GeneDx Holdings Corp. (WGS): A Bull Case Theory
We came across a bullish thesis on GeneDx Holdings Corp. on Danny’s Substack by Danny Green. In this article, we will summarize the bulls’ thesis on WGS.
Genedx Holdings Corp. (WGS)
Market is closed
Sector: Services-Health Services
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Corvex Capital Keith Meister | 3,058,629 | $397,805,288 | 12.16% | |
| 2. | Casdin Capital Eli Casdin | 3,007,164 | $391,111,750 | 24.29% | |
| 3. | ARK Investment Management Catherine D. Wood | 604,561 | $78,629,240 | +36% | 0.52% |
| 4. | ZWEIG DIMENNA PARTNERS Joe Dimenna | 597,825 | $77,753,120 | -1% | 4.83% |
| 5. | Driehaus Capital Richard Driehaus | 395,323 | $51,415,709 | -4% | 0.35% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $82.06 | 29,236 | $2,399,106.16 | 3,228,150 | 2026-03-05 | Filing | |
| $81.37 | 60,892 | $4,954,782.04 | 3,198,914 | 2026-03-05 | Filing | |
| $80.55 | 47,623 | $3,836,032.65 | 3,138,022 | 2026-03-05 | Filing | |
| $78.91 | 1,971 | $155,531.61 | 3,090,399 | 2026-03-05 | Filing | |
| $77.96 | 304 | $23,699.84 | 3,088,428 | 2026-03-05 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $86.75 | 1,280 | $111,045.12 | 21,842 | 2026-03-09 | Filing | |
| $86.75 | 3,678 | $319,059.14 | 44,955 | 2026-03-09 | Filing | |
| $79.25 | 2,220 | $175,933.22 | 18,674 | 2026-03-04 | Filing | |
| $78.61 | 2,543 | $199,897.35 | 20,894 | 2026-03-04 | Filing | |
| $77.63 | 1,424 | $110,539.57 | 23,437 | 2026-03-04 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,560,094 | $202,905,825 | 0% | |
| 2. | 1,220,502 | $158,738,491 | 0.02% | |
| 3. | 1,189,069 | $154,650,315 | 0% | |
| 4. | 1,092,988 | $142,154,023 | 0.03% | |
| 5. | 1,018,261 | $132,435,026 | 0.55% |
News See All
GeneDx Holdings Corp. (NASDAQ:WGS) Q4 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the GeneDx Holdings Corp. Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
GeneDx Holdings Corp. (WGS) Surged Following Strong Earnings and Improved Guidance
Polen Capital, an investment management company, released its fourth-quarter investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter can be downloaded here.
WellsFargo Upgrades GeneDx (WGS) to Overweight
WellsFargo upgraded its rating on GeneDX to Overweight (from Equal Weight) on February 9, while retaining the target price at $155.
13 High-Risk High-Reward Growth Stocks to Invest In
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What Do Analysts Think About GeneDx Holdings Corp. (WGS)?
TheFly reported that on December 22, 2025, GeneDx Holdings Corp. (NASDAQ:WGS) lifted its price objective at Canaccord from $160 to $170. Canaccord continued to rate the shares as a Buy.
Guggenheim Reaffirmed Buy on GeneDx at October End, Lifted Price Target to $170 After Q3 Beat
On October 29, 2025, Guggenheim lifted GeneDx (NASDAQ:WGS) to a $170 price target (Buy) after the company's blow-out Q3 announcement a day earlier.
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GeneDx Holdings Corp. (NASDAQ:WGS) Q3 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the GeneDx Third Quarter 2025 Earnings Conference Call. [Operator Instructions].
GeneDx Holdings Corp. (NASDAQ:WGS) Q2 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the GeneDx Second Quarter 2025 Earnings Conference Call.
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