Boston Partners CDNA CAREDX INC

Ownership history in Boston Partners  ·  12 quarters on record

AI Ownership Summary

Boston Partners reported CAREDX INC (CDNA) in 12 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q2. The latest visible filing shows CDNA at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CDNA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boston Partners's position in CAREDX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CDNA was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Boston Partners held CDNA — position size vs. price
% of Fund (quarterly)    CDNA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 1,937,601 +54,067 +2.9% 0.05% $55.2M 2026-08-04 $47.09
2026 Q1 ADDED 1,883,534 +981,605 +108.8% 0.03% $32.7M 2026-05-11 $21.55
2025 Q4 ADDED 901,929 +870,574 +2776.5% 0.02% $17.0M 2026-02-13 $19.63
2025 Q3 ADDED 31,355 +9,864 +45.9% 0.00% $456K 2025-11-13 $15.87
2025 Q2 ADDED 21,491 +34 +0.2% 0.00% $420K 2025-08-07 $12.07
2025 Q1 ADDED 21,457 +158 +0.7% 0.00% $381K 2025-05-13 $16.13
2024 Q4 REDUCED 94.3% -17.1% 21,299 -353,839 -94.3% 0.00% $456K 2025-02-11 $22.81
2024 Q3 ADDED 375,138 +350,849 +1444.5% 0.01% $11.7M 2024-11-12 $23.32
2024 Q2 REDUCED 30.8% +101.1% 24,289 -10,810 -30.8% 0.00% $377K 2024-08-14 $28.12
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Boston Partners and CDNA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Boston Partners reported owning CDNA?

Boston Partners reported CDNA across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported CDNA position in Boston Partners's portfolio?

The largest reported portfolio weight for CDNA was 0.05% in 2026 Q2.

What is the latest reported CDNA position on this page?

The most recent filing on this page is 2026 Q2, when Boston Partners reported 1,937,601 shares, equal to 0.05% of portfolio, with an estimated market value of $55.2M.

What does the chart on this CDNA ownership page compare?

The chart compares Boston Partners's quarterly CDNA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Boston Partners time their CDNA position?

Based on 13F filing dates vs. subsequent CDNA price moves, Boston Partners correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on CDNA relative to SPY over the holding period was -11.8%.

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