Vault-13

GENEDX HOLDINGS CORP WGS

COM CL A · Common Stock · CUSIP 81663L200

233 institutional holders +6 vs Q1 2025
31,464,25431.5m shares reported held*
109.5% of all shares outstanding*
$2.9bnreported value*
53 new 88 added 63 reduced 48 sold out net bought ≈ $287.0m (+3.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.4m this quarter). Holder counts are more reliable. Shares outstanding: 28.7m as of 2025-07-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $92.31. Options: 19 managers hold calls ($210.5m notional), 16 hold puts ($251.6m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q1 23: 2Q2 23: 59Q3 23: 54Q4 23: 49Q1 24: 59Q2 24: 87Q3 24: 137Q4 24: 200Q1 25: 227Q2 25: 233233Q1 23Q3 23Q1 24Q3 24Q1 25Q2 25
Numbers
QuarterHolders
Q1 20232
Q2 202359
Q3 202354
Q4 202349
Q1 202459
Q2 202487
Q3 2024137
Q4 2024200
Q1 2025227
Q2 2025233

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 23 bought or addedQ3 23: 26 cut or sold outQ4 23: 17 bought or addedQ4 23: 26 cut or sold outQ4 23Q1 24: 35 bought or addedQ1 24: 17 cut or sold outQ2 24: 62 bought or addedQ2 24: 23 cut or sold outQ2 24Q3 24: 95 bought or addedQ3 24: 29 cut or sold outQ4 24: 140 bought or addedQ4 24: 50 cut or sold outQ4 24Q1 25: 141 bought or addedQ1 25: 89 cut or sold outQ2 25: 141 bought or addedQ2 25: 111 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232326
Q4 20231726
Q1 20243517
Q2 20246223
Q3 20249529
Q4 202414050
Q1 202514189
Q2 2025141111

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100m$200m$300mQ3 24 calls: $4.3mQ3 24 puts: $7.0mQ3 24P/C 1.61Q4 24 calls: $18.7mQ4 24 puts: $9.6mQ4 24P/C 0.51Q1 25 calls: $62.7mQ1 25 puts: $25.3mQ1 25P/C 0.40Q2 25 calls: $210.5mQ2 25 puts: $251.6mQ2 25P/C 1.20
Numbers
QuarterCallsPutsP/C
Q3 2024$4.3m$7.0m1.61
Q4 2024$18.7m$9.6m0.51
Q1 2025$62.7m$25.3m0.40
Q2 2025$210.5m$251.6m1.20

Biggest buyers

Pentwater Capital Management LP Added +1,188,000+1.2m
UBS Group AG Added +949,579+949.6k
Corvex Management LP Added +584,848+584.8k
T. Rowe Price Investment Management, Inc. Added +533,383+533.4k
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Added +442,414+442.4k
JENNISON ASSOCIATES LLC Added +391,543+391.5k
WESTFIELD CAPITAL MANAGEMENT CO LP Added +366,711+366.7k
BlackRock, Inc. Added +287,279+287.3k
MORGAN STANLEY Added +274,604+274.6k
FRED ALGER MANAGEMENT, LLC Added +263,505+263.5k

Biggest sellers

FMR LLC Reduced -2,630,629-2.6m
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Reduced -435,264-435.3k
D. E. Shaw & Co., Inc. Reduced -390,549-390.5k
AMERICAN CENTURY COMPANIES INC Sold out -269,602-269.6k
Point72 Asset Management, L.P. Reduced -234,422-234.4k
NEXT CENTURY GROWTH INVESTORS LLC Reduced -195,427-195.4k
Allspring Global Investments Holdings, LLC Reduced -184,306-184.3k
Nuveen, LLC Reduced -155,446-155.4k
Driehaus Capital Management LLC Reduced -151,501-151.5k
Nicholas Investment Partners, LP Sold out -131,610-131.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $73.4m794.7k shares
JANE STREET GROUP, LLC Added $37.3m403.7k shares
Walleye Trading LLC New $16.9m183.1k shares
IMC-Chicago, LLC Added $13.6m147.7k shares
Caption Management, LLC New $11.3m122.0k shares
SIMPLEX TRADING, LLC Added $9.7m105.3k shares
ORACLE INVESTMENT MANAGEMENT INC New $9.2m100.0k shares
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Added $9.2m100.0k shares
CITADEL ADVISORS LLC Added $6.6m71.0k shares
WOLVERINE TRADING, LLC Added $6.2m68.1k shares

Biggest puts

Pentwater Capital Management LP Added $95.1m1.0m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $52.9m572.8k shares
JANE STREET GROUP, LLC Added $40.3m437.1k shares
Walleye Trading LLC New $11.0m118.8k shares
IMC-Chicago, LLC Added $10.5m114.2k shares
SIMPLEX TRADING, LLC Added $8.7m94.0k shares
GROUP ONE TRADING LLC Added $7.6m81.8k shares
CITADEL ADVISORS LLC Added $7.4m79.7k shares
Point72 Asset Management, L.P. New $6.5m70.0k shares
WOLVERINE TRADING, LLC Added $4.6m50.9k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
CMLS Holdings LLC 13D · may seek influence no change · filed 2026-05-22 17.9% no change 5.4m≈ $367.7m 2026-05-22
GOLDMAN SACHS GROUP INC 13G · institution +1.9 pts · filed 2026-08-11 5.8% +1.9 pts 1.7m≈ $119.0m 2026-08-11
BlackRock, Inc. 13G · institution new · filed 2026-07-28 5.5% new 1.6m≈ $111.4m 2026-07-28
ARK Investment Management LLC 13G · institution filed 2026-08-07 5.3% 1.6m≈ $108.6m 2026-08-07

Fell to 5% or below in the last year: WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (4.3%, 2025-11-12)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
505Q3 23: 1 buyingQ3 23: 4 sellingQ4 23: 2 buyingQ4 23: 5 sellingQ4 23Q1 24: 1 buyingQ1 24: 3 sellingQ2 24: 1 buyingQ2 24: 2 sellingQ2 24Q3 24: 0 buyingQ3 24: 2 sellingQ4 24: 0 buyingQ4 24: 3 sellingQ4 24Q1 25: 0 buyingQ1 25: 2 sellingQ2 25: 1 buyingQ2 25: 2 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20231$25.5k4$86.8k—
Q4 20232$176.3k5$1.2m—
Q1 20241$357.5k3$190.8k—
Q2 20241$8.2m2$468.2k—
Q3 20240—2$734.6k—
Q4 20240—3$9.8m$3.2m
Q1 20250—2$17.0m$6.3m
Q2 20251$8.6m2$7.1m$5.5m
DateInsiderTradeSharesPrice ValueTheir holding
2025-06-16 Stueland Katherine Chief Executive Officer, director Sold 10,501 $64.77 $680.1k10.5k shares -42%
2025-06-16 Feeley Kevin CHIEF FINANCIAL OFFICER Sold 3,729 $64.77 $241.5k3.7k shares -30%
2025-06-09 Stueland Katherine Chief Executive Officer, director Sold 3,639 $72.55 $264.0k3.6k shares -36%
2025-06-09 Feeley Kevin CHIEF FINANCIAL OFFICER Sold 1,266 $72.55 $91.8k1.3k shares -19%
2025-06-02 Feeley Kevin CHIEF FINANCIAL OFFICER Sold 370 $71.26 $26.4k370 shares -8%
2025-05-14 Meister Keith A. +1 Director · See footnotes Bought 50,000 $60.16 $3.0m50.0k shares +2%
2025-05-08 Meister Keith A. +1 Director · See footnotes Bought 100,000 $56.01 $5.6m100.0k shares +3%
2025-04-29 Stueland Katherine Chief Executive Officer, director Sold 2,154 $113.09 $243.6k2.2k shares -38%
2025-04-29 Feeley Kevin CHIEF FINANCIAL OFFICER Sold 388 $113.09 $43.9k388 shares -10%
2025-04-09 Stueland Katherine Chief Executive Officer, director Sold plan 46,594 $89.62 $4.2m46.6k shares -96%
2025-04-09 Feeley Kevin CHIEF FINANCIAL OFFICER Sold plan 14,270 $92.06 $1.3m14.3k shares -83%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
201 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 7878 $7.2k $7.2k 0.00% Added +35 +35
202 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 7777 $7.1k $7.1k 0.00% Reduced -2 -2
203 Hillsdale Investment Management Inc. 0.00% of their portfolio Toronto, A6 7070 $6.5k $6.5k 0.00% Unchanged
204 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 5858 $5.4k $5.4k 0.00% Reduced -7 -7
205 Vermillion & White Wealth Management Group, LLC 0.00% of their portfolio PHOENIXVILLE, PA 5656 $5.2k $5.2k 0.00% Added +4 +4
206 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 4545 $4.2k $4.2k 0.00% Reduced -149 -149
207 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 4242 $3.9k $3.9k 0.00% Reduced -27 -27
208 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 4141 $3.8k $3.8k 0.00% Unchanged
209 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 3636 $3.3k $3.3k 0.00% First filing
210 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 3535 $3.2k $3.2k 0.00% Added +10 +10
211 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2828 $2.6k $2.6k 0.00% Unchanged
212 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2828 $2.6k $2.6k 0.00% Unchanged
213 Washington Trust Advisors, Inc. 0.00% of their portfolio WELLESLEY, MA 2626 $2.4k $2.4k 0.00% Unchanged
214 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 2525 $2.7k $2.7k 0.00% New
215 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1717 $1.6k $1.6k 0.00% Reduced -30 -30
216 SIERRA OCEAN, LLC 0.00% of their portfolio RIPON, CA 1313 $1.2k $1.2k 0.00% New
217 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio DENVER, CO 1010 $1.0k $1.0k 0.00% Unchanged
218 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 99 $831 $831 0.00% New
219 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 77 $646 $646 0.00% Unchanged
220 Parkside Financial Bank & Trust 0.00% of their portfolio SAINT LOUIS, MO 55 $462 $462 0.00% Reduced -5 -5
221 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 55 $462 $462 0.00% New
222 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 44 $369 $369 0.00% New
223 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 33 $277 $277 0.00% First filing
224 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 22 $185 $185 0.00% New
225 Aventura Private Wealth, LLC 0.00% of their portfolio AVENTURA, FL 22 $185 $185 0.00% New
226 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 11 $93 $93 0.00% Unchanged
227 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11 $92 $92 0.00% Reduced -2.7k -2,707
228 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 11 $49 $49 0.00% New
229 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 11 $92 $92 0.00% New
230 Covestor Ltd 0.00% of their portfolio LONDON, X0 11 $0 $0 0.00% Reduced -1 -1
231 TWIN PEAKS WEALTH ADVISORS, LLC 0.00% of their portfolio SAN FRANCISCO, CA 11 $116 $116 0.00% New
232 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged
233 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 00 $3.9k $3.9k 0.00% Reduced -36 -36