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 ($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
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 |
| Q4 2025 | 287 |
| Q1 2026 | 241 |
| Q2 2026 | 224 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 95 | 29 |
| Q4 2024 | 140 | 50 |
| Q1 2025 | 141 | 89 |
| Q2 2025 | 141 | 111 |
| Q3 2025 | 153 | 112 |
| Q4 2025 | 143 | 138 |
| Q1 2026 | 135 | 155 |
| Q2 2026 | 137 | 129 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $121.8m | $164.0m | 1.35 |
| Q4 2025 | $101.7m | $108.1m | 1.06 |
| Q1 2026 | $34.2m | $15.0m | 0.44 |
| Q2 2026 | $64.8m | $26.6m | 0.41 |
Biggest buyers
| Corvex Management LP | Added | +1.6m |
| Deep Track Capital, LP | New | +700.0k |
| Casdin Capital, LLC | Added | +700.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +625.4k |
| First Light Asset Management, LLC | Added | +541.0k |
| Assenagon Asset Management S.A. | Added | +511.7k |
| MORGAN STANLEY | Added | +456.1k |
| GOLDMAN SACHS GROUP INC | Added | +334.5k |
| ARK Investment Management LLC | Added | +285.6k |
| Aberdeen Group plc | Added | +227.1k |
Biggest sellers
| WESTFIELD CAPITAL MANAGEMENT CO LP | Sold out | -1.4m |
| Invesco Ltd. | Reduced | -520.2k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -486.7k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | Sold out | -479.4k |
| Prosight Management, LP | Reduced | -438.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -349.9k |
| FRANKLIN RESOURCES INC | Reduced | -326.3k |
| Capital International Investors | Sold out | -324.6k |
| FMR LLC | Reduced | -288.5k |
| OBERWEIS ASSET MANAGEMENT INC/ | Sold out | -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.
| 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 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| 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 |
| Q4 2025 | 0 | — | 3 | $9.4m | — |
| Q1 2026 | 1 | $13.5m | 3 | $9.3m | $510.9k |
| Q2 2026 | 2 | $93.1m | 2 | $1.3m | — |
| Q3 2026 | 0 | — | 2 | $1.8m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-16 | Stueland Katherine CHIEF EXECUTIVE OFFICER, director | Sold | $1.0m10.5k shares |
| 2026-09-16 | Feeley Kevin CHIEF FINANCIAL OFFICER | Sold | $363.9k3.7k shares |
| 2026-09-09 | Stueland Katherine CHIEF EXECUTIVE OFFICER, director | Sold | $310.9k3.7k shares |
| 2026-09-09 | Feeley Kevin CHIEF FINANCIAL OFFICER | Sold | $108.2k1.3k shares |
| 2026-09-01 | Feeley Kevin CHIEF FINANCIAL OFFICER | Sold | $31.2k372 shares |
| 2026-06-16 | Stueland Katherine CHIEF EXECUTIVE OFFICER, director | Sold | $638.1k10.5k shares |
| 2026-06-16 | Feeley Kevin CHIEF FINANCIAL OFFICER | Sold | $226.6k3.7k shares |
| 2026-06-09 | Stueland Katherine CHIEF EXECUTIVE OFFICER, director | Sold | $195.7k3.6k shares |
| 2026-06-09 | Feeley Kevin CHIEF FINANCIAL OFFICER | Sold | $68.1k1.3k shares |
| 2026-06-05 | Casdin Partners GP, LLC +3 Director · See footnote | Bought | $2.6m50.0k shares |
| 2026-06-04 | Casdin Partners GP, LLC +3 Director · See footnote | Bought | $8.5m150.0k shares |
| 2026-06-01 | Feeley Kevin CHIEF FINANCIAL OFFICER | Sold | $19.1k369 shares |
| 2026-05-20 | Casdin Partners GP, LLC +3 Director · See footnote | Bought | $6.1m140.0k shares |
| 2026-05-19 | Casdin Partners GP, LLC +3 Director · See footnote | Bought | $7.9m185.0k shares |
| 2026-05-18 | Casdin Partners GP, LLC +3 Director · See footnote | Bought | $7.4m175.0k shares |
| 2026-05-15 | Meister Keith A. +1 Director · See footnotes | Bought | $1.8m46.3k shares |
| 2026-05-14 | Meister Keith A. +1 Director · See footnotes | Bought | $5.5m140.0k shares |
| 2026-05-13 | Meister Keith A. +1 Director · See footnotes | Bought | $6.4m165.0k shares |
| 2026-05-11 | Meister Keith A. +1 Director · See footnotes | Bought | $19.6m500.0k shares |
| 2026-05-08 | Meister Keith A. +1 Director · See footnotes | Bought | $7.0m171.4k shares |
| 2026-05-07 | Meister Keith A. +1 Director · See footnotes | Bought | $20.2m533.8k shares |
| 2026-04-29 | Stueland Katherine CHIEF EXECUTIVE OFFICER, director | Sold | $141.6k2.2k shares |
| 2026-04-29 | Feeley Kevin CHIEF FINANCIAL OFFICER | Sold | $25.6k392 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Allworth Financial LP 0.00% of their portfolio | 64 $4.4k | Added +61 |
| Quarry LP 0.00% of their portfolio | 64 $4.4k | New |
| Essential Partners LLC 0.00% of their portfolio | 55 $3.8k | Added +19 |
| Parallel Advisors, LLC 0.00% of their portfolio | 42 $2.9k | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 40 $2.7k | Added +4 |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 39 $2.7k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 36 $2.5k | Added +6 |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 27 $1.9k | Added +2 |
| Smartleaf Asset Management LLC 0.00% of their portfolio | 26 $1.8k | Unchanged |
| N.E.W. Advisory Services LLC 0.00% of their portfolio | 25 $1.7k | New |
| Global Retirement Partners, LLC 0.00% of their portfolio | 22 $1.5k | First filing |
| Larson Financial Group LLC 0.00% of their portfolio | 14 $961 | New |
| Keating Financial Advisory Services, Inc. 0.00% of their portfolio | 13 $892 | Unchanged |
| Covestor Ltd 0.00% of their portfolio | 12 $1.0k | Added +11 |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 11 $756 | New |
| CENTRAL TRUST Co 0.00% of their portfolio | 7 $481 | Unchanged |
| Cedar Mountain Advisors, LLC 0.00% of their portfolio | 7 $481 | Unchanged |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 5 $344 | Unchanged |
| Physician Wealth Advisors, Inc. 0.00% of their portfolio | 5 $344 | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 5 $343 | Reduced -2 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 4 $276 | Added +2 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 1 $69 | Unchanged |
| Godfrey Financial Associates, Inc. 0.00% of their portfolio | 1 $69 | Reduced -2 |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 0 $0 | Reduced -1 |