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, Q3 2021
Institutional positions in Personalis, Inc. as of Sep 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
- 120
- −16 vs. Q2 2021
- Shares held
- 31.4M
- −533.7K (−1.7%) vs. Q2 2021
- Total value
- $604.2M
- −$203.7M (−25.2%) vs. Q2 2021
- New holders
- 9
- 48 more added
- Sold out
- 25
- 37 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Personalis, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5 | $0 | 0.00% | +5 | New |
| Harbour Investments, Inc. | 35 | $1.00K | 0.00% | +12+52.2% | Added |
| O'Shaughnessy Asset Management, LLC | 59 | $1.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 80 | $2.00K | 0.00% | −126−61.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 105 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 84 | $2.00K | 0.00% | +84 | New |
| Brewin Dolphin Ltd | 154 | $2.96K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 152 | $3.00K | 0.00% | +79+108.2% | Added |
| TCI Wealth Advisors, Inc. | 163 | $3.00K | 0.00% | +68+71.6% | Added |
| US Bancorp | 287 | $6.00K | 0.00% | −22−7.1% | Reduced |
| NEXT Financial Group, Inc | 380 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 550 | $10.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 750 | $14.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,015 | $19.0K | 0.00% | +15+1.5% | Added |
| Great West Life Assurance Co | 1,385 | $27.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,395 | $27.0K | 0.00% | +785+128.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,965 | $38.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,791 | $54.0K | 0.00% | −3,585−56.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,791 | $54.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,500 | $67.0K | 0.00% | +3,500 | New |
| Point72 Hong Kong Ltd | 3,515 | $68.0K | 0.01% | +226+6.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,747 | $72.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,920 | $75.0K | 0.00% | +1,142+41.1% | Added |
| Exane Derivatives | 4,134 | $79.5K | 0.02% | +1,613+64.0% | Added |
| UBS Group AG | 4,962 | $95.0K | 0.00% | −214−4.1% | Reduced |
| Dark Forest Capital Management LP | 5,393 | $104.0K | 0.04% | +4,909+1,014.3% | Added |
| Quantbot Technologies LP | 8,500 | $163.0K | 0.01% | +8,500 | New |
| BNP Paribas Arbitrage, SA | 9,057 | $174.3K | 0.00% | +5,178+133.5% | Added |
| Metropolitan Life Insurance Co | 10,248 | $197.2K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 10,277 | $198.0K | 0.00% | +10,277 | New |
| Vigilare Wealth Management | 10,440 | $201.0K | 0.12% | +540+5.5% | Added |
| Gladstone Institutional Advisory LLC | 11,500 | $221.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,683 | $225.0K | 0.00% | −20.0% | Reduced |
| Russell Investments Group, Ltd. | 12,700 | $244.0K | 0.00% | +12,700 | New |
| MetLife Investment Management | 13,385 | $257.5K | 0.00% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 13,473 | $259.0K | 0.00% | −4,850−26.5% | Reduced |
| Caption Management, LLC | 13,500 | $260.0K | 0.02% | +500+3.8% | Added |
| Voya Investment Management LLC | 13,941 | $268.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 13,861 | $268.0K | 0.00% | +6,477+87.7% | Added |
| ProShare Advisors LLC | 14,101 | $271.0K | 0.00% | −3,025−17.7% | Reduced |
| State Board of Administration of Florida Retirement System | 14,250 | $274.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 14,600 | $280.0K | 0.00% | −1,300−8.2% | Reduced |
| Susquehanna International Group, LLP | 14,840 | $286.0K | 0.00% | −12,431−45.6% | Reduced |
| Hoylecohen, LLC | 15,373 | $296.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,544 | $318.0K | 0.01% | +22+0.1% | Added |
| Invesco Ltd. | 17,720 | $340.0K | 0.00% | +1,971+12.5% | Added |
| PEAK6 Investments LLC | 17,951 | $345.0K | 0.01% | +734+4.3% | Added |
| IndexIQ Advisors LLC | 18,269 | $351.0K | 0.01% | +1,830+11.1% | Added |
| Manufacturers Life Insurance Company, The | 19,442 | $374.0K | 0.00% | −909−4.5% | Reduced |
| American International Group, Inc. | 19,710 | $379.0K | 0.00% | −239−1.2% | Reduced |
| First Trust Advisors LP | 20,315 | $391.0K | 0.00% | −2,779−12.0% | Reduced |
| Ieq Capital, LLC | 22,024 | $423.0K | 0.01% | +22,024 | New |
| DekaBank Deutsche Girozentrale | 23,800 | $434.0K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 22,821 | $439.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 24,242 | $466.0K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 25,112 | $485.0K | 0.00% | +7,378+41.6% | Added |
| Board of Trustees of The Leland Stanford Junior University | 25,262 | $486.0K | 0.04% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 25,756 | $496.0K | 0.00% | −4,953−16.1% | Reduced |
| Green Alpha Advisors, LLC | 26,086 | $502.0K | 0.35% | +2,549+10.8% | Added |
| SG Americas Securities, LLC | 26,753 | $515.0K | 0.00% | +26,753 | New |
| Barclays PLC | 28,920 | $556.0K | 0.00% | +6,957+31.7% | Added |
| PDT Partners, LLC | 31,321 | $603.0K | 0.04% | −145,079−82.2% | Reduced |
| Algert Global LLC | 33,036 | $636.0K | 0.08% | +17,118+107.5% | Added |
| Deutsche Bank AG | 33,544 | $645.0K | 0.00% | −2,832−7.8% | Reduced |
| Alliancebernstein L.P. | 33,500 | $645.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 35,631 | $686.0K | 0.00% | −124,338−77.7% | Reduced |
| Cubist Systematic Strategies, LLC | 37,495 | $721.0K | 0.01% | −23,955−39.0% | Reduced |
| UBS Asset Management Americas Inc | 39,336 | $756.8K | 0.00% | −615−1.5% | Reduced |
| Raymond James & Associates | 43,088 | $829.0K | 0.00% | +2,191+5.4% | Added |
| Wells Fargo & Company | 43,817 | $843.0K | 0.00% | −1,675−3.7% | Reduced |
| California State Teachers Retirement System | 46,177 | $888.0K | 0.00% | −2,916−5.9% | Reduced |
| Rhumbline Advisers | 48,349 | $930.0K | 0.00% | +1,642+3.5% | Added |
| Gsa Capital Partners LLP | 49,364 | $950.0K | 0.10% | +40,848+479.7% | Added |
| Bank of America Corp | 53,281 | $1.03M | 0.00% | −23,820−30.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 65,554 | $1.26M | 0.02% | +21,737+49.6% | Added |
| Engineers Gate Manager LP | 72,083 | $1.39M | 0.08% | +22,900+46.6% | Added |
| Swiss National Bank | 72,200 | $1.39M | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 73,990 | $1.40M | 0.00% | −3,692−4.8% | Reduced |
| Royal Bank of Canada | 80,846 | $1.55M | 0.00% | −2,013−2.4% | Reduced |
| Shelton Capital Management | 85,000 | $1.64M | 0.06% | +35,000+70.0% | Added |
| Ameriprise Financial Inc | 88,043 | $1.69M | 0.00% | +17,734+25.2% | Added |
| Norges Bank | 99,800 | $1.92M | 0.00% | −93,100−48.3% | Reduced |
| Dimensional Fund Advisors LP | 106,459 | $2.05M | 0.00% | −282,250−72.6% | Reduced |
| Principal Financial Group Inc | 114,428 | $2.20M | 0.00% | −2,199−1.9% | Reduced |
| Voloridge Investment Management, LLC | 124,164 | $2.39M | 0.02% | −113,368−47.7% | Reduced |
| Bank of New York Mellon Corp | 124,962 | $2.40M | 0.00% | +16,174+14.9% | Added |
| Gabelli Funds LLC | 126,071 | $2.43M | 0.02% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 151,469 | $2.91M | 0.01% | −129,400−46.1% | Reduced |
| Point72 Asset Management, L.P. | 160,841 | $3.10M | 0.01% | +160,841 | New |
| Nuveen Asset Management, LLC | 153,471 | $3.44M | 0.00% | +3,534+2.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 191,629 | $3.69M | 0.01% | −36,775−16.1% | Reduced |
| Goldman Sachs Group Inc | 210,059 | $4.04M | 0.00% | +65,842+45.7% | Added |
| Millennium Management LLC | 213,216 | $4.10M | 0.01% | +79,053+58.9% | Added |
| Nordea Investment Management AB | 218,834 | $4.13M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 233,148 | $4.49M | 0.00% | −20,041−7.9% | Reduced |
| Charles Schwab Investment Management Inc | 249,801 | $4.81M | 0.00% | +44,428+21.6% | Added |
| Monarch Partners Asset Management LLC | 259,397 | $4.99M | 0.73% | +170,187+190.8% | Added |
| Pacific Heights Asset Management LLC | 260,000 | $5.00M | 0.47% | +50,000+23.8% | Added |
| Morgan Stanley | 296,770 | $5.71M | 0.00% | −262,571−46.9% | Reduced |
| Pier Capital, LLC | 302,786 | $5.83M | 0.60% | −7,830−2.5% | Reduced |