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, Q1 2023
Institutional positions in Personalis, Inc. as of Mar 31, 2023. 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
- 63
- −16 vs. Q4 2022
- Shares held
- 27.1M
- −393.0K (−1.4%) vs. Q4 2022
- Total value
- $75.0M
- +$20.6M (+37.8%) vs. Q4 2022
- New holders
- 5
- 27 more added
- Sold out
- 21
- 18 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Personalis, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARK Investment Management LLCSuperinvestorARK Invest | 5,780,364 | $16.0M | 0.11% | +279,964+5.1% | Added |
| JPMorgan Chase & Co | 3,627,721 | $10.0M | 0.00% | +124,482+3.6% | Added |
| BlackRock Inc. | 3,410,815 | $9.41M | 0.00% | −148,098−4.2% | Reduced |
| Vanguard Group Inc | 2,065,601 | $5.70M | 0.00% | +30,601+1.5% | Added |
| Alyeska Investment Group, L.P. | 1,245,668 | $3.44M | 0.03% | +83,996+7.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,018,713 | $2.81M | 0.00% | +128,843+14.5% | Added |
| Wellington Shields & Co., LLC | 1,013,313 | $2.80M | 0.63% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,004,610 | $2.77M | 0.01% | +1,004,610 | New |
| Nikko Asset Management Americas, Inc. | 1,018,713 | $2.75M | 0.03% | +128,843+14.5% | Added |
| Wellington Shields Capital Management, LLC | 882,938 | $2.44M | 0.29% | +19,800+2.3% | Added |
| Acadian Asset Management LLC | 647,224 | $1.78M | 0.01% | +108,360+20.1% | Added |
| Renaissance Technologies LLC | 447,200 | $1.23M | 0.00% | −195,711−30.4% | Reduced |
| State of Michigan Retirement System | 443,798 | $1.22M | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 406,891 | $1.12M | 0.00% | −328,262−44.7% | Reduced |
| Geode Capital Management, LLC | 386,501 | $1.07M | 0.00% | +18,156+4.9% | Added |
| Pacific Heights Asset Management LLC | 310,000 | $855.6K | 0.08% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 291,120 | $803.5K | 0.00% | +89,895+44.7% | Added |
| UBS Group AG | 264,080 | $728.9K | 0.00% | +2,820+1.1% | Added |
| Two Sigma Advisers, LP | 223,400 | $616.6K | 0.00% | −67,100−23.1% | Reduced |
| Citadel Advisors LLC | 218,831 | $604.0K | 0.00% | −17,329−7.3% | Reduced |
| Dimensional Fund Advisors LP | 214,141 | $590.7K | 0.00% | +54,750+34.3% | Added |
| Fred Alger Management, LLC | 209,152 | $577.3K | 0.00% | +520.0% | Added |
| LPL Financial LLC | 183,392 | $506.2K | 0.00% | +45,542+33.0% | Added |
| Bruce & Co., Inc. | 150,000 | $414.0K | 0.11% | +100,000+200.0% | Added |
| Millennium Management LLC | 149,469 | $413.0K | 0.00% | −708,178−82.6% | Reduced |
| Ameriprise Financial Inc | 142,810 | $394.2K | 0.00% | +15,045+11.8% | Added |
| State Street Corp | 130,242 | $359.5K | 0.00% | +12,100+10.2% | Added |
| Bridgeway Capital Management, LLC | 115,500 | $318.8K | 0.01% | 00.0% | Unchanged |
| Man Group plc | – | $290.3K | 0.00% | – | – |
| Susquehanna International Group, LLP | 97,479 | $269.0K | 0.00% | +53,201+120.2% | Added |
| Jane Street Group, LLC | 90,494 | $249.8K | 0.00% | +65,442+261.2% | Added |
| Northern Trust Corp | 87,669 | $242.0K | 0.00% | +3,469+4.1% | Added |
| Royal Bank of Canada | 75,891 | $209.0K | 0.00% | −1,717−2.2% | Reduced |
| Goldman Sachs Group Inc | 75,579 | $208.6K | 0.00% | −13,647−15.3% | Reduced |
| Barclays PLC | 75,533 | $208.5K | 0.00% | +30,509+67.8% | Added |
| Green Alpha Advisors, LLC | 70,526 | $194.7K | 0.14% | +3,910+5.9% | Added |
| Price T Rowe Associates Inc | 60,100 | $166.0K | 0.00% | −28,800−32.4% | Reduced |
| Two Sigma Investments, LP | 58,600 | $161.7K | 0.00% | +7,635+15.0% | Added |
| Morgan Stanley | 56,860 | $156.9K | 0.00% | −8,568−13.1% | Reduced |
| HSBC Holdings PLC | 53,240 | $152.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 43,888 | $121.1K | 0.00% | −4,237−8.8% | Reduced |
| Bank of New York Mellon Corp | 28,421 | $78.4K | 0.00% | +13,422+89.5% | Added |
| Russell Investments Group, Ltd. | 24,188 | $66.8K | 0.00% | −682−2.7% | Reduced |
| Charles Schwab Investment Management Inc | 22,941 | $63.3K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 22,000 | $60.7K | 0.00% | 00.0% | Unchanged |
| Howland Capital Management LLC | 20,200 | $55.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,522 | $45.6K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 15,768 | $43.5K | 0.00% | −1,541−8.9% | Reduced |
| Hoylecohen, LLC | 15,373 | $42.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 13,437 | $37.1K | 0.00% | +4,523+50.7% | Added |
| Engineers Gate Manager LP | 12,942 | $35.7K | 0.00% | −2,219−14.6% | Reduced |
| Board of Trustees of The Leland Stanford Junior University | 12,631 | $34.9K | 0.00% | −12,631−50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 9,977 | $28.0K | 0.00% | −6,823−40.6% | Reduced |
| BSW Wealth Partners | 10,009 | $27.6K | 0.01% | +10,009 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,582 | $18.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,953 | $16.4K | 0.00% | +2,496+72.2% | Added |
| WR Wealth Planners, LLC | 1,700 | $4.69K | 0.00% | +1,700 | New |
| Simplex Trading, LLC | 1,051 | $2.00K | 0.00% | −1,289−55.1% | Reduced |
| Wells Fargo & Company | 261 | $720 | 0.00% | +4+1.6% | Added |
| BNP Paribas Arbitrage, SA | 132 | $364 | 0.00% | −438−76.8% | Reduced |
| Bogart Wealth, LLC | 31 | $86 | 0.00% | +31 | New |
| Group One Trading, L.P. | 1 | $3 | 0.00% | +1 | New |
| IFP Advisors, Inc | 124 | – | – | 00.0% | Unchanged |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −221,823−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −156,574−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −139,800−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −125,670−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −114,512−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −104,972−100.0% | Sold out |
| Prosight Management, LP | 0 | $0 | 0.00% | −58,668−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −51,129−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −37,962−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −28,674−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −24,524−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −22,979−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −20,254−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −16,926−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,074−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −10,443−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −2,966−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −578−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Monarch Partners Asset Management LLC | – | – | – | – | Not filed |