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

CDNA ranks #2685 out of 37696 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.

Armstrong Henry H Associates Inc has added to its CDNA position for two straight quarters, increasing it by $764.0K to reach $1.0M today.

CDNA is down 4% today, but institutions show net buying of $85.1M this quarter — a divergence between today's price move and the underlying institutional flow.

CDNA posted net income of $111.0M over the trailing twelve months, and currently trades at a P/E of 30.7.

• 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