Caredx Inc (CDNA) — Who's Buying and Selling (13F, Q2 2026)

CDNA ranks #2685 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CDNA is a disclosed holding of Cathie Wood (ARK Investment Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.4% of that fund's own 13F portfolio.

CDNA is a top-conviction position for Blue Water Life Science Advisors, LP — at 21.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CDNA belongs to BlackRock, Inc., but the position matters far more to Blue Water Life Science Advisors, LP, who has 21.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Boston Partners has added to its CDNA position for two straight quarters, increasing it by $38.2M to reach $55.2M today.

Bamco Inc /ny/ has trimmed its CDNA position for two straight quarters, cutting it by $4.2M while still holding $55.2M.

CDNA is up 1.3% today, and institutions have been net buyers of $85.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CDNA posted net income of $111.0M over the trailing twelve months, and currently trades at a P/E of 23.8.

• Profitable — net income of $111.0M over the trailing twelve months
• Revenue grew 34.4% year over year
• Net income improved year over year, from $48.5M to $111.0M
• Generated $42.0M in positive operating cash flow
• Current ratio of 2.86x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.36x equity — within a conventional range