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 2026
Institutional positions in GeneDx Holdings Corp. as of Jun 30, 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
- 223
- −16 vs. Q1 2026
- Shares held
- 31.6M
- +335.4K (+1.1%) vs. Q1 2026
- Total value
- $2.17B
- +$160.5M (+8.0%) vs. Q1 2026
- New holders
- 55
- 85 more added
- Sold out
- 71
- 58 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding GeneDx Holdings Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Godfrey Financial Associates, Inc. | 1 | $69 | 0.00% | −2−66.7% | Reduced |
| Harbour Investments, Inc. | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $276 | 0.00% | +2+100.0% | Added |
| SBI Securities Co., Ltd. | 5 | $343 | 0.00% | −2−28.6% | Reduced |
| Huntington National Bank | 5 | $344 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $344 | 0.00% | +5 | New |
| Central Trust Co | 7 | $481 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $481 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $756 | 0.00% | +11 | New |
| Keating Financial Advisory Services, Inc. | 13 | $892 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $961 | 0.00% | +14 | New |
| Covestor Ltd | 12 | $1.00K | 0.00% | +11+1,100.0% | Added |
| Global Retirement Partners, LLC | 22 | $1.51K | 0.00% | +22 | New |
| N.E.W. Advisory Services LLC | 25 | $1.72K | 0.00% | +25 | New |
| Smartleaf Asset Management LLC | 26 | $1.80K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 27 | $1.85K | 0.00% | +2+8.0% | Added |
| Farther Finance Advisors, LLC | 36 | $2.47K | 0.00% | +6+20.0% | Added |
| Ameritas Advisory Services, LLC | 39 | $2.68K | 0.00% | +39 | New |
| National Bank of Canada | 40 | $2.74K | 0.00% | +4+11.1% | Added |
| Parallel Advisors, LLC | 42 | $2.88K | 0.00% | +42 | New |
| Essential Partners LLC | 55 | $3.78K | 0.00% | +19+52.8% | Added |
| Quarry LP | 64 | $4.39K | 0.00% | +64 | New |
| Allworth Financial LP | 64 | $4.41K | 0.00% | +61+2,033.3% | Added |
| Sterling Capital Management LLC | 70 | $4.81K | 0.00% | −53−43.1% | Reduced |
| Optiver Holding B.V. | 74 | $5.08K | 0.00% | −52−41.3% | Reduced |
| State of Wyoming | 78 | $5.36K | 0.00% | +78 | New |
| Steward Partners Investment Advisory, LLC | 80 | $5.49K | 0.00% | −18−18.4% | Reduced |
| WPG Advisers, LLC | 81 | $5.56K | 0.00% | −31−27.7% | Reduced |
| The PNC Financial Services Group, Inc. | 88 | $6.04K | 0.00% | −3,845−97.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 91 | $6.25K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 93 | $6.38K | 0.00% | +54+138.5% | Added |
| Los Angeles Capital Management LLC | 95 | $6.52K | 0.00% | −10,008−99.1% | Reduced |
| Signature Equity Partners, LLC | 110 | $7.55K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 122 | $8.38K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 140 | $9.61K | 0.00% | +140 | New |
| SRS Capital Advisors, Inc. | 155 | $10.6K | 0.00% | +155 | New |
| Fifth Third Bancorp | 163 | $11.2K | 0.00% | −313−65.8% | Reduced |
| GAMMA Investing LLC | 214 | $14.7K | 0.00% | −66−23.6% | Reduced |
| Nisa Investment Advisors, LLC | 237 | $16.3K | 0.00% | +42+21.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 270 | $18.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 273 | $18.7K | 0.00% | +231+550.0% | Added |
| Bleichroeder LP | 304 | $20.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 400 | $25.0K | 0.00% | +100+33.3% | Added |
| Quantbot Technologies LP | 392 | $26.9K | 0.00% | +392 | New |
| Jones Financial Companies LLLP | 422 | $29.5K | 0.00% | +51+13.7% | Added |
| Versant Capital Management, Inc | 455 | $31.2K | 0.00% | −21−4.4% | Reduced |
| Capital Advisors, Ltd. LLC | 466 | $32.0K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 558 | $38.3K | 0.00% | +558 | New |
| Banque Transatlantique SA | 600 | $41.2K | 0.00% | +600 | New |
| US Bancorp | 635 | $43.6K | 0.00% | −798−55.7% | Reduced |
| LRI Investments, LLC | 837 | $57.5K | 0.00% | +837 | New |
| STRS Ohio | 900 | $61.8K | 0.00% | −1,600−64.0% | Reduced |
| Group One Trading, L.P. | 1,200 | $82.4K | 0.00% | +1,200 | New |
| Ensign Peak Advisors, Inc | 1,550 | $106.4K | 0.00% | −39,721−96.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,650 | $113.3K | 0.00% | +597+56.7% | Added |
| State of Alaska, Department of Revenue | 1,815 | $124.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,815 | $124.6K | 0.00% | +246+15.7% | Added |
| Simplex Trading, LLC | 2,322 | $159.4K | 0.00% | +2,020+668.9% | Added |
| Captrust Financial Advisors | 3,005 | $206.3K | 0.00% | +3,005 | New |
| Cetera Investment Advisers | 3,070 | $210.8K | 0.00% | −546−15.1% | Reduced |
| CenterBook Partners LP | 3,247 | $222.9K | 0.01% | +3,247 | New |
| Pictet Asset Management Holding SA | 3,300 | $226.5K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,380 | $232.0K | 0.00% | +3,380 | New |
| Values First Advisors, Inc. | 3,448 | $236.7K | 0.11% | +3,448 | New |
| AlphaGrep UK Ltd | 3,470 | $238.2K | 0.07% | +3,470 | New |
| Harmony Asset Management LLC | 3,620 | $248.5K | 0.07% | +3,620 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,675 | $252.3K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 3,711 | $254.8K | 0.00% | −13,949−79.0% | Reduced |
| Alta Wealth Advisors LLC | 3,716 | $255.1K | 0.07% | +3,716 | New |
| Cambridge Investment Research Advisors, Inc. | 3,767 | $259.0K | 0.00% | +3,767 | New |
| Inceptionr LLC | 3,786 | $259.9K | 0.06% | +3,786 | New |
| Glenmede Trust Co NA | 3,997 | $274.4K | 0.00% | +3,997 | New |
| ACT Capital Management, LLC | 4,000 | $274.6K | 0.18% | −4,000−50.0% | Reduced |
| KLP Kapitalforvaltning AS | 4,300 | $295.2K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,561 | $313.1K | 0.08% | −851−15.7% | Reduced |
| Intech Investment Management LLC | 4,658 | $319.8K | 0.00% | −281−5.7% | Reduced |
| Victory Capital Management Inc | 4,690 | $322.0K | 0.00% | −58,815−92.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 4,943 | $339.3K | 0.00% | 00.0% | Unchanged |
| Cim, LLC | 4,955 | $340.2K | 0.04% | +398+8.7% | Added |
| Creative Planning | 4,973 | $341.4K | 0.00% | +4,973 | New |
| ProShare Advisors LLC | 5,240 | $359.7K | 0.00% | +5,240 | New |
| Arizona State Retirement System | 5,455 | $374.5K | 0.00% | −102−1.8% | Reduced |
| Clear Wave Wealth Management LLC | 5,493 | $377.1K | 0.08% | −4−0.1% | Reduced |
| Perigon Wealth Management, LLC | 5,636 | $386.9K | 0.01% | +10+0.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,899 | $405.0K | 0.00% | +923+18.5% | Added |
| State Board of Administration of Florida Retirement System | 5,965 | $409.5K | 0.00% | +951+19.0% | Added |
| Levin Capital Strategies, L.P. | 6,000 | $411.9K | 0.03% | +6,000 | New |
| Canada Pension Plan Investment Board | 6,100 | $418.8K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,200 | $426.0K | 0.00% | +900+17.0% | Added |
| Mirabella Financial Services LLP | 6,210 | $426.3K | 0.04% | +6,210 | New |
| Royal Bank of Canada | 6,571 | $451.0K | 0.00% | −2,328−26.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,890 | $452.3K | 0.00% | +118+1.7% | Added |
| Entropy Technologies, LP | 7,042 | $483.4K | 0.02% | +2,231+46.4% | Added |
| FMR LLC | 7,132 | $489.6K | 0.00% | −288,489−97.6% | Reduced |
| Oppenheimer & Co Inc | 7,141 | $490.2K | 0.01% | −160−2.2% | Reduced |
| National Asset Management, Inc. | 7,108 | $491.3K | 0.03% | +7,108 | New |
| Fox Run Management, L.L.C. | 7,266 | $498.8K | 0.08% | +7,266 | New |
| Advisor Group Holdings, Inc. | 7,328 | $503.1K | 0.00% | +6,691+1,050.4% | Added |
| New York State Common Retirement Fund | 7,600 | $521.7K | 0.00% | −30,700−80.2% | Reduced |