GENEDX HOLDINGS CORP WGS
COM CL A · Common Stock · CUSIP 81663L200
- SectorHealth care
- IndustryServices-Health Services
- HeadquartersStamford, CT
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q1 2023 | 2 |
| Q2 2023 | 59 |
| Q3 2023 | 54 |
| Q4 2023 | 49 |
| Q1 2024 | 59 |
| Q2 2024 | 87 |
| Q3 2024 | 137 |
| Q4 2024 | 200 |
| Q1 2025 | 227 |
| Q2 2025 | 233 |
| Q3 2025 | 268 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 17 | 26 |
| Q1 2024 | 35 | 17 |
| Q2 2024 | 62 | 23 |
| Q3 2024 | 95 | 29 |
| Q4 2024 | 140 | 50 |
| Q1 2025 | 141 | 89 |
| Q2 2025 | 141 | 111 |
| Q3 2025 | 153 | 112 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $18.7m | $9.6m | 0.51 |
| Q1 2025 | $62.7m | $25.3m | 0.40 |
| Q2 2025 | $210.5m | $251.6m | 1.20 |
| Q3 2025 | $121.8m | $164.0m | 1.35 |
Biggest buyers
| ARK Investment Management LLC | New | +447.0k |
| FRANKLIN RESOURCES INC | Added | +344.0k |
| FMR LLC | Added | +340.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +316.4k |
| Amova Asset Management Americas, Inc. | New | +292.3k |
| Sumitomo Mitsui Trust Group, Inc. | New | +292.3k |
| JENNISON ASSOCIATES LLC | Added | +200.5k |
| Telemark Asset Management, LLC | New | +120.0k |
| GOLDMAN SACHS GROUP INC | Added | +118.7k |
| Driehaus Capital Management LLC | Added | +106.6k |
Biggest sellers
| UBS Group AG | Reduced | -851.9k |
| Pentwater Capital Management LP | Reduced | -795.0k |
| Casdin Capital, LLC | Reduced | -500.0k |
| FRED ALGER MANAGEMENT, LLC | Reduced | -463.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -411.3k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Reduced | -321.7k |
| T. Rowe Price Investment Management, Inc. | Reduced | -319.1k |
| Schonfeld Strategic Advisors LLC | Reduced | -159.4k |
| Aberdeen Group plc | Sold out | -136.7k |
| Parkman Healthcare Partners LLC | Reduced | -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.
| Holder | Stake |
|---|---|
| CMLS Holdings LLC 13D · may seek influence no change · filed 2026-05-22 | 17.9% |
| GOLDMAN SACHS GROUP INC 13G · institution +1.9 pts · filed 2026-08-11 | 5.8% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-28 | 5.5% |
| ARK Investment Management LLC 13G · institution filed 2026-08-07 | 5.3% |
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2023 | 2 | $176.3k | 5 | $1.2m | — |
| Q1 2024 | 1 | $357.5k | 3 | $190.8k | — |
| Q2 2024 | 1 | $8.2m | 2 | $468.2k | — |
| Q3 2024 | 0 | — | 2 | $734.6k | — |
| Q4 2024 | 0 | — | 3 | $9.8m | $3.2m |
| Q1 2025 | 0 | — | 2 | $17.0m | $6.3m |
| Q2 2025 | 1 | $8.6m | 2 | $7.1m | $5.5m |
| Q3 2025 | 0 | — | 4 | $71.6m | $3.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-30 | Stueland Katherine CHIEF EXECUTIVE OFFICER, director | Sold plan | $1.4m12.9k shares |
| 2025-09-30 | Feeley Kevin CHIEF FINANCIAL OFFICER | Sold plan | $716.3k6.6k shares |
| 2025-09-16 | Stueland Katherine CHIEF EXECUTIVE OFFICER, director | Sold | $1.3m10.5k shares |
| 2025-09-09 | Stueland Katherine Chief Executive Officer, director | Sold | $468.3k3.7k shares |
| 2025-09-09 | Feeley Kevin CHIEF FINANCIAL OFFICER | Sold | $162.9k1.3k shares |
| 2025-09-02 | Feeley Kevin CHIEF FINANCIAL OFFICER | Sold | $47.6k378 shares |
| 2025-08-27 | Ryan Jason Director · By Jason Ryan 2024 GRAT | Sold | $4.8m38.1k shares |
| 2025-08-27 | Ryan Jason Director | Sold | $149.1k1.1k shares |
| 2025-08-22 | Casdin Partners GP, LLC +3 Director · See footnote | Sold | $60.5m500.0k shares |
| 2025-07-29 | Stueland Katherine Chief Executive Officer, director | Sold | $226.8k2.2k shares |
| 2025-07-29 | Feeley Kevin CHIEF FINANCIAL OFFICER | Sold | $40.9k388 shares |
| 2025-07-09 | Feeley Kevin CHIEF FINANCIAL OFFICER | Sold plan | $490.9k5.3k shares |
| 2025-07-09 | Stueland Katherine Chief Executive Officer, director | Sold plan | $299.5k3.2k shares |
| 2025-07-01 | Stueland Katherine Chief Executive Officer, director | Sold plan | $878.2k9.7k shares |
| 2025-07-01 | Feeley Kevin CHIEF FINANCIAL OFFICER | Sold plan | $122.5k1.3k shares |
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
| Manager | Shares | Change |
|---|---|---|
| OPPENHEIMER ASSET MANAGEMENT INC. 0.00% of their portfolio | 1.9k $205.6k | Reduced -647 |
| Cornerstone Investment Partners, LLC 0.01% of their portfolio | 1.9k $205.4k | New |
| PharVision Advisers, LLC 0.11% of their portfolio | 1.9k $202.4k | New |
| OP Asset Management Ltd 0.00% of their portfolio | 1.9k $202.2k | New |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 1.7k $187.0k | New |
| STRS OHIO 0.00% of their portfolio | 1.6k $172.4k | Reduced -1.2k |
| RiverPark Advisors, LLC 0.07% of their portfolio | 1.6k $169.9k | Reduced -444 |
| Ameritas Investment Partners, Inc. 0.01% of their portfolio | 1.6k $169.0k | Reduced -348 |
| AlphaQuest LLC 0.01% of their portfolio | 1.3k $140.4k | Added +540 |
| US BANCORP \DE\ 0.00% of their portfolio | 1.2k $125.0k | Reduced -406 |
| NATIXIS 0.00% of their portfolio | 800 $86.2k | New |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.09% of their portfolio | 600 $64.6k | New |
| KBC Group NV 0.00% of their portfolio | 503 $54.0k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 500 $53.9k | New |
| Capital Advisors, Ltd. LLC 0.01% of their portfolio | 466 $50.0k | Unchanged |
| Versant Capital Management, Inc 0.01% of their portfolio | 455 $49.0k | Unchanged |
| AMALGAMATED BANK 0.00% of their portfolio | 443 $48.0k | Unchanged |
| Bleichroeder LP 0.01% of their portfolio | 304 $32.8k | Unchanged |
| Quarry LP 0.01% of their portfolio | 293 $31.6k | Added +209 |
| MCF Advisors LLC 0.00% of their portfolio | 268 $28.9k | Added +10 |
| GAMMA Investing LLC 0.00% of their portfolio | 249 $26.8k | Added +37 |
| Activest Wealth Management 0.01% of their portfolio | 240 $25.9k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 214 $25.1k | Added +186 |
| Wilmington Savings Fund Society, FSB 0.00% of their portfolio | 200 $21.5k | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 187 $20.0k | Unchanged |
| Cullen/Frost Bankers, Inc. 0.00% of their portfolio | 169 $18.2k | New |
| Harvest Fund Management Co., Ltd 0.00% of their portfolio | 165 $9.0k | Unchanged |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 146 $15.7k | Reduced -110 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 143 $15.4k | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 140 $15.1k | New |
| Optiver Holding B.V. 0.00% of their portfolio | 117 $12.6k | Reduced -604 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 112 $12.1k | Added +95 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 110 $11.9k | Added +82 |
| FNY Investment Advisers, LLC 0.00% of their portfolio | 110 $11.0k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 102 $11.0k | Added +97 |
| Prestige Wealth Management Group LLC 0.00% of their portfolio | 100 $10.8k | Unchanged |
| Stephens Consulting, LLC 0.00% of their portfolio | 81 $8.7k | New |
| True Wealth Design, LLC 0.00% of their portfolio | 81 $8.7k | Added +4 |
| CoreCap Advisors, LLC 0.00% of their portfolio | 78 $8.4k | Unchanged |
| Hillsdale Investment Management Inc. 0.00% of their portfolio | 70 $7.5k | Unchanged |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 62 $6.7k | Added +21 |
| Vermillion & White Wealth Management Group, LLC 0.00% of their portfolio | 56 $6.0k | Unchanged |
| WEBSTER BANK, N. A. 0.00% of their portfolio | 50 $5.4k | New |
| Sterling Capital Management LLC 0.00% of their portfolio | 46 $5.0k | Added +1 |
| Arax Advisory Partners 0.00% of their portfolio | 46 $5.0k | New |
| SIGNATUREFD, LLC 0.00% of their portfolio | 42 $4.5k | Unchanged |
| Washington Trust Advisors, Inc. 0.00% of their portfolio | 41 $4.4k | Added +15 |
| Essential Partners LLC 0.00% of their portfolio | 39 $4.2k | Added +3 |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 35 $3.8k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 22 $2.4k | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 22 $2.4k | New |
| Farmers & Merchants Trust Co of Chambersburg PA 0.00% of their portfolio | 20 $2.0k | New |
| BESSEMER GROUP INC 0.00% of their portfolio | 17 $2.0k | New |
| BELLEVUE ASSET MANAGEMENT, LLC 0.00% of their portfolio | 15 $1.6k | New |
| Parkside Financial Bank & Trust 0.00% of their portfolio | 10 $1.1k | Added +5 |
| Physician Wealth Advisors, Inc. 0.00% of their portfolio | 9 $970 | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 8 $861 | Added +1 |
| Smartleaf Asset Management LLC 0.00% of their portfolio | 8 $911 | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 6 $646 | Added +4 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 4 $431 | Added +3 |
| Parallel Advisors, LLC 0.00% of their portfolio | 4 $431 | Added +3 |
| Larson Financial Group LLC 0.00% of their portfolio | 4 $431 | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 4 $431 | Added +1 |
| Tortoise Investment Management, LLC 0.00% of their portfolio | 2 $215 | New |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $108 | New |
| ASSETMARK, INC 0.00% of their portfolio | 1 $108 | New |
| GPS Wealth Strategies Group, LLC 0.00% of their portfolio | 1 $108 | Unchanged |
| Covestor Ltd 0.00% of their portfolio | 1 $0 | Unchanged |