Casdin Capital’s GeneDx Holdings WGS Stock Holding History

Casdin Capital’s Portfolio WGS Stock Details WGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254M	Buy	3,707,164 +700,000	+23%	+$39.8M	12.74%	3
2026 Q1	$193M	Hold	3,007,164	–	–	14.62%	2
2025 Q4	$391M	Hold	3,007,164	–	–	24.29%	1
2025 Q3	$324M	Sell	3,007,164 -500,000	-14%	-$54.5M	27.01%	1
2025 Q2	$324M	Hold	3,507,164	–	–	29.48%	1
2025 Q1	$311M	Hold	3,507,164	–	–	25.38%	1
2024 Q4	$270M	Hold	3,507,164	–	–	17.94%	1
2024 Q3	$149M	Sell	3,507,164 -19,247	-0.5%	-$650K	9.92%	3
2024 Q2	$92.2M	Buy	3,526,411 +390,000	+12%	+$7.39M	7.04%	5
2024 Q1	$28.6M	Buy	3,136,411 +40,900	+1%	+$246K	2.13%	15
2023 Q4	$8.51M	Hold	3,095,511	–	–	0.84%	24
2023 Q3	$11.3M	Hold	3,095,511	–	–	1.25%	20
2023 Q2	$18.4M	Buy	3,095,511 +2	+0%	+$16	1.61%	21
2023 Q1	$37.3M	Buy	3,095,509 +2,597,403	+521%	+$34.6M	3.07%	11
2022 Q4	$4.34M	Hold	498,106	–	–	0.34%	38
2022 Q3	$14.4M	Hold	498,106	–	–	0.95%	22
2022 Q2	$20.7M	Buy	498,106 +346,591	+229%	+$23.5M	1.75%	16
2022 Q1	$15.3M	Hold	151,515	–	–	0.69%	29
2021 Q4	$22.3M	Hold	151,515	–	–	0.63%	34
2021 Q3	$38M	Buy	+151,515	New	+$52M	0.94%	30

Other funds holding WGS

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Casdin Capital's WGS Position: Q2 2026 in Review

Casdin Capital increased its GeneDx Holdings (WGS) stake by 23% in Q2 2026, buying an estimated $39.8M and bringing the position to 3,707,164 shares worth $254M. The position accounts for 12.74% of the portfolio, ranked #3.

Casdin Capital first reported a position in WGS in Q3 2021 and has held it in 20 quarters since. The position peaked at $391M in Q4 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

Casdin Capital held 3,707,164 shares of GeneDx Holdings worth $254M as of Q2 2026.
Casdin Capital bought 700,000 GeneDx Holdings shares in Q2 2026, an estimated $39.8M.
GeneDx Holdings made up 12.74% of Casdin Capital's portfolio in Q2 2026, its #3 holding.
Casdin Capital first reported a position in GeneDx Holdings in Q3 2021 and has held it in 20 quarters since.
Casdin Capital's GeneDx Holdings position peaked at $391M in Q4 2025.
223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Casdin Capital's 13F filing for Q2 2026, filed 14 Aug 2026.