WGS GeneDx Holdings Corp. - Class A Common Stock

NASDAQ · Health Care · View on SEC EDGAR ↗
$78.14
Price · Aug 18, 2026
Fundamentals as of Aug 3, 2026
52W Range
$32–$171
33% of range
Analyst Rating
BUY
13 analysts
Price Target
$90
+16% upside
P/E (TTM)
—
ROE
—
Net Profit Margin
—

WGS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$78.14
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$32 – $171

WGS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS —
Free Cash Flow —
Margins —

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
WGS
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
WGS
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
WGS
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
WGS
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
WGS
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
WGS
Peer Median

WGS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 13 analysts
  • Strong Buy 4 30.8%
  • Buy 8 61.5%
  • Hold 1 7.7%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

9 analysts · 2026-08-17
Median target $90.00 +15.2%
Mean target $90.44 +15.8%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.10%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.01 $-0.19 0.20%
March 31, 2026 $-0.28 $-0.01 -0.27%
Dec. 31, 2025 $0.14 $0.11 0.03%
Sept. 30, 2025 $0.49 $0.43 0.06%
June 30, 2025 $0.50 $0.10 0.40%
March 31, 2025 $0.27 $0.06 0.21%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
WGS — — — — — —
GRDN — — 17.9% 3.4% 24.8% 20.2%
MD $1.77B 11.0 -4.9% 8.6% 20.3% —
ADUS — 20.6 23.2% — — —
NEO $1.51B -49.0 10.1% -14.8% -12.8% 43.2%
ASTH $1.21B 53.9 56.4% 0.71% 3.0% —
AGL $7.14B — -2.1% -6.6% -146.1% —
OMDA $922M -45.1 53.2% -4.9% -5.8% 65.7%
INNV $500M -16.8 11.8% -3.5% -12.0% 18.0%
PNTG $975M 33.5 36.3% 3.1% 8.4% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Balance Sheet 28
Annual Balance Sheet data for WGS
Metric Trend 2025
Cash & Equivalents $105M
Short-term Investments $66M
Receivables $74M
Inventory $14M
Prepaid Expense $9M
Other Current Assets $2M
Current Assets $268M
PP&E (Net) $46M
PP&E (Gross) $71M
Accum. Depreciation $26M
Goodwill $14M
Intangibles $168M
Other Non-current Assets $4M
Total Assets $524M
Accounts Payable $2M
Accrued Liabilities $45M
Current Liabilities $109M
Deferred Tax $757.0K
Other Non-current Liabilities $2M
Total Liabilities $216M
Long-term Debt $53M
Common Stock $3.0K
Paid-in Capital $1.68B
Retained Earnings $-1.37B
AOCI $936.0K
Stockholders' Equity $308M
Liabilities + Equity $524M
Shares Outstanding 29,245,296

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Latest News Recent headlines mentioning this company

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Institutional owners (13F) 253 filers · $2.2B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
63 (+21 vs prior Q) 67 (-10 vs prior Q) 86 (-14 vs prior Q) 58 (-11 vs prior Q) +2.8M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Corvex Management LP $328,460,731 4,784,570 14.87% Shares
Casdin Capital, LLC $254,496,809 3,707,164 11.52% Shares
VANGUARD GROUP INC $132,308,347 1,017,287 5.99% Shares
ORACLE INVESTMENT MANAGEMENT INC $115,058,099 884,654 5.21% Shares
GOLDMAN SACHS GROUP INC $112,207,670 1,634,489 5.08% Shares
ARK Investment Management LLC $110,539,494 1,610,189 5.00% Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $96,154,828 1,400,653 4.35% Shares
VANGUARD CAPITAL MANAGEMENT LLC $60,343,556 879,003 2.73% Shares
First Light Asset Management, LLC $53,816,314 783,923 2.44% Shares
Deep Track Capital, LP $48,055,000 700,000 2.18% Shares
Sumitomo Mitsui Trust Group, Inc. $45,760,786 666,581 2.07% Shares
Amova Asset Management Americas, Inc. $45,700,793 666,581 2.07% Shares
Zweig-DiMenna Associates LLC $39,264,368 571,950 1.78% Shares
CITADEL ADVISORS LLC $37,807,615 550,730 1.71% Shares
STATE STREET CORP $36,234,500 527,815 1.64% Shares
GAGNON SECURITIES LLC $36,031,982 524,865 1.63% Shares
GEODE CAPITAL MANAGEMENT, LLC $32,508,463 473,425 1.47% Shares
Aberdeen Group plc $31,386,849 457,201 1.42% Shares
WELLINGTON MANAGEMENT GROUP LLP $21,969,716 320,025 0.99% Shares
Assenagon Asset Management S.A. $20,830,675 303,433 0.94% Shares
BANK OF AMERICA CORP /DE/ $19,902,733 289,916 0.90% Shares
Caption Management, LLC $19,867,310 289,400 0.90% Call option
FRANKLIN RESOURCES INC $19,260,858 280,566 0.87% Shares
NORGES BANK $18,748,315 273,100 0.85% Shares
EVENTIDE ASSET MANAGEMENT, LLC $18,505,703 269,542 0.84% Shares
DIMENSIONAL FUND ADVISORS LP $18,137,330 264,200 0.82% Shares
AMERIPRISE FINANCIAL INC $14,097,827 205,358 0.64% Shares
JANE STREET GROUP, LLC $14,044,966 204,588 0.64% Shares
Portolan Capital Management, LLC $13,751,625 200,315 0.62% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $13,563,730 197,578 0.61% Shares
Alamea Verwaltungs GmbH $12,768,145 185,989 0.58% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $12,215,375 177,937 0.55% Shares
Gagnon Advisors, LLC $12,210,776 177,870 0.55% Shares
ASHFORD CAPITAL MANAGEMENT INC $11,207,161 174,512 0.51% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $11,189,950 163,000 0.51% Put option
MILLENNIUM MANAGEMENT LLC $10,680,224 155,575 0.48% Shares
VANGUARD FIDUCIARY TRUST CO $10,494,182 152,865 0.48% Shares
CITADEL ADVISORS LLC $9,926,790 144,600 0.45% Call option
JANE STREET GROUP, LLC $9,816,950 143,000 0.44% Call option
SUSQUEHANNA INTERNATIONAL GROUP, LLP $9,769,925 142,315 0.44% Shares
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $9,713,975 141,500 0.44% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $9,604,135 139,900 0.43% Call option
Rockefeller Capital Management L.P. $9,583,128 139,594 0.43% Shares
BNP PARIBAS FINANCIAL MARKETS $8,491,318 123,690 0.38% Shares
SILVERARC CAPITAL MANAGEMENT, LLC $8,393,767 122,269 0.38% Shares
ROYCE & ASSOCIATES LP $7,698,136 112,136 0.35% Shares
WOLVERINE TRADING, LLC $7,530,773 66,100 0.34% Call option
TUDOR INVESTMENT CORP ET AL $7,471,797 108,839 0.34% Shares
FRED ALGER MANAGEMENT, LLC $7,450,379 108,527 0.34% Shares
Science & Technology Partners, L.P. $7,303,468 106,387 0.33% Shares
Point72 Asset Management, L.P. $6,679,645 97,300 0.30% Shares
BARCLAYS PLC $6,392,963 93,124 0.29% Shares
AXA Investment Managers S.A. $6,268,313 58,180 0.28% Shares
TORONTO DOMINION BANK $6,052,047 88,158 0.27% Shares
Prosight Management, LP $5,869,575 85,500 0.27% Shares
Pentwater Capital Management LP $5,663,625 82,500 0.26% Shares
ARDSLEY ADVISORY PARTNERS LP $5,148,750 75,000 0.23% Shares
Walleye Capital LLC $4,661,335 67,900 0.21% Shares
Legal Advantage Investments, Inc. $4,602,639 67,045 0.21% Shares
IQ EQ FUND MANAGEMENT (IRELAND) Ltd $4,545,728 66,216 0.21% Shares
Point72 Asset Management, L.P. $4,407,330 64,200 0.20% Put option
WOLVERINE TRADING, LLC $4,226,803 37,100 0.19% Put option
EFG Asset Management (North America) Corp. $3,933,049 36,505 0.18% Shares
Quantinno Capital Management LP $3,669,617 53,454 0.17% Shares
CITIGROUP INC $3,620,601 52,740 0.16% Shares
Jefferies Financial Group Inc. $3,418,770 49,800 0.15% Shares
Meridiem Capital Partners LP $3,210,349 46,764 0.15% Shares
NIA IMPACT ADVISORS, LLC $3,208,065 46,731 0.15% Shares
EFG International AG $3,082,697 44,934 0.14% Shares
Corient Private Wealth LP $3,065,773 44,658 0.14% Shares
Kovack Advisors, Inc. $2,958,298 43,092 0.13% Shares
ENVESTNET ASSET MANAGEMENT INC $2,954,765 43,041 0.13% Shares
Slow Capital, Inc. $2,917,625 42,500 0.13% Shares
Swiss National Bank $2,746,000 40,000 0.12% Shares
Cubist Systematic Strategies, LLC $2,650,404 24,600 0.12% Call option
Point72 Asset Management, L.P. $2,649,890 38,600 0.12% Call option
D. E. Shaw & Co., Inc. $2,622,430 38,200 0.12% Call option
RBF Capital, LLC $2,563,391 37,340 0.12% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $2,535,862 36,939 0.11% Shares
CITADEL ADVISORS LLC $2,464,535 35,900 0.11% Put option
Longaeva Partners L.P. $2,393,345 34,863 0.11% Shares
FORA Capital, LLC $2,279,235 33,225 0.10% Shares
JANE STREET GROUP, LLC $2,258,585 32,900 0.10% Put option
LAZARD ASSET MANAGEMENT LLC $2,255,290 32,852 0.10% Shares
Vestmark Advisory Solutions, Inc. $2,203,047 32,091 0.10% Shares
One Capital Management, LLC $2,138,911 33,306 0.10% Shares
Brevan Howard Capital Management LP $1,934,008 28,172 0.09% Shares
Y-Intercept (Hong Kong) Ltd $1,889,317 27,521 0.09% Shares
Cubist Systematic Strategies, LLC $1,788,484 16,600 0.08% Put option
RHUMBLINE ADVISERS $1,728,802 25,183 0.08% Shares
ExodusPoint Capital Management, LP $1,728,195 25,174 0.08% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,608,390 25,045 0.07% Shares
BlackRock, Inc. $1,538,035 22,404 0.07% Shares
ALGERT GLOBAL LLC $1,505,632 21,932 0.07% Shares
Bank of New York Mellon Corp $1,459,018 21,253 0.07% Shares
Quadrature Capital Ltd $1,401,970 20,422 0.06% Shares
ALLIANCEBERNSTEIN L.P. $1,287,611 20,050 0.06% Shares
Walleye Trading LLC $1,091,535 15,900 0.05% Call option
Moody Aldrich Partners LLC $1,067,713 15,553 0.05% Shares
TUDOR INVESTMENT CORP ET AL $1,057,210 15,400 0.05% Call option

Company insiders 21 insiders · 7 officers · 12 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Katherine Stueland Chief Executive Officer Dec. 16, 2023 M 52,578 0 0 $0
Kevin Feeley Chief Financial Officer Dec. 16, 2023 M 23,035 0 0 $0
Isaac Ro Former CFO July 1, 2022 M 206,886 0 0 $0
Eric Schadt President & Chief R&D Officer May 20, 2022 P 243,380 0 0 $0
James Coffin President and COO Dec. 9, 2021 A 22,903 0 0 $0
Kareem Saad Chief Transformation Officer Jan. 3, 2024 S 24,114 0 0 $0
Karen Ann White Chief People Officer July 25, 2023 M 4,761 0 0 $0
RUCH JOSHUA Director Nov. 24, 2025 S 120,083 0 15 $-6,094,044
Eli Casdin Director June 18, 2025 M 20,518 0 0 $0
Jason Ryan Director Jan. 11, 2024 G 0 0 0 $0
Richard C Pfenniger JR Director Nov. 8, 2023 P 20,918 0 0 $0
Emily M. Leproust Director July 21, 2023 A 83,290 0 0 $0
Meister, Keith A. Director July 21, 2023 A 45,454 0 0 $0
Rachel E. Sherman Director May 2, 2023 M 58,290 0 0 $0
Michael J Pellini Director Oct. 15, 2022 M 17,114 0 0 $0
Nat Turner Director April 27, 2022 M 37,836 0 0 $0
Dennis Charney Director Oct. 15, 2021 A — 0 0 $0
Shawn Assad — Aug. 10, 2022 M 43,040 0 0 $0
Richard Miao — July 1, 2022 M 23,291 0 0 $0
Daniel Emmett Clark — July 1, 2022 M 312,345 0 0 $0
Anthony Prentice — July 1, 2022 M 12,608 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 3 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
CMLS Holdings LLC, C-LSH LLC, M-LSH LLC, Casdin Capital, LLC, Casdin Partners Master Fund, L.P., Casdin Partners GP, LLC, Eli Casdin, Keith A. Meister, Corvex Management LP ×13 filings May 22, 2026 17.90% Amendment — SEC
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI, MOUNT SINAI HEALTH SYSTEM, INC. ×8 filings Feb. 21, 2025 4.89% Amendment Passive investment SEC
BTO Sema4 Holdings L.P., BTO Holdings Manager L.L.C., Blackstone Tactical Opportunities Associates L.L.C., BTOA L.L.C., Blackstone Family Tactical Opportunities Investment Partnership III ESC L.P., BTO Side-by-Side GP L.L.C., Blackstone Holdings III L.P., Blackstone Holdings III GP L.P., Blackstone Holdings III GP Management L.L.C., Blackstone Tactical Opportunities Fund - FD L.P., Blackstone Tactical Opportunities Associates III - NQ L.P., BTO DE GP - NQ L.L.C., Blackstone Holdings II L.P., Blackstone Aqua Master Sub-Fund, a sub-fund of Blackstone Global Master Fund ICAV, Blackstone Alternative Solutions L.L.C., Blackstone Holdings I L.P., Blackstone Holdings I/II GP L.L.C., Blackstone Inc., Blackstone Group Management L.L.C., Stephen A. Schwarzman ×4 filings Feb. 3, 2023 — Initial filing — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 43 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
MEDI · Harbor ETF Trust 2.12% 9,290 NS April 30, 2026 N-PORT
ARKG · ARK ETF Trust 2.04% 401,292 NS April 30, 2026 N-PORT
GNOM · Global X Funds 1.35% 14,482 NS May 31, 2026 N-PORT
ARKK · ARK ETF Trust 0.81% 831,221 NS April 30, 2026 N-PORT
FFND · Northern Lights Fund Trust II 0.55% 10,837 NS May 31, 2026 N-PORT
IHF · iShares Trust 0.23% 41,118 SH Aug. 8, 2026 Daily
IWO · iShares Trust 0.09% 180,130 SH Aug. 8, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.08% 21,443 SH Aug. 8, 2026 Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.07% 7,693 NS April 30, 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0.07% 12,363 NS May 31, 2026 N-PORT
GINN · Goldman Sachs ETF Trust 0.06% 2,437 NS May 31, 2026 N-PORT
ISCG · iShares Trust 0.06% 8,113 SH Aug. 8, 2026 Daily
BKSE · BNY Mellon ETF Trust 0.06% 721 NS April 30, 2026 N-PORT
IWM · iShares Trust 0.04% 512,698 SH Aug. 8, 2026 Daily
ESSC · Strategy Shares 0.04% 178 NS April 30, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.04% 115,099 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.04% 8,258 NS April 30, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.04% 78,605 NS April 30, 2026 N-PORT
ISCB · iShares Trust 0.03% 1,116 SH Aug. 8, 2026 Daily
ITWO · ProShares Trust 0.02% 895 NS May 31, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.02% 103,149 NS May 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.02% 8,768 SH Aug. 8, 2026 Daily
SMLF · iShares Trust 0.02% 13,798 SH Aug. 8, 2026 Daily
FHLC · FIDELITY COVINGTON TRUST 0.02% 9,194 NS April 30, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.02% 251,940 SH Aug. 8, 2026 Daily
VHT · VANGUARD WORLD FUND 0.02% 59,504 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.01% 700 NS May 31, 2026 N-PORT
WSML · iShares Trust 0.01% 1,149 SH Aug. 8, 2026 Daily
URTY · ProShares Trust 0.01% 709 NS May 31, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.01% 742 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.00% 18 NS May 31, 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0.00% 7,227 NS May 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 910 NS April 30, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 4,447 NS April 30, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 6,549 NS April 30, 2026 N-PORT
ITOT · iShares Trust 0.00% 27,899 SH Aug. 8, 2026 Daily
DFAC · Dimensional ETF Trust 0.00% 12,259 NS April 30, 2026 N-PORT
IWV · iShares Trust 0.00% 4,437 SH Aug. 8, 2026 Daily
TILT · FlexShares Trust 0.00% 477 NS April 30, 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 12,226 NS May 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 534 NS April 30, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.00% 607,773 SH Aug. 8, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1,532 SH Aug. 8, 2026 Daily