CareDx, Inc.
US ˙ NasdaqGM ˙ US14167L1035

SecurityCDNA / CareDx, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership110 shares
Latest Disclosed Value $ 1,910
IFP Advisors, Inc reports 83.33% increase in ownership of CDNA / CareDx, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 110 shares of CareDx, Inc. (US:CDNA) valued at $1,910 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 60 shares of CareDx, Inc.. This represents a change in shares of 83.33% during the quarter. The current value of the position is $2,454 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F CAREDX cs 14167L103 110 50 83.33 2 0.00 0.0000
2026-02-06 2025-12-31 13F CAREDX cs 14167L103 60 -65 -52.00 1 0.00 0.0000
2026-02-06 2025-09-30 13F/A-1 CAREDX cs 14167L103 125 -8 -6.02 2 -50.00 0.0000
2025-12-02 2025-09-30 13F CAREDX cs 14167L103 99 -34 2 0.0001
2025-07-24 2025-06-30 13F CAREDX cs 14167L103 133 133 3 0.0001
2025-05-05 2025-03-31 13F CAREDX cs 14167L103 0 -20 -100.00 0 0.0000
2025-02-04 2024-12-31 13F CAREDX cs 14167L103 20 20 0 0.0000
2023-10-12 2023-09-30 13F CAREDX cs 14167L103 0 -340 -100.00 0 -100.00
2023-08-14 2023-06-30 13F/A-1 CAREDX cs 14167L103 340 0 0.00 3 -50.00 0.0001
2023-08-04 2023-06-30 13F CAREDX cs 14167L103 340 0 5 0.0002
2023-04-18 2023-03-31 13F CAREDX cs 14167L103 340 0 0.00 5 0.0002
2023-02-07 2022-12-31 13F CAREDX cs 14167L103 340 -23 -6.34 0 -100.00 0.0001
2022-11-08 2022-09-30 13F CAREDX cs 14167L103 363 0 0.00 6 0.00 0.0002
2022-09-06 2022-06-30 13F/A-1 CAREDX cs 14167L103 363 0 0.00 6 0.00 0.0002
2022-09-06 2022-03-31 13F/A-1 CAREDX cs 14167L103 363 23 6.76 6 -60.00 0.0002
2022-08-08 2022-03-31 13F CAREDX INC COM Stock 14167L103 340 0 5 0.0001
2022-01-12 2021-12-31 13F CAREDX INC COM Stock 14167L103 340 0 0.00 15 -31.82 0.0003
2021-10-06 2021-09-30 13F CAREDX INC COM Stock 14167L103 340 -160 -32.00 22 -52.17 0.0004
2021-07-13 2021-06-30 13F CAREDX INC COM Stock 14167L103 500 -1 -0.20 46 35.29 0.0010
2021-04-30 2021-03-31 13F CAREDX INC COM Stock 14167L103 501 498 16,600.00 34 0.0007
2021-01-25 2020-12-31 13F CAREDX INC COM Stock 14167L103 3 -5 -62.50 0 0.0000
2020-10-29 2020-09-30 13F CAREDX INC COM Stock 14167L103 8 8 0 0.0000
2020-08-05 2020-06-30 13F CAREDX INC COM Stock 14167L103 0 0 0 0.0000
2020-05-12 2020-03-31 13F CAREDX INC COM Stock 14167L103 0 0 0 0.0000
2020-01-17 2019-12-31 13F CAREDX INC COM Stock 14167L103 0 0 0 0.0000
2019-11-07 2019-09-30 13F CAREDX INC COM Stock 14167L103 0 -1,000 -100.00 0 -100.00
2019-05-15 2019-03-31 13F CAREDX Stock 14167L103 1,000 -3,900 -79.59 32 -72.17 0.0044
2019-06-03 2018-12-31 13F/A-10 CAREDX INC COM Stock 14167L103 4,900 -5,200 -51.49 115 -60.48 0.0070
2019-01-23 2018-12-31 13F CAREDX INC COM Stock 14167L103 4,900 -5,200 115 0.0070
2019-06-03 2018-09-30 13F/A-9 CAREDX INC COM Stock 14167L103 10,100 1,000 10.99 291 162.16 0.0119
2018-10-25 2018-09-30 13F CAREDX INC COM Stock 14167L103 10,100 1,000 291 0.0119
2019-06-03 2018-06-30 13F/A-8 CAREDX INC COM Stock 14167L103 9,100 9,100 810.00 111 246.88 0.0047
2018-08-07 2018-06-30 13F CAREDX INC COM Stock 14167L103 9,100 8,100 111
2016-08-22 2016-06-30 13F CAREDX Stock 14167L103 0 -1,000 -100.00 0 -100.00
2019-06-03 2016-03-31 13F/A-1 CAREDX Stock 14167L103 1,000 1,000 32 0.0044
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.