Security Snapshot

GeneDx Holdings Corp. - Class A common stock, par value $0.0001 per share (WGS) Institutional Ownership

CUSIP: 81663L200

13F Institutional Holders and Ownership History from Q1 2023 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

223

Shares (Excl. Options)

31.58MFull value: 31,577,572 · shares · 30 Jun 2026

Price

$68.65

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+210,389
Value change
+$36,274,899
Number of holders
223
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
29,889,524
SEC-reported price per share
$72.30
Insider filing price
$72.30
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • WGS - GeneDx Holdings Corp. - Class A common stock, par value $0.0001 per share is tracked under CUSIP 81663L200.
  • 223 institutions reported positions in Q2 2026.
  • 7 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 240 to 223 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $2.01BFull value: $2,005,216,996 · USD · 31 Mar 2026
    to
    $2.17BFull value: $2,167,597,698 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 223 institutions filings for Q2 2026.

Open SEC evidence

Security key

81663L200

13F reference period

Q2 2026

13F holders

223

13D/G owners

7

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
7
Security
WGS
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
CMLS Holdings LLC 12% -12% $375,826,799 -$48,159,994 3,630,826 -11% Keith A. Meister 22 Aug 2025
GOLDMAN SACHS GROUP INC 5.8% +48% $113,793,004 +$41,145,843 1,733,592 +57% THE GOLDMAN SACHS GROUP, INC. 30 Jun 2026
BlackRock, Inc. 5.5% $111,385,861 1,622,518 BlackRock, Inc. 30 Jun 2026
ARK Investment Management LLC 5.3% $103,830,008 1,581,810 ARK Investment Management LLC 31 Jul 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 4.3% -23% $133,132,271 -$42,634,981 1,235,681 -24% WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 30 Sep 2025
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 3% -43% $75,374,001 -$48,643,788 867,265 -39% Summit Partners Public Asset Management, LLC 30 Jun 2025
FMR LLC 0.6% -94% $14,194,477 -$228,627,966 163,324 -94% FMR LLC 30 Jun 2025
As of 30 Jun 2026, 223 institutional investors reported holding
31.58MFull value: 31,577,572 · shares · 30 Jun 2026
shares of GeneDx Holdings Corp. - Class A common stock, par value $0.0001 per share (WGS). This represents 106% of the company’s total
29.89MFull value: 29,889,524 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
84%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Corvex Management LP 16% 4,784,570 +48% 10% $328,460,731
Casdin Capital, LLC 12% 3,707,164 +23% 13% $254,496,809
BlackRock, Inc. 5.7% 1,706,239 +10% 0% $117,133,319
GOLDMAN SACHS GROUP INC 5.6% 1,669,441 +25% 0.01% $114,607,125
ARK Investment Management LLC 5.4% 1,610,189 +22% 0.72% $110,539,494
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 4.7% 1,400,653 +81% 0.29% $96,154,828
MORGAN STANLEY 3.3% 988,297 +86% 0% $67,846,650
VANGUARD CAPITAL MANAGEMENT LLC 2.9% 879,003 +2.4% 0% $60,343,556
CITADEL ADVISORS LLC 2.9% 865,462 +34% 0.03% $59,413,967
First Light Asset Management, LLC 2.6% 783,923 +223% 3.3% $53,816,314
Deep Track Capital, LP 2.3% 700,000 0.71% $48,055,000
Amova Asset Management Americas, Inc. 2.2% 666,581 +4.3% 0.59% $45,700,793
Sumitomo Mitsui Trust Group, Inc. 2.2% 666,581 +5.2% 0.03% $45,760,786
Zweig-DiMenna Associates LLC 1.9% 571,950 -17% 3.6% $39,264,368
GEODE CAPITAL MANAGEMENT, LLC 1.8% 552,125 +0.54% 0% $37,911,218
STATE STREET CORP 1.8% 527,815 +12% 0% $36,234,500
GAGNON SECURITIES LLC 1.8% 524,865 +73% 6.9% $36,031,982
Aberdeen Group plc 1.5% 457,201 +99% 0.04% $31,386,849
WELLINGTON MANAGEMENT GROUP LLP 1.2% 347,927 +2% 0% $23,885,188
BANK OF AMERICA CORP /DE/ 1.2% 346,211 +48% 0% $23,767,385
Assenagon Asset Management S.A. 1% 303,433 +219% 0.03% $20,830,675
FRANKLIN RESOURCES INC 0.94% 280,938 -54% 0% $19,286,396
DIMENSIONAL FUND ADVISORS LP 0.94% 280,619 +5.6% 0% $19,265,188
NORGES BANK 0.91% 273,100 0% $18,748,315
EVENTIDE ASSET MANAGEMENT, LLC 0.9% 269,542 -41% 0.25% $18,505,703

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
15
Headline period
Q2 2026
Rows shown
1-15 of 15
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 834,824 $60,324,995 +$23,953,694 $72.30 29
2026 Q2 31,577,572 $2,167,597,698 +$36,274,899 $68.65 223
2026 Q1 31,232,984 $2,005,216,996 -$28,061,335 $64.22 240
2025 Q4 30,995,113 $4,027,985,373 +$108,145,320 $130.06 286
2025 Q3 30,101,297 $3,243,312,025 -$145,765,886 $107.74 265
2025 Q2 31,497,581 $2,907,518,951 +$295,483,780 $92.31 227
2025 Q1 28,348,693 $2,510,002,958 +$418,104,940 $88.56 223
2024 Q4 23,530,792 $1,808,818,954 +$346,627,584 $76.86 197
2024 Q3 18,827,893 $799,061,927 +$96,660,873 $42.44 133
2024 Q2 16,284,875 $425,689,987 +$75,857,439 $26.14 85
2024 Q1 13,907,881 $126,979,303 +$14,714,242 $9.13 56
2023 Q4 12,439,878 $34,209,188 -$4,757,540 $2.75 45
2023 Q3 13,944,728 $50,758,465 -$946,527 $3.64 52
2023 Q2 13,953,489 $83,162,048 -$76,091,712 $5.96 56
2023 Q1 26,718,966 $9,627,559 +$9,627,559 $0.36 2
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