Personalis, Inc.
PSNL- Exchange
- Nasdaq
- Industry
- Services-Medical Laboratories
- SEC CIK
- 0001527753
In the last 90 days, Personalis, Inc. insiders filed 0 open-market purchases and 6 sales; 158 institutions reported holding it in 13F filings for Q2 2026, worth $1.14B in total; ARK Invest is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Personalis, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 136
- +2 vs. Q1 2021
- Shares held
- 31.9M
- +1.01M (+3.3%) vs. Q1 2021
- Total value
- $807.9M
- +$44.8M (+5.9%) vs. Q1 2021
- New holders
- 26
- 56 more added
- Sold out
- 24
- 33 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSNL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 158 | $1.14B |
| Q1 2026 | 140 | $538.8M |
| Q4 2025 | 126 | $644.8M |
| Q3 2025 | 109 | $421.8M |
| Q2 2025 | 105 | $396.6M |
| Q1 2025 | 104 | $192.4M |
| Q4 2024 | 107 | $298.2M |
| Q3 2024 | 83 | $157.6M |
| Q2 2024 | 69 | $25.7M |
| Q1 2024 | 71 | $33.2M |
| Q4 2023 | 69 | $46.1M |
| Q3 2023 | 63 | $30.0M |
| Q2 2023 | 66 | $49.0M |
| Q1 2023 | 63 | $75.0M |
| Q4 2022 | 80 | $55.0M |
| Q3 2022 | 81 | $83.9M |
| Q2 2022 | 99 | $105.6M |
| Q1 2022 | 125 | $265.3M |
| Q4 2021 | 108 | $456.2M |
| Q3 2021 | 120 | $604.2M |
| Q2 2021 | 136 | $807.9M |
| Q1 2021 | 134 | $763.1M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Personalis, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 59 | $1.00K | 0.00% | −1,392−95.9% | Reduced |
| Harbour Investments, Inc. | 23 | $1.00K | 0.00% | +23 | New |
| Toronto Dominion Bank | 30 | $1.00K | 0.00% | +30 | New |
| Advisory Services Network, LLC | 32 | $1.00K | 0.00% | +32 | New |
| Adirondack Trust Co | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 95 | $2.00K | 0.00% | +19+25.0% | Added |
| Steward Partners Investment Advisory, LLC | 105 | $3.00K | 0.00% | +5+5.0% | Added |
| IFP Advisors, Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 154 | $3.90K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 206 | $5.00K | 0.00% | +126+157.5% | Added |
| US Bancorp | 309 | $8.00K | 0.00% | +309 | New |
| NEXT Financial Group, Inc | 380 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 500 | $12.0K | 0.00% | +354+242.5% | Added |
| Dark Forest Capital Management LP | 484 | $12.0K | 0.01% | +484 | New |
| American Portfolios Advisors | 550 | $13.9K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 610 | $15.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 750 | $19.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,000 | $25.0K | 0.00% | +10+1.0% | Added |
| Great West Life Assurance Co | 1,385 | $35.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,500 | $38.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,965 | $50.0K | 0.00% | −21,549−91.6% | Reduced |
| Exane Derivatives | 2,521 | $56.1K | 0.01% | +2,521 | New |
| Ameritas Investment Partners, Inc. | 2,791 | $71.0K | 0.00% | +771+38.2% | Added |
| Advisor Group Holdings, Inc. | 2,778 | $71.0K | 0.00% | +1,227+79.1% | Added |
| Point72 Hong Kong Ltd | 3,289 | $83.0K | 0.01% | +3,289 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,747 | $94.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,879 | $98.1K | 0.00% | +373+10.6% | Added |
| UBS Group AG | 5,176 | $131.0K | 0.00% | −20,825−80.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,376 | $162.0K | 0.00% | −607−8.7% | Reduced |
| Legal & General Group Plc | 7,384 | $186.0K | 0.00% | +539+7.9% | Added |
| SlateStone Wealth, LLC | 8,000 | $202.0K | 0.05% | −800−9.1% | Reduced |
| Vident Investment Advisory, LLC | 8,013 | $203.0K | 0.01% | +8,013 | New |
| Cresset Asset Management, LLC | 8,100 | $205.0K | 0.00% | +8,100 | New |
| Gsa Capital Partners LLP | 8,516 | $215.0K | 0.02% | +8,516 | New |
| Arizona State Retirement System | 8,908 | $225.0K | 0.00% | +8,908 | New |
| Squarepoint Ops LLC | 9,434 | $239.0K | 0.00% | +9,434 | New |
| Wedbush Securities Inc | 9,518 | $241.0K | 0.01% | −4,082−30.0% | Reduced |
| Vigilare Wealth Management | 9,900 | $250.0K | 0.15% | +9,900 | New |
| Metropolitan Life Insurance Co | 10,248 | $259.3K | 0.00% | +3,650+55.3% | Added |
| Gladstone Institutional Advisory LLC | 11,500 | $291.0K | 0.03% | −500−4.2% | Reduced |
| Victory Capital Management Inc | 11,626 | $294.0K | 0.00% | −10,427−47.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,685 | $296.0K | 0.00% | +460+4.1% | Added |
| Quadrature Capital Ltd | 12,663 | $321.0K | 0.01% | +12,663 | New |
| Caption Management, LLC | 13,000 | $330.0K | 0.03% | +13,000 | New |
| MetLife Investment Management | 13,385 | $338.6K | 0.00% | +3,819+39.9% | Added |
| State of Wisconsin Investment Board | 13,700 | $347.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,941 | $353.0K | 0.00% | +2,941+26.7% | Added |
| State Board of Administration of Florida Retirement System | 14,250 | $361.0K | 0.00% | +4,920+52.7% | Added |
| Hoylecohen, LLC | 15,373 | $389.0K | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 15,749 | $399.0K | 0.00% | +6,623+72.6% | Added |
| STRS Ohio | 15,900 | $402.0K | 0.00% | −5,600−26.0% | Reduced |
| Algert Global LLC | 15,918 | $403.0K | 0.14% | −2,140−11.9% | Reduced |
| IndexIQ Advisors LLC | 16,439 | $416.0K | 0.01% | −1,157−6.6% | Reduced |
| Parallel Advisors, LLC | 16,522 | $418.0K | 0.02% | −121−0.7% | Reduced |
| ProShare Advisors LLC | 17,126 | $433.0K | 0.00% | +4,023+30.7% | Added |
| PEAK6 Investments LLC | 17,217 | $436.0K | 0.01% | +17,217 | New |
| Credit Suisse AG | 17,734 | $449.0K | 0.00% | +1,086+6.5% | Added |
| Parametric Portfolio Associates LLC | 18,323 | $464.0K | 0.00% | −147−0.8% | Reduced |
| American International Group, Inc. | 19,949 | $505.0K | 0.00% | +4,591+29.9% | Added |
| Manufacturers Life Insurance Company, The | 20,351 | $515.0K | 0.00% | +5,216+34.5% | Added |
| AlphaCrest Capital Management LLC | 20,400 | $516.0K | 0.02% | +20,400 | New |
| Barclays PLC | 21,963 | $556.0K | 0.00% | −24,101−52.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,600 | $572.0K | 0.06% | +2,440+12.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 22,821 | $577.0K | 0.00% | +16,721+274.1% | Added |
| First Trust Advisors LP | 23,094 | $584.0K | 0.00% | +23,094 | New |
| Green Alpha Advisors, LLC | 23,537 | $595.0K | 0.41% | +23,537 | New |
| Panagora Asset Management Inc | 24,242 | $613.0K | 0.00% | −85,978−78.0% | Reduced |
| DekaBank Deutsche Girozentrale | 23,800 | $620.0K | 0.00% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 25,178 | $637.0K | 0.02% | +10,725+74.2% | Added |
| Board of Trustees of The Leland Stanford Junior University | 25,262 | $640.0K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 27,271 | $690.0K | 0.00% | −24,138−47.0% | Reduced |
| Jump Financial, LLC | 29,433 | $745.0K | 0.07% | −12,296−29.5% | Reduced |
| Cinctive Capital Management LP | 30,000 | $759.0K | 0.04% | +30,000 | New |
| New York State Common Retirement Fund | 30,709 | $777.0K | 0.00% | +8,009+35.3% | Added |
| Alliancebernstein L.P. | 33,500 | $848.0K | 0.00% | +14,300+74.5% | Added |
| DuPont Capital Management Corp | 33,585 | $850.0K | 0.02% | +33,585 | New |
| Deutsche Bank AG | 36,376 | $920.0K | 0.00% | −22,939−38.7% | Reduced |
| UBS Asset Management Americas Inc | 39,951 | $1.01M | 0.00% | +10,251+34.5% | Added |
| Raymond James & Associates | 40,897 | $1.03M | 0.00% | +40,897 | New |
| Susquehanna Fundamental Investments, LLC | 43,817 | $1.11M | 0.02% | +43,817 | New |
| Wells Fargo & Company | 45,492 | $1.15M | 0.00% | +22,446+97.4% | Added |
| Rhumbline Advisers | 46,707 | $1.18M | 0.00% | +21,153+82.8% | Added |
| California State Teachers Retirement System | 49,093 | $1.24M | 0.00% | +9,348+23.5% | Added |
| Engineers Gate Manager LP | 49,183 | $1.24M | 0.08% | −52,974−51.9% | Reduced |
| Shelton Capital Management | 50,000 | $1.26M | 0.05% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 61,450 | $1.55M | 0.02% | −68,689−52.8% | Reduced |
| Ameriprise Financial Inc | 70,309 | $1.78M | 0.00% | +8,991+14.7% | Added |
| Swiss National Bank | 72,200 | $1.83M | 0.00% | +9,000+14.2% | Added |
| Bank of America Corp | 77,101 | $1.95M | 0.00% | −29,690−27.8% | Reduced |
| Bank of Montreal | 77,682 | $2.06M | 0.00% | +33,468+75.7% | Added |
| Royal Bank of Canada | 82,859 | $2.10M | 0.00% | +763+0.9% | Added |
| Monarch Partners Asset Management LLC | 89,210 | $2.26M | 0.32% | +89,210 | New |
| Bank of New York Mellon Corp | 108,788 | $2.75M | 0.00% | +18,354+20.3% | Added |
| Parian Global Management LP | 111,605 | $2.82M | 1.28% | −4,945−4.2% | Reduced |
| Principal Financial Group Inc | 116,627 | $2.95M | 0.00% | +74,685+178.1% | Added |
| Gabelli Funds LLC | 126,071 | $3.19M | 0.02% | +9,000+7.7% | Added |
| RTW Investments, LP | 127,501 | $3.23M | 0.05% | 00.0% | Unchanged |
| Millennium Management LLC | 134,163 | $3.39M | 0.00% | −221,826−62.3% | Reduced |