What smart money is saying about Guardant Health
4 funds in our archive have pitched Guardant Health, most recently Aristotle Atlantic Core Equity Strategy in September 2026.
Guardant Health, Inc., established in Redwood City, California, in 2011, is a precision oncology company that delivers a range of diagnostic blood tests, comprehensive data sets, and advanced analytical solutions both within the United States and internationally. For patients with advanced-stage cancer, the company's core offerings include several liquid biopsy-based tests such as Guardant360 (available in LDT and CDx versions) and GuardantOMNI. Complementing these diagnostic tools, Guardant Health also provides GuardantINFORM, an in-silico research platform leveraging an extensive clinical-genomic liquid biopsy dataset derived from advanced cancer patients. Innovation is a key focus, with the company currently developing the LUNAR-2 test, designed for the early detection of colorectal cancer in eligible asymptomatic individuals. Another emerging solution in development is GuardantConnect, an integrated software platform intended to link biopharmaceutical and clinical clients by connecting patients whose Guardant360 tests reveal actionable alterations with potentially relevant clinical trials. Furthermore, Guardant Health offers the Guardant Reveal Test, which aids in selecting neoadjuvant and adjuvant treatments for early-stage cancer patients. Its portfolio also includes a Guardant360 product for tissue genotyping and Guardant-19 for novel coronavirus detection. The company extends its expertise to biopharmaceutical companies and medical institutions through various development services, encompassing companion diagnostic development, regulatory approval support, clinical study management (including setup, monitoring, and maintenance), testing development, and kit fulfillment.
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Fund signal · last 12 months
13 lettersMore funds are buying than selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2025 and Q3 2026, 13 fund letters reported a position in Guardant Health, with 5 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 1 |
| Q2 2026 | 9 | 3 | 0 | 0 |
| Q1 2026 | 2 | 2 | 0 | 2 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 13 positions · 5 moves
- September 2026
“Guardant Health Guardant Health contributed to performance in the quarter after the company announced second quarter earnings that showed 44% year-over-year revenue growth, fueled by 63% growth in clinical oncology volumes.”
Guardant Health - September 2026
“JAG’s SMG strategy outperformed in the quarter, driven by positive security selection. Cancer diagnostics company Natera (NTRA) was the largest contributor to relative returns, followed by cybersecurity company Rubrik (RBRK) and precision oncology provider Guardant Health (GH).”
Guardant Health - June 2026
“In addition to Lattice Semiconductor and Comfort Systems, we also added to Guardant Health, Teledyne Technologies and Tradeweb Markets during the quarter.”
Guardant Health - June 2026
“PORTFOLIO UPDATE Class A shares of the Alger Small Cap Focus Fund outperformed the Russell 2000 Growth Index during the second quarter of 2026. Nebius Group, Credo Technology Group, and Guardant Health, Inc. were among the top contributors to performance.”
Guardant Health - New positionClearBridge Investments SMID Cap Growth StrategyJune 2026
“Health care activity included a new position in Guardant Health.”
Guardant Health - June 2026
“Strength in life sciences tools & services was widespread, led by BillionToOne, Inc. and Guardant Health, Inc.”
Guardant Health - June 2026
“Guardant Health Guardant Health contributed to performance in the second quarter following a string of positive developments, as several catalysts played out during the quarter.”
Guardant Health - June 2026
“Guardant Health Guardant Health contributed to performance in the second quarter following a string of positive developments, as several catalysts played out during the quarter.”
Guardant Health - June 2026
“Guardant Health contributed to performance in the second quarter following a string of positive developments, as several catalysts played out during the quarter.”
Guardant Health - June 2026
“In healthcare, Garduant continues to demonstrate the potential of blood-based diagnostics.”
Guardant Health - June 2026
“Additionally, ON Semiconductor (ON), Allient (ALNT), and Guardant Health (GH) also meaningfully outperformed in Q2.”
Guardant Health - New positionBrown Advisory U.S. Small-Cap Blend UCITS FundMarch 2026
“we purchased shares of Guardant Health, Inc. (GH), as recent due diligence highlighted a stable competitive environment and underscored a number of positive catalysts for the company over the next several years.”
Guardant Health - New positionBrown Advisory Mid‑Cap GrowthMarch 2026
“After following the company for many years, we built a small position in Guardant Health after recent due diligence highlighted a stable competitive environment and underscored several positive upcoming catalysts for the company.”
Guardant Health
Also mentioned · 1
These funds discuss Guardant Health as a competitor, benchmark or comparable, without disclosing a position in it.
- June 2026
“Health care was another area of strength during the quarter. We saw strong earnings and stock performance from biotech drug companies such as Rhythm Pharmaceuticals, as well as life sciences tools and diagnostics innovators including Twist Bioscience, Guardant Health and Veracyte.”
Guardant Health
Fund coverage · 4 theses
- Aristotle Atlantic Core Equity StrategySeptember 2026
Guardant Health is growing rapidly, expanding commercial coverage for Shield, and should benefit from higher margins as product volumes scale.
Read the full thesis - Brown Advisory Mid‑Cap GrowthMarch 2026
Guardant Health has a stable competitive backdrop and multiple upcoming catalysts across screening, commercial expansion, and reimbursement.
Read the full thesis - Baron Health Care FundMarch 2026
Guardant Health is a leading diagnostics company with multiple large growth markets and a long runway for revenue expansion.
Read the full thesis - Artisan U.S. Small-Cap Growth StrategyDecember 2025
Guardant Health Inc is a liquid biopsy leader with a dominant tumor-naïve MRD position and expansion into tumor-informed testing.
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