DaveManuel.com · Institutional Ownership · Who Owns It
CAREDX INC (CDNA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
228
Reporting holders
$1.5B
Reported value
103.2%
Of shares outstanding
0.1%
Calls
0.0%
Puts
+37
Holder change
Institutions report 53,394,538 shares against 51,734,223 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $137.2M | 4,814,709 | 0.00% | 8q | +6.5%+$8.3M |
| STATE STREET CORP | $70.4M | 2,468,858 | 0.00% | 31q | -10.6%-$8.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $62.6M | 2,197,475 | 0.00% | 2q | +1.7%+$1.1M |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $56.9M | 1,997,618 | 0.59% | 4q | -8.8%-$5.5M |
| ARK Investment Management LLC | $55.7M | 1,953,531 | 0.36% | 29q | -12.3%-$7.8M |
| Boston Partners | $55.2M | 1,937,601 | 0.05% | 9q | +2.9%+$1.5M |
| BAMCO INC /NY/ | $55.2M | 1,937,326 | 0.08% | 10q | -41.9%-$39.9M |
| GAGNON SECURITIES LLC | $50.5M | 1,770,735 | 9.73% | 31q | +0.5%+$252.5K |
| Chevy Chase Trust Holdings, LLC | $41.0M | 1,437,416 | 0.11% | 6q | -4.4%-$1.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $37.9M | 1,328,037 | 0.00% | 31q | +5.9%+$2.1M |
| Ophir Asset Management Pty Ltd | $36.0M | 1,264,809 | 2.96% | 6q | +28.0%+$7.9M |
| RENAISSANCE TECHNOLOGIES LLC | $35.4M | 1,242,959 | 0.05% | 20q | +4.9%+$1.7M |
| BRAIDWELL LP | $34.8M | 1,220,602 | 1.29% | 4q | -43.8%-$27.1M |
| First Eagle Investment Management, LLC | $34.1M | 1,196,994 | 0.03% | 18q | +108.0%+$17.7M |
| Sumitomo Mitsui Trust Group, Inc. | $34.0M | 1,191,630 | 0.02% | 29q | -19.2%-$8.1M |
| Blue Water Life Science Advisors, LP | $33.9M | 1,190,000 | 21.36% | 9q | +27.3%+$7.3M |
| Amova Asset Management Americas, Inc. | $33.8M | 1,188,075 | 0.44% | 28q | -19.5%-$8.2M |
| DIMENSIONAL FUND ADVISORS LP | $33.7M | 1,181,077 | 0.01% | 28q | -19.2%-$8.0M |
| D. E. Shaw & Co., Inc. | $32.4M | 1,137,660 | 0.02% | 31q | +30.0%+$7.5M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $28.4M | 995,669 | 0.10% | 13q | +15.2%+$3.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $28.2M | 989,529 | 0.00% | 2q | +16.2%+$3.9M |
| MORGAN STANLEY | $22.1M | 774,299 | 0.00% | 35q | +82.0%+$9.9M |
| Divisadero Street Capital Management, LP | $20.0M | 700,938 | 0.45% | new | NEW |
| GOLDMAN SACHS GROUP INC | $19.9M | 699,993 | 0.00% | 31q | -4.5%-$950.2K |
| Portolan Capital Management, LLC | $19.5M | 684,805 | 0.73% | 6q | +101.2%+$9.8M |
| ROYCE & ASSOCIATES LP | $16.4M | 575,971 | 0.13% | 31q | +4.1%+$649.1K |
| BANK OF AMERICA CORP /DE/ | $16.3M | 571,808 | 0.00% | 31q | +21.5%+$2.9M |
| Gagnon Advisors, LLC | $15.6M | 546,893 | 9.91% | 31q | +2.6%+$399.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $15.3M | 538,125 | 0.00% | 31q | +5.4%+$790.0K |
| Palo Alto Investors LP | $15.2M | 531,870 | 2.09% | 4q | HELD |
| Russell Investments Group, Ltd. | $14.6M | 513,550 | 0.01% | 31q | -8.0%-$1.3M |
| JANE STREET GROUP, LLC | $13.7M incl. $273.6K options CALL | 470,273 | 0.00% | 4q | +87.8%+$6.4M |
| NORTHERN TRUST CORP | $13.6M | 478,798 | 0.00% | 31q | +5.3%+$692.3K |
| Meridiem Capital Partners LP | $12.9M | 451,493 | 0.58% | 2q | +42.4%+$3.8M |
| Invesco Ltd. | $12.7M | 447,205 | 0.00% | 31q | -7.8%-$1.1M |
| TWO SIGMA INVESTMENTS, LP | $11.5M | 401,987 | 0.01% | 3q | +73.6%+$4.9M |
| Zweig-DiMenna Associates LLC | $11.1M | 388,812 | 1.01% | 5q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $10.7M | 374,909 | 0.00% | 30q | -18.2%-$2.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $10.6M | 372,111 | 0.00% | new | NEW |
| Qube Research & Technologies Ltd | $10.5M | 369,837 | 0.01% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $10.4M | 366,541 | 0.00% | 2q | +4.0%+$401.1K |
| Jupiter Topco LLC | $9.7M | 339,418 | 0.00% | new | FIRST |
| ArrowMark Colorado Holdings LLC | $9.6M | 338,549 | 0.40% | 6q | -30.4%-$4.2M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $8.4M | 296,200 | 0.06% | 6q | -4.6%-$408.7K |
| Connor, Clark & Lunn Investment Management Ltd. | $7.6M | 268,207 | 0.01% | 17q | -27.5%-$2.9M |
| FMR LLC | $7.2M | 253,314 | 0.00% | 29q | +9.5%+$627.3K |
| AQR CAPITAL MANAGEMENT LLC | $7.0M | 244,375 | 0.00% | 16q | -30.0%-$3.0M |
| Aberdeen Group plc | $6.4M | 224,829 | 0.01% | 3q | -46.2%-$5.5M |
| ExodusPoint Capital Management, LP | $6.1M | 214,342 | 0.04% | new | NEW |
| Legal & General Group Plc | $6.0M | 211,967 | 0.00% | 31q | +1.1%+$62.8K |
| Bullseye Asset Management LLC | $5.8M | 203,660 | 2.95% | 25q | -7.6%-$479.6K |
| Parkman Healthcare Partners LLC | $5.8M | 202,417 | 0.59% | 3q | -30.5%-$2.5M |
| HSBC HOLDINGS PLC | $5.6M | 196,250 | 0.00% | 3q | +411.2%+$4.5M |
| ACADIAN ASSET MANAGEMENT LLC | $5.3M | 186,391 | 0.01% | 3q | +1285.5%+$4.9M |
| Bank of New York Mellon Corp | $4.9M | 171,014 | 0.00% | 31q | HELD |
| FRED ALGER MANAGEMENT, LLC | $4.8M | 170,146 | 0.02% | 10q | -1.7%-$81.7K |
| Uniplan Investment Counsel, Inc. | $4.5M | 157,131 | 0.42% | 3q | +150.3%+$2.7M |
| Nuveen, LLC | $4.3M | 152,509 | 0.00% | 6q | -60.9%-$6.8M |
| RAYMOND JAMES FINANCIAL INC | $4.3M | 150,478 | 0.00% | 7q | -3.8%-$171.1K |
| WELLINGTON MANAGEMENT GROUP LLP | $4.3M | 149,987 | 0.00% | 11q | +3.0%+$122.7K |
| Squarepoint Ops LLC | $4.0M | 141,623 | 0.00% | 8q | +759.5%+$3.6M |
| AMERICAN CENTURY COMPANIES INC | $3.7M | 128,992 | 0.00% | 4q | +12.8%+$417.3K |
| Man Group plc | $3.6M | 126,962 | 0.01% | 15q | -23.7%-$1.1M |
| CITADEL ADVISORS LLC | $3.5M incl. $401.9K options CALL | 106,984 | 0.00% | 30q | +27.1%+$735.8K |
| GLOBEFLEX CAPITAL L P | $3.4M | 119,252 | 0.43% | 9q | HELD |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3.3M | 116,766 | 0.01% | 31q | -16.3%-$646.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.1M | 110,031 | 0.00% | 8q | -5.0%-$164.0K |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.9M | 100,799 | 0.01% | 31q | +2.5%+$70.7K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $2.8M | 99,173 | 0.18% | 8q | -2.5%-$73.4K |
| LAZARD ASSET MANAGEMENT LLC | $2.7M | 94,747 | 0.00% | 8q | -18.8%-$627.1K |
| Kera Capital Partners, Inc. | $2.6M | 91,108 | 0.25% | new | NEW |
| Swiss National Bank | $2.5M | 87,400 | 0.00% | 8q | -12.3%-$350.6K |
| PRUDENTIAL FINANCIAL INC | $2.4M | 85,360 | 0.00% | 14q | +41.7%+$715.8K |
| Schonfeld Strategic Advisors LLC | $2.4M | 83,498 | 0.01% | 3q | -57.8%-$3.3M |
| Palumbo Wealth Management LLC | $2.4M | 82,946 | 0.49% | 4q | +127.8%+$1.3M |
| Jump Financial, LLC | $2.4M | 82,772 | 0.02% | new | NEW |
| Regal Partners Ltd | $2.3M | 79,185 | 0.12% | new | NEW |
| FORMULA GROWTH LTD | $2.2M | 78,026 | 0.78% | 7q | -0.6%-$12.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $2.2M | 76,682 | 0.00% | 9q | +22.4%+$399.8K |
| CITIGROUP INC | $2.2M | 76,177 | 0.00% | 31q | +170.2%+$1.4M |
| PRINCIPAL FINANCIAL GROUP INC | $2.1M | 74,888 | 0.00% | 8q | +8.7%+$169.9K |
| ARS Investment Partners, LLC | $2.1M | 74,235 | 0.09% | 14q | -3.9%-$85.5K |
| MILLENNIUM MANAGEMENT LLC | $2.1M | 73,809 | 0.00% | new | NEW |
| Gotham Asset Management, LLC | $2.1M | 73,579 | 0.00% | 3q | -17.9%-$456.7K |
| FRANKLIN RESOURCES INC | $2.0M | 68,788 | 0.00% | 13q | -0.9%-$18.7K |
| RHUMBLINE ADVISERS | $1.9M | 68,206 | 0.00% | 31q | +4.1%+$77.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M incl. $897.8K options CALL | 34,601 | 0.00% | 31q | -31.7%-$873.6K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.6M | 54,531 | 0.00% | 31q | +18.8%+$245.9K |
| DEUTSCHE BANK AG\ | $1.5M | 54,287 | 0.00% | 34q | +8.9%+$125.8K |
| XTX Topco Ltd | $1.5M | 53,748 | 0.02% | 2q | +93.9%+$741.8K |
| CANADA PENSION PLAN INVESTMENT BOARD | $1.5M | 52,800 | 0.00% | 3q | +31.7%+$361.9K |
| AMERIPRISE FINANCIAL INC | $1.5M | 52,366 | 0.00% | 31q | +0.9%+$13.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.5M | 52,291 | 0.00% | 26q | +11.3%+$150.8K |
| WELLS FARGO & COMPANY/MN | $1.5M | 51,840 | 0.00% | 31q | +181.5%+$952.7K |
| Quantinno Capital Management LP | $1.4M | 48,820 | 0.00% | 2q | +184.4%+$902.1K |
| Trexquant Investment LP | $1.3M | 45,908 | 0.01% | new | NEW |
| Quadrature Capital Ltd | $1.3M | 45,589 | 0.01% | new | NEW |
| Susquehanna Portfolio Strategies, LLC | $1.3M | 45,122 | 0.02% | new | NEW |
| VIRTUS ADVISERS, LLC | $1.2M | 42,046 | 0.46% | 6q | +3.7%+$42.2K |
| JPMORGAN CHASE & CO | $1.2M | 40,384 | 0.00% | 31q | HELD |
Showing the largest 100 of 228 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-16 | 2026-06-30 | Acquisition or disposal completed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-16 | Hanna John Walter JR | President and CEO | Sold | 118,000 | $4.5M ×2 |
| 2026-08-04 | Goldberg Michael | Director | Sold | 44,700 | $2.1M |
| 2026-06-29 | Hanna John Walter JR | President and CEO | Sold | 39,900 | $1.2M |
| 2026-07-16 | Valantine Hannah | Director | Sold | 28,779 | $1.0M ×2 |
| 2026-08-05 | Bickerstaff George | Director | Sold | 20,000 | $925.7K |
| 2026-08-04 | COURNOYER CHRISTINE | Director | Sold | 16,000 | $751.0K |
| 2026-06-11 | Hanna John Walter JR | President and CEO | Sold | 21,998 | $528.4K |
| 2026-06-15 | Hanna John Walter JR | President and CEO | Sold | 17,683 | $424.9K |
| 2026-06-15 | Valantine Hannah | Director | Sold | 12,103 | $279.7K |
| 2026-05-15 | TORRES ARTHUR A | Director | Sold | 6,484 | $129.0K |
| 2026-08-05 | Novack Jeffrey Adam | Secretary and General Counsel | Sold | 2,688 | $124.3K ×2 |
| 2026-06-04 | Hanna John Walter JR | President and CEO | Sold | 4,835 | $116.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 52 | $67.6M | 1,040,948 | 23 | 10 | 8 | 0.0% |
| Q2 2026 | 228 | $1.5B | 53,394,538 | 52 | 72 | 66 | 0.1% |
| Q1 2026 | 191 | $912.7M | 52,549,430 | 21 | 72 | 59 | 0.0% |
| Q4 2025 | 200 | $984.8M | 52,179,222 | 38 | 62 | 63 | 0.2% |
| Q3 2025 | 186 | $783.4M | 53,635,622 | 36 | 62 | 58 | 0.5% |
| Q2 2025 | 198 | $1.1B | 54,300,151 | 24 | 64 | 67 | 0.3% |
| Q1 2025 | 217 | $997.0M | 56,039,848 | 39 | 60 | 76 | 0.2% |
| Q4 2024 | 211 | $1.1B | 53,098,708 | 30 | 89 | 49 | 0.1% |
| Q3 2024 | 217 | $1.6B | 51,661,100 | 72 | 63 | 57 | 0.3% |
| Q2 2024 | 155 | $833.0M | 53,514,146 | 31 | 46 | 58 | 0.3% |
| Q1 2024 | 149 | $605.5M | 56,989,522 | 17 | 46 | 55 | 0.3% |
| Q4 2023 | 147 | $663.9M | 55,230,314 | 20 | 47 | 50 | 0.1% |
| Q3 2023 | 151 | $391.2M | 55,823,362 | 19 | 49 | 59 | 0.1% |
| Q2 2023 | 154 | $492.3M | 57,837,663 | 18 | 52 | 56 | 0.1% |
| Q1 2023 | 159 | $538.3M | 58,526,357 | 21 | 70 | 39 | 0.4% |
| Q4 2022 | 168 | $661.9M | 57,864,454 | 23 | 63 | 57 | 0.2% |
| Q3 2022 | 171 | $1.0B | 61,016,654 | 22 | 68 | 49 | 0.1% |
| Q2 2022 | 171 | $1.3B | 62,102,794 | 22 | 71 | 47 | 0.2% |
| Q1 2022 | 202 | $3.6B | 97,910,143 | 25 | 74 | 59 | 0.2% |
| Q4 2021 | 219 | $4.9B | 106,231,678 | 30 | 78 | 74 | 0.6% |
| Q3 2021 | 255 | $4.7B | 73,202,676 | 33 | 98 | 73 | 0.4% |
| Q2 2021 | 253 | $6.4B | 69,288,683 | 44 | 67 | 96 | 1.2% |
| Q1 2021 | 244 | $4.8B | 69,519,916 | 48 | 72 | 92 | 1.3% |
| Q4 2020 | 230 | $5.6B | 76,662,799 | 51 | 73 | 74 | 1.6% |
| Q3 2020 | 196 | $2.9B | 74,894,129 | 27 | 81 | 49 | 0.6% |
| Q2 2020 | 191 | $2.5B | 70,052,142 | 60 | 52 | 58 | 0.3% |
| Q1 2020 | 145 | $1.9B | 85,001,221 | 23 | 55 | 44 | 0.3% |
| Q4 2019 | 154 | $1.2B | 55,755,297 | 22 | 49 | 57 | 0.6% |
| Q3 2019 | 171 | $23.8B | 1,053,251,972 | 35 | 66 | 46 | 0.0% |
| Q2 2019 | 182 | $13.1B | 362,497,676 | 35 | 74 | 51 | 0.2% |
| Q1 2019 | 182 | $1.8B | 56,488,790 | 50 | 49 | 56 | 0.6% |
| Q4 2018 | 147 | $1.2B | 48,068,493 | 0 | 2 | 3 | 0.3% |