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Caredx Inc (CDNA)

CUSIP: 14167L103 | NYSE | Healthcare · Diagnostics & Research | Small Cap | 785 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ANeil Gagnon
with Gagnon Securities LLC, Gagnon Advisors, LLC
2,293,4644.4%Newly reportedJul 31, 2026No 13F filer matched
13G/ANeil Gagnon2,293,464
4.4% of class · Jul 31, 2026Newly reported
with Gagnon Securities LLC, Gagnon Advisors, LLC
No 13F filer matched

Institutional Holders — Q3 2026

Geode Capital Management, LLC1,480,596
0.0% of portfolio›$96.3M
Dimensional Fund Advisors LP1,176,366
0.0% of portfolio›$76.5M
Gagnon Securities LLC1,074,399
12.1% of portfolio›$69.8M
Sumitomo Mitsui Trust Group, Inc.627,020
0.0% of portfolio›$40.8M
Zweig-DiMenna Associates LLC389,812
2.0% of portfolio›$25.3M
Russell Investments Group, Ltd.289,524
0.0% of portfolio›$18.8M
Gagnon Advisors, LLC286,889
10.2% of portfolio›$18.6M
Citigroup Inc200,132
0.0% of portfolio›$13.0M
Bank of New York Mellon Corp168,243
0.0% of portfolio›$10.9M
Burney Co/136,338
0.2% of portfolio›$8.9M
Lisanti Capital Growth, LLC130,200
2.3% of portfolio›$8.5M
Principal Financial Group Inc88,639
0.0% of portfolio›$5.8M
ARS Investment Partners, LLC72,705
0.2% of portfolio›$4.7M
MacKenzie Financial Corp63,642
0.0% of portfolio›$4.1M
Capricorn Fund Managers Ltd61,800
0.4% of portfolio›$4.0M
Creative Planning56,613
0.0% of portfolio›$3.7M
Deutsche Bank Ag\49,688
0.0% of portfolio›$3.2M
Barclays PLC39,197
0.0% of portfolio›$2.5M
HB Wealth Management, LLC37,166
0.0% of portfolio›$2.4M
Strs Ohio29,700
0.0% of portfolio›$1.9M
LPL Financial LLC29,168
0.0% of portfolio›$1.9M
Virginia Retirement Systems ET Al25,750
0.0% of portfolio›$1.7M
Allspring Global Investments Holdings, LLC23,000
0.0% of portfolio›$1.5M
OP Asset Management Ltd22,874
0.0% of portfolio›$1.5M
Exchange Traded Concepts, LLC22,685
0.0% of portfolio›$1.5M
Arlington Trust Co LLC22,540
0.1% of portfolio›$1.5M
Hanseatic Management Services Inc21,960
1.2% of portfolio›$1.4M
Profund Advisors LLC20,441
0.0% of portfolio›$1.3M
Simplex Trading, LLC16,761
0.0% of portfolio›$1.1M
Armstrong Henry H Associates Inc16,036
0.1% of portfolio›$1.0M
Plato Investment Management Ltd15,728
0.1% of portfolio›$1.0M
Thrivent Financial for Lutherans15,410
0.0% of portfolio›$1.0M
J.W. Cole Advisors, Inc.14,590
0.0% of portfolio›$948.4K
State of New Jersey Common Pension Fund D14,181
0.0% of portfolio›$921.8K
Arizona State Retirement System12,335
0.0% of portfolio›$801.8K
Financiere des Professionnels - Fonds d'investissement inc.12,150
0.0% of portfolio›$789.8K
Ashton Thomas Private Wealth, LLC11,891
0.0% of portfolio›$772.9K
Alps Advisors Inc11,080
0.0% of portfolio›$720.2K
Achmea Investment Management B.V.10,225
0.0% of portfolio›$665.2K
Bokf, NA8,800
0.0% of portfolio›$572.0K
DekaBank Deutsche Girozentrale8,746
0.0% of portfolio›$559
Bailard, Inc.8,700
0.0% of portfolio›$565.5K
Great Lakes Advisors, LLC8,605
0.0% of portfolio›$559.3K
Balance Wealth Partners LLC8,571
0.1% of portfolio›$557.1K
Chicago Trust Co NA8,295
0.1% of portfolio›$539.2K
Bradley & Co. Private Wealth Management, LLC8,087
0.2% of portfolio›$525.7K
Swiss Life Asset Management Ltd7,897
0.0% of portfolio›$513.3K
Pictet Asset Management Holding SA7,807
0.0% of portfolio›$507.5K
State of Wyoming7,671
0.0% of portfolio›$498.6K
Amundi7,643
0.0% of portfolio›$496.8K
Wealth Enhancement Advisory Services, LLC7,591
0.0% of portfolio›$472.2K
Thompson Davis & Co., Inc.7,300
0.3% of portfolio›$474.5K
ProShare Advisors LLC6,439
0.0% of portfolio›$418.5K
Abel Hall, LLC6,128
0.1% of portfolio›$398.3K
Perkins Capital Management Inc6,000
0.3% of portfolio›$390.0K
Ethic Inc.5,830
0.0% of portfolio›$379.0K
Vise Technologies, Inc.5,466
0.0% of portfolio›$355.3K
Visionary Wealth Advisors4,885
0.0% of portfolio›$317.5K
Xponance LLC4,855
0.0% of portfolio›$315.6K
Calamos Advisors LLC3,460
0.0% of portfolio›$224.9K
Syntegra Private Wealth Group, LLC3,098
0.0% of portfolio›$201.4K
Tritonpoint Wealth, LLC3,082
0.0% of portfolio›$200.3K
Gamma Investing LLC2,660
0.0% of portfolio›$172.9K
Allworth Financial LP2,543
0.0% of portfolio›$72.5K
Nisa Investment Advisors, LLC2,423
0.0% of portfolio›$157.5K
KBC Group NV2,018
0.0% of portfolio›$131.0K
State of Alaska, Department of Revenue1,831
0.0% of portfolio›$119.0K
Sterling Capital Management LLC1,692
0.0% of portfolio›$110.0K
US Bancorp \de\1,622
0.0% of portfolio›$105.4K
USA Financial Formulas1,490
0.0% of portfolio›$96.9K
IFP Advisors, Inc1,107
0.0% of portfolio›$72.0K
Farther Finance Advisors, LLC868
0.0% of portfolio›$56.4K
Nykredit A/S862
0.0% of portfolio›$56.0K
Trust Co of Toledo NA800
0.0% of portfolio›$52.0K
Signaturefd, LLC778
0.0% of portfolio›$50.6K
Harbor Capital Advisors, Inc.778
0.0% of portfolio›$51.0K
Reyes Financial Architecture, Inc.774
0.0% of portfolio›$50.3K
Bayforest Capital Ltd761
0.1% of portfolio›$49.5K
Versant Capital Management, Inc689
0.0% of portfolio›$44.8K
PNC Financial Services Group, Inc.625
0.0% of portfolio›$40.6K
Fifth Third Bancorp559
0.0% of portfolio›$36.3K
Natixis540
0.0% of portfolio›$35.1K
Harbor Investment Advisory, LLC400
0.0% of portfolio›$26.0K
EverSource Wealth Advisors, LLC356
0.0% of portfolio›$23.1K
Larson Financial Group LLC329
0.0% of portfolio›$21.4K
Essential Partners LLC304
0.0% of portfolio›$19.8K
Financial Consulate, Inc303
0.0% of portfolio›$19.7K
Blue Trust, Inc.299
0.0% of portfolio›$19.4K
Mcdonald Partners LLC215
0.0% of portfolio›$14.0K
Root Financial Partners, LLC212
0.0% of portfolio›$13.8K
Leonteq Securities AG180
0.0% of portfolio›$11.7K
True Wealth Design, LLC162
0.0% of portfolio›$10.5K
Torren Management, LLC158
0.0% of portfolio›$10.3K
SJS Investment Consulting Inc.138
0.0% of portfolio›$9.0K
Parkside Financial Bank & Trust109
0.0% of portfolio›$7.1K
Silver Grove Financial Group, Inc.50
0.0% of portfolio›$3.3K
TD Private Client Wealth LLC42
0.0% of portfolio›$2.7K
Lanark Financial, Inc.42
0.0% of portfolio›$2.7K
Fortitude Family Office, LLC29
0.0% of portfolio›$1.9K
Clearstead Advisors, LLC27
0.0% of portfolio›$1.8K
Provenance Wealth Advisors, LLC24
0.0% of portfolio›$1.6K
Physician Wealth Advisors, Inc.24
0.0% of portfolio›$1.6K
Assetmark, Inc16
0.0% of portfolio›$1.0K
Covestor Ltd10
0.0% of portfolio›$1
Rossby Financial, LCC9
0.0% of portfolio›$585
Bell Investment Advisors, Inc8
0.0% of portfolio›$520
Ascentis Wealth Management, LLC6
0.0% of portfolio›$390
Hughes Financial Services, LLC5
0.0% of portfolio›$358
Capital Advisors, Ltd. LLC4
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Geode Capital Management, LLC
1,480,596$96.3M0.0%IndexVery LowBoston, MA2026-11-06
Dimensional Fund Advisors LP
1,176,366$76.5M0.0%IndexLowAustin, TX2026-11-04
Gagnon Securities LLC
1,074,399$69.8M12.1%ValueMediumNew York, NY2026-11-05
Sumitomo Mitsui Trust Group, Inc.
627,020$40.8M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Zweig-DiMenna Associates LLC
389,812$25.3M2.0%Agg GrowthMediumNew York, NY2026-11-06
Russell Investments Group, Ltd.
289,524$18.8M0.0%CoreLowSeattle, WA2026-11-06
Gagnon Advisors, LLC
286,889$18.6M10.2%YieldMediumNew York, NY2026-11-06
Citigroup Inc
200,132$13.0M0.0%CoreMediumNew York, NY2026-11-04
Bank of New York Mellon Corp
168,243$10.9M0.0%CoreLowNew York, NY2026-11-05
Burney Co/
136,338$8.9M0.2%GARPMediumReston, VA2026-10-15
Lisanti Capital Growth, LLC
130,200$8.5M2.3%GrowthVery HighNew York, NY2026-11-05
Principal Financial Group Inc
88,639$5.8M0.0%CoreLowDes Moines, IA2026-11-02
ARS Investment Partners, LLC
72,705$4.7M0.2%GrowthMediumNew York, NY2026-11-05
MacKenzie Financial Corp
63,642$4.1M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Capricorn Fund Managers Ltd
61,800$4.0M0.4%GARPVery HighLondon, United Kingdom2026-11-03
Creative Planning
56,613$3.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Deutsche Bank Ag\
49,688$3.2M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Barclays PLC
39,197$2.5M0.0%CoreMediumLondon, United Kingdom2026-11-06
HB Wealth Management, LLC
37,166$2.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Strs Ohio
29,700$1.9M0.0%CoreMediumColumbus, OH2026-10-30
LPL Financial LLC
29,168$1.9M0.0%IndexVery LowFort Mill, SC2026-11-06
Virginia Retirement Systems ET Al
25,750$1.7M0.0%CoreMediumRichmond, VA2026-10-28
Allspring Global Investments Holdings, LLC
23,000$1.5M0.0%CoreMediumCharlotte, NC2026-11-04
OP Asset Management Ltd
22,874$1.5M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Exchange Traded Concepts, LLC
22,685$1.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
Arlington Trust Co LLC
22,540$1.5M0.1%ETFMediumBirmingham, AL2026-10-20
Hanseatic Management Services Inc
21,960$1.4M1.2%GrowthHighAlbuquerque, NM2026-10-27
Profund Advisors LLC
20,441$1.3M0.0%GrowthLowBethesda, MD2026-10-29
Simplex Trading, LLC
16,761$1.1M0.0%CoreVery HighChicago, IL2026-11-04
Armstrong Henry H Associates Inc
16,036$1.0M0.1%CoreVery LowPittsburgh, PA2026-10-07
Plato Investment Management Ltd
15,728$1.0M0.1%CoreLowSydney, China2026-11-05
Thrivent Financial for Lutherans
15,410$1.0M0.0%GARPMediumMinneapolis, MN2026-11-05
J.W. Cole Advisors, Inc.
14,590$948.4K0.0%IndexLowTampa, FL2026-11-05
State of New Jersey Common Pension Fund D
14,181$921.8K0.0%CoreLowTrenton, NJ2026-11-05
Arizona State Retirement System
12,335$801.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Financiere des Professionnels - Fonds d'investissement inc.
12,150$789.8K0.0%GrowthHighMontreal, Austria2026-11-03
Ashton Thomas Private Wealth, LLC
11,891$772.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Alps Advisors Inc
11,080$720.2K0.0%YieldLowDenver, CO2026-11-03
Achmea Investment Management B.V.
10,225$665.2K0.0%CoreMediumZeist, Philippines2026-10-30
Bokf, NA
8,800$572.0K0.0%CoreLowTulsa, OK2026-10-27
DekaBank Deutsche Girozentrale
8,746$5590.0%CoreLowFrankfurt, Hong Kong2026-10-27
Bailard, Inc.
8,700$565.5K0.0%GrowthMediumFoster City, CA2026-10-13
Great Lakes Advisors, LLC
8,605$559.3K0.0%CoreMediumChicago, IL2026-11-06
Balance Wealth Partners LLC
8,571$557.1K0.1%ETFMediumWorthington, OH2026-10-27
Chicago Trust Co NA
8,295$539.2K0.1%CoreLowGrayslake, IL2026-10-28
Bradley & Co. Private Wealth Management, LLC
8,087$525.7K0.2%CoreVery LowMiami, FL2026-10-23
Swiss Life Asset Management Ltd
7,897$513.3K0.0%CoreLowZurich, Switzerland2026-11-03
Pictet Asset Management Holding SA
7,807$507.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
State of Wyoming
7,671$498.6K0.0%ValueHighCheyenne, WY2026-10-28
Amundi
7,643$496.8K0.0%CoreMediumParis, India2026-11-06
Wealth Enhancement Advisory Services, LLC
7,591$472.2K0.0%CoreLowPlymouth, MN2026-10-13
Thompson Davis & Co., Inc.
7,300$474.5K0.3%CoreMediumRichmond, VA2026-11-05
ProShare Advisors LLC
6,439$418.5K0.0%GrowthLowBethesda, MD2026-10-29
Abel Hall, LLC
6,128$398.3K0.1%CoreMediumBaton Rouge, LA2026-10-19
Perkins Capital Management Inc
6,000$390.0K0.3%GrowthLowWayzata, MN2026-11-02
Ethic Inc.
5,830$379.0K0.0%CoreLowNew York, NY2026-11-03
Vise Technologies, Inc.
5,466$355.3K0.0%IndexLowNew York, NY2026-10-29
Visionary Wealth Advisors
4,885$317.5K0.0%ETFLowO'Fallon, IL2026-11-04
Xponance LLC
4,855$315.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Calamos Advisors LLC
3,460$224.9K0.0%GrowthMediumNaperville, IL2026-11-02
Syntegra Private Wealth Group, LLC
3,098$201.4K0.0%ETFLowChesterfield, MO2026-10-13
Tritonpoint Wealth, LLC
3,082$200.3K0.0%CoreLowChevy Chase, MD2026-10-19
Gamma Investing LLC
2,660$172.9K0.0%IndexVery LowFoster City, CA2026-10-08
Allworth Financial LP
2,543$72.5K0.0%IndexLowFolsom, CA2026-11-06
Nisa Investment Advisors, LLC
2,423$157.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
KBC Group NV
2,018$131.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
State of Alaska, Department of Revenue
1,831$119.0K0.0%CoreVery LowJuneau, AK2026-10-15
Sterling Capital Management LLC
1,692$110.0K0.0%GARPMediumCharlotte, NC2026-10-22
US Bancorp \de\
1,622$105.4K0.0%IndexLowMinneapolis, MN2026-11-05
USA Financial Formulas
1,490$96.9K0.0%ETFVery HighAda, MI2026-10-16
IFP Advisors, Inc
1,107$72.0K0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
868$56.4K0.0%IndexLowSan Francisco, CA2026-10-08
Nykredit A/S
862$56.0K0.0%CoreN/ANordhavn, Greece2026-11-06
Trust Co of Toledo NA
800$52.0K0.0%GrowthVery LowHolland, OH2026-10-16
Signaturefd, LLC
778$50.6K0.0%IndexLowAtlanta, GA2026-10-23
Harbor Capital Advisors, Inc.
778$51.0K0.0%ValueHighChicago, IL2026-10-22
Reyes Financial Architecture, Inc.
774$50.3K0.0%ETFVery HighSan Diego, CA2026-10-22
Bayforest Capital Ltd
761$49.5K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Versant Capital Management, Inc
689$44.8K0.0%GARPLowPhoenix, AZ2026-10-02
PNC Financial Services Group, Inc.
625$40.6K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Fifth Third Bancorp
559$36.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Natixis
540$35.1K0.0%GARPHighParis, India2026-11-06
Harbor Investment Advisory, LLC
400$26.0K0.0%GrowthLowLutherville, MD2026-10-13
EverSource Wealth Advisors, LLC
356$23.1K0.0%CoreMediumBirmingham, AL2026-11-04
Larson Financial Group LLC
329$21.4K0.0%GrowthLowSt Louis, MO2026-11-05
Essential Partners LLC
304$19.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Financial Consulate, Inc
303$19.7K0.0%ETFLowHunt Valley, MD2026-10-23
Blue Trust, Inc.
299$19.4K0.0%ETFLowBrentwood, TN2026-10-15
Mcdonald Partners LLC
215$14.0K0.0%CoreLowCleveland, OH2026-11-03
Root Financial Partners, LLC
212$13.8K0.0%ETFMediumEncinitas, CA2026-10-21
Leonteq Securities AG
180$11.7K0.0%CoreHighZurich, Switzerland2026-10-29
True Wealth Design, LLC
162$10.5K0.0%ETFMediumAkron, OH2026-10-13
Torren Management, LLC
158$10.3K0.0%ETFMediumSan Diego, CA2026-10-29
SJS Investment Consulting Inc.
138$9.0K0.0%ETFVery LowSylvania, OH2026-10-26
Parkside Financial Bank & Trust
109$7.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Silver Grove Financial Group, Inc.
50$3.3K0.0%CoreMediumOrchard Park, NY2026-11-05
TD Private Client Wealth LLC
42$2.7K0.0%ETFLowNew York, NY2026-10-28
Lanark Financial, Inc.
42$2.7K0.0%CoreMediumBirmingham, AL2026-10-26
Fortitude Family Office, LLC
29$1.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Clearstead Advisors, LLC
27$1.8K0.0%ETFLowCleveland, OH2026-11-06
Provenance Wealth Advisors, LLC
24$1.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Physician Wealth Advisors, Inc.
24$1.6K0.0%ETFMediumMidvale, UT2026-10-20
Assetmark, Inc
16$1.0K0.0%ETFLowConcord, CA2026-10-21
Covestor Ltd
10$10.0%ValueHighLondon, United Kingdom2026-10-30
Rossby Financial, LCC
9$5850.0%ETFMediumMelbourne, FL2026-11-05
Bell Investment Advisors, Inc
8$5200.0%ETFVery LowOrinda, CA2026-10-29
Ascentis Wealth Management, LLC
6$3900.0%Agg GrowthLowDallas, TX2026-11-03
Hughes Financial Services, LLC
5$3580.0%ETFLowHerndon, VA2026-10-30
Capital Advisors, Ltd. LLC
4$00.0%ETFLowShaker Heights, OH2026-10-27