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, Q4 2021
Institutional positions in Personalis, Inc. as of Dec 31, 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
- 108
- −12 vs. Q3 2021
- Shares held
- 32.2M
- +746.9K (+2.4%) vs. Q3 2021
- Total value
- $456.2M
- −$148.0M (−24.5%) vs. Q3 2021
- New holders
- 11
- 43 more added
- Sold out
- 23
- 36 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Personalis, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 105 | $1.00K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 152 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 309 | $4.00K | 0.00% | +146+89.6% | Added |
| Larson Financial Group LLC | 260 | $4.00K | 0.00% | +260 | New |
| Spire Wealth Management | 350 | $5.00K | 0.00% | +350 | New |
| American Portfolios Advisors | 550 | $7.85K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 760 | $11.0K | 0.00% | +473+164.8% | Added |
| Tower Research Capital LLC (TRC) | 1,003 | $14.0K | 0.00% | −1,788−64.1% | Reduced |
| Simplex Trading, LLC | 1,108 | $15.0K | 0.00% | +1,108 | New |
| Nisa Investment Advisors, LLC | 1,500 | $17.0K | 0.00% | −2,000−57.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,225 | $17.0K | 0.00% | −740−37.7% | Reduced |
| Macquarie Group Ltd | 1,395 | $20.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,682 | $24.0K | 0.00% | +297+21.4% | Added |
| Ameritas Investment Partners, Inc. | 2,791 | $40.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,464 | $49.0K | 0.00% | −5,036−59.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,747 | $53.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,206 | $61.0K | 0.00% | +286+7.3% | Added |
| Allspring Global Investments Holdings, LLC | 7,933 | $113.0K | 0.00% | +7,933 | New |
| Metropolitan Life Insurance Co | 9,858 | $140.7K | 0.00% | −390−3.8% | Reduced |
| SG Americas Securities, LLC | 10,052 | $143.0K | 0.00% | −16,701−62.4% | Reduced |
| Allegheny Financial Group LTD | 10,233 | $146.0K | 0.06% | +10,233 | New |
| Raymond James & Associates | 12,183 | $174.0K | 0.00% | −30,905−71.7% | Reduced |
| Vident Investment Advisory, LLC | 12,818 | $183.0K | 0.00% | +12,818 | New |
| MetLife Investment Management | 13,385 | $191.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,818 | $197.0K | 0.00% | −123−0.9% | Reduced |
| Invesco Ltd. | 14,045 | $200.0K | 0.00% | −3,675−20.7% | Reduced |
| ProShare Advisors LLC | 14,171 | $202.0K | 0.00% | +70+0.5% | Added |
| STRS Ohio | 14,600 | $208.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,549 | $208.0K | 0.00% | +2,866+24.5% | Added |
| State Board of Administration of Florida Retirement System | 14,759 | $211.0K | 0.00% | +509+3.6% | Added |
| Parametric Portfolio Associates LLC | 15,105 | $216.0K | 0.00% | +1,632+12.1% | Added |
| Hoylecohen, LLC | 15,373 | $219.0K | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 15,448 | $224.0K | 0.00% | +15,448 | New |
| IndexIQ Advisors LLC | 17,160 | $245.0K | 0.01% | −1,109−6.1% | Reduced |
| Parallel Advisors, LLC | 17,274 | $246.0K | 0.01% | +730+4.4% | Added |
| PDT Partners, LLC | 18,463 | $263.0K | 0.02% | −12,858−41.1% | Reduced |
| American International Group, Inc. | 19,137 | $273.0K | 0.00% | −573−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 19,687 | $281.0K | 0.00% | +245+1.3% | Added |
| Aristides Capital LLC | 21,260 | $303.0K | 0.17% | +21,260 | New |
| Ieq Capital, LLC | 22,000 | $314.0K | 0.01% | −24−0.1% | Reduced |
| Legal & General Group Plc | 22,069 | $315.0K | 0.00% | +8,208+59.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 22,821 | $325.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 22,889 | $327.0K | 0.00% | +22,889 | New |
| Wells Fargo & Company | 23,401 | $333.0K | 0.00% | −20,416−46.6% | Reduced |
| Jane Street Group, LLC | 24,305 | $347.0K | 0.00% | +24,305 | New |
| Deutsche Bank AG | 24,989 | $357.0K | 0.00% | −8,555−25.5% | Reduced |
| Board of Trustees of The Leland Stanford Junior University | 25,262 | $360.0K | 0.02% | 00.0% | Unchanged |
| Credit Suisse AG | 25,455 | $363.0K | 0.00% | +343+1.4% | Added |
| New York State Common Retirement Fund | 25,722 | $367.0K | 0.00% | −34−0.1% | Reduced |
| Green Alpha Advisors, LLC | 30,255 | $432.0K | 0.29% | +4,169+16.0% | Added |
| Alliancebernstein L.P. | 33,500 | $478.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 34,181 | $487.0K | 0.00% | +29,219+588.9% | Added |
| UBS Asset Management Americas Inc | 36,328 | $518.4K | 0.00% | −3,008−7.6% | Reduced |
| Cinctive Capital Management LP | 40,000 | $571.0K | 0.03% | +40,000 | New |
| Citigroup Inc | 40,260 | $575.0K | 0.00% | +4,629+13.0% | Added |
| Susquehanna International Group, LLP | 42,411 | $605.0K | 0.00% | +27,571+185.8% | Added |
| Algert Global LLC | 43,646 | $623.0K | 0.08% | +10,610+32.1% | Added |
| Rhumbline Advisers | 46,861 | $669.0K | 0.00% | −1,488−3.1% | Reduced |
| California State Teachers Retirement System | 47,642 | $680.0K | 0.00% | +1,465+3.2% | Added |
| Panagora Asset Management Inc | 54,903 | $783.0K | 0.00% | +30,661+126.5% | Added |
| BNP Paribas Arbitrage, SA | 56,825 | $810.9K | 0.00% | +47,768+527.4% | Added |
| Cubist Systematic Strategies, LLC | 62,997 | $899.0K | 0.01% | +25,502+68.0% | Added |
| Barclays PLC | 70,708 | $1.01M | 0.00% | +41,788+144.5% | Added |
| Swiss National Bank | 72,200 | $1.03M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 72,834 | $1.04M | 0.05% | +751+1.0% | Added |
| Susquehanna Fundamental Investments, LLC | 76,196 | $1.09M | 0.03% | +10,642+16.2% | Added |
| Royal Bank of Canada | 84,247 | $1.20M | 0.00% | +3,401+4.2% | Added |
| Gsa Capital Partners LLP | 89,140 | $1.27M | 0.16% | +39,776+80.6% | Added |
| Bank of America Corp | 93,649 | $1.34M | 0.00% | +40,368+75.8% | Added |
| Gabelli Funds LLC | 96,071 | $1.37M | 0.01% | −30,000−23.8% | Reduced |
| Shelton Capital Management | 97,000 | $1.38M | 0.05% | +12,000+14.1% | Added |
| Dimensional Fund Advisors LP | 97,732 | $1.40M | 0.00% | −8,727−8.2% | Reduced |
| Norges Bank | 99,800 | $1.42M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 122,381 | $1.75M | 0.00% | −2,581−2.1% | Reduced |
| Nuveen Asset Management, LLC | 145,127 | $1.87M | 0.00% | −8,344−5.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 133,060 | $1.90M | 0.00% | −58,569−30.6% | Reduced |
| Voloridge Investment Management, LLC | 140,804 | $2.01M | 0.01% | +16,640+13.4% | Added |
| Citadel Advisors LLC | 154,516 | $2.21M | 0.00% | −78,632−33.7% | Reduced |
| Goldman Sachs Group Inc | 177,079 | $2.53M | 0.00% | −32,980−15.7% | Reduced |
| Monarch Partners Asset Management LLC | 190,098 | $2.71M | 0.55% | −69,299−26.7% | Reduced |
| Point72 Asset Management, L.P. | 201,713 | $2.88M | 0.01% | +40,872+25.4% | Added |
| Fred Alger Management, LLC | 214,412 | $3.06M | 0.01% | +62,943+41.6% | Added |
| Nordea Investment Management AB | 215,778 | $3.15M | 0.00% | −3,056−1.4% | Reduced |
| Morgan Stanley | 237,998 | $3.40M | 0.00% | −58,772−19.8% | Reduced |
| Charles Schwab Investment Management Inc | 254,867 | $3.64M | 0.00% | +5,066+2.0% | Added |
| Pacific Heights Asset Management LLC | 310,000 | $4.42M | 0.37% | +50,000+19.2% | Added |
| Candriam Luxembourg S.C.A. | 352,500 | $5.03M | 0.03% | +10,633+3.1% | Added |
| Northern Trust Corp | 356,945 | $5.09M | 0.00% | −7,191−2.0% | Reduced |
| Two Sigma Advisers, LP | 360,300 | $5.14M | 0.01% | −66,300−15.5% | Reduced |
| Two Sigma Investments, LP | 388,757 | $5.55M | 0.01% | −31,498−7.5% | Reduced |
| State of Michigan Retirement System | 443,798 | $6.33M | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 452,540 | $6.46M | 0.00% | +364,497+414.0% | Added |
| Geode Capital Management, LLC | 649,374 | $9.27M | 0.00% | +78,005+13.7% | Added |
| State Street Corp | 697,034 | $9.95M | 0.00% | +52,021+8.1% | Added |
| Alyeska Investment Group, L.P. | 755,084 | $10.8M | 0.12% | +420,258+125.5% | Added |
| Marshall Wace, LLP | 761,325 | $10.9M | 0.02% | −530,923−41.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,080,140 | $13.0M | 0.07% | −4,886−0.5% | Reduced |
| Wellington Shields & Co., LLC | 920,478 | $13.1M | 2.62% | 00.0% | Unchanged |