CareDx Ownership 2024 | Who Owns CareDx Now?
Institutional Ownership
34.53%
Insider Ownership
3.38%
Retail Ownership
62.09%
Institutional Holders
57.00
CareDx Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ARK INVESTMENT MANAGEMENT LLC | 10.93% | 0.79% | 5,702,351 | -161,695 | -2.76% | 88,557,507 | Jun 30, 2024 |
| BLACKROCK INC. | 10.13% | 0.00% | 5,286,549 | -138,482 | -2.55% | 82,100,106 | Jun 30, 2024 |
| VANGUARD GROUP INC | 8.39% | 0.00% | 4,381,132 | 81,116 | 1.89% | 68,038,980 | Jun 30, 2024 |
| BELLEVUE GROUP AG | 7.50% | 0.99% | 3,912,575 | -21,431 | -0.54% | 60,762,290 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 4.94% | 0.03% | 2,576,261 | -172,077 | -6.26% | 40,009,333 | Jun 30, 2024 |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | 4.94% | 0.46% | 2,576,261 | -172,077 | -6.26% | 39,957,808 | Jun 30, 2024 |
| GAGNON SECURITIES LLC | 4.17% | 7.60% | 2,174,167 | -71,362 | -3.18% | 33,764,820 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 4.10% | 0.02% | 2,140,909 | 1,960,308 | 1085.44% | 33,248,317 | Jun 30, 2024 |
| STATE STREET CORP | 4.04% | 0.00% | 2,107,830 | -2,088,510 | -49.77% | 32,734,600,000 | Jun 30, 2024 |
| BAMCO INC /NY/ | 3.60% | 0.08% | 1,876,672 | 646,772 | 52.59% | 29,144,716 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 3.31% | 0.03% | 1,727,890 | -294,244 | -14.55% | 26,834,132 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.90% | 0.04% | 1,512,700 | 88,100 | 6.18% | 23,492,231 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.46% | 0.01% | 1,283,912 | -161,890 | -11.20% | 19,935,980 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.29% | 0.00% | 1,195,583 | 527 | 0.04% | 18,571,204 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 2.26% | 0.08% | 1,178,040 | 27,068 | 2.35% | 18,294,961 | Jun 30, 2024 |
| FRED ALGER MANAGEMENT, LLC | 2.20% | 0.09% | 1,149,602 | 963,554 | 517.91% | 17,853,319 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 1.86% | 0.03% | 968,552 | -36,555 | -3.64% | 15,041,612 | Jun 30, 2024 |
| MORGAN STANLEY | 1.21% | 0.00% | 630,902 | -301,715 | -32.35% | 9,797,908 | Jun 30, 2024 |
| GAGNON ADVISORS, LLC | 1.17% | 7.22% | 610,336 | - | - | 9,478,518 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.17% | 0.03% | 610,055 | -259,463 | -29.84% | 9,473,000 | Jun 30, 2024 |
CareDx's largest institutional shareholder is ARK INVESTMENT MANAGEMENT LLC, holding 10.93% of the company's total share outstanding, currently valued at $88.56M. The top 10 institutional shareholders own together 62.72% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLUE WATER LIFE SCIENCE ADVISORS, LP | 0.98% | 7.70% | 510,000 | 510,000 | 100.00% | 7,920,300 | Jun 30, 2024 |
| GAGNON SECURITIES LLC | 4.17% | 7.60% | 2,174,167 | -71,362 | -3.18% | 33,764,820 | Jun 30, 2024 |
| GAGNON ADVISORS, LLC | 1.17% | 7.22% | 610,336 | - | - | 9,478,518 | Jun 30, 2024 |
| BULLSEYE ASSET MANAGEMENT LLC | 0.35% | 1.41% | 184,820 | 10,000 | 5.72% | 2,871,000 | Jun 30, 2024 |
| BELLEVUE GROUP AG | 7.50% | 0.99% | 3,912,575 | -21,431 | -0.54% | 60,762,290 | Jun 30, 2024 |
| ARK INVESTMENT MANAGEMENT LLC | 10.93% | 0.79% | 5,702,351 | -161,695 | -2.76% | 88,557,507 | Jun 30, 2024 |
| VIRTUS INVESTMENT ADVISERS, INC. | 0.11% | 0.72% | 55,145 | 17,000 | 44.57% | 856,402 | Jun 30, 2024 |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | 4.94% | 0.46% | 2,576,261 | -172,077 | -6.26% | 39,957,808 | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | 0.14% | 0.43% | 75,584 | -45,413 | -37.53% | 1,174,000 | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.36% | 0.27% | 190,000 | 190,000 | 100.00% | 2,950,700 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.06% | 0.24% | 29,550 | 19,266 | 187.34% | 458,912 | Jun 30, 2024 |
| THOMPSON DAVIS & CO., INC. | 0.03% | 0.24% | 17,825 | 17,825 | 100.00% | 276,822 | Jun 30, 2024 |
| OBERWEIS ASSET MANAGEMENT INC/ | 0.48% | 0.24% | 250,400 | 250,400 | 100.00% | 3,888,712 | Jun 30, 2024 |
| VIRTUS FUND ADVISERS, LLC | 0.01% | 0.21% | 3,456 | 213 | 6.57% | 53,672 | Jun 30, 2024 |
| BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC | 0.03% | 0.16% | 14,087 | - | - | 218,771 | Jun 30, 2024 |
| ARS INVESTMENT PARTNERS, LLC | 0.16% | 0.12% | 81,435 | -52,675 | -39.28% | 1,264,686 | Jun 30, 2024 |
| CETERA TRUST COMPANY, N.A | 0.02% | 0.12% | 11,870 | - | - | 184,341 | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | 0.12% | 0.10% | 64,027 | 1,810 | 2.91% | 994,339 | Jun 30, 2024 |
| FRED ALGER MANAGEMENT, LLC | 2.20% | 0.09% | 1,149,602 | 963,554 | 517.91% | 17,853,319 | Jun 30, 2024 |
| BAMCO INC /NY/ | 3.60% | 0.08% | 1,876,672 | 646,772 | 52.59% | 29,144,716 | Jun 30, 2024 |
The largest CareDx shareholder by % of total assets is BLUE WATER LIFE SCIENCE ADVISORS, LP. The company owns 510.00K shares of CareDx (CDNA), representing 7.70% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 4.10% | 0.02% | 2,140,909 | 1,960,308 | 1085.44% | 33,248,317 | Jun 30, 2024 |
| FRED ALGER MANAGEMENT, LLC | 2.20% | 0.09% | 1,149,602 | 963,554 | 517.91% | 17,853,319 | Jun 30, 2024 |
| BAMCO INC /NY/ | 3.60% | 0.08% | 1,876,672 | 646,772 | 52.59% | 29,144,716 | Jun 30, 2024 |
| BLUE WATER LIFE SCIENCE ADVISORS, LP | 0.98% | 7.70% | 510,000 | 510,000 | 100.00% | 7,920,300 | Jun 30, 2024 |
| OBERWEIS ASSET MANAGEMENT INC/ | 0.48% | 0.24% | 250,400 | 250,400 | 100.00% | 3,888,712 | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.36% | 0.27% | 190,000 | 190,000 | 100.00% | 2,950,700 | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 0.35% | 0.03% | 183,613 | 183,613 | 100.00% | 2,851,510 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.75% | 0.03% | 390,671 | 128,926 | 49.26% | 6,067,121 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.24% | 0.00% | 123,082 | 123,082 | 100.00% | 1,907,625 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.23% | 0.01% | 121,996 | 121,996 | 100.00% | 1,894,598 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.21% | 0.01% | 110,416 | 99,383 | 900.78% | 1,715,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.90% | 0.04% | 1,512,700 | 88,100 | 6.18% | 23,492,231 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.48% | 0.00% | 250,581 | 82,108 | 48.74% | 3,891,522 | Jun 30, 2024 |
| VANGUARD GROUP INC | 8.39% | 0.00% | 4,381,132 | 81,116 | 1.89% | 68,038,980 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.13% | 0.01% | 65,299 | 65,299 | 100.00% | 1,014,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.09% | 0.00% | 48,423 | 48,423 | 100.00% | 752,009 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.09% | 0.04% | 46,453 | 46,453 | 100.00% | 721,415 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.06% | 0.00% | 32,246 | 32,246 | 100.00% | 500,780 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.06% | 0.00% | 31,932 | 30,694 | 2479.32% | 496,000 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.06% | 0.01% | 29,778 | 29,778 | 100.00% | 462,452 | Jun 30, 2024 |
As of Jun 30 2024, CareDx's largest institutional buyer is MILLENNIUM MANAGEMENT LLC. The company purchased 1.96M stocks of CDNA, valued at $33.25M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STATE STREET CORP | 4.04% | 0.00% | 2,107,830 | -2,088,510 | -49.77% | 32,734,600,000 | Jun 30, 2024 |
| CADIAN CAPITAL MANAGEMENT, LP | - | - | - | -303,106 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 1.21% | 0.00% | 630,902 | -301,715 | -32.35% | 9,797,908 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 3.31% | 0.03% | 1,727,890 | -294,244 | -14.55% | 26,834,132 | Jun 30, 2024 |
| RAFFERTY ASSET MANAGEMENT, LLC | 0.17% | 0.01% | 89,434 | -275,365 | -75.48% | 1,388,910 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -273,849 | -100.00% | - | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.34% | 0.00% | 180,059 | -269,082 | -59.91% | 2,796,316 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.17% | 0.03% | 610,055 | -259,463 | -29.84% | 9,473,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -228,198 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -216,891 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.11% | 0.00% | 55,711 | -211,002 | -79.11% | 865,192 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.32% | 0.01% | 166,305 | -190,268 | -53.36% | 2,582,717 | Jun 30, 2024 |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | 4.94% | 0.46% | 2,576,261 | -172,077 | -6.26% | 39,957,808 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 4.94% | 0.03% | 2,576,261 | -172,077 | -6.26% | 40,009,333 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.46% | 0.01% | 1,283,912 | -161,890 | -11.20% | 19,935,980 | Jun 30, 2024 |
| ARK INVESTMENT MANAGEMENT LLC | 10.93% | 0.79% | 5,702,351 | -161,695 | -2.76% | 88,557,507 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.21% | 0.01% | 111,936 | -147,071 | -56.78% | 1,738,366 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.75% | 0.06% | 392,286 | -146,012 | -27.12% | 6,092,202 | Jun 30, 2024 |
| BLACKROCK INC. | 10.13% | 0.00% | 5,286,549 | -138,482 | -2.55% | 82,100,106 | Jun 30, 2024 |
| UBS GROUP AG | 0.22% | 0.00% | 113,370 | -112,796 | -49.87% | 1,760,636 | Jun 30, 2024 |
As of Jun 30 2024, CareDx's biggest institutional seller is STATE STREET CORP. The company sold -2.09M shares of CDNA, valued at $32.73B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLUE WATER LIFE SCIENCE ADVISORS, LP | 0.98% | 7.70% | 510,000 | 510,000 | 100.00% | 7,920,300 | Jun 30, 2024 |
| OBERWEIS ASSET MANAGEMENT INC/ | 0.48% | 0.24% | 250,400 | 250,400 | 100.00% | 3,888,712 | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.36% | 0.27% | 190,000 | 190,000 | 100.00% | 2,950,700 | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 0.35% | 0.03% | 183,613 | 183,613 | 100.00% | 2,851,510 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.24% | 0.00% | 123,082 | 123,082 | 100.00% | 1,907,625 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.23% | 0.01% | 121,996 | 121,996 | 100.00% | 1,894,598 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.09% | 0.00% | 48,423 | 48,423 | 100.00% | 752,009 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.06% | 0.00% | 32,246 | 32,246 | 100.00% | 500,780 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.06% | 0.01% | 29,778 | 29,778 | 100.00% | 462,452 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 26,825 | 26,825 | 100.00% | 416,592 | Jun 30, 2024 |
| BOSTON PARTNERS | 0.05% | 0.00% | 24,289 | 24,289 | 100.00% | 377,210 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.05% | 0.01% | 23,830 | 23,830 | 100.00% | 370,080 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.04% | 0.03% | 22,384 | 22,384 | 100.00% | 347,624 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.04% | 0.00% | 20,926 | 20,926 | 100.00% | 324,981 | Jun 30, 2024 |
| THOMPSON DAVIS & CO., INC. | 0.03% | 0.24% | 17,825 | 17,825 | 100.00% | 276,822 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.03% | 0.00% | 14,063 | 14,063 | 100.00% | 218,398 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.03% | 0.06% | 13,311 | 13,311 | 100.00% | 206,720 | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | 0.02% | 0.01% | 9,127 | 9,127 | 100.00% | 141,742 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.01% | 0.01% | 5,443 | 5,443 | 100.00% | 84,530 | Jun 30, 2024 |
| PLATO INVESTMENT MANAGEMENT LTD | 0.01% | 0.01% | 3,977 | 3,977 | 100.00% | 61,763 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.01% | 0.08% | 3,527 | 3,527 | 100.00% | 54,774 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.01% | 1,200 | 1,200 | 100.00% | 18,636 | Jun 30, 2024 |
| SIGNATUREFD, LLC | 0.00% | 0.00% | 352 | 352 | 100.00% | 5,467 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 265 | 265 | 100.00% | 4,116 | Jun 30, 2024 |
| PRIVATE TRUST CO NA | 0.00% | 0.00% | 224 | 224 | 100.00% | 3,479 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 27 | 27 | 100.00% | 388 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | 25 | 25 | 100.00% | 388 | Jun 30, 2024 |
| RONALD BLUE TRUST, INC. | - | - | 13 | 13 | 100.00% | 138 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 13 | 13 | 100.00% | 202 | Jun 30, 2024 |
CareDx's largest new institutional shareholder by number of shares is BLUE WATER LIFE SCIENCE ADVISORS, LP, purchased 510.00K shares, valued at $7.92M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CADIAN CAPITAL MANAGEMENT, LP | - | - | - | -303,106 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -273,849 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -228,198 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -216,891 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -103,138 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -99,771 | -100.00% | - | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | - | - | - | -96,308 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -92,886 | -100.00% | - | Jun 30, 2024 |
| B. RILEY ASSET MANAGEMENT, LLC | - | - | - | -42,575 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -40,486 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -25,653 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -23,549 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -21,264 | -100.00% | - | Jun 30, 2024 |
| STATE OF WYOMING | - | - | - | -19,912 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -17,529 | -100.00% | - | Jun 30, 2024 |
| E FUND MANAGEMENT CO., LTD. | - | - | - | -17,239 | -100.00% | - | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | - | - | - | -14,769 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,759 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -1,770 | -100.00% | - | Jun 30, 2024 |
| PINNACLE HOLDINGS, LLC | - | - | - | -1,292 | -100.00% | - | Jun 30, 2024 |
| ORION CAPITAL MANAGEMENT LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -496 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -113 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -11 | -100.00% | - | Jun 30, 2024 |
CareDx's largest sold out institutional shareholder by shares sold is CADIAN CAPITAL MANAGEMENT, LP, sold -0.30M shares, valued at -, as of undefined.
CareDx Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SPARROW FUNDS | 1.98% | 7,050 | - | - | Feb 29, 2024 |
| Ark ETF Trust | 0.75% | 6,033,617 | -514,712 | -7.86% | Jan 31, 2024 |
| Vanguard Montgomery Funds | 0.61% | 145,725 | 91,068 | 166.62% | Mar 31, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.58% | 537,452 | - | - | Jan 31, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.47% | 122,787 | - | - | Jan 31, 2024 |
| ALGER PORTFOLIOS | 0.31% | 117,423 | - | - | Dec 31, 2023 |
| ALGER FUNDS | 0.27% | 258,904 | - | - | Jan 31, 2024 |
| Gabelli Healthcare & WellnessRx Trust | 0.25% | 30,000 | - | - | Dec 29, 2023 |
| Jacob Funds Inc. | 0.24% | 54,718 | 4,591 | 9.16% | Feb 29, 2024 |
| ROYCE MICRO-CAP TRUST, INC. | 0.21% | 100,000 | - | - | Mar 31, 2024 |
| ROYCE CAPITAL FUND | 0.18% | 69,360 | 56,460 | 437.67% | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.14% | 1,749,172 | - | - | Jan 31, 2024 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.13% | 943,727 | -695,302 | -42.42% | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.12% | 22,098 | -5,681 | -20.45% | Mar 28, 2024 |
| ALGER FUNDS II | 0.11% | 24,329 | - | - | Jan 31, 2024 |
| BlackRock Health Sciences Trust II | 0.08% | 220,309 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.07% | 36,859 | - | - | Mar 31, 2024 |
| CONESTOGA FUNDS | 0.07% | 88,303 | - | - | Mar 31, 2024 |
| RMB INVESTORS TRUST | 0.07% | 36,532 | 3,000 | 8.95% | Dec 31, 2023 |
| ALLSPRING VARIABLE TRUST | 0.06% | 38,230 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.06% | 368,938 | 138,133 | 59.85% | Mar 31, 2024 |
| Gabelli Global Small & Mid Cap Value Trust | 0.05% | 5,000 | - | - | Dec 29, 2023 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.05% | 165,271 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.05% | 168,691 | - | - | Mar 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.04% | 90 | 90 | - | Jan 31, 2021 |
| Federated Hermes MDT Series | 0.04% | 108,284 | - | - | Jan 31, 2024 |
| BUFFALO FUNDS | 0.04% | 244,679 | - | - | Mar 31, 2024 |
| LEGG MASON PARTNERS VARIABLE EQUITY TRUST | 0.03% | 122,942 | - | - | Dec 29, 2023 |
| MERIDIAN FUND INC | 0.03% | 66,609 | - | - | Mar 28, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.03% | 864,743 | - | - | Mar 31, 2024 |
| GABELLI ASSET FUND | 0.03% | 10,000 | - | - | Dec 29, 2023 |
| OBERWEIS FUNDS | 0.03% | 27,400 | - | - | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.03% | 9,071 | - | - | Mar 31, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.02% | 1,190,297 | - | - | Mar 28, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.02% | 163,068 | - | - | Mar 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.02% | 93,844 | -30,437 | -24.49% | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.02% | 35,598 | -2,486 | -6.53% | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.02% | 17,617 | - | - | Mar 28, 2024 |
| Voya EQUITY TRUST | 0.02% | 22,107 | - | - | Feb 29, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 90,016 | -4,132 | -4.39% | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 33,148 | 19,648 | 145.54% | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.01% | 11,337 | - | - | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.01% | 9,000 | - | - | Dec 29, 2023 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 7,681 | - | - | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.01% | 9,650 | - | - | Mar 31, 2024 |
| FORUM FUNDS II | 0.01% | 11,117 | 117 | 1.06% | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.01% | 647 | - | - | Feb 29, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.01% | 49,714 | - | - | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 21,678 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.01% | 18,605 | - | - | Jan 31, 2024 |
| LKCM Funds | 0.01% | 32,945 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.01% | 92,369 | - | - | Mar 31, 2024 |
| FORUM FUNDS | 0.01% | 19,010 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 3,469,518 | -802,853 | -18.79% | Mar 31, 2024 |
| Humankind Benefit Corp | 0.01% | 169 | - | - | Dec 31, 2023 |
| UBS FUNDS | 0.01% | 36,013 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,462 | - | - | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.01% | 153,469 | -48,543 | -24.03% | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 41,587 | 17,660 | 73.81% | Aug 31, 2023 |
| PFM Multi-Manager Series Trust | 0.01% | 5,121 | - | - | Dec 31, 2023 |
| GABELLI DIVIDEND & INCOME TRUST | 0.01% | 10,000 | - | - | Dec 29, 2023 |
| Securian Funds Trust | 0.01% | 58,394 | - | - | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.01% | 29,429 | - | - | Mar 31, 2020 |
| SCHWAB CAPITAL TRUST | 0.01% | 217,543 | 72,917 | 50.42% | Jan 31, 2024 |
| Federated Hermes Adviser Series | 0.00% | 31,476 | 3,154 | 11.14% | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 15,036 | - | - | Feb 29, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.00% | 41,881 | - | - | Mar 28, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.00% | 45,857 | - | - | Feb 29, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 375,829 | - | - | Jan 31, 2024 |
| GABELLI EQUITY TRUST INC | 0.00% | 5,000 | - | - | Dec 29, 2023 |
| Ivy Variable Insurance Portfolios | 0.00% | 82,870 | - | - | Mar 28, 2024 |
| AMG FUNDS III | 0.00% | 18,006 | - | - | Mar 28, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 14,110 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 12,525 | - | - | Jan 31, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 1,771 | 383 | 27.59% | Sep 30, 2020 |
| NUVEEN INVESTMENT FUNDS INC | 0.00% | 91,029 | - | - | Jan 31, 2024 |
| Ultimus Managers Trust | 0.00% | 30,356 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 29,734 | 225 | 0.76% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 495,649 | 8,732 | 1.79% | Feb 29, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 1,630 | - | - | Sep 30, 2023 |
| CARILLON SERIES TRUST | 0.00% | 125,418 | - | - | Mar 31, 2024 |
| IVY FUNDS | 0.00% | 638,380 | - | - | Mar 28, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 5,133 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 34,883 | -404 | -1.14% | Mar 31, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.00% | 421,828 | - | - | Feb 29, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 69,162 | - | - | Mar 31, 2024 |
| KP Funds | 0.00% | 74,773 | 8,820 | 13.37% | Sep 30, 2020 |
| ProFunds | 0.00% | 18,924 | 7,814 | 70.33% | Mar 31, 2024 |
| HARBOR FUNDS | 0.00% | 35,787 | - | - | Jan 31, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 65,323 | - | - | Mar 28, 2024 |
| NEW COVENANT FUNDS | 0.00% | 6,310 | - | - | Dec 31, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 192,942 | -16,002 | -7.66% | Mar 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 182,805 | -56,886 | -23.73% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 34,452 | -2,487 | -6.73% | Mar 31, 2024 |
| Virtus Investment Trust | 0.00% | 38,145 | - | - | Mar 28, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 10,500 | - | - | Mar 28, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 6,419 | - | - | Jan 31, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 12,300 | - | - | Jan 31, 2024 |
| North Square Investments Trust | 0.00% | 9,760 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 32,324 | - | - | Mar 31, 2024 |
CareDx's largest mutual fund holder by % of total assets is "SPARROW FUNDS", owning 7.05K shares, compromising 1.98% of its total assets.
CareDx Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 57 | -61.74% |
| 31 Mar, 24 | 149 | - |
| 31 Dec, 23 | 149 | -1.32% |
| 30 Sep, 23 | 151 | -2.58% |
| 30 Jun, 23 | 155 | -5.49% |
| 31 Mar, 23 | 164 | -3.53% |
| 31 Dec, 22 | 170 | -6.08% |
| 30 Sep, 22 | 181 | 0.56% |
| 30 Jun, 22 | 180 | -17.43% |
| 31 Mar, 22 | 218 | -5.63% |
| 31 Dec, 21 | 231 | -12.83% |
| 30 Sep, 21 | 265 | 0.76% |
| 30 Jun, 21 | 263 | 1.94% |
| 31 Mar, 21 | 258 | 6.17% |
| 31 Dec, 20 | 243 | 19.70% |
| 30 Sep, 20 | 203 | 2.53% |
| 30 Jun, 20 | 198 | 30.26% |
| 31 Mar, 20 | 152 | -7.32% |
| 31 Dec, 19 | 164 | -9.89% |
| 30 Sep, 19 | 182 | -5.21% |
| 30 Jun, 19 | 192 | 3.23% |
| 31 Mar, 19 | 186 | 21.57% |
| 31 Dec, 18 | 153 | 4.08% |
| 30 Sep, 18 | 147 | 42.72% |
| 30 Jun, 18 | 103 | 43.06% |
| 31 Mar, 18 | 72 | 26.32% |
| 31 Dec, 17 | 57 | 128.00% |
| 30 Sep, 17 | 25 | 13.64% |
| 30 Jun, 17 | 22 | -12.00% |
| 31 Mar, 17 | 25 | -10.71% |
| 31 Dec, 16 | 28 | 16.67% |
| 30 Sep, 16 | 24 | -11.11% |
| 30 Jun, 16 | 27 | 8.00% |
| 31 Mar, 16 | 25 | 8.70% |
| 31 Dec, 15 | 23 | 4.55% |
| 30 Sep, 15 | 22 | -8.33% |
| 30 Jun, 15 | 24 | -7.69% |
| 31 Mar, 15 | 26 | 36.84% |
| 31 Dec, 14 | 19 | -9.52% |
| 30 Sep, 14 | 21 | - |
As of 30 Jun 24, 57 institutions are holding CareDx's shares, representing a decrease of -61.74% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 18,022,909 | -67.29% |
| 31 Mar, 24 | 55,095,521 | 2.76% |
| 31 Dec, 23 | 53,615,354 | -4.02% |
| 30 Sep, 23 | 55,862,768 | -2.74% |
| 30 Jun, 23 | 57,437,081 | -1.69% |
| 31 Mar, 23 | 58,423,501 | 1.00% |
| 31 Dec, 22 | 57,843,017 | 1.81% |
| 30 Sep, 22 | 56,816,815 | -1.46% |
| 30 Jun, 22 | 57,658,142 | 2.16% |
| 31 Mar, 22 | 56,437,086 | 4.46% |
| 31 Dec, 21 | 54,027,090 | -0.94% |
| 30 Sep, 21 | 54,540,477 | 1.56% |
| 30 Jun, 21 | 53,702,057 | 1.71% |
| 31 Mar, 21 | 52,800,045 | 4.26% |
| 31 Dec, 20 | 50,643,860 | 1.87% |
| 30 Sep, 20 | 49,715,052 | 1.36% |
| 30 Jun, 20 | 49,049,277 | 10.27% |
| 31 Mar, 20 | 44,481,253 | 6.19% |
| 31 Dec, 19 | 41,889,465 | 2.78% |
| 30 Sep, 19 | 40,755,846 | 4.10% |
| 30 Jun, 19 | 39,150,241 | 4.50% |
| 31 Mar, 19 | 37,465,642 | 3.06% |
| 31 Dec, 18 | 36,352,534 | 20.53% |
| 30 Sep, 18 | 30,160,515 | 13.80% |
| 30 Jun, 18 | 26,504,144 | 42.90% |
| 31 Mar, 18 | 18,547,774 | 23.80% |
| 31 Dec, 17 | 14,982,329 | 126.42% |
| 30 Sep, 17 | 6,616,977 | 0.71% |
| 30 Jun, 17 | 6,570,592 | -16.00% |
| 31 Mar, 17 | 7,821,867 | 1.07% |
| 31 Dec, 16 | 7,738,826 | -4.07% |
| 30 Sep, 16 | 8,067,416 | 25.19% |
| 30 Jun, 16 | 6,444,043 | 31.56% |
| 31 Mar, 16 | 4,898,201 | 0.04% |
| 31 Dec, 15 | 4,896,435 | -45.64% |
| 30 Sep, 15 | 9,007,937 | 96.36% |
| 30 Jun, 15 | 4,587,351 | -13.23% |
| 31 Mar, 15 | 5,286,838 | 14.30% |
| 31 Dec, 14 | 4,625,238 | -10.16% |
| 30 Sep, 14 | 5,148,163 | - |
CareDx (CDNA) has 18.02M shares outstanding as of 30 Jun 24, down -67.29% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 34.53% | 0.30% |
| 31 Mar, 24 | 106.58% | 1.06% |
| 31 Dec, 23 | 100.42% | 0.94% |
| 30 Sep, 23 | 103.11% | 0.91% |
| 30 Jun, 23 | 106.67% | 0.90% |
| 31 Mar, 23 | 108.91% | 0.93% |
| 31 Dec, 22 | 108.48% | 0.94% |
| 30 Sep, 22 | 107.33% | 0.90% |
| 30 Jun, 22 | 108.95% | 0.96% |
| 31 Mar, 22 | 106.45% | 1.00% |
| 31 Dec, 21 | 103.42% | 0.93% |
| 30 Sep, 21 | 105.44% | 1.00% |
| 30 Jun, 21 | 102.83% | 0.97% |
| 31 Mar, 21 | 103.16% | 0.95% |
| 31 Dec, 20 | 104.24% | 0.93% |
| 30 Sep, 20 | 105.85% | 0.84% |
| 30 Jun, 20 | 112.19% | 0.98% |
| 31 Mar, 20 | 106.94% | 1.10% |
| 31 Dec, 19 | 98.66% | 1.07% |
| 30 Sep, 19 | 96.14% | 1.07% |
| 30 Jun, 19 | 94.79% | 1.17% |
| 31 Mar, 19 | 90.04% | 0.87% |
| 31 Dec, 18 | 102.00% | 1.53% |
| 30 Sep, 18 | 81.56% | 1.43% |
| 30 Jun, 18 | 75.39% | 1.92% |
| 31 Mar, 18 | 62.63% | 1.52% |
| 31 Dec, 17 | 64.28% | 7.45% |
| 30 Sep, 17 | 29.37% | 2.97% |
| 30 Jun, 17 | 31.46% | 2.34% |
| 31 Mar, 17 | 36.65% | 2.77% |
| 31 Dec, 16 | 36.38% | 2.52% |
| 30 Sep, 16 | 38.01% | 1.68% |
| 30 Jun, 16 | 47.49% | 2.84% |
| 31 Mar, 16 | 40.92% | 2.38% |
| 31 Dec, 15 | 41.44% | 0.72% |
| 30 Sep, 15 | 75.76% | 5.04% |
| 30 Jun, 15 | 38.76% | 1.94% |
| 31 Mar, 15 | 44.75% | 2.91% |
| 31 Dec, 14 | 39.19% | 1.27% |
| 30 Sep, 14 | 55.48% | - |
As of 30 Jun 24, CareDx is held by 34.53% institutional shareholders, representing a 0.30% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 32 | -50.77% |
| 31 Mar, 24 | 65 | -8.45% |
| 31 Dec, 23 | 71 | 1.43% |
| 30 Sep, 23 | 70 | -2.78% |
| 30 Jun, 23 | 72 | -18.18% |
| 31 Mar, 23 | 88 | -3.30% |
| 31 Dec, 22 | 91 | -3.19% |
| 30 Sep, 22 | 94 | -7.84% |
| 30 Jun, 22 | 102 | -4.67% |
| 31 Mar, 22 | 107 | -7.76% |
| 31 Dec, 21 | 116 | -16.55% |
| 30 Sep, 21 | 139 | 16.81% |
| 30 Jun, 21 | 119 | - |
| 31 Mar, 21 | 119 | -12.50% |
| 31 Dec, 20 | 136 | 14.29% |
| 30 Sep, 20 | 119 | 3.48% |
| 30 Jun, 20 | 115 | 40.24% |
| 31 Mar, 20 | 82 | 2.50% |
| 31 Dec, 19 | 80 | -26.61% |
| 30 Sep, 19 | 109 | -3.54% |
| 30 Jun, 19 | 113 | 5.61% |
| 31 Mar, 19 | 107 | 17.58% |
| 31 Dec, 18 | 91 | -1.09% |
| 30 Sep, 18 | 92 | 21.05% |
| 30 Jun, 18 | 76 | 58.33% |
| 31 Mar, 18 | 48 | -5.88% |
| 31 Dec, 17 | 51 | 218.75% |
| 30 Sep, 17 | 16 | 77.78% |
| 30 Jun, 17 | 9 | -10.00% |
| 31 Mar, 17 | 10 | -23.08% |
| 31 Dec, 16 | 13 | 18.18% |
| 30 Sep, 16 | 11 | -15.38% |
| 30 Jun, 16 | 13 | 85.71% |
| 31 Mar, 16 | 7 | -30.00% |
| 31 Dec, 15 | 10 | -9.09% |
| 30 Sep, 15 | 11 | 10.00% |
| 30 Jun, 15 | 10 | -28.57% |
| 31 Mar, 15 | 14 | 27.27% |
| 31 Dec, 14 | 11 | -47.62% |
| 30 Sep, 14 | 21 | - |
32 institutional shareholders have increased their position in CDNA stock as of 30 Jun 24 compared to 65 in the previous quarter (a -50.77% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 18 | -69.49% |
| 31 Mar, 24 | 59 | 7.27% |
| 31 Dec, 23 | 55 | -8.33% |
| 30 Sep, 23 | 60 | 9.09% |
| 30 Jun, 23 | 55 | 22.22% |
| 31 Mar, 23 | 45 | -11.76% |
| 31 Dec, 22 | 51 | -8.93% |
| 30 Sep, 22 | 56 | 19.15% |
| 30 Jun, 22 | 47 | -27.69% |
| 31 Mar, 22 | 65 | -18.75% |
| 31 Dec, 21 | 80 | 1.27% |
| 30 Sep, 21 | 79 | -24.04% |
| 30 Jun, 21 | 104 | 7.22% |
| 31 Mar, 21 | 97 | 24.36% |
| 31 Dec, 20 | 78 | 47.17% |
| 30 Sep, 20 | 53 | -13.11% |
| 30 Jun, 20 | 61 | 32.61% |
| 31 Mar, 20 | 46 | -20.69% |
| 31 Dec, 19 | 58 | 23.40% |
| 30 Sep, 19 | 47 | -14.55% |
| 30 Jun, 19 | 55 | - |
| 31 Mar, 19 | 55 | 34.15% |
| 31 Dec, 18 | 41 | 13.89% |
| 30 Sep, 18 | 36 | 56.52% |
| 30 Jun, 18 | 23 | 76.92% |
| 31 Mar, 18 | 13 | 225.00% |
| 31 Dec, 17 | 4 | 33.33% |
| 30 Sep, 17 | 3 | -40.00% |
| 30 Jun, 17 | 5 | - |
| 31 Mar, 17 | 5 | - |
| 31 Dec, 16 | 5 | -28.57% |
| 30 Sep, 16 | 7 | 16.67% |
| 30 Jun, 16 | 6 | 20.00% |
| 31 Mar, 16 | 5 | 25.00% |
| 31 Dec, 15 | 4 | 100.00% |
| 30 Sep, 15 | 2 | -77.78% |
| 30 Jun, 15 | 9 | 80.00% |
| 31 Mar, 15 | 5 | 400.00% |
| 31 Dec, 14 | 1 | - |
| 30 Sep, 14 | - | - |
18 institutional shareholders have reduced their position in CDNA stock as of 30 Jun 24 compared to 59 in the previous quarter (a -69.49% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 57 | -61.74% | 18,022,909 | -67.29% | 34.53% | 0.30% | 32 | -50.77% | 18 | -69.49% |
| 31 Mar, 24 | 149 | - | 55,095,521 | 2.76% | 106.58% | 1.06% | 65 | -8.45% | 59 | 7.27% |
| 31 Dec, 23 | 149 | -1.32% | 53,615,354 | -4.02% | 100.42% | 0.94% | 71 | 1.43% | 55 | -8.33% |
| 30 Sep, 23 | 151 | -2.58% | 55,862,768 | -2.74% | 103.11% | 0.91% | 70 | -2.78% | 60 | 9.09% |
| 30 Jun, 23 | 155 | -5.49% | 57,437,081 | -1.69% | 106.67% | 0.90% | 72 | -18.18% | 55 | 22.22% |
| 31 Mar, 23 | 164 | -3.53% | 58,423,501 | 1.00% | 108.91% | 0.93% | 88 | -3.30% | 45 | -11.76% |
| 31 Dec, 22 | 170 | -6.08% | 57,843,017 | 1.81% | 108.48% | 0.94% | 91 | -3.19% | 51 | -8.93% |
| 30 Sep, 22 | 181 | 0.56% | 56,816,815 | -1.46% | 107.33% | 0.90% | 94 | -7.84% | 56 | 19.15% |
| 30 Jun, 22 | 180 | -17.43% | 57,658,142 | 2.16% | 108.95% | 0.96% | 102 | -4.67% | 47 | -27.69% |
| 31 Mar, 22 | 218 | -5.63% | 56,437,086 | 4.46% | 106.45% | 1.00% | 107 | -7.76% | 65 | -18.75% |
| 31 Dec, 21 | 231 | -12.83% | 54,027,090 | -0.94% | 103.42% | 0.93% | 116 | -16.55% | 80 | 1.27% |
| 30 Sep, 21 | 265 | 0.76% | 54,540,477 | 1.56% | 105.44% | 1.00% | 139 | 16.81% | 79 | -24.04% |
| 30 Jun, 21 | 263 | 1.94% | 53,702,057 | 1.71% | 102.83% | 0.97% | 119 | - | 104 | 7.22% |
| 31 Mar, 21 | 258 | 6.17% | 52,800,045 | 4.26% | 103.16% | 0.95% | 119 | -12.50% | 97 | 24.36% |
| 31 Dec, 20 | 243 | 19.70% | 50,643,860 | 1.87% | 104.24% | 0.93% | 136 | 14.29% | 78 | 47.17% |
| 30 Sep, 20 | 203 | 2.53% | 49,715,052 | 1.36% | 105.85% | 0.84% | 119 | 3.48% | 53 | -13.11% |
| 30 Jun, 20 | 198 | 30.26% | 49,049,277 | 10.27% | 112.19% | 0.98% | 115 | 40.24% | 61 | 32.61% |
| 31 Mar, 20 | 152 | -7.32% | 44,481,253 | 6.19% | 106.94% | 1.10% | 82 | 2.50% | 46 | -20.69% |
| 31 Dec, 19 | 164 | -9.89% | 41,889,465 | 2.78% | 98.66% | 1.07% | 80 | -26.61% | 58 | 23.40% |
| 30 Sep, 19 | 182 | -5.21% | 40,755,846 | 4.10% | 96.14% | 1.07% | 109 | -3.54% | 47 | -14.55% |
| 30 Jun, 19 | 192 | 3.23% | 39,150,241 | 4.50% | 94.79% | 1.17% | 113 | 5.61% | 55 | - |
| 31 Mar, 19 | 186 | 21.57% | 37,465,642 | 3.06% | 90.04% | 0.87% | 107 | 17.58% | 55 | 34.15% |
| 31 Dec, 18 | 153 | 4.08% | 36,352,534 | 20.53% | 102.00% | 1.53% | 91 | -1.09% | 41 | 13.89% |
| 30 Sep, 18 | 147 | 42.72% | 30,160,515 | 13.80% | 81.56% | 1.43% | 92 | 21.05% | 36 | 56.52% |
| 30 Jun, 18 | 103 | 43.06% | 26,504,144 | 42.90% | 75.39% | 1.92% | 76 | 58.33% | 23 | 76.92% |
| 31 Mar, 18 | 72 | 26.32% | 18,547,774 | 23.80% | 62.63% | 1.52% | 48 | -5.88% | 13 | 225.00% |
| 31 Dec, 17 | 57 | 128.00% | 14,982,329 | 126.42% | 64.28% | 7.45% | 51 | 218.75% | 4 | 33.33% |
| 30 Sep, 17 | 25 | 13.64% | 6,616,977 | 0.71% | 29.37% | 2.97% | 16 | 77.78% | 3 | -40.00% |
| 30 Jun, 17 | 22 | -12.00% | 6,570,592 | -16.00% | 31.46% | 2.34% | 9 | -10.00% | 5 | - |
| 31 Mar, 17 | 25 | -10.71% | 7,821,867 | 1.07% | 36.65% | 2.77% | 10 | -23.08% | 5 | - |
| 31 Dec, 16 | 28 | 16.67% | 7,738,826 | -4.07% | 36.38% | 2.52% | 13 | 18.18% | 5 | -28.57% |
| 30 Sep, 16 | 24 | -11.11% | 8,067,416 | 25.19% | 38.01% | 1.68% | 11 | -15.38% | 7 | 16.67% |
| 30 Jun, 16 | 27 | 8.00% | 6,444,043 | 31.56% | 47.49% | 2.84% | 13 | 85.71% | 6 | 20.00% |
| 31 Mar, 16 | 25 | 8.70% | 4,898,201 | 0.04% | 40.92% | 2.38% | 7 | -30.00% | 5 | 25.00% |
| 31 Dec, 15 | 23 | 4.55% | 4,896,435 | -45.64% | 41.44% | 0.72% | 10 | -9.09% | 4 | 100.00% |
| 30 Sep, 15 | 22 | -8.33% | 9,007,937 | 96.36% | 75.76% | 5.04% | 11 | 10.00% | 2 | -77.78% |
| 30 Jun, 15 | 24 | -7.69% | 4,587,351 | -13.23% | 38.76% | 1.94% | 10 | -28.57% | 9 | 80.00% |
| 31 Mar, 15 | 26 | 36.84% | 5,286,838 | 14.30% | 44.75% | 2.91% | 14 | 27.27% | 5 | 400.00% |
| 31 Dec, 14 | 19 | -9.52% | 4,625,238 | -10.16% | 39.19% | 1.27% | 11 | -47.62% | 1 | - |
| 30 Sep, 14 | 21 | - | 5,148,163 | - | 55.48% | - | 21 | - | - | - |
CareDx Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of CareDx's stock was made by Jain Abhishek on Aug 05 2024, selling 7,371 shares at $23.58 per share (valued at $173.81K).
CareDx Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 2 | 2 | 100.00% |
| Q2 2024 | 33 | 15 | 220.00% |
| Q1 2024 | 6 | 7 | 85.71% |
| Q4 2023 | 3 | 1 | 300.00% |
| Q3 2023 | 6 | 18 | 33.33% |
| Q2 2023 | 20 | 12 | 166.67% |
| Q1 2023 | 16 | 21 | 76.19% |
| Q4 2022 | 8 | 5 | 160.00% |
| Q3 2022 | 9 | 3 | 300.00% |
| Q2 2022 | 26 | 12 | 216.67% |
| Q1 2022 | 19 | 39 | 48.72% |
| Q4 2021 | 18 | 24 | 75.00% |
| Q3 2021 | 21 | 28 | 75.00% |
| Q2 2021 | 59 | 98 | 60.20% |
| Q1 2021 | 24 | 43 | 55.81% |
| Q4 2020 | 26 | 49 | 53.06% |
| Q3 2020 | 22 | 18 | 122.22% |
| Q2 2020 | 32 | 29 | 110.34% |
| Q1 2020 | 18 | 14 | 128.57% |
| Q4 2019 | 5 | 3 | 166.67% |
2 total buy trades, and 2 total sell trades (buy/sell ratio of 1.00%) were made by CareDx's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | 1 | - |
| Q3 2023 | - | 7 | - |
| Q2 2023 | - | 5 | - |
| Q1 2023 | - | 9 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | 3 | - |
| Q2 2022 | - | 4 | - |
| Q1 2022 | - | 19 | - |
| Q4 2021 | 2 | 10 | 20.00% |
| Q3 2021 | - | 12 | - |
| Q2 2021 | - | 53 | - |
| Q1 2021 | - | 25 | - |
| Q4 2020 | - | 23 | - |
| Q3 2020 | - | 7 | - |
| Q2 2020 | - | 12 | - |
| Q1 2020 | - | 4 | - |
| Q4 2019 | - | 2 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of CareDx's stocks.
CareDx Peer Ownership
| Ticker | Company |
|---|---|
| GTH | Genetron Holdings Limited |
| PSNL | Personalis, Inc. |
| GH | Guardant Health, Inc. |
| NTRA | Natera, Inc. |
| TWST | Twist Bioscience Corporation |
| SERA | Sera Prognostics, Inc. |
| CSTL | Castle Biosciences, Inc. |
| DRIO | DarioHealth Corp. |
| CRL | Charles River Laboratories International, Inc. |
| BDSX | Biodesix, Inc. |
| ILMN | Illumina, Inc. |
| EXAS | Exact Sciences Corporation |
| MYGN | Myriad Genetics, Inc. |
CDNA Ownership FAQ
Who Owns CareDx?
CareDx is owned by institutional shareholders (34.53%), insiders (3.38%), and public (62.09%). The largest institutional shareholder of CareDx is ARK INVESTMENT MANAGEMENT LLC (10.93% of total shares) and the top mutual fund owner is SPARROW FUNDS (1.98% of total shares).
Who are the major institutional shareholders of CareDx?
CareDx's major institutional shareholders are ARK INVESTMENT MANAGEMENT LLC, BLACKROCK INC., VANGUARD GROUP INC, BELLEVUE GROUP AG, and SUMITOMO MITSUI TRUST HOLDINGS, INC.. The top five shareholders own together 41.88% of the company's share outstanding.
How many CareDx shareholders are there?
As of Jun 2024, there are 57 institutional shareholders of CareDx.
What percentage of CareDx is owned by ARK INVESTMENT MANAGEMENT LLC?
ARK INVESTMENT MANAGEMENT LLC owns 5.7M shares of CareDx, representing 10.93% of the company's total shares outstanding, valued at $88.56M (as of Jun 2024).
What percentage of CareDx is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 5.29M shares of CareDx (CDNA), compromising 10.13% of the company, valued at $82.1M.
What percentage of CareDx is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of CareDx. The company owns 4.38M of the company's shares outstanding (worth $68.04M).