Vault-13

GENEDX HOLDINGS CORP WGS

COM CL A · Common Stock · CUSIP 81663L200

224 institutional holders -17 vs Q1 2026
31,211,78131.2m shares reported held*
104.7% of all shares outstanding*
$2.1bnreported value*
52 new 85 added 59 reduced 70 sold out net bought ≈ $24.8m (+360.7k 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 ($46.2m this quarter). Holder counts are more reliable. Shares outstanding: 29.8m as of 2026-07-27, 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 ≈ $68.64. Options: 12 managers hold calls ($64.8m notional), 7 hold puts ($26.6m).

Trends to Q2 2026

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: 268Q4 25: 287Q1 26: 241Q2 26: 224224Q1 23Q4 23Q3 24Q2 25Q2 26
Numbers
QuarterHolders
Q1 20232
Q2 202359
Q3 202354
Q4 202349
Q1 202459
Q2 202487
Q3 2024137
Q4 2024200
Q1 2025227
Q2 2025233
Q3 2025268
Q4 2025287
Q1 2026241
Q2 2026224

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q3 25: 153 bought or addedQ3 25: 112 cut or sold outQ4 25: 143 bought or addedQ4 25: 138 cut or sold outQ4 25Q1 26: 135 bought or addedQ1 26: 155 cut or sold outQ2 26: 137 bought or addedQ2 26: 129 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20249529
Q4 202414050
Q1 202514189
Q2 2025141111
Q3 2025153112
Q4 2025143138
Q1 2026135155
Q2 2026137129

Calls vs puts

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

CallsPuts
$0$50m$100m$150m$200mQ3 25 calls: $121.8mQ3 25 puts: $164.0mQ3 25P/C 1.35Q4 25 calls: $101.7mQ4 25 puts: $108.1mQ4 25P/C 1.06Q1 26 calls: $34.2mQ1 26 puts: $15.0mQ1 26P/C 0.44Q2 26 calls: $64.8mQ2 26 puts: $26.6mQ2 26P/C 0.41
Numbers
QuarterCallsPutsP/C
Q3 2025$121.8m$164.0m1.35
Q4 2025$101.7m$108.1m1.06
Q1 2026$34.2m$15.0m0.44
Q2 2026$64.8m$26.6m0.41

Biggest buyers

Corvex Management LP Added +1,556,421+1.6m
Deep Track Capital, LP New +700,000+700.0k
Casdin Capital, LLC Added +700,000+700.0k
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Added +625,384+625.4k
First Light Asset Management, LLC Added +540,996+541.0k
Assenagon Asset Management S.A. Added +511,738+511.7k
MORGAN STANLEY Added +456,062+456.1k
GOLDMAN SACHS GROUP INC Added +334,461+334.5k
ARK Investment Management LLC Added +285,606+285.6k
Aberdeen Group plc Added +227,105+227.1k

Biggest sellers

WESTFIELD CAPITAL MANAGEMENT CO LP Sold out -1,369,108-1.4m
Invesco Ltd. Reduced -520,233-520.2k
RAYMOND JAMES FINANCIAL INC Reduced -486,655-486.7k
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Sold out -479,418-479.4k
Prosight Management, LP Reduced -437,963-438.0k
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Reduced -349,852-349.9k
FRANKLIN RESOURCES INC Reduced -326,283-326.3k
Capital International Investors Sold out -324,588-324.6k
FMR LLC Reduced -288,489-288.5k
OBERWEIS ASSET MANAGEMENT INC/ Sold out -261,370-261.4k

Biggest calls

Caption Management, LLC Added $19.9m289.4k shares
CITADEL ADVISORS LLC Added $9.9m144.6k shares
JANE STREET GROUP, LLC Added $9.8m143.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $9.6m139.9k shares
IMC-Chicago, LLC Added $7.0m101.9k shares
Point72 Asset Management, L.P. Added $2.6m38.6k shares
D. E. Shaw & Co., Inc. Added $2.6m38.2k shares
Walleye Trading LLC Added $1.1m15.9k shares
TUDOR INVESTMENT CORP ET AL Added $1.1m15.4k shares
PEAK6 LLC New $919.9k13.4k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $11.2m163.0k shares
IMC-Chicago, LLC Added $6.1m88.7k shares
Point72 Asset Management, L.P. New $4.4m64.2k shares
CITADEL ADVISORS LLC Reduced $2.5m35.9k shares
JANE STREET GROUP, LLC Added $2.3m32.9k shares
SIMPLEX TRADING, LLC Added $164.8k2.4k shares
Walleye Trading LLC New $61.8k900 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 since 1 Apr 2026

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
404Q4 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 25Q4 25: 0 buyingQ4 25: 3 sellingQ1 26: 1 buyingQ1 26: 3 sellingQ1 26Q2 26: 2 buyingQ2 26: 2 sellingQ3 26: 0 buyingQ3 26: 2 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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
Q4 20250—3$9.4m—
Q1 20261$13.5m3$9.3m$510.9k
Q2 20262$93.1m2$1.3m—
Q3 20260—2$1.8m—
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-16 Stueland Katherine CHIEF EXECUTIVE OFFICER, director Sold 10,501 $97.61 $1.0m10.5k shares -8%
2026-09-16 Feeley Kevin CHIEF FINANCIAL OFFICER Sold 3,728 $97.61 $363.9k3.7k shares -8%
2026-09-09 Stueland Katherine CHIEF EXECUTIVE OFFICER, director Sold 3,692 $84.22 $310.9k3.7k shares -3%
2026-09-09 Feeley Kevin CHIEF FINANCIAL OFFICER Sold 1,285 $84.22 $108.2k1.3k shares -3%
2026-09-01 Feeley Kevin CHIEF FINANCIAL OFFICER Sold 372 $83.84 $31.2k372 shares -1%
2026-06-16 Stueland Katherine CHIEF EXECUTIVE OFFICER, director Sold 10,501 $60.76 $638.1k10.5k shares -9%
2026-06-16 Feeley Kevin CHIEF FINANCIAL OFFICER Sold 3,729 $60.76 $226.6k3.7k shares -8%
2026-06-09 Stueland Katherine CHIEF EXECUTIVE OFFICER, director Sold 3,639 $53.77 $195.7k3.6k shares -4%
2026-06-09 Feeley Kevin CHIEF FINANCIAL OFFICER Sold 1,266 $53.77 $68.1k1.3k shares -3%
2026-06-05 Casdin Partners GP, LLC +3 Director · See footnote Bought 50,000 $52.86 $2.6m50.0k shares +1%
2026-06-04 Casdin Partners GP, LLC +3 Director · See footnote Bought 150,000 $56.44 $8.5m150.0k shares +4%
2026-06-01 Feeley Kevin CHIEF FINANCIAL OFFICER Sold 369 $51.74 $19.1k369 shares -1%
2026-05-20 Casdin Partners GP, LLC +3 Director · See footnote Bought 140,000 $43.81 $6.1m140.0k shares +4%
2026-05-19 Casdin Partners GP, LLC +3 Director · See footnote Bought 185,000 $42.60 $7.9m185.0k shares +6%
2026-05-18 Casdin Partners GP, LLC +3 Director · See footnote Bought 175,000 $42.55 $7.4m175.0k shares +6%
2026-05-15 Meister Keith A. +1 Director · See footnotes Bought 46,273 $38.91 $1.8m46.3k shares +1%
2026-05-14 Meister Keith A. +1 Director · See footnotes Bought 140,000 $39.39 $5.5m140.0k shares +3%
2026-05-13 Meister Keith A. +1 Director · See footnotes Bought 165,000 $39.09 $6.4m165.0k shares +4%
2026-05-11 Meister Keith A. +1 Director · See footnotes Bought 500,000 $39.29 $19.6m500.0k shares +13%
2026-05-08 Meister Keith A. +1 Director · See footnotes Bought 171,389 $40.59 $7.0m171.4k shares +5%
2026-05-07 Meister Keith A. +1 Director · See footnotes Bought 533,758 $37.86 $20.2m533.8k shares +16%
2026-04-29 Stueland Katherine CHIEF EXECUTIVE OFFICER, director Sold 2,172 $65.19 $141.6k2.2k shares -2%
2026-04-29 Feeley Kevin CHIEF FINANCIAL OFFICER Sold 392 $65.19 $25.6k392 shares -1%

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
201 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 6464 $4.4k $4.4k 0.00% Added +61 +61
202 Quarry LP 0.00% of their portfolio NEW YORK, NY 6464 $4.4k $4.4k 0.00% New
203 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 5555 $3.8k $3.8k 0.00% Added +19 +19
204 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4242 $2.9k $2.9k 0.00% New
205 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 4040 $2.7k $2.7k 0.00% Added +4 +4
206 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 3939 $2.7k $2.7k 0.00% New
207 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3636 $2.5k $2.5k 0.00% Added +6 +6
208 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 2727 $1.9k $1.9k 0.00% Added +2 +2
209 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 2626 $1.8k $1.8k 0.00% Unchanged
210 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 2525 $1.7k $1.7k 0.00% New
211 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2222 $1.5k $1.5k 0.00% First filing
212 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1414 $961 $961 0.00% New
213 Keating Financial Advisory Services, Inc. 0.00% of their portfolio MANHATTAN, KS 1313 $892 $892 0.00% Unchanged
214 Covestor Ltd 0.00% of their portfolio LONDON, X0 1212 $1.0k $1.0k 0.00% Added +11 +11
215 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 1111 $756 $756 0.00% New
216 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 77 $481 $481 0.00% Unchanged
217 Cedar Mountain Advisors, LLC 0.00% of their portfolio LAKE OSWEGO, OR 77 $481 $481 0.00% Unchanged
218 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 55 $344 $344 0.00% Unchanged
219 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 55 $344 $344 0.00% New
220 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 55 $343 $343 0.00% Reduced -2 -2
221 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 44 $276 $276 0.00% Added +2 +2
222 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 11 $69 $69 0.00% Unchanged
223 Godfrey Financial Associates, Inc. 0.00% of their portfolio GLENMONT, NY 11 $69 $69 0.00% Reduced -2 -2
224 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 00 $0 $0 0.00% Reduced -1 -1