SCHEDULE: FMR LLC Discloses 0.6% Stake in GeneDx Holdings

Sentiment:

Beneficial Ownership Report


FMR LLC and Abigail P. Johnson have filed an amended Schedule 13G, disclosing beneficial ownership of 0.6% of GeneDx Holdings Corp.'s Class A Common Stock as of June 30, 2025.

Summary

  • FMR LLC and Abigail P. Johnson reported beneficial ownership of 163,323.86 shares of GeneDx Holdings Corp.'s Class A Common Stock.
  • This ownership represents 0.6% of the total Class A Common Stock outstanding.
  • The filing is an Amendment No. 1 to a Schedule 13G, indicating an update to a previously reported ownership position.
  • FMR LLC holds sole voting power over 150,924.97 shares and sole dispositive power over 163,323.86 shares.
  • Abigail P. Johnson holds sole dispositive power over 163,323.86 shares.
  • The reported securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of GeneDx Holdings Corp.

Sentiment

Score: 5

Explanation: The filing is a routine disclosure of beneficial ownership by a large institutional investor, FMR LLC, and its principal, Abigail P. Johnson. The reported stake of 0.6% is relatively small and does not indicate a significant strategic move or express a strong positive or negative sentiment towards GeneDx Holdings Corp. It is an amendment, indicating a change from a previous filing, but the nature of the change (increase/decrease) is not explicitly detailed in terms of magnitude or reason within this document, only the current state.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of institutional ownership by FMR LLC, a major asset management firm, in GeneDx Holdings Corp. It does not provide broader industry trends or competitive analysis.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Ownership DisclosureFMR LLC, a parent holding company, and Abigail P. Johnson, its Director, Chairman, and CEO, disclosed their beneficial ownership of GeneDx Holdings Corp. Class A Common Stock.2025-06-30This disclosure provides transparency regarding institutional ownership, which is a standard aspect of corporate governance for publicly traded companies. The 0.6% stake is not significant enough to impact GeneDx's corporate governance directly.
Internal Control Structure (FMR LLC)Members of the Johnson family, including Abigail P. Johnson, are predominant owners of Series B voting common shares of FMR LLC (49% voting power) and have a shareholders' voting agreement to vote all Series B shares in accordance with the majority vote. This arrangement deems them to form a controlling group with respect to FMR LLC under the Investment Company Act of 1940.NAThis detail pertains to the internal corporate governance and control structure of FMR LLC, the reporting entity, rather than GeneDx Holdings Corp. It clarifies the ultimate control over the reported beneficial ownership.

Related Party Transactions

  • Abigail P. Johnson, as Director, Chairman, and Chief Executive Officer of FMR LLC, is identified as a reporting person alongside FMR LLC, reflecting her direct and indirect beneficial ownership through her role and family's control of FMR LLC.
  • Members of the Johnson family, including Abigail P. Johnson, are the predominant owners of Series B voting common shares of FMR LLC and have a voting agreement, which deems them to form a controlling group with respect to FMR LLC.

Stakeholder Impact

  • Shareholders: Provides transparency regarding institutional ownership, which can influence market perception and liquidity, though the 0.6% stake is minor.

Key Dates

DateDescription
2023-05-23Effective date of Power of Attorney for Richard Bourgelas on behalf of FMR LLC and Abigail P. Johnson.
2023-08-08Date of previous Schedule 13G filing by FMR LLC (accession number: -23-002397) where the Power of Attorney is incorporated by reference.
2025-06-30Date of event which requires filing of this statement (ownership snapshot date).
2025-08-05Signature date of the Schedule 13G Amendment No. 1 filing.

Recommendation

hold

The filing is a routine Schedule 13G amendment disclosing a minor beneficial ownership stake (0.6%) by FMR LLC and Abigail P. Johnson. It does not contain any new financial performance data, strategic announcements, or significant changes in control that would warrant a strong buy or sell recommendation. The small percentage suggests it is likely part of a diversified portfolio rather than a strategic investment indicating strong conviction. Investors should hold and look for more substantive company-specific news or financial results for investment decisions.

Keywords

GeneDx Holdings Corp, FMR LLC, Abigail P. Johnson, Schedule 13G, Beneficial Ownership, Class A Common Stock, Institutional Investor, SEC Filing, Equity Stake

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