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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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
Cite this page

Titelia. "Fund shareholders of GeneDx Holdings Corp". https://titelia.com/en/stocks/genedx-holdings-corp-US81663L2007