CareDx, Inc. received an amended Schedule 13G from Baron Capital Group, Inc., its affiliates BAMCO, Inc. and Baron Capital Management, Inc., and Ronald Baron regarding ownership of CareDx common stock (CUSIP 14167L103).
The filing reports that Baron Capital Group, Inc. and Ronald Baron each beneficially own 1,937,326 shares of CareDx common stock, representing 3.75% of the class, with shared voting and dispositive power over all such shares and no sole voting or dispositive power. Within this total, BAMCO, Inc. has shared voting and dispositive power over 1,662,887 shares (about 3.22% of the class), and Baron Capital Management, Inc. has shared voting and dispositive power over 274,439 shares (about 0.53% of the class). The filing confirms that this ownership is now 5 percent or less of the outstanding common stock and that advisory clients of BAMCO and BCM have the economic rights to dividends and sale proceeds in their accounts.
Positive
None.
Negative
None.
Key Figures
Beneficial ownership:1,937,326 sharesPercent of class:3.75 %BAMCO shared voting power:1,662,887 shares+3 more
6 metrics
Beneficial ownership1,937,326 sharesShares of CareDx common stock beneficially owned by Baron Capital Group, Inc. and Ronald Baron
Percent of class3.75 %Percent of CareDx common stock class beneficially owned by Baron Capital Group, Inc. and Ronald Baron
BAMCO shared voting power1,662,887 sharesCareDx shares over which BAMCO, Inc. has shared voting and dispositive power
BCM shared voting power274,439 sharesCareDx shares over which Baron Capital Management, Inc. has shared voting and dispositive power
BAMCO ownership percent3.22 %Approximate percent of CareDx common stock represented by BAMCO, Inc.’s 1,662,887 shares
BCM ownership percent0.53 %Approximate percent of CareDx common stock represented by BCM’s 274,439 shares
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting powerfinancial
"6 | Shared Voting Power 1,662,887.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive powerfinancial
"8 | Shared Dispositive Power 1,662,887.00"
parent holding companyfinancial
"Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company"
FAQ
What percentage of CareDx (CDNA) does Baron Capital Group currently report owning?
Baron Capital Group, Inc. and Ronald Baron report beneficial ownership of 1,937,326 CareDx shares, representing 3.75% of the outstanding common stock, with shared voting and dispositive power over all of these shares.
How many CareDx (CDNA) shares are attributed to BAMCO, Inc. in this Schedule 13G/A?
BAMCO, Inc. reports shared voting and dispositive power over 1,662,887 CareDx shares, which represents approximately 3.22% of the company’s common stock, and no sole voting or dispositive power over any shares.
What is Baron Capital Management, Inc.’s reported position in CareDx (CDNA)?
Baron Capital Management, Inc. reports shared voting and dispositive power over 274,439 CareDx shares, representing about 0.53% of the outstanding common stock, with no sole voting or sole dispositive power.
Does the Baron group still hold more than 5% of CareDx (CDNA) common stock?
No. The filing states “Ownership of 5 percent or less of a class”, and reports that Baron Capital Group, Inc. and Ronald Baron beneficially own 3.75% of CareDx’s common stock, below the 5% threshold.
Who has the economic rights to the CareDx (CDNA) shares managed by BAMCO and BCM?
The filing explains that advisory clients of BAMCO and BCM have the right to receive dividends and proceeds from sales of CareDx common stock held in their accounts, not the advisers themselves.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
CAREDX, INC.
(Name of Issuer)
Common Stock
(Title of Class of Securities)
14167L103
(CUSIP Number)
06/30/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
14167L103
1
Names of Reporting Persons
BAMCO INC /NY/
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEW YORK
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,662,887.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,662,887.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,662,887.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
3.22 %
12
Type of Reporting Person (See Instructions)
CO, IA
SCHEDULE 13G
CUSIP Number(s):
14167L103
1
Names of Reporting Persons
Baron Capital Group, Inc.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEW YORK
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,937,326.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,937,326.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,937,326.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
3.75 %
12
Type of Reporting Person (See Instructions)
CO, HC
SCHEDULE 13G
CUSIP Number(s):
14167L103
1
Names of Reporting Persons
Ronald Baron
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,937,326.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,937,326.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,937,326.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
3.75 %
12
Type of Reporting Person (See Instructions)
IN, HC
SCHEDULE 13G
CUSIP Number(s):
14167L103
1
Names of Reporting Persons
Baron Capital Management, Inc.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEW YORK
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
274,439.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
274,439.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
274,439.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.53 %
12
Type of Reporting Person (See Instructions)
CO, IA
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
CAREDX, INC.
(b)
Address of issuer's principal executive offices:
8000 Marina Boulevard, 4th Floor, Brisbane, California 94005
Item 2.
(a)
Name of person filing:
Baron Capital Group, Inc. ("BCG"),
BAMCO, Inc. ("BAMCO"),
Baron Capital Management, Inc. ("BCM"),
Ronald Baron
(b)
Address or principal business office or, if none, residence:
767 Fifth Avenue, 49th Floor,
New York, NY 10153
(c)
Citizenship:
BCG, BAMCO and BCM are New York corporations. Ronald Baron is a citizen of the United States.
(d)
Title of class of securities:
Common Stock
(e)
CUSIP No.:
14167L103
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
1,937,326
(b)
Percent of class:
3.75 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0
(ii) Shared power to vote or to direct the vote:
1,937,326
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
1,937,326
Item 5.
Ownership of 5 Percent or Less of a Class.
Ownership of 5 percent or less of a class
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
The advisory clients of BAMCO and BCM have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the Issuer's common stock in their accounts.
To the best of the Filing Persons' knowledge, no such person has such interest relating to more than 5% of the outstanding class of securities.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
BAMCO and BCM are subsidiaries of BCG. Ronald Baron owns a controlling interest in BCG.
Item 8.
Identification and Classification of Members of the Group.
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
Please see Item 3.
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
