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 2022
Institutional positions in Personalis, Inc. as of Dec 31, 2022. 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
- 80
- 0 vs. Q3 2022
- Shares held
- 27.8M
- −566.1K (−2.0%) vs. Q3 2022
- Total value
- $55.0M
- −$28.9M (−34.4%) vs. Q3 2022
- New holders
- 15
- 27 more added
- Sold out
- 15
- 27 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Personalis, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 2 | $8 | 0.00% | +2 | New |
| Steward Partners Investment Advisory, LLC | 100 | $198 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 257 | $509 | 0.00% | −4,939−95.1% | Reduced |
| BNP Paribas Arbitrage, SA | 570 | $1.13K | 0.00% | +203+55.3% | Added |
| Citigroup Inc | 578 | $1.14K | 0.00% | +28+5.1% | Added |
| Quantbot Technologies LP | 1,144 | $2.27K | 0.00% | +1,144 | New |
| Simplex Trading, LLC | 2,340 | $4.00K | 0.00% | −15,617−87.0% | Reduced |
| Federated Hermes, Inc. | 2,966 | $5.87K | 0.00% | +1,391+88.3% | Added |
| Advisor Group Holdings, Inc. | 3,457 | $7.09K | 0.00% | +691+25.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,582 | $13.0K | 0.00% | −33−0.5% | Reduced |
| FMR LLC | 8,914 | $17.6K | 0.00% | +8,914 | New |
| Brinker Capital Investments, LLC | 10,443 | $20.7K | 0.00% | +10,443 | New |
| Prelude Capital Management, LLC | 12,074 | $23.9K | 0.00% | −3,400−22.0% | Reduced |
| Bank of New York Mellon Corp | 14,999 | $29.7K | 0.00% | −2,514−14.4% | Reduced |
| Engineers Gate Manager LP | 15,161 | $30.0K | 0.00% | +15,161 | New |
| Hoylecohen, LLC | 15,373 | $30.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,522 | $32.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,800 | $34.0K | 0.00% | −11,602−40.8% | Reduced |
| Public Employees Retirement System of Ohio | 16,926 | $34.0K | 0.00% | −8,565−33.6% | Reduced |
| Pathstone Family Office, LLC | 17,309 | $34.3K | 0.00% | −456−2.6% | Reduced |
| Howland Capital Management LLC | 20,200 | $40.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 20,254 | $40.1K | 0.00% | −36,620−64.4% | Reduced |
| Ieq Capital, LLC | 22,000 | $43.6K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,941 | $45.4K | 0.00% | +22,941 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 22,979 | $45.5K | 0.00% | −41,456−64.3% | Reduced |
| Caxton Associates LP | 24,524 | $48.6K | 0.00% | −61,670−71.5% | Reduced |
| Russell Investments Group, Ltd. | 24,870 | $49.2K | 0.00% | +13,640+121.5% | Added |
| Jane Street Group, LLC | 25,052 | $49.6K | 0.00% | −6,412−20.4% | Reduced |
| Board of Trustees of The Leland Stanford Junior University | 25,262 | $50.0K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 28,674 | $56.8K | 0.00% | −6,385−18.2% | Reduced |
| Ergoteles LLC | 37,962 | $75.2K | 0.00% | +37,962 | New |
| Susquehanna International Group, LLP | 44,278 | $87.7K | 0.00% | +28,719+184.6% | Added |
| Barclays PLC | 45,024 | $89.1K | 0.00% | +3,707+9.0% | Added |
| Bank of America Corp | 48,125 | $95.3K | 0.00% | +12,492+35.1% | Added |
| Bruce & Co., Inc. | 50,000 | $99.0K | 0.03% | +50,000 | New |
| Two Sigma Investments, LP | 50,965 | $100.9K | 0.00% | −54,045−51.5% | Reduced |
| Boothbay Fund Management, LLC | 51,129 | $101.2K | 0.00% | +51,129 | New |
| HSBC Holdings PLC | 53,240 | $104.3K | 0.00% | +23,165+77.0% | Added |
| Prosight Management, LP | 58,668 | $116.2K | 0.06% | +58,668 | New |
| Morgan Stanley | 65,428 | $129.5K | 0.00% | −134,546−67.3% | Reduced |
| Green Alpha Advisors, LLC | 66,616 | $132.0K | 0.11% | +977+1.5% | Added |
| Royal Bank of Canada | 77,608 | $153.0K | 0.00% | +1,714+2.3% | Added |
| Northern Trust Corp | 84,200 | $166.7K | 0.00% | −373−0.4% | Reduced |
| Price T Rowe Associates Inc | 88,900 | $176.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 89,226 | $176.7K | 0.00% | +8,740+10.9% | Added |
| Anson Funds Management LP | 104,972 | $207.8K | 0.07% | +104,972 | New |
| Tudor Investment Corp Et Al | 114,512 | $227.0K | 0.01% | +23,870+26.3% | Added |
| Bridgeway Capital Management, LLC | 115,500 | $228.7K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 118,142 | $233.9K | 0.00% | 00.0% | Unchanged |
| B. Riley Asset Management, LLC | 125,670 | $248.8K | 0.11% | +125,670 | New |
| Ameriprise Financial Inc | 127,765 | $253.0K | 0.00% | +18,332+16.8% | Added |
| LPL Financial LLC | 137,850 | $272.9K | 0.00% | +58,013+72.7% | Added |
| Man Group plc | 138,214 | $273.7K | 0.00% | +138,214 | New |
| Bank of Montreal | 139,800 | $278.2K | 0.00% | +139,800 | New |
| Gsa Capital Partners LLP | 156,574 | $310.0K | 0.04% | +5,898+3.9% | Added |
| Dimensional Fund Advisors LP | 159,391 | $315.0K | 0.00% | +51,987+48.4% | Added |
| Jacobs Levy Equity Management, Inc | 201,225 | $398.4K | 0.00% | −74,828−27.1% | Reduced |
| Fred Alger Management, LLC | 209,100 | $414.0K | 0.00% | −150.0% | Reduced |
| Marshall Wace, LLP | 221,823 | $439.2K | 0.00% | −215,698−49.3% | Reduced |
| Citadel Advisors LLC | 236,160 | $467.6K | 0.00% | +27,945+13.4% | Added |
| UBS Group AG | 261,260 | $517.3K | 0.00% | +100,471+62.5% | Added |
| Two Sigma Advisers, LP | 290,500 | $575.2K | 0.00% | −19,600−6.3% | Reduced |
| Pacific Heights Asset Management LLC | 310,000 | $613.8K | 0.06% | 00.0% | Unchanged |
| Monarch Partners Asset Management LLC | 321,406 | $636.4K | 0.19% | +2,343+0.7% | Added |
| Geode Capital Management, LLC | 368,345 | $729.0K | 0.00% | +6,379+1.8% | Added |
| State of Michigan Retirement System | 443,798 | $878.7K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 538,864 | $1.06M | 0.01% | +258,461+92.2% | Added |
| Renaissance Technologies LLC | 642,911 | $1.27M | 0.00% | −45,424−6.6% | Reduced |
| D. E. Shaw & Co., Inc. | 735,153 | $1.46M | 0.00% | +257,266+53.8% | Added |
| Millennium Management LLC | 857,647 | $1.70M | 0.00% | −630,315−42.4% | Reduced |
| Wellington Shields Capital Management, LLC | 863,138 | $1.71M | 0.21% | −112,227−11.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 889,870 | $1.76M | 0.00% | −60,231−6.3% | Reduced |
| Nikko Asset Management Americas, Inc. | 889,870 | $1.76M | 0.03% | −60,231−6.3% | Reduced |
| Wellington Shields & Co., LLC | 1,013,313 | $2.01M | 0.46% | +86,947+9.4% | Added |
| Alyeska Investment Group, L.P. | 1,161,672 | $2.30M | 0.02% | +50,907+4.6% | Added |
| Vanguard Group Inc | 2,035,000 | $4.03M | 0.00% | −28,888−1.4% | Reduced |
| JPMorgan Chase & Co | 3,503,239 | $6.94M | 0.00% | −270,159−7.2% | Reduced |
| BlackRock Inc. | 3,558,913 | $7.05M | 0.00% | +273,368+8.3% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 5,500,400 | $10.9M | 0.09% | +53,888+1.0% | Added |
| IFP Advisors, Inc | 124 | – | – | +124 | New |
| Swedbank AB | 0 | $0 | 0.00% | −400,250−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −115,035−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −72,200−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −42,376−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −39,879−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −37,624−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −28,923−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −25,847−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −17,127−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| China Universal Asset Management Co., Ltd. | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |