Vault-13

GENEDX HOLDINGS CORP WGS

COM CL A · Common Stock · CUSIP 81663L200

268 institutional holders +35 vs Q2 2025
29,789,02329.8m shares reported held*
103.1% of all shares outstanding*
$3.2bnreported value*
67 new 86 added 81 reduced 31 sold out net sold ≈ $148.6m (-1.4m 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 ($36.8m this quarter). Holder counts are more reliable. Shares outstanding: 28.9m as of 2025-10-24, 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 ≈ $107.75. Options: 16 managers hold calls ($121.8m notional), 16 hold puts ($164.0m).

Trends to Q3 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: 233Q3 25: 268268Q1 23Q3 23Q1 24Q3 24Q1 25Q3 25
Numbers
QuarterHolders
Q1 20232
Q2 202359
Q3 202354
Q4 202349
Q1 202459
Q2 202487
Q3 2024137
Q4 2024200
Q1 2025227
Q2 2025233
Q3 2025268

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 23: 17 bought or addedQ4 23: 26 cut or sold outQ1 24: 35 bought or addedQ1 24: 17 cut or sold outQ1 24Q2 24: 62 bought or addedQ2 24: 23 cut or sold outQ3 24: 95 bought or addedQ3 24: 29 cut or sold outQ3 24Q4 24: 140 bought or addedQ4 24: 50 cut or sold outQ1 25: 141 bought or addedQ1 25: 89 cut or sold outQ1 25Q2 25: 141 bought or addedQ2 25: 111 cut or sold outQ3 25: 153 bought or addedQ3 25: 112 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231726
Q1 20243517
Q2 20246223
Q3 20249529
Q4 202414050
Q1 202514189
Q2 2025141111
Q3 2025153112

Calls vs puts

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

CallsPuts
$0$100m$200m$300mQ4 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 1.20Q3 25 calls: $121.8mQ3 25 puts: $164.0mQ3 25P/C 1.35
Numbers
QuarterCallsPutsP/C
Q4 2024$18.7m$9.6m0.51
Q1 2025$62.7m$25.3m0.40
Q2 2025$210.5m$251.6m1.20
Q3 2025$121.8m$164.0m1.35

Biggest buyers

ARK Investment Management LLC New +446,979+447.0k
FRANKLIN RESOURCES INC Added +343,954+344.0k
FMR LLC Added +339,985+340.0k
PRICE T ROWE ASSOCIATES INC /MD/ Added +316,353+316.4k
Amova Asset Management Americas, Inc. New +292,255+292.3k
Sumitomo Mitsui Trust Group, Inc. New +292,255+292.3k
JENNISON ASSOCIATES LLC Added +200,530+200.5k
Telemark Asset Management, LLC New +120,000+120.0k
GOLDMAN SACHS GROUP INC Added +118,739+118.7k
Driehaus Capital Management LLC Added +106,575+106.6k

Biggest sellers

UBS Group AG Reduced -851,931-851.9k
Pentwater Capital Management LP Reduced -795,000-795.0k
Casdin Capital, LLC Reduced -500,000-500.0k
FRED ALGER MANAGEMENT, LLC Reduced -463,221-463.2k
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Reduced -411,264-411.3k
FARALLON CAPITAL MANAGEMENT, L.L.C. Reduced -321,677-321.7k
T. Rowe Price Investment Management, Inc. Reduced -319,113-319.1k
Schonfeld Strategic Advisors LLC Reduced -159,356-159.4k
Aberdeen Group plc Sold out -136,732-136.7k
Parkman Healthcare Partners LLC Reduced -129,750-129.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $38.7m359.5k shares
CITADEL ADVISORS LLC Added $14.5m134.3k shares
JANE STREET GROUP, LLC Reduced $14.4m133.4k shares
IMC-Chicago, LLC Reduced $10.3m95.9k shares
Walleye Trading LLC Reduced $10.1m93.8k shares
Caption Management, LLC Reduced $8.6m79.5k shares
WOLVERINE TRADING, LLC Reduced $7.5m66.1k shares
D. E. Shaw & Co., Inc. Added $3.6m33.2k shares
Cubist Systematic Strategies, LLC Reduced $2.7m24.6k shares
SIMPLEX TRADING, LLC Reduced $2.6m24.3k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $52.0m482.5k shares
Pentwater Capital Management LP Reduced $36.6m340.0k shares
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC New $26.4m245.0k shares
JANE STREET GROUP, LLC Reduced $13.1m121.2k shares
CITADEL ADVISORS LLC Reduced $7.7m71.5k shares
IMC-Chicago, LLC Reduced $7.0m65.2k shares
SIMPLEX TRADING, LLC Reduced $4.9m45.7k shares
Walleye Trading LLC Reduced $4.5m41.6k shares
WOLVERINE TRADING, LLC Reduced $4.2m37.1k shares
GROUP ONE TRADING LLC Reduced $2.4m22.0k 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 Q3 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
505Q4 23: 2 buyingQ4 23: 5 sellingQ1 24: 1 buyingQ1 24: 3 sellingQ1 24Q2 24: 1 buyingQ2 24: 2 sellingQ3 24: 0 buyingQ3 24: 2 sellingQ3 24Q4 24: 0 buyingQ4 24: 3 sellingQ1 25: 0 buyingQ1 25: 2 sellingQ1 25Q2 25: 1 buyingQ2 25: 2 sellingQ3 25: 0 buyingQ3 25: 4 sellingQ3 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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
Q3 20250—4$71.6m$3.9m
DateInsiderTradeSharesPrice ValueTheir holding
2025-09-30 Stueland Katherine CHIEF EXECUTIVE OFFICER, director Sold plan 12,858 $108.17 $1.4m12.9k shares -88%
2025-09-30 Feeley Kevin CHIEF FINANCIAL OFFICER Sold plan 6,609 $108.38 $716.3k6.6k shares -66%
2025-09-16 Stueland Katherine CHIEF EXECUTIVE OFFICER, director Sold 10,501 $121.47 $1.3m10.5k shares -42%
2025-09-09 Stueland Katherine Chief Executive Officer, director Sold 3,657 $128.06 $468.3k3.7k shares -37%
2025-09-09 Feeley Kevin CHIEF FINANCIAL OFFICER Sold 1,272 $128.05 $162.9k1.3k shares -19%
2025-09-02 Feeley Kevin CHIEF FINANCIAL OFFICER Sold 378 $125.81 $47.6k378 shares -8%
2025-08-27 Ryan Jason Director · By Jason Ryan 2024 GRAT Sold 38,072 $127.30 $4.8m38.1k shares -27%
2025-08-27 Ryan Jason Director Sold 1,150 $129.65 $149.1k1.1k shares -9%
2025-08-22 Casdin Partners GP, LLC +3 Director · See footnote Sold 500,000 $120.90 $60.5m500.0k shares -14%
2025-07-29 Stueland Katherine Chief Executive Officer, director Sold 2,154 $105.31 $226.8k2.2k shares -38%
2025-07-29 Feeley Kevin CHIEF FINANCIAL OFFICER Sold 388 $105.31 $40.9k388 shares -9%
2025-07-09 Feeley Kevin CHIEF FINANCIAL OFFICER Sold plan 5,278 $93.00 $490.9k5.3k shares -61%
2025-07-09 Stueland Katherine Chief Executive Officer, director Sold plan 3,220 $93.00 $299.5k3.2k shares -65%
2025-07-01 Stueland Katherine Chief Executive Officer, director Sold plan 9,657 $90.94 $878.2k9.7k shares -66%
2025-07-01 Feeley Kevin CHIEF FINANCIAL OFFICER Sold plan 1,344 $91.12 $122.5k1.3k shares -15%

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
201 OPPENHEIMER ASSET MANAGEMENT INC. 0.00% of their portfolio NEW YORK, NY 1,9081.9k $205.6k $205.6k 0.00% Reduced -647 -647
202 Cornerstone Investment Partners, LLC 0.01% of their portfolio ATLANTA, GA 1,9061.9k $205.4k $205.4k 0.01% New
203 PharVision Advisers, LLC 0.11% of their portfolio BOCA RATON, FL 1,8791.9k $202.4k $202.4k 0.11% New
204 OP Asset Management Ltd 0.00% of their portfolio HELSINKI, H9 1,8771.9k $202.2k $202.2k 0.00% New
205 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 1,7371.7k $187.0k $187.0k 0.00% New
206 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 1,6001.6k $172.4k $172.4k 0.00% Reduced -1.2k -1,200
207 RiverPark Advisors, LLC 0.07% of their portfolio NEW YORK, NY 1,5771.6k $169.9k $169.9k 0.07% Reduced -444 -444
208 Ameritas Investment Partners, Inc. 0.01% of their portfolio LINCOLN, NE 1,5691.6k $169.0k $169.0k 0.01% Reduced -348 -348
209 AlphaQuest LLC 0.01% of their portfolio New York, NY 1,3031.3k $140.4k $140.4k 0.01% Added +540 +540
210 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,1601.2k $125.0k $125.0k 0.00% Reduced -406 -406
211 NATIXIS 0.00% of their portfolio PARIS, I0 800800 $86.2k $86.2k 0.00% New
212 IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.09% of their portfolio SINGAPORE, U0 600600 $64.6k $64.6k 0.09% New
213 KBC Group NV 0.00% of their portfolio Brussels, C9 503503 $54.0k $54.0k 0.00% Unchanged
214 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 500500 $53.9k $53.9k 0.00% New
215 Capital Advisors, Ltd. LLC 0.01% of their portfolio SHAKER HEIGHTS, OH 466466 $50.0k $50.0k 0.01% Unchanged
216 Versant Capital Management, Inc 0.01% of their portfolio PHOENIX, AZ 455455 $49.0k $49.0k 0.01% Unchanged
217 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 443443 $48.0k $48.0k 0.00% Unchanged
218 Bleichroeder LP 0.01% of their portfolio NEW YORK, NY 304304 $32.8k $32.8k 0.01% Unchanged
219 Quarry LP 0.01% of their portfolio NEW YORK, NY 293293 $31.6k $31.6k 0.01% Added +209 +209
220 MCF Advisors LLC 0.00% of their portfolio LEXINGTON, KY 268268 $28.9k $28.9k 0.00% Added +10 +10
221 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 249249 $26.8k $26.8k 0.00% Added +37 +37
222 Activest Wealth Management 0.01% of their portfolio AVENTURA, FL 240240 $25.9k $25.9k 0.01% Unchanged
223 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 214214 $25.1k $25.1k 0.00% Added +186 +186
224 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 200200 $21.5k $21.5k 0.00% Unchanged
225 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio Paris, I0 187187 $20.0k $20.0k 0.00% Unchanged
226 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 169169 $18.2k $18.2k 0.00% New
227 Harvest Fund Management Co., Ltd 0.00% of their portfolio BEIJING, F4 165165 $9.0k $9.0k 0.00% Unchanged
228 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 146146 $15.7k $15.7k 0.00% Reduced -110 -110
229 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 143143 $15.4k $15.4k 0.00% Unchanged
230 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 140140 $15.1k $15.1k 0.00% New
231 Optiver Holding B.V. 0.00% of their portfolio AMSTERDAM, P7 117117 $12.6k $12.6k 0.00% Reduced -604 -604
232 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 112112 $12.1k $12.1k 0.00% Added +95 +95
233 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 110110 $11.9k $11.9k 0.00% Added +82 +82
234 FNY Investment Advisers, LLC 0.00% of their portfolio NEW YORK, NY 110110 $11.0k $11.0k 0.00% New
235 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 102102 $11.0k $11.0k 0.00% Added +97 +97
236 Prestige Wealth Management Group LLC 0.00% of their portfolio FLEMINGTON, NJ 100100 $10.8k $10.8k 0.00% Unchanged
237 Stephens Consulting, LLC 0.00% of their portfolio FLINT, MI 8181 $8.7k $8.7k 0.00% New
238 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 8181 $8.7k $8.7k 0.00% Added +4 +4
239 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 7878 $8.4k $8.4k 0.00% Unchanged
240 Hillsdale Investment Management Inc. 0.00% of their portfolio Toronto, A6 7070 $7.5k $7.5k 0.00% Unchanged
241 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 6262 $6.7k $6.7k 0.00% Added +21 +21
242 Vermillion & White Wealth Management Group, LLC 0.00% of their portfolio PHOENIXVILLE, PA 5656 $6.0k $6.0k 0.00% Unchanged
243 WEBSTER BANK, N. A. 0.00% of their portfolio WATERBURY, CT 5050 $5.4k $5.4k 0.00% New
244 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 4646 $5.0k $5.0k 0.00% Added +1 +1
245 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 4646 $5.0k $5.0k 0.00% New
246 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 4242 $4.5k $4.5k 0.00% Unchanged
247 Washington Trust Advisors, Inc. 0.00% of their portfolio WELLESLEY, MA 4141 $4.4k $4.4k 0.00% Added +15 +15
248 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 3939 $4.2k $4.2k 0.00% Added +3 +3
249 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 3535 $3.8k $3.8k 0.00% Unchanged
250 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2222 $2.4k $2.4k 0.00% New
251 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 2222 $2.4k $2.4k 0.00% New
252 Farmers & Merchants Trust Co of Chambersburg PA 0.00% of their portfolio CHAMBERSBURG, PA 2020 $2.0k $2.0k 0.00% New
253 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 1717 $2.0k $2.0k 0.00% New
254 BELLEVUE ASSET MANAGEMENT, LLC 0.00% of their portfolio BELLEVUE, WA 1515 $1.6k $1.6k 0.00% New
255 Parkside Financial Bank & Trust 0.00% of their portfolio SAINT LOUIS, MO 1010 $1.1k $1.1k 0.00% Added +5 +5
256 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 99 $970 $970 0.00% Unchanged
257 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 88 $861 $861 0.00% Added +1 +1
258 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 88 $911 $911 0.00% New
259 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 66 $646 $646 0.00% Added +4 +4
260 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 44 $431 $431 0.00% Added +3 +3
261 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 44 $431 $431 0.00% Added +3 +3
262 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 44 $431 $431 0.00% Unchanged
263 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 44 $431 $431 0.00% Added +1 +1
264 Tortoise Investment Management, LLC 0.00% of their portfolio WHITE PLAINS, NY 22 $215 $215 0.00% New
265 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $108 $108 0.00% New
266 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 11 $108 $108 0.00% New
267 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 11 $108 $108 0.00% Unchanged
268 Covestor Ltd 0.00% of their portfolio LONDON, X0 11 $0 $0 0.00% Unchanged