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CDNA Caredx Inc.

Health Care, filed as CAREDX INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 2 managers in 2026 Q2

  • 4 Owners
  • Max 2.1%
  • $143M
  • 2 reduce 1 small

In 2026 Q2 Cathie Wood and Ron Baron trimmed Caredx.

Who owns this now

Largest portfolio weights among holders, up to 2.1% (Palo Alto Investors). Not free-float ownership.

  1. Palo Alto Investors 2.1%
  2. Cathie Wood Reduce 0.36%
  3. Ron Baron Reduce 0.08%
  4. First Eagle Investment Manage... Add 0.03%

Who owns CDNA

Sorted by value, long equity only, as of 2026 Q2.

History
Cathie Wood, Ark Investment Management 0.36% Reduce −12.3% 1,953,531 $56M History
Ron Baron, Bamco Inc. (Baron Capital) 0.08%, was 0.17% Reduce −41.9% 1,937,326 $55M History
First Eagle Investment Management 0.03%, was 0.02% Small add +4.0% 598,497 $17M History
Palo Alto Investors 2.1% Hold 531,870 $15M History

4 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CDNA's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CDNA insider trades
  • None no insider bought on the open market
  • $3.2M sold by 3 insiders outside a trading plan
  • $10.1M sold by 4 insiders under 10b5-1 plans
  1. Jeffrey Adam Novack Secretary and General Counsel
    Planned sale
    $124K 2,688 shares at $46.26 2.5% of stake
    Traded Aug 5 Filed Aug 6
    ↗
  2. Michael Goldberg Director
    Sale
    $2.1M 44,700 shares at $47.06 42% of stake
    Traded Aug 4 Filed Aug 6
    ↗
  3. George Bickerstaff Director
    Sale
    $926K 20,000 shares at $46.29 13% of stake
    Traded Aug 5 Filed Aug 6
    ↗
  4. Christine Cournoyer Director
    Planned sale
    $751K 16,000 shares at $46.94 27% of stake
    Traded Aug 4 Filed Aug 6
    ↗
  5. Hannah Valantine Director
    Planned sale
    $1M 28,779 shares at $36.15 44% of stake
    Traded Jul 16 Filed Jul 17
    ↗
  6. John Walter Hanna Jr. CEO
    Planned sale
    $4.5M 118,000 shares at $37.79 15% of stake
    Traded Jul 16 Filed Jul 17
    ↗
  7. John Walter Hanna Jr. CEO
    Planned sale
    $1.2M 40,000 shares at $29.24 5.7% of stake
    Traded Jun 26–29 Filed Jun 30
    ↗
  8. John Walter Hanna Jr. CEO
    Planned sale
    $425K 17,683 shares at $24.03 2.7% of stake
    Traded Jun 15 Filed Jun 17
    ↗
  9. Hannah Valantine Director
    Planned sale
    $280K 12,103 shares at $23.11 25% of stake
    Traded Jun 15 Filed Jun 16
    ↗
  10. John Walter Hanna Jr. CEO
    Planned sale
    $528K 21,998 shares at $24.02 3.3% of stake
    Traded Jun 11 Filed Jun 15
    ↗
  11. John Walter Hanna Jr. CEO
    Planned sale
    $116K 4,835 shares at $24.00 0.7% of stake
    Traded Jun 4 Filed Jun 8
    ↗
  12. Arthur A Torres Director
    Sale
    $215K 10,570 shares at $20.31 22% of stake
    Traded May 14–15 Filed May 18
    ↗
  13. Jeffrey Adam Novack Secretary and General Counsel
    Planned sale
    $56K 2,688 shares at $20.68 2.3% of stake
    Traded May 5 Filed May 6
    ↗
  14. John Walter Hanna Jr. CEO
    Planned sale
    $217K 10,282 shares at $21.12 1.5% of stake
    Traded Apr 16 Filed Apr 20
    ↗
  15. Jeffrey Adam Novack Secretary and General Counsel
    Planned sale
    $91K 4,441 shares at $20.56 3.4% of stake
    Traded Feb 3 Filed Feb 4
    ↗

Also filed in the last 12 months, not counted as buying or selling: 27 share withholdings for taxes, 22 stock grants, and 12 option exercises.

SEC filings

Recent issuer filings from EDGAR, 11 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K/A 2.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.01,7.01,9.01 Filing Doc
8-K 5.02,5.07,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $280.32M $333.78M $379.8M
Net income -$190.28M $52.55M -$21.35M
Net margin * -67.9% 15.7% -5.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $313.71M $351.83M $257.13M
Total non-current assets * $153.11M $139.22M $156.1M
Total assets $466.83M $491.05M $413.23M
Total current liabilities $78.07M $89.37M $89.85M
Total non-current liabilities * $127.43M $23.25M $20.28M
Total equity $261.33M $378.43M $303.1M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$18.39M $38.05M $42.03M
Cash from investing $40.45M -$0.483M $2.16M
Cash from financing -$29.61M -$5.61M -$93.39M
Net change in cash -$7.66M $32.49M -$49.29M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.