Titelia

Fund shareholders of GeneDx Holdings Corp

ISIN US81663L2007 · United States

Fund shareholders
284
Of which ETFs
60 224 other funds
Value held
603.9M $ 3.2M SEK
Share of capital
30.3 % of 29.8M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
ARK Innovation ETF ARK ETF Trust 831,22152.3M $0.81 %2.79 %as of Apr 30, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 599,47338.5M $0.00 %2.01 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 465,53729.9M $0.04 %1.56 %as of Mar 31, 2026
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 459,48929.5M $0.04 %1.54 %as of Mar 31, 2026
ARK Genomic Revolution ETF ARK ETF Trust 401,29225.2M $2.04 %1.35 %as of Apr 30, 2026
Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 378,96230.2M $0.46 %1.27 %as of Feb 28, 2026
Eventide Healthcare & Life Sciences Fund MUTUAL FUND SERIES TRUST 243,14415.6M $0.98 %0.82 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 239,27915.4M $0.02 %0.80 %as of Mar 31, 2026
Putnam Small Cap Growth Fund Putnam Funds Trust 225,95514.5M $0.54 %0.76 %as of Mar 31, 2026
Harbor Small Cap Growth Fund HARBOR FUNDS 225,42314.2M $0.55 %0.76 %as of Apr 30, 2026
MFS New Discovery Fund MFS SERIES TRUST I 214,38717.1M $0.82 %0.72 %as of Feb 28, 2026
Franklin Small Cap Growth Fund Franklin Strategic Series 201,66612.7M $0.52 %0.68 %as of Apr 30, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 188,24611.8M $0.04 %0.63 %as of Apr 30, 2026
Eventide Gilead Fund MUTUAL FUND SERIES TRUST 170,39110.9M $0.41 %0.57 %as of Mar 31, 2026
iShares Russell 2000 Growth ETF iShares Trust 155,49510M $0.08 %0.52 %as of Mar 31, 2026
VIP Mid Cap Portfolio Variable Insurance Products Fund III 153,1009.8M $0.12 %0.51 %as of Mar 31, 2026
ALGER SMALL CAP FOCUS FUND ALGER FUNDS 120,6287.6M $0.96 %0.40 %as of Apr 30, 2026
Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I 117,7379.4M $0.29 %0.39 %as of Feb 28, 2026
BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I 116,0367.5M $0.98 %0.39 %as of Mar 31, 2026
Nomura Small Cap Growth Fund IVY FUNDS 114,0227.3M $0.74 %0.38 %as of Mar 31, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 111,8168.9M $0.02 %0.37 %as of Feb 28, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 104,2058.3M $0.04 %0.35 %as of Feb 28, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 99,8558M $0.01 %0.33 %as of Feb 28, 2026
Select Health Care Services Portfolio Fidelity Select Portfolios 98,7007.9M $0.97 %0.33 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 94,2227.5M $0.05 %0.32 %as of Feb 28, 2026
Thrivent Small-Mid Cap Equity ETF Thrivent ETF Trust 90,1355.8M $0.67 %0.30 %as of Mar 31, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 78,6054.9M $0.04 %0.26 %as of Apr 30, 2026
MFS New Discovery Series MFS VARIABLE INSURANCE TRUST 77,3945M $0.70 %0.26 %as of Mar 31, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 75,8874.8M $0.03 %0.25 %as of Apr 30, 2026
William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS 73,2184.7M $0.42 %0.25 %as of Mar 31, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 68,7794.3M $0.06 %0.23 %as of Apr 30, 2026
Voya Small Cap Growth Fund Voya Equity Trust 67,1965.4M $0.29 %0.23 %as of Feb 28, 2026
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 62,1604M $0.23 %0.21 %as of Mar 31, 2026
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 61,8654M $0.40 %0.21 %as of Mar 31, 2026
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 60,5124.8M $0.02 %0.20 %as of Feb 28, 2026
Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I 60,0003.9M $0.52 %0.20 %as of Mar 31, 2026
THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC 57,2993.6M $0.54 %0.19 %as of Apr 30, 2026
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 54,5973.5M $0.46 %0.18 %as of Mar 31, 2026
Invesco Health Care Fund AIM Investment Funds (Invesco Investment Funds) 50,7383.2M $0.28 %0.17 %as of Apr 30, 2026
Royce Small-Cap Fund ROYCE FUND 47,2873M $0.17 %0.16 %as of Mar 31, 2026
Eventide Exponential Technologies Fund MUTUAL FUND SERIES TRUST 43,3132.8M $3.69 %0.15 %as of Mar 31, 2026
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 42,4942.7M $0.09 %0.14 %as of Mar 31, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 41,8122.6M $0.04 %0.14 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 39,6793.2M $0.00 %0.13 %as of Feb 28, 2026
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 38,5662.5M $0.34 %0.13 %as of Mar 31, 2026
HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC 36,6112.4M $0.60 %0.12 %as of Mar 31, 2026
Small Cap Dynamic Growth Fund John Hancock Funds II 36,3482.9M $0.56 %0.12 %as of Feb 28, 2026
Victory RS Small Cap Growth Fund Victory Portfolios 35,9602.3M $0.69 %0.12 %as of Mar 31, 2026
Alger Small Cap Growth Portfolio ALGER PORTFOLIOS 35,4432.3M $1.74 %0.12 %as of Mar 31, 2026
Mercer US Small/Mid Cap Equity Fund Mercer Funds 31,8502M $0.12 %0.11 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 31,6842.5M $0.00 %0.11 %as of Feb 28, 2026
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 31,5002M $0.12 %0.11 %as of Mar 31, 2026
Master Small Cap Index Series Quantitative Master Series LLC 31,4562M $0.04 %0.11 %as of Mar 31, 2026
Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST 30,6311.9M $0.37 %0.10 %as of Apr 30, 2026
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 28,8651.9M $0.33 %0.10 %as of Mar 31, 2026
BlackRock Advantage Small Cap Core Fund BlackRock Funds 28,5212.3M $0.05 %0.10 %as of Feb 27, 2026
Timothy Plan Aggressive Growth Fund TIMOTHY PLAN 27,5661.8M $1.52 %0.09 %as of Mar 31, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 27,1811.7M $0.00 %0.09 %as of Mar 31, 2026
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 26,5291.7M $0.32 %0.09 %as of Mar 31, 2026
iShares U.S. Healthcare Providers ETF iShares Trust 25,0861.6M $0.25 %0.08 %as of Mar 31, 2026
Calamos Timpani Small Cap Growth Fund CALAMOS INVESTMENT TRUST/IL 25,0521.6M $0.21 %0.08 %as of Apr 30, 2026
Carillon Chartwell Small Cap Fund Carillon Series Trust 24,9931.6M $0.85 %0.08 %as of Mar 31, 2026
MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X 24,7802M $0.62 %0.08 %as of Feb 28, 2026
ALGER SMALL CAP GROWTH FUND ALGER FUNDS 24,2121.5M $0.80 %0.08 %as of Apr 30, 2026
Small Cap Stock Trust John Hancock Variable Insurance Trust 23,5291.5M $0.61 %0.08 %as of Mar 31, 2026
FundX Future Fund Opportunities ETF FundX Investment Trust 23,3061.5M $0.76 %0.08 %as of Mar 31, 2026
Carillon Eagle Small Cap Growth Fund Carillon Series Trust 22,9251.5M $0.37 %0.08 %as of Mar 31, 2026
Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust 22,9091.8M $0.43 %0.08 %as of Feb 28, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 22,2591.4M $0.04 %0.07 %as of Apr 30, 2026
American Beacon ARK Transformational Innovation Fund AMERICAN BEACON FUNDS 21,3301.4M $0.87 %0.07 %as of Mar 31, 2026
Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios 21,0971.4M $0.72 %0.07 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 19,8661.3M $0.04 %0.07 %as of Mar 31, 2026
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 19,7321.6M $0.22 %0.07 %as of Feb 28, 2026
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 19,4921.3M $1.52 %0.07 %as of Mar 31, 2026
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 18,3921.2M $0.06 %0.06 %as of Mar 31, 2026
SFT Nomura Small Cap Growth Fund Securian Funds Trust 18,1521.2M $0.73 %0.06 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 17,4551.4M $0.10 %0.06 %as of Feb 28, 2026
Rockefeller US Small Cap Core Fund Trust for Professional Managers 17,2961.4M $1.41 %0.06 %as of Feb 28, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 16,7421.3M $0.01 %0.06 %as of Feb 28, 2026
Carillon Chartwell Small Cap Growth Fund Carillon Series Trust 16,6201.1M $0.83 %0.06 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 16,4211M $0.00 %0.06 %as of Apr 30, 2026
Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES 16,1541M $0.04 %0.05 %as of Mar 31, 2026
NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust 15,565999.6K $0.38 %0.05 %as of Mar 31, 2026
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 15,347965.2K $0.32 %0.05 %as of Apr 30, 2026
ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 14,587917.4K $1.28 %0.05 %as of Apr 30, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 14,458928.5K $0.08 %0.05 %as of Mar 31, 2026
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 14,444908.4K $0.29 %0.05 %as of Apr 30, 2026
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 14,109906.1K $0.40 %0.05 %as of Mar 31, 2026
NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 13,356857.7K $0.24 %0.04 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 13,176828.6K $0.00 %0.04 %as of Apr 30, 2026
William Blair Growth Fund WILLIAM BLAIR FUNDS 12,879827.1K $0.43 %0.04 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,800822K $0.04 %0.04 %as of Mar 31, 2026
NIA IMPACT SOLUTIONS FUND Ultimus Managers Trust 12,260977.2K $1.04 %0.04 %as of Feb 28, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 12,259771K $0.00 %0.04 %as of Apr 30, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 12,226974.5K $0.00 %0.04 %as of Feb 28, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 12,200972.5K $0.11 %0.04 %as of Feb 28, 2026
Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust 11,914949.7K $0.58 %0.04 %as of Feb 28, 2026
Polen 5Perspectives Small Growth Fund FundVantage Trust 11,870746.5K $1.22 %0.04 %as of Apr 30, 2026
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 11,759755.2K $0.67 %0.04 %as of Mar 31, 2026
Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST 11,701735.9K $0.36 %0.04 %as of Apr 30, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Eventide Exponential Technologies Fund MUTUAL FUND SERIES TRUST 3.69 %as of Mar 31, 2026
Harbor Health Care ETF Harbor ETF Trust 2.12 %as of Apr 30, 2026
ARK Genomic Revolution ETF ARK ETF Trust 2.04 %as of Apr 30, 2026
Alger Small Cap Growth Portfolio ALGER PORTFOLIOS 1.74 %as of Mar 31, 2026
Global X Genomics & Biotechnology ETF GLOBAL X FUNDS 1.72 %as of Feb 28, 2026
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 1.52 %as of Mar 31, 2026
Timothy Plan Aggressive Growth Fund TIMOTHY PLAN 1.52 %as of Mar 31, 2026
Rockefeller US Small Cap Core Fund Trust for Professional Managers 1.41 %as of Feb 28, 2026
ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 1.28 %as of Apr 30, 2026
Polen 5Perspectives Small Growth Fund FundVantage Trust 1.22 %as of Apr 30, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2283-489,037,787-11.0 %
2026Q1331+1910,155,852+9.8 %
2025Q4312+549,249,711+10.8 %
2025Q3258+18,351,789-1.6 %
2025Q2257+578,484,367+57.7 %
2025Q1200+605,381,711+40.4 %
2024Q4140+823,833,930+136.4 %
2024Q358+361,621,497+65.1 %
2024Q222+4981,950+5.1 %
2024Q118-6934,628-7.9 %
2023Q4241,015,052

Institutional managers

232 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
Corvex Management LP3,228,149207.3M $as of Mar 31, 2026
Casdin Capital, LLC3,007,164193.1M $as of Mar 31, 2026
BlackRock, Inc.1,550,70899.6M $as of Mar 31, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP1,369,10887.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,334,98085.7M $as of Mar 31, 2026
ARK Investment Management LLC1,324,58385.1M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC775,26949.8M $as of Mar 31, 2026
Zweig-DiMenna Associates LLC689,29044.3M $as of Mar 31, 2026
CITADEL ADVISORS LLC647,40141.6M $as of Mar 31, 2026
Amova Asset Management Americas, Inc.638,80041M $as of Mar 31, 2026
Sumitomo Mitsui Trust Group, Inc.633,45740.7M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC610,07338.8M $as of Mar 31, 2026
FRANKLIN RESOURCES INC607,22139M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC549,14735.3M $as of Mar 31, 2026
Invesco Ltd.540,22934.7M $as of Mar 31, 2026
MORGAN STANLEY532,23534.2M $as of Mar 31, 2026
Prosight Management, LP523,46333.6M $as of Mar 31, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC479,41830.8M $as of Mar 31, 2026
STATE STREET CORP472,44530.3M $as of Mar 31, 2026
EVENTIDE ASSET MANAGEMENT, LLC459,01529.5M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/358,97823.1M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP341,00521.9M $as of Mar 31, 2026
Capital International Investors324,58820.8M $as of Mar 31, 2026
Bank of New York Mellon Corp315,50820.3M $as of Mar 31, 2026
GAGNON SECURITIES LLC303,14919.5M $as of Mar 31, 2026

Declared shareholders of GeneDx Holdings Corp

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
CMLS HOLDINGS LLC and 8 others17.90 %5,356,767as of May 14, 2026 · SCHEDULE 13D
CMLS Holdings LLC and 8 others17.90 %5,356,767as of May 20, 2026 · SCHEDULE 13D
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Titelia. "Fund shareholders of GeneDx Holdings Corp". https://titelia.com/en/stocks/genedx-holdings-corp-US81663L2007