Welcome to our dedicated page for GeneDx Holdings SEC filings (Ticker: WGSWW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
GeneDx Holdings Corp. filings document the regulatory record for a genomics diagnostics company focused on pediatric and rare disease testing, including whole exome and genome sequencing. Form 8-K reports include quarterly and annual financial results, earnings presentation exhibits, statement presentation changes, non-GAAP measure methodology, and material financing agreements.
The company's disclosures also cover its capital structure, including Class A common stock and Nasdaq-listed warrants under WGSWW. Proxy materials address executive compensation, equity awards, shareholder voting matters, and other governance items, while debt filings describe term-loan arrangements, guarantor subsidiaries, use of proceeds, repayment obligations, and default provisions.
GeneDx Holdings Corp. major shareholders Eli Casdin and Keith Meister have filed Amendment No. 10 to their Schedule 13D, updating their ownership and derivative positions in the company’s Class A common stock.
Based on 29,688,027 Shares outstanding as of May 1, 2026, Keith Meister is reported to beneficially own 5,005,494 Shares, representing 16.7% of the class, primarily through investment funds advised by Corvex Management LP and interests in CMLS Holdings LLC. Eli Casdin is reported to beneficially own 3,599,671 Shares, or 12.0% of the class, through Casdin-affiliated funds, CMLS Holdings LLC, and equity awards tied to his board service.
The amendment also describes cash-settled swaps entered into by Casdin Partners Master Fund, LP with Morgan Stanley, providing economic long exposure equivalent to a notional 850,000 Shares in total. These swaps are cash-settled only, confer no voting or dispositive power over GeneDx securities, and are expressly disclaimed as beneficial ownership.
GeneDx Holdings Corp. major shareholders Eli Casdin and Keith Meister have filed Amendment No. 10 to their Schedule 13D, updating their ownership and derivative positions in the company’s Class A common stock.
Based on 29,688,027 Shares outstanding as of May 1, 2026, Keith Meister is reported to beneficially own 5,005,494 Shares, representing 16.7% of the class, primarily through investment funds advised by Corvex Management LP and interests in CMLS Holdings LLC. Eli Casdin is reported to beneficially own 3,599,671 Shares, or 12.0% of the class, through Casdin-affiliated funds, CMLS Holdings LLC, and equity awards tied to his board service.
The amendment also describes cash-settled swaps entered into by Casdin Partners Master Fund, LP with Morgan Stanley, providing economic long exposure equivalent to a notional 850,000 Shares in total. These swaps are cash-settled only, confer no voting or dispositive power over GeneDx securities, and are expressly disclaimed as beneficial ownership.
GeneDx Holdings Corp. reported new derivative activity by Casdin-affiliated entities. Casdin Partners Master Fund, L.P. entered into open-market purchases of cash-settled swap agreements referencing GeneDx Class A common stock on three dates. On May 7, 2026, the Master Fund added swaps representing economic exposure to 500,000 notional shares at $38.1543 per share. On May 8, 2026, it added exposure to a further 300,000 notional shares at $41.0261 per share, and on May 11, 2026, to 50,000 notional shares at $39.6602 per share. After these transactions, the filing shows aggregate exposure of 850,000 notional shares through cash-settled swaps. The footnotes state these swaps provide economic results comparable to ownership but do not give the Master Fund voting or disposition power over GeneDx shares, and that the swaps are owned directly by the Master Fund and may be deemed indirectly beneficially owned by Casdin Capital, LLC, Casdin Partners GP, LLC, and Eli Casdin.
GeneDx Holdings Corp. reported new derivative activity by Casdin-affiliated entities. Casdin Partners Master Fund, L.P. entered into open-market purchases of cash-settled swap agreements referencing GeneDx Class A common stock on three dates. On May 7, 2026, the Master Fund added swaps representing economic exposure to 500,000 notional shares at $38.1543 per share. On May 8, 2026, it added exposure to a further 300,000 notional shares at $41.0261 per share, and on May 11, 2026, to 50,000 notional shares at $39.6602 per share. After these transactions, the filing shows aggregate exposure of 850,000 notional shares through cash-settled swaps. The footnotes state these swaps provide economic results comparable to ownership but do not give the Master Fund voting or disposition power over GeneDx shares, and that the swaps are owned directly by the Master Fund and may be deemed indirectly beneficially owned by Casdin Capital, LLC, Casdin Partners GP, LLC, and Eli Casdin.
GeneDx Holdings Corp. reported strong revenue growth but a sharply higher loss for the quarter ended March 31, 2026. Total revenue rose 17% to $102.3 million, driven by an 18% increase in diagnostic test revenue to $101.3 million as whole exome and genome volumes grew 34%.
Net loss widened to $63.3 million from $6.5 million a year earlier, or $2.16 per share, mainly due to $31.3 million of non‑cash impairment charges related to the Fabric Genomics unit and a $6.6 million loss on extinguishment of debt. Cash, cash equivalents and marketable securities totaled $170.7 million, helped by a new $100 million term loan from Blackstone, while operating cash flow was a $32.4 million outflow.
GeneDx Holdings Corp. reported strong revenue growth but a sharply higher loss for the quarter ended March 31, 2026. Total revenue rose 17% to $102.3 million, driven by an 18% increase in diagnostic test revenue to $101.3 million as whole exome and genome volumes grew 34%.
Net loss widened to $63.3 million from $6.5 million a year earlier, or $2.16 per share, mainly due to $31.3 million of non‑cash impairment charges related to the Fabric Genomics unit and a $6.6 million loss on extinguishment of debt. Cash, cash equivalents and marketable securities totaled $170.7 million, helped by a new $100 million term loan from Blackstone, while operating cash flow was a $32.4 million outflow.
GeneDx Holdings Corp. reported first quarter 2026 revenue of $102.3 million, up 17% year-over-year, driven by strong demand for exome and genome testing. Exome and genome revenue rose to $90.6 million, a 27% increase, on 34% higher test volumes of 27,488.
Profitability weakened: GAAP net loss widened to $63.3 million, and adjusted net results shifted to an $8.2 million adjusted net loss from adjusted net income of $9.2 million a year earlier, despite an adjusted gross margin of 69%. The company ended March 31, 2026 with $171.7 million in cash, cash equivalents, marketable securities and restricted cash.
GeneDx cut its full‑year 2026 revenue guidance to $475–$490 million from $540–$555 million, while still targeting at least 30% growth in exome and genome volume, at least 20% growth in exome and genome revenue, approximately 70% adjusted gross margin, and positive adjusted net income for the year. Second quarter 2026 guidance calls for revenue of $110–$112 million, exome and genome revenue of about $100 million, roughly 30,000 exome and genome tests, approximately 70% adjusted gross margin, and an adjusted net loss of about $5 million.
GeneDx Holdings Corp. reported first quarter 2026 revenue of $102.3 million, up 17% year-over-year, driven by strong demand for exome and genome testing. Exome and genome revenue rose to $90.6 million, a 27% increase, on 34% higher test volumes of 27,488.
Profitability weakened: GAAP net loss widened to $63.3 million, and adjusted net results shifted to an $8.2 million adjusted net loss from adjusted net income of $9.2 million a year earlier, despite an adjusted gross margin of 69%. The company ended March 31, 2026 with $171.7 million in cash, cash equivalents, marketable securities and restricted cash.
GeneDx cut its full‑year 2026 revenue guidance to $475–$490 million from $540–$555 million, while still targeting at least 30% growth in exome and genome volume, at least 20% growth in exome and genome revenue, approximately 70% adjusted gross margin, and positive adjusted net income for the year. Second quarter 2026 guidance calls for revenue of $110–$112 million, exome and genome revenue of about $100 million, roughly 30,000 exome and genome tests, approximately 70% adjusted gross margin, and an adjusted net loss of about $5 million.
GeneDx Holdings Corp. chief executive officer Katherine Stueland reported routine equity compensation activity involving restricted stock units and related tax sales. On April 29, 2026, 3,874 restricted stock units converted into the same number of shares of Class A Common Stock for no cash consideration, increasing her direct holdings.
The filing also shows open-market sales totaling 2,172 shares of Class A Common Stock at prices around the mid‑$60s per share to cover tax withholding obligations from the RSU vesting. A footnote states this was a “sell to cover” transaction and “does not represent a discretionary transaction.” Following these sales, she beneficially owned 93,216 shares of Class A Common Stock, plus RSUs for up to 330,821 additional shares and options to purchase up to 107,610 shares, all vesting under their existing schedules.
GeneDx Holdings Corp. chief executive officer Katherine Stueland reported routine equity compensation activity involving restricted stock units and related tax sales. On April 29, 2026, 3,874 restricted stock units converted into the same number of shares of Class A Common Stock for no cash consideration, increasing her direct holdings.
The filing also shows open-market sales totaling 2,172 shares of Class A Common Stock at prices around the mid‑$60s per share to cover tax withholding obligations from the RSU vesting. A footnote states this was a “sell to cover” transaction and “does not represent a discretionary transaction.” Following these sales, she beneficially owned 93,216 shares of Class A Common Stock, plus RSUs for up to 330,821 additional shares and options to purchase up to 107,610 shares, all vesting under their existing schedules.
GeneDx Holdings Corp. chief financial officer Kevin Feeley reported routine equity compensation activity. On April 29, 2026, 754 restricted stock units converted into Class A Common Stock, and 392 shares were sold in an open-market transaction to cover tax withholding obligations under a non-discretionary "sell to cover" arrangement. Following these transactions, he beneficially owned 34,942 shares of Class A Common Stock, plus RSUs representing contingent rights to receive up to 92,419 additional shares and options to purchase up to 25,906 shares, all vesting according to their respective schedules.
GeneDx Holdings Corp. chief financial officer Kevin Feeley reported routine equity compensation activity. On April 29, 2026, 754 restricted stock units converted into Class A Common Stock, and 392 shares were sold in an open-market transaction to cover tax withholding obligations under a non-discretionary "sell to cover" arrangement. Following these transactions, he beneficially owned 34,942 shares of Class A Common Stock, plus RSUs representing contingent rights to receive up to 92,419 additional shares and options to purchase up to 25,906 shares, all vesting according to their respective schedules.
GeneDx Holdings Corp. is holding its 2026 virtual annual meeting on June 18, 2026 to elect one Class II director, ratify Ernst & Young LLP as auditor, and conduct advisory votes on executive compensation and its voting frequency. The Board supports electing CEO Katherine Stueland as Class II director, ratifying Ernst & Young, approving executive pay, and holding say‑on‑pay votes every year.
The proxy highlights 2025 performance, including revenue of $427.5 million, 41% year‑over‑year growth, exome and genome test revenue of $360.3 million, adjusted gross margin of 71%, and adjusted net income of $41.8 million. Executive pay is structured around base salary, annual cash incentives, and equity awards, with increased use of performance‑based RSUs and new stock ownership and clawback policies.
GeneDx Holdings Corp. is holding its 2026 virtual annual meeting on June 18, 2026 to elect one Class II director, ratify Ernst & Young LLP as auditor, and conduct advisory votes on executive compensation and its voting frequency. The Board supports electing CEO Katherine Stueland as Class II director, ratifying Ernst & Young, approving executive pay, and holding say‑on‑pay votes every year.
The proxy highlights 2025 performance, including revenue of $427.5 million, 41% year‑over‑year growth, exome and genome test revenue of $360.3 million, adjusted gross margin of 71%, and adjusted net income of $41.8 million. Executive pay is structured around base salary, annual cash incentives, and equity awards, with increased use of performance‑based RSUs and new stock ownership and clawback policies.
WGS reported proposed dispositions of Class A Common Stock by an affiliate under Form 144. The filing lists restricted stock units acquired on 05/02/2022 (392 shares), 09/01/2022 (374 shares), 12/09/2022 (1,284 shares) and 04/26/2023 (3,754 shares). The Form 144 shows multiple sales reported during early 2026, including 317 shares on 01/29/2026, 287 shares on 03/02/2026, 6,187 shares on 03/04/2026, 1,280 shares on 03/09/2026, 5,706 shares on 03/16/2026, and 8,818 shares on 03/26/2026. The filing identifies Morgan Stanley Smith Barney as broker and lists NASDAQ as the market.
WGS reported proposed dispositions of Class A Common Stock by an affiliate under Form 144. The filing lists restricted stock units acquired on 05/02/2022 (392 shares), 09/01/2022 (374 shares), 12/09/2022 (1,284 shares) and 04/26/2023 (3,754 shares). The Form 144 shows multiple sales reported during early 2026, including 317 shares on 01/29/2026, 287 shares on 03/02/2026, 6,187 shares on 03/04/2026, 1,280 shares on 03/09/2026, 5,706 shares on 03/16/2026, and 8,818 shares on 03/26/2026. The filing identifies Morgan Stanley Smith Barney as broker and lists NASDAQ as the market.
WGS affiliate reported proposed sales of Class A common stock under Form 144. The filing lists multiple RSU-derived share lots and a series of sales by Katherine Stueland, with individual sale quantities and post-transaction holdings shown for dates in 2026.
The notice records sale dates and share counts; timing and placement details beyond the listed dates are not included.
WGS affiliate reported proposed sales of Class A common stock under Form 144. The filing lists multiple RSU-derived share lots and a series of sales by Katherine Stueland, with individual sale quantities and post-transaction holdings shown for dates in 2026.
The notice records sale dates and share counts; timing and placement details beyond the listed dates are not included.
GeneDx Holdings Corp. chief financial officer Kevin Feeley reported routine equity compensation activity. He exercised 16,250 restricted stock units, receiving the same number of Class A Common Stock shares for no cash cost. On the same date, he sold 8,818 shares of Class A Common Stock in several open-market transactions at weighted average prices in the low-to-mid $60s per share. According to the disclosure, these sales were executed solely to cover tax withholding obligations from the RSU vesting under a “sell to cover” arrangement and were not discretionary trades. After these transactions, he beneficially owned 34,580 shares of Class A Common Stock, plus RSUs representing contingent rights to receive up to 93,173 additional shares and options to purchase up to 25,906 shares, all vesting over time according to their terms.
GeneDx Holdings Corp. chief financial officer Kevin Feeley reported routine equity compensation activity. He exercised 16,250 restricted stock units, receiving the same number of Class A Common Stock shares for no cash cost. On the same date, he sold 8,818 shares of Class A Common Stock in several open-market transactions at weighted average prices in the low-to-mid $60s per share. According to the disclosure, these sales were executed solely to cover tax withholding obligations from the RSU vesting under a “sell to cover” arrangement and were not discretionary trades. After these transactions, he beneficially owned 34,580 shares of Class A Common Stock, plus RSUs representing contingent rights to receive up to 93,173 additional shares and options to purchase up to 25,906 shares, all vesting over time according to their terms.