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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 3,500 | $67.0K | 0.00% | +3,500 | New |
| 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 |
| Migdal Insurance & Financial Holdings Ltd. | 1,965 | $38.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Penserra Capital Management LLC | 1,015 | $19.0K | 0.00% | +15+1.5% | Added |
| AdvisorNet Financial, Inc | 750 | $14.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 550 | $10.6K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 380 | $7.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 287 | $6.00K | 0.00% | −22−7.1% | Reduced |
| 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 |
| Brewin Dolphin Ltd | 154 | $2.96K | 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 |
| 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 |
| FMR LLC | 5 | $0 | 0.00% | +5 | New |
| Tekla Capital Management LLC | 0 | $0 | 0.00% | −179,731−100.0% | Sold out |
| RTW Investments, LP | 0 | $0 | 0.00% | −127,501−100.0% | Sold out |
| Parian Global Management LP | 0 | $0 | 0.00% | −111,605−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −33,585−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −29,433−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −25,178−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −12,663−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −11,626−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −9,518−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,434−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −8,908−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −8,013−100.0% | Sold out |
| SlateStone Wealth, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Adirondack Trust Co | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |