WGSNasdaqServices-Health ServicesFiscal year ends December 31
GeneDx Holdings Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$66.29+2.68 (+4.21%)
Close on Oct 19, 2026
- Market cap
- $1.97B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
32M of 30M shares
Institutional holders
223
56 new, 70 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
34 buys · 108 sales
Net bought $84.79M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Keith A. Meister | 5,356,767 | 17.90% | 13D (active) amendment | May 20, 2026 |
| Meister, Keith A. | 5,356,767 | 17.90% | 13D (active) amendment | May 14, 2026 |
| Casdin Eli | 4,096,095 | 14.20% | 13D (active) amendment | May 5, 2025 |
| Goldman Sachs & Co. LLC | 1,733,592 | 5.80% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 1,622,518 | 5.50% | 13G (passive) | Jun 30, 2026 |
| ARK Investment Management LLC | 1,581,810 | 5.33% | 13G (passive) amendment | Jul 31, 2026 |
| Summit Partners Public Asset Management, LLC | 1,426,968 | 5.19% | 13G (passive) | Feb 5, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WGS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Corvex Management LP | 4,784,570 | 16.04% | $328.46M | +1,556,421 | 10.03% |
| Casdin Capital, LLC | 3,707,164 | 12.43% | $254.50M | +700,000 | 12.74% |
| BlackRock, Inc. | 1,706,239 | 5.72% | $117.13M | +155,531 | 0.00% |
| Goldman Sachs Group Inc | 1,669,441 | 5.60% | $114.61M | +334,461 | 0.01% |
| ARK Investment Management LLC | 1,610,189 | 5.40% | $110.54M | +285,606 | 0.72% |
| William Blair Investment Management, LLC | 1,400,653 | 4.70% | $96.15M | +625,384 | 0.29% |
| Morgan Stanley | 988,297 | 3.31% | $67.85M | +456,062 | 0.00% |
| Vanguard Capital Management LLC | 879,003 | 2.95% | $60.34M | +20,420 | 0.00% |
| Citadel Advisors LLC | 865,462 | 2.90% | $59.41M | +218,061 | 0.01% |
| First Light Asset Management, LLC | 783,923 | 2.63% | $53.82M | +540,996 | 3.27% |
| Deep Track Capital, LP | 700,000 | 2.35% | $48.06M | New | 0.70% |
| Nikko Asset Management Americas, Inc. | 666,581 | 2.24% | $45.70M | +27,781 | 0.59% |
| Sumitomo Mitsui Trust Holdings, Inc. | 666,581 | 2.24% | $45.76M | +33,124 | 0.03% |
| Assenagon Asset Management S.A. | 606,866 | 2.03% | $41.66M | +511,738 | 0.03% |
| Zweig-DiMenna Associates LLC | 571,950 | 1.92% | $39.26M | −117,340 | 3.56% |
| Geode Capital Management, LLC | 552,125 | 1.85% | $37.91M | +2,978 | 0.00% |
| State Street Corp | 527,815 | 1.77% | $36.23M | +55,370 | 0.00% |
| Gagnon Securities LLC | 524,865 | 1.76% | $36.03M | +221,716 | 6.94% |
| abrdn plc | 457,201 | 1.53% | $31.39M | +227,105 | 0.04% |
| Wellington Management Group Llp | 347,927 | 1.17% | $23.89M | +6,922 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 223 | 32M | 100.0% | 56 / 85 | 58 / 70 | 9M | 9M |
| Q1 2026 | 240 | 31M | 100.0% | 42 / 100 | 72 / 84 | 8M | 6M |
| Q4 2025 | 287 | 31M | 100.0% | 59 / 94 | 101 / 37 | 4M | 3M |
| Q3 2025 | 268 | 30M | 100.0% | 69 / 86 | 82 / 31 | 4M | 6M |
| Q2 2025 | 231 | 32M | 100.0% | 55 / 88 | 62 / 48 | 9M | 6M |
| Q1 2025 | 225 | 28M | 95.3% | 59 / 85 | 59 / 31 | 8M | 3M |
| Q4 2024 | 199 | 24M | 78.9% | 83 / 70 | 32 / 18 | 8M | 3M |
| Q3 2024 | 136 | 19M | 63.3% | 57 / 42 | 23 / 6 | 5M | 1M |
| Q2 2024 | 86 | 16M | 54.6% | 40 / 24 | 11 / 12 | 5M | 4M |
| Q1 2024 | 58 | 15M | 52.0% | 19 / 16 | 8 / 9 | 3M | 1M |
| Q4 2023 | 48 | 13M | 44.3% | 10 / 9 | 14 / 12 | 4M | 4M |
| Q3 2023 | 53 | 14M | 46.8% | 6 / 17 | 15 / 10 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WGS | Value | % of fund | As of |
|---|---|---|---|---|---|
| ARK Innovation ETF | 876,607 | 2.94% | $57.08M | 1.03% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 607,773 | 2.04% | $41.72M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 523,338 | 1.75% | $35.93M | 0.04% | Jun 30, 2026 |
| ARK Genomic Revolution ETF | 446,965 | 1.50% | $29.10M | 1.87% | Jul 31, 2026 |
| Eventide Gilead Fund | 266,042 | 0.89% | $18.26M | 0.53% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 249,890 | 0.84% | $17.15M | 0.02% | Jun 30, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 222,516 | 0.75% | $11.57M | 0.01% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 218,876 | 0.73% | $14.25M | 0.04% | Jul 31, 2026 |
| Franklin Small Cap Growth Fund | 201,666 | 0.68% | $13.13M | 0.53% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 184,614 | 0.62% | $12.67M | 0.08% | Jun 30, 2026 |
| Alger Small Cap Focus Fund | 130,474 | 0.44% | $8.50M | 1.00% | Jul 31, 2026 |
| William Blair Small-Mid Cap Growth Fund | 126,588 | 0.42% | $8.69M | 0.66% | Jun 30, 2026 |
| William Blair Small Cap Growth Fund | 125,324 | 0.42% | $8.60M | 0.70% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 110,973 | 0.37% | $5.77M | 0.01% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 103,149 | 0.35% | $5.36M | 0.02% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Katherine Stueland | CHIEF EXECUTIVE OFFICER, Director | 115,476 | 0.39% | Sep 18, 2026 |
| Kevin Feeley | CHIEF FINANCIAL OFFICER | 48,035 | 0.16% | Sep 18, 2026 |
| Mark A. Gardner | President | – | – | Jul 1, 2026 |
| Bryan Dechairo | Chief Operating Officer | 2,723 | 0.01% | Mar 5, 2026 |
| Thomas Fuchs | Director | 1,146 | 0.00% | Sep 18, 2026 |
| Emily M. Leproust | Director | 24,852 | 0.08% | Jun 23, 2026 |
| Keith A. Meister | Director, 10% owner | 4,808,275 | 16.12% | Jun 23, 2026 |
| Joshua Ruch | Director | 189,566 | 0.64% | Jun 23, 2026 |
| Richard C. Pfenniger Jr | Director | 45,082 | 0.15% | Jun 23, 2026 |
| Eli Casdin | Director, 10% owner | 4,083,648 | 13.69% | Jun 23, 2026 |
| Jason Ryan | Director | 118,764 | 0.40% | Jun 23, 2026 |
| Casdin Partners GP, LLC | Director, 10% owner | – | – | Jun 8, 2026 |
| Casdin Partners Master Fund, L.P. | Director, 10% owner | 3,880,072 | 13.01% | Jun 8, 2026 |
| Casdin Capital, LLC | Director, 10% owner | 3,859,555 | 12.94% | Jun 8, 2026 |
| Management LP Corvex | Director, 10% owner | 3,374,334 | 11.31% | May 15, 2026 |
| Mount Sinai Health System, Inc. | 10% owner | 123,176,901 | 413.03% | Nov 19, 2024 |
| School Of Medicine At Mount Sinai Icahn | 10% owner | 2,719,692 | 9.12% | Nov 19, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Thomas Fuchs Director | Sep 17, 2026 | Option exercise | +1,146 | – | – | 1,146 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Sep 16, 2026 | Sale | −52 | $95.41 | $4.96K | 48,035 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Sep 16, 2026 | Sale | −1,470 | $98.27 | $144.46K | 46,024 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Sep 16, 2026 | Sale | −541 | $96.90 | $52.42K | 47,494 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Sep 16, 2026 | Sale | −1,079 | $99.00 | $106.82K | 44,945 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Sep 16, 2026 | Sale | −586 | $94.26 | $55.24K | 48,087 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Sep 16, 2026 | Option exercise | +7,197 | – | – | 48,673 |
| Katherine Stueland CHIEF EXECUTIVE OFFICER, Director | Sep 16, 2026 | Sale | −3,039 | $99.00 | $300.86K | 115,476 |
| Katherine Stueland CHIEF EXECUTIVE OFFICER, Director | Sep 16, 2026 | Option exercise | +18,750 | – | – | 125,977 |
| Katherine Stueland CHIEF EXECUTIVE OFFICER, Director | Sep 16, 2026 | Sale | −1,648 | $94.26 | $155.34K | 124,329 |
| Katherine Stueland CHIEF EXECUTIVE OFFICER, Director | Sep 16, 2026 | Sale | −148 | $95.41 | $14.12K | 124,181 |
| Katherine Stueland CHIEF EXECUTIVE OFFICER, Director | Sep 16, 2026 | Sale | −1,525 | $96.90 | $147.77K | 122,656 |
| Katherine Stueland CHIEF EXECUTIVE OFFICER, Director | Sep 16, 2026 | Sale | −4,141 | $98.27 | $406.94K | 118,515 |
| Katherine Stueland CHIEF EXECUTIVE OFFICER, Director | Sep 9, 2026 | Sale | −3,692 | $84.22 | $310.94K | 107,227 |
| Katherine Stueland CHIEF EXECUTIVE OFFICER, Director | Sep 9, 2026 | Option exercise | +6,547 | – | – | 110,919 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Sep 9, 2026 | Sale | −1,285 | $84.22 | $108.22K | 41,476 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Sep 9, 2026 | Option exercise | +2,462 | – | – | 42,761 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Sep 1, 2026 | Option exercise | +717 | – | – | 40,671 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Sep 1, 2026 | Sale | −372 | $83.84 | $31.19K | 40,299 |
| Jason Ryan Director | Jun 18, 2026 | Option exercise | +3,576 | – | – | 15,480 |
| Richard C. Pfenniger Jr Director | Jun 18, 2026 | Option exercise | +3,576 | – | – | 45,082 |
| Joshua Ruch Director | Jun 18, 2026 | Option exercise | +3,576 | – | – | 33,299 |
| Keith A. Meister Director, 10% owner | Jun 18, 2026 | Option exercise | +3,576 | – | – | 23,705 |
| Eli Casdin Director, 10% owner | Jun 18, 2026 | Option exercise | +3,576 | – | – | 24,093 |
| Emily M. Leproust Director | Jun 18, 2026 | Option exercise | +3,576 | – | – | 24,852 |
| Katherine Stueland CHIEF EXECUTIVE OFFICER, Director | Jun 16, 2026 | Sale | −2,429 | $61.50 | $149.38K | 104,372 |
| Katherine Stueland CHIEF EXECUTIVE OFFICER, Director | Jun 16, 2026 | Option exercise | +18,750 | – | – | 114,873 |
| Katherine Stueland CHIEF EXECUTIVE OFFICER, Director | Jun 16, 2026 | Sale | −2,140 | $59.75 | $127.87K | 112,733 |
| Katherine Stueland CHIEF EXECUTIVE OFFICER, Director | Jun 16, 2026 | Sale | −5,932 | $60.83 | $360.84K | 106,801 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Jun 16, 2026 | Sale | −760 | $59.75 | $45.41K | 42,923 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Jun 16, 2026 | Option exercise | +7,197 | – | – | 43,683 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Jun 16, 2026 | Sale | −863 | $61.50 | $53.07K | 39,954 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Jun 16, 2026 | Sale | −2,106 | $60.83 | $128.11K | 40,817 |
| Katherine Stueland CHIEF EXECUTIVE OFFICER, Director | Jun 9, 2026 | Option exercise | +6,546 | – | – | 99,762 |
| Katherine Stueland CHIEF EXECUTIVE OFFICER, Director | Jun 9, 2026 | Sale | −3,639 | $53.77 | $195.67K | 96,123 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Jun 9, 2026 | Sale | −1,266 | $53.77 | $68.07K | 36,486 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Jun 9, 2026 | Option exercise | +2,462 | – | – | 37,752 |
| Eli Casdin Director, 10% owner | Jun 5, 2026 | Buy | +50,000 | $52.86 | $2.64M | 3,707,164 |
| Eli Casdin Director, 10% owner | Jun 4, 2026 | Buy | +150,000 | $56.44 | $8.47M | 3,657,164 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Jun 1, 2026 | Sale | −369 | $51.74 | $19.09K | 35,290 |
| Kevin Feeley CHIEF FINANCIAL OFFICER | Jun 1, 2026 | Option exercise | +717 | – | – | 35,659 |
| Casdin Partners Master Fund, L.P. Director, 10% owner | May 20, 2026 | Buy | +140,000 | $43.81 | $6.13M | 3,507,164 |
| Casdin Partners Master Fund, L.P. Director, 10% owner | May 19, 2026 | Buy | +185,000 | $42.60 | $7.88M | 3,367,164 |
| Casdin Partners Master Fund, L.P. Director, 10% owner | May 18, 2026 | Buy | +175,000 | $42.55 | $7.45M | 3,182,164 |
| Keith A. Meister Director, 10% owner | May 15, 2026 | Buy | +27,408 | $38.28 | $1.05M | 4,765,705 |
| Keith A. Meister Director, 10% owner | May 15, 2026 | Buy | +18,865 | $39.83 | $751.39K | 4,784,570 |
| Keith A. Meister Director, 10% owner | May 14, 2026 | Buy | +88,107 | $39.08 | $3.44M | 4,686,404 |
| Keith A. Meister Director, 10% owner | May 14, 2026 | Buy | +51,893 | $39.92 | $2.07M | 4,738,297 |
| Keith A. Meister Director, 10% owner | May 13, 2026 | Buy | +94,074 | $38.82 | $3.65M | 4,527,371 |
| Keith A. Meister Director, 10% owner | May 13, 2026 | Buy | +70,926 | $39.45 | $2.80M | 4,598,297 |
| Keith A. Meister Director, 10% owner | May 11, 2026 | Buy | +252,734 | $39.65 | $10.02M | 4,432,765 |
| Keith A. Meister Director, 10% owner | May 11, 2026 | Buy | +532 | $40.35 | $21.47K | 4,433,297 |
| Keith A. Meister Director, 10% owner | May 11, 2026 | Buy | +246,734 | $38.91 | $9.60M | 4,180,031 |
| Keith A. Meister Director, 10% owner | May 8, 2026 | Buy | +73,104 | $41.15 | $3.01M | 3,933,297 |
| Keith A. Meister Director, 10% owner | May 8, 2026 | Buy | +79,144 | $40.67 | $3.22M | 3,860,193 |
| Keith A. Meister Director, 10% owner | May 8, 2026 | Buy | +3,396 | $38.70 | $131.43K | 3,781,049 |
| Keith A. Meister Director, 10% owner | May 8, 2026 | Buy | +15,745 | $38.00 | $598.31K | 3,777,653 |
| Keith A. Meister Director, 10% owner | May 7, 2026 | Buy | +116,412 | $38.46 | $4.48M | 3,610,922 |
| Keith A. Meister Director, 10% owner | May 7, 2026 | Buy | +123,393 | $37.60 | $4.64M | 3,494,510 |
| Keith A. Meister Director, 10% owner | May 7, 2026 | Buy | +14,786 | $36.33 | $537.18K | 3,371,117 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Stueland Katherine Officer, Director | Sep 1, 2026 | 14,243 | $1.21M | Sep 9, 2026 | Acquired as compensation - Restricted Stock Units |
| Feeley Kevin Officer | Sep 1, 2026 | 5,410 | $458.50K | Sep 1, 2026 | Acquired as compensation - Restricted Stock Units |
| Feeley Kevin Officer | Apr 29, 2026 | 5,804 | $366.00K | Apr 29, 2026 | Acquired as compensation - Restricted Stock Units |
| Stueland Katherine Director, Officer | Apr 29, 2026 | 16,415 | $1.04M | Apr 29, 2026 | Acquired as compensation - Restricted Stock Units |
| Dechairo Bryan Officer | Feb 2, 2026 | 9,374 | $929.90K | Feb 2, 2026 | Acquired as compensation - Restricted Stock Units |
| Stueland Katherine Officer, Director | Jan 29, 2026 | 94,495 | $9.27M | Jan 29, 2026 | Acquired as compensation - Restricted Stock Units |
| Feeley Kevin Officer | Jan 29, 2026 | 24,155 | $2.37M | Jan 29, 2026 | Acquired as compensation - Restricted Stock Units |
| Joshua Ruch Director | Nov 24, 2025 | 38,000 | $6.09M | Nov 24, 2025 | Restricted Stock Units |
| Feeley Kevin Officer | Sep 30, 2025 | 12,414 | $1.34M | Sep 30, 2025 | Acquired as compensation - Restricted Stock Units |
| Stueland Katherine Officer, Director | Sep 30, 2025 | 29,283 | $3.16M | Sep 30, 2025 | Acquired as compensation - Restricted Stock Units |
| Jason Ryan Director | Aug 27, 2025 | 39,222 | $4.99M | Aug 27, 2025 | Open market acquisition |
| Casdin Partners Master Fund, L.P. Affiliate | Aug 22, 2025 | 500,000 | $60.45M | Aug 22, 2025 | Purchase |
| Feeley Kevin Officer | Jul 1, 2025 | 12,427 | $1.15M | Jul 1, 2025 | Restricted Stock Unit Granted |
| Stueland Katherine Director, Officer | Jul 1, 2025 | 29,302 | $2.69M | Jul 1, 2025 | Restricted Stock Unit Granted |
| Stueland Katherine Officer, Director | Jun 9, 2025 | 14,139 | $1.03M | Jun 9, 2025 | Restricted Stock Unit Vest |