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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,419 | 91.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 1,415 | 90.9K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin Genomic Advancements ETF Franklin Templeton ETF Trust | 1,409 | 90.5K $ | 0.42 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,323 | 85K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,321 | 83.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Calamos Timpani SMID Growth Fund CALAMOS INVESTMENT TRUST/IL | 1,295 | 81.4K $ | 0.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 1,289 | 82.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,268 | 81.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 1,234 | 79.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,177 | 75.6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,174 | 93.6K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,173 | 93.5K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 1,172 | 73.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,114 | 71.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 1,097 | 70.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Lord Abbett Health Care Fund LORD ABBETT SECURITIES TRUST | 1,046 | 65.8K $ | 0.81 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 1,029 | 82K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 1,015 | 65.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 947 | 60.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 910 | 57.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 903 | 58K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Health Care ETF T. Rowe Price Exchange-Traded Funds, Inc. | 891 | 57.2K $ | 0.28 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 886 | 56.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 885 | 55.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 825 | 65.8K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Multi-Asset Strategy Fund RUSSELL INVESTMENT CO | 814 | 51.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 754 | 47.4K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 721 | 45.3K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Hypatia Women CEO ETF Two Roads Shared Trust | 690 | 43.4K $ | 0.50 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 687 | 44.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 674 | 53.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 645 | 41.4K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 639 | 41K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 634 | 40.7K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 581 | 37.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 541 | 34.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 534 | 33.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 529 | 34K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 516 | 33.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 507 | 32.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds | 491 | 31.5K $ | 0.55 % | 0.00 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 477 | 30K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 476 | 30.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 453 | 29.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 449 | 28.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 445 | 35.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 435 | 27.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 398 | 25K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 343 | 22K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Health Care Fund Rydex Series Funds | 321 | 20.6K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 300 | 19.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 298 | 23.8K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 277 | 17.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 262 | 16.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 240 | 15.4K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 240 | 15.1K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 213 | 13.4K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 195 | 12.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 178 | 11.2K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 173 | 11.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Health Care Fund Rydex Variable Trust | 168 | 10.8K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| American Century Small Cap Growth Insights ETF American Century ETF Trust | 140 | 11.2K $ | 0.12 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Virtus Silvant Small/Mid Growth ETF Virtus ETF Trust II | 140 | 8.8K $ | 0.28 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 119 | 7.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor Active Small Cap Growth ETF Harbor ETF Trust | 103 | 6.5K $ | 0.18 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 102 | 6.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 95 | 6.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 95 | 6.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 90 | 7.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 84 | 5.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 78 | 4.9K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 65 | 4.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 64 | 4.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Amplify Small-Mid Cap Equity ETF Amplify ETF Trust | 64 | 4.1K $ | 0.34 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II | 58 | 3.7K $ | 0.75 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 54 | 3.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 48 | 3.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 44 | 2.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 35 | 2.2K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 26 | 1.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 20 | 1.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 16 | 1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 6 | 478.3 $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 5 | 321.1 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 283 | -48 | 9,037,787 | -11.0 % |
| 2026Q1 | 331 | +19 | 10,155,852 | +9.8 % |
| 2025Q4 | 312 | +54 | 9,249,711 | +10.8 % |
| 2025Q3 | 258 | +1 | 8,351,789 | -1.6 % |
| 2025Q2 | 257 | +57 | 8,484,367 | +57.7 % |
| 2025Q1 | 200 | +60 | 5,381,711 | +40.4 % |
| 2024Q4 | 140 | +82 | 3,833,930 | +136.4 % |
| 2024Q3 | 58 | +36 | 1,621,497 | +65.1 % |
| 2024Q2 | 22 | +4 | 981,950 | +5.1 % |
| 2024Q1 | 18 | -6 | 934,628 | -7.9 % |
| 2023Q4 | 24 | 1,015,052 |
Institutional managers
232 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Corvex Management LP | 3,228,149 | 207.3M $ | as of Mar 31, 2026 |
| Casdin Capital, LLC | 3,007,164 | 193.1M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,550,708 | 99.6M $ | as of Mar 31, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1,369,108 | 87.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,334,980 | 85.7M $ | as of Mar 31, 2026 |
| ARK Investment Management LLC | 1,324,583 | 85.1M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 775,269 | 49.8M $ | as of Mar 31, 2026 |
| Zweig-DiMenna Associates LLC | 689,290 | 44.3M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 647,401 | 41.6M $ | as of Mar 31, 2026 |
| Amova Asset Management Americas, Inc. | 638,800 | 41M $ | as of Mar 31, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | 633,457 | 40.7M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 610,073 | 38.8M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 607,221 | 39M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 549,147 | 35.3M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 540,229 | 34.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 532,235 | 34.2M $ | as of Mar 31, 2026 |
| Prosight Management, LP | 523,463 | 33.6M $ | as of Mar 31, 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 479,418 | 30.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 472,445 | 30.3M $ | as of Mar 31, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | 459,015 | 29.5M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 358,978 | 23.1M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 341,005 | 21.9M $ | as of Mar 31, 2026 |
| Capital International Investors | 324,588 | 20.8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 315,508 | 20.3M $ | as of Mar 31, 2026 |
| GAGNON SECURITIES LLC | 303,149 | 19.5M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| CMLS HOLDINGS LLC and 8 others | 17.90 % | 5,356,767 | as of May 14, 2026 · SCHEDULE 13D |
| CMLS Holdings LLC and 8 others | 17.90 % | 5,356,767 | as 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