WGS at a glance
GeneDx Holdings Corp. (WGS, SEC CIK 1818331) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and Form 4 insider filings as recently as September 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), GeneDx Holdings Corp. (WGS) reported revenue of $427.5 million (up 40.0% from FY2024) and a net loss of $21.0 million. Diluted EPS was -$0.73.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding GeneDx Holdings Corp. (WGS) shares worth $716.1 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Feeley Kevin on September 16, 2026 of 52 shares at $95.41 per share.
- In the last 90 days, WGS insiders reported 0 open-market purchases ($0) and 13 open-market sales ($1.8M) on Form 4, a net sale of $1.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $427.5M
- +40.0% vs prior year
- Insiders · 90 days
- 0 buys · 13 sells
- Net −$1.8M
- 13F holders
- 30 funds
- $716.1M · +0 vs prior quarter
- Latest 8-K
- Aug 3, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Provider of clinical exome and genome sequencing diagnostics powered by proprietary GeneDx Infinity™ rare disease dataset
- New emphasis on rapid and ultraRapid genomes, medium/long-read sequencing, and multimodal genomic analysis expansion in 2025
- Strategic shift: Accelerating industry leadership through integration of AI-powered variant interpretation and launching global market expansion with Fabric Genomics acquisition
- Quantitative metric: GeneDx Infinity™ dataset grew 30% in 2025, surpassing prior 24 years combined, includes 2.5M tests and 50% non-European genetic diversity
- Noteworthy fact: Leveraged AI (Multiscore) and cloud-based platforms to improve interpretation speed and scalability while lowering sequencing costs
Risk Factors
- Regulatory risk: $42M settlement agreement with third-party payor for alleged overpayments to Legacy Sema4, $2M remaining payments as of Dec 31, 2025
- Macroeconomic risk: reliance on reimbursement approvals from commercial and Medicaid payors, with 18% average reimbursement rate increase in 2025 impacting revenue
- Operational risk: dependency on third-party suppliers for diagnostic test components and data storage, affecting cost and service delivery efficiency
- Competitive risk: integration risk from Fabric Genomics acquisition to expand AI-enabled genome interpretation amid rapid technology evolution and competitors
- Financial risk: $57.2M non-cancellable operating leases and $29.2M finance leases creating fixed cash obligations impacting liquidity management
Management Discussion & Analysis
- Forward-looking statements noted, but no specific management guidance or risk details given
AI summary of the WGS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $114.4M, up 11% YoY from $102.7M
- Gross margin 68.4% vs 69.0% YoY; adjusted gross margin 70.4% vs 70.6%
- Whole exome and genome revenue up 17%, driven by 32% higher test volumes; average reimbursement rates down 12%
- Net loss $17.7M vs $10.8M net income; operating loss $17.5M vs $9.0M income
- Cash, equivalents and marketable securities $132.5M; sufficient liquidity for at least twelve months, with reimbursement and payor denials remaining headwinds
Risk Factors
- Newly added securities-litigation risk: lawsuits filed June 4 and July 28, 2026 after stock-price volatility
- Legal exposure: complaints cover securities purchases from April 16, 2025 through May 4, 2026
- Market risk: life-sciences valuations may remain volatile independent of operating performance
- Financing risk: declining share price could impair future equity issuance and financing access
AI summary of the WGS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026 scheduled for release August 3, 2026
- Press release and earnings presentation furnished as Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- Q2 revenue $114.4M, up 11% YoY, with exome/genome revenue $100.3M, up 17%
- Exome/genome volumes rose 32% YoY to 30,785 tests, supporting GeneDx’s shift toward higher-growth genomic testing
Item 5.07: Submission of Matters to a Vote of Security Holders
- All four proposals approved at June 18 annual meeting, including director election and auditor ratification
- Katherine Stueland elected Class II director through 2029; 18,325,894 votes for versus 5,893,466 withheld
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Mark Gardner appointed President effective June 15, overseeing GeneDx lab and commercial operations
- Leadership shift moves Bryan Dechairo toward product, technology and innovation initiatives
Item 7.01: Regulation FD Disclosure
- Gardner appointed President, signaling a senior leadership transition at GeneDx
- Exhibit 99.1 contains the company’s press release and likely provides appointment rationale and background details
Item EX-99.1: Item EX-99.1
- Mark Gardner appointed President effective June 15, 2026, reporting to CEO Katherine Stueland
- Leadership change places commercial and operations execution under former Quest Diagnostics genomics executive
AI summaries of WGS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WGS
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Fuchs Thomas | M | Sep 17, 2026 | 1,146 | - |
| Fuchs Thomas | M | Sep 17, 2026 | 1,146 | - |
| Feeley Kevin | M | Sep 16, 2026 | 7,197 | - |
| Feeley Kevin | Sell | Sep 16, 2026 | 52 | $95.41 |
| Feeley Kevin | Sell | Sep 16, 2026 | 1,470 | $98.27 |
| Feeley Kevin | Sell | Sep 16, 2026 | 1,079 | $99.00 |
| Feeley Kevin | M | Sep 16, 2026 | 7,197 | - |
| Feeley Kevin | Sell | Sep 16, 2026 | 541 | $96.90 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $305.4M | $427.5M |
| Gross Profit | - | $194.4M | $298.2M |
| Operating Income | - | -$23.2M | -$13.1M |
| Net Income | - | -$52.3M | -$21.0M |
| Gross Margin | - | 63.6% | 69.7% |
| Op. Margin | - | -7.6% | -3.1% |
| Net Margin | - | -17.1% | -4.9% |
| Balance Sheet | |||
| Total Assets | - | $419.4M | $523.7M |
| Equity | - | $245.2M | $308.2M |
| ROE | - | -21.3% | -6.8% |
| Per Share | |||
| EPS | $-7.23 | $-1.94 | $-0.73 |
| Cash Flow | |||
| Operating CF | - | -$28.5M | $33.3M |
| CapEx | $5.3M | $5.5M | $19.0M |
Source: XBRL data in GeneDx Holdings Corp. (WGS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WGS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $716.1M |
| Q1 2026 | 30 | $685.6M |
| Q4 2025 | 29 | $1.26B |
| Q3 2025 | 29 | $1.01B |
| Q2 2025 | 27 | $703.0M |
| Q1 2025 | 26 | $687.0M |
| Q4 2024 | 21 | $279.2M |
| Q3 2024 | 15 | $82.4M |
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- ARK Investment Management+285.6K (+22%)
- Citadel Advisors LLC+218.1K (+34%)
- BlackRock+155.5K (+10%)
- Invesco Ltd−520.2K (-96%)
- Raymond James Financial−486.7K (-80%)
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- FMR LLC (Fidelity)−288.5K (-98%)
- BNY Mellon−253.5K (-80%)
- Prudential Financial+3.4K
- Renaissance Technologies LLC−153.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 207 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WGS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| SC 13G | Aug 11, 2026 | - | - | |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| SC 13G | Jul 28, 2026 | - | - | |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 16, 2026 | - | Analysis | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 8, 2026 | - | - |
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WGS SEC filings: frequently asked questions
Are WGS insiders buying or selling?
In the last 90 days, GeneDx Holdings Corp. (WGS) officers, directors and 10% owners reported no open-market purchases and 13 open-market sales worth $1.8 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold WGS stock?
As of June 30, 2026, the largest GeneDx Holdings Corp. (WGS) holders among the 13F filers tracked by SignalX were BlackRock ($117.1 million), Goldman Sachs Group ($114.6 million), ARK Investment Management ($110.5 million), Morgan Stanley ($67.8 million), Vanguard Capital Management LLC ($60.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WGS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), GeneDx Holdings Corp. (WGS) reported revenue of $427.5 million (up 40.0% from FY2024) and a net loss of $21.0 million. Diluted EPS was -$0.73. The figures come from the XBRL data in the 10-K.
What are the main risks in WGS's latest 10-K?
In the 10-K filed February 23, 2026, GeneDx Holdings Corp. (WGS) flagged: Regulatory risk: $42M settlement agreement with third-party payor for alleged overpayments to Legacy Sema4, $2M remaining payments as of Dec 31, 2025. Macroeconomic risk: reliance on reimbursement approvals from commercial and Medicaid payors, with 18% average reimbursement rate increase in 2025 impacting revenue. (AI summary of the Risk Factors section.)
What did WGS report in its latest 8-K?
GeneDx Holdings Corp. (WGS) filed an 8-K on August 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results for quarter ended June 30, 2026 scheduled for release August 3, 2026.
What are the latest WGS SEC filings?
GeneDx Holdings Corp. (WGS) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and a Form 4 insider filing on September 18, 2026.
What is WGS's SEC CIK number?
GeneDx Holdings Corp. (WGS)'s SEC Central Index Key (CIK) is 1818331. EDGAR lists every WGS filing under that number.
Ask anything about WGS
The research agent reads WGS's filings, financials, insider trades and 13F holders, then answers with sources.