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
Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 11,613745.8K $0.35 %0.04 %as of Mar 31, 2026 ↗
Global X Genomics & Biotechnology ETF GLOBAL X FUNDS 11,270898.3K $1.72 %0.04 %as of Feb 28, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 11,045880.4K $0.08 %0.04 %as of Feb 27, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 10,979690.5K $0.00 %0.04 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 10,729689K $0.00 %0.04 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 10,450671.1K $0.04 %0.04 %as of Mar 31, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 9,897635.6K $0.23 %0.03 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. 9,579615.2K $0.51 %0.03 %as of Mar 31, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 9,425605.3K $0.17 %0.03 %as of Mar 31, 2026 ↗
Harbor Health Care ETF Harbor ETF Trust 9,290584.2K $2.12 %0.03 %as of Apr 30, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 9,194578.2K $0.02 %0.03 %as of Apr 30, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 9,152575.6K $0.10 %0.03 %as of Apr 30, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 9,031580K $0.26 %0.03 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 8,978576.6K $0.00 %0.03 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 8,655555.8K $0.04 %0.03 %as of Mar 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 8,650544K $0.06 %0.03 %as of Apr 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,570683.1K $0.08 %0.03 %as of Feb 28, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,520547.2K $0.06 %0.03 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 8,258519.3K $0.04 %0.03 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 7,916631K $0.03 %0.03 %as of Feb 28, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 7,818491.7K $0.14 %0.03 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 7,767619.1K $0.05 %0.03 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 7,693483.8K $0.07 %0.03 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 7,606488.5K $0.01 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,497471.5K $0.02 %0.03 %as of Apr 30, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 7,463594.9K $0.42 %0.03 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 7,104566.3K $0.01 %0.02 %as of Feb 28, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 7,095455.6K $0.07 %0.02 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 7,051443.4K $0.02 %0.02 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 6,897433.8K $0.00 %0.02 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 6,860440.5K $0.02 %0.02 %as of Mar 31, 2026 ↗
One Global ETF NORTHERN LIGHTS FUND TRUST II 6,820543.6K $0.59 %0.02 %as of Feb 28, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,700430.3K $0.02 %0.02 %as of Mar 31, 2026 ↗
Invesco V.I. Health Care Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 6,601423.9K $0.29 %0.02 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 6,549411.9K $0.00 %0.02 %as of Apr 30, 2026 ↗
MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III 6,455414.5K $0.53 %0.02 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 6,434413.2K $0.04 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 6,352399.5K $0.04 %0.02 %as of Apr 30, 2026 ↗
MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 6,302404.7K $0.30 %0.02 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 5,879369.7K $0.01 %0.02 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 5,818373.6K $0.04 %0.02 %as of Mar 31, 2026 ↗
Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL 5,677357K $0.02 %0.02 %as of Apr 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 5,597359.4K $0.21 %0.02 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 5,3003.2M SEK0.01 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,243336.7K $0.00 %0.02 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 5,142330.2K $0.01 %0.02 %as of Mar 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 5,056324.7K $0.07 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,899314.6K $0.04 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 4,851311.5K $0.04 %0.02 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,526290.7K $0.01 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 4,447279.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 4,412283.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II 4,397282.4K $0.39 %0.01 %as of Mar 31, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 4,226271.4K $0.06 %0.01 %as of Mar 31, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 4,090257.2K $0.10 %0.01 %as of Apr 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 4,029258.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,751240.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 3,656234.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,628228.2K $0.00 %0.01 %as of Apr 30, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 3,615232.2K $0.17 %0.01 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 3,571229.3K $0.05 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 3,548282.8K $0.02 %0.01 %as of Feb 28, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,518280.4K $0.15 %0.01 %as of Feb 28, 2026 ↗
Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds 3,469218.2K $0.90 %0.01 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 3,446221.3K $0.04 %0.01 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 3,271205.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,255204.7K $0.05 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,200205.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
Putnam VT Small Cap Growth Fund Putnam Variable Trust 3,115200K $0.54 %0.01 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 2,994188.3K $0.02 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,941185K $0.02 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,874180.7K $0.01 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,800223.2K $0.02 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 2,764220.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 2,745176.3K $0.13 %0.01 %as of Mar 31, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 2,705215.6K $0.25 %0.01 %as of Feb 28, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,657170.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 2,644169.8K $0.05 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 2,604167.2K $0.04 %0.01 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 2,561164.5K $0.10 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 2,521161.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 2,440156.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,377152.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,297147.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 2,248179.2K $0.13 %0.01 %as of Feb 28, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,108135.4K $0.04 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 2,045128.6K $0.04 %0.01 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,027127.5K $0.04 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust 1,885150.3K $0.07 %0.01 %as of Feb 28, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 1,779114.2K $0.04 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,683134.2K $0.05 %0.01 %as of Feb 28, 2026 ↗
Goldman Sachs Future Health Care Equity ETF Goldman Sachs ETF Trust 1,664132.6K $0.59 %0.01 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 1,607103.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,569100.8K $0.04 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,53996.8K $0.04 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,532122.1K $0.00 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 1,500119.6K $0.01 %0.01 %as of Feb 28, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 1,46994.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,44392.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 1,43091.8K $0.01 %0.00 %as of Mar 31, 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
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Titelia. "Fund shareholders of GeneDx Holdings Corp". https://titelia.com/en/stocks/genedx-holdings-corp-US81663L2007