Added |
| Pictet Asset Management Holding SA | 3,300 | $211.9K | 0.00% | +378+12.9% | Added |
| Caitong International Asset Management Co., Ltd | 3,422 | $219.8K | 0.04% | +2,585+308.8% | Added |
| Cetera Investment Advisers | 3,616 | $232.2K | 0.00% | +516+16.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,675 | $236.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 3,751 | $240.9K | 0.01% | +3,751 | New |
| Quantinno Capital Management LP | 3,810 | $244.7K | 0.00% | +1,897+99.2% | Added |
| RMB Capital Management, LLC | 3,927 | $252.2K | 0.00% | −19−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 3,933 | $252.6K | 0.00% | −159−3.9% | Reduced |
| KLP Kapitalforvaltning AS | 4,300 | $276.1K | 0.00% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 4,310 | $276.8K | 0.03% | +513+13.5% | Added |
| Capstone Investment Advisors, LLC | 4,317 | $277.2K | 0.00% | +4,317 | New |
| NBC Securities, Inc. | 4,507 | $289.4K | 0.02% | −454−9.2% | Reduced |
| Cim, LLC | 4,557 | $292.7K | 0.04% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 4,643 | $298.2K | 0.00% | +4,643 | New |
| Entropy Technologies, LP | 4,811 | $309.0K | 0.01% | −1,589−24.8% | Reduced |
| Intech Investment Management LLC | 4,939 | $317.2K | 0.00% | −3,990−44.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 4,943 | $317.4K | 0.00% | +4,943 | New |
| Police & Firemen's Retirement System of New Jersey | 4,976 | $319.6K | 0.00% | 00.0% | Unchanged |
| Farallon Capital Management, L.L.C. | 5,000 | $321.1K | 0.00% | −65,000−92.9% | Reduced |
| State Board of Administration of Florida Retirement System | 5,014 | $322.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 5,300 | $340.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,412 | $347.6K | 0.09% | +5,412 | New |
| Clear Wave Wealth Management LLC | 5,497 | $353.0K | 0.09% | +5,497 | New |
| Arizona State Retirement System | 5,557 | $356.9K | 0.00% | −37−0.7% | Reduced |
| Perigon Wealth Management, LLC | 5,626 | $361.3K | 0.01% | +501+9.8% | Added |
| Brevan Howard Capital Management LP | 5,666 | $363.9K | 0.00% | +3,130+123.4% | Added |
| Voya Investment Management LLC | 5,725 | $367.7K | 0.00% | −74,356−92.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,637 | $369.3K | 0.00% | +575+11.4% | Added |
| Canada Pension Plan Investment Board | 6,100 | $391.7K | 0.00% | −2,700−30.7% | Reduced |
| Boothbay Fund Management, LLC | 6,725 | $431.9K | 0.01% | +4,844+257.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,772 | $448.3K | 0.00% | +467+7.4% | Added |