GeneDx (WGS) Fell Despite Continued Execution Improvement
Polen Capital, an investment management company, released its first-quarter 2025 investor letter for “Polen 5Perspectives Small Growth Strategy”.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Corvex Capital Keith Meister | 3,228,149 | $207,311,729 | +6% | 8.24% |
| 2. | Casdin Capital Eli Casdin | 3,007,164 | $193,120,072 | 14.62% | |
| 3. | ARK Investment Management Catherine D. Wood | 1,324,583 | $85,064,722 | +120% | 0.66% |
| 4. | ZWEIG DIMENNA PARTNERS Joe Dimenna | 689,290 | $44,266,204 | +16% | 6.13% |
| 5. | Citadel Investment Group Ken Griffin | 647,401 | $41,576,093 | +256% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $43.81 | 140,000 | $6,132,854.00 | 3,507,164 | 2026-05-20 | Filing | |
| $42.60 | 185,000 | $7,880,334.00 | 3,367,164 | 2026-05-19 | Filing | |
| $42.55 | 175,000 | $7,446,547.50 | 3,182,164 | 2026-05-18 | Filing | |
| $39.83 | 18,865 | $751,392.95 | 4,784,570 | 2026-05-15 | Filing | |
| $38.28 | 27,408 | $1,049,178.24 | 4,765,705 | 2026-05-15 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $64.12 | 18 | $1,154.16 | 93,216 | 2026-04-29 | Filing | |
| $65.20 | 2,154 | $140,440.80 | 93,234 | 2026-04-29 | Filing | |
| $65.19 | 392 | $25,555.50 | 34,942 | 2026-04-29 | Filing | |
| $65.21 | 1,857 | $121,102.96 | 34,580 | 2026-03-26 | Filing | |
| $64.60 | 995 | $64,276.30 | 36,437 | 2026-03-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,550,708 | $99,586,463 | 0% | |
| 2. | 1,369,108 | $87,924,116 | 0.37% | |
| 3. | 1,334,980 | $85,732,415 | 0.01% | |
| 4. | 858,583 | $55,138,200 | 0% | |
| 5. | 775,269 | $49,787,775 | 0.16% |