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.
Q1 2023 vs. Q4 2022
How the institutions holding Personalis, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 80 | 1 | 63 | −16 |
| Shares | 27.8M | 321.4K | 27.1M | −393.0K (−1.4%) |
| Value | $55.0M | $636.4K | $75.0M | +$20.6M (+37.8%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held Personalis, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Balyasny Asset Management LLC | 1,004,610 | $2.77M | 0.01% |
| BSW Wealth Partners | 10,009 | $27.6K | 0.01% |
| WR Wealth Planners, LLC | 1,700 | $4.69K | 0.00% |
| Bogart Wealth, LLC | 31 | $86 | 0.00% |
| Group One Trading, L.P. | 1 | $3 | 0.00% |
Sold out (21)
Institutions that held Personalis, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Marshall Wace, LLP | 221,823 | $439.2K |
| Gsa Capital Partners LLP | 156,574 | $310.0K |
| Bank of Montreal | 139,800 | $278.2K |
| B. Riley Asset Management, LLC | 125,670 | $248.8K |
| Tudor Investment Corp Et Al | 114,512 | $227.0K |
| Anson Funds Management LP | 104,972 | $207.8K |
| Prosight Management, LP | 58,668 | $116.2K |
| Boothbay Fund Management, LLC | 51,129 | $101.2K |
| Ergoteles LLC | 37,962 | $75.2K |
| Cubist Systematic Strategies, LLC | 28,674 | $56.8K |
| Caxton Associates LP | 24,524 | $48.6K |
| Connor, Clark & Lunn Investment Management Ltd. | 22,979 | $45.5K |
| Algert Global LLC | 20,254 | $40.1K |
| Public Employees Retirement System of Ohio | 16,926 | $34.0K |
| Prelude Capital Management, LLC | 12,074 | $23.9K |
| Brinker Capital Investments, LLC | 10,443 | $20.7K |
| Federated Hermes, Inc. | 2,966 | $5.87K |
| Quantbot Technologies LP | 1,144 | $2.27K |
| Citigroup Inc | 578 | $1.14K |
| Steward Partners Investment Advisory, LLC | 100 | $198 |
| Sofos Investments, Inc. | 2 | $8 |
Not filed for Q1 2023 yet (1)
Institutions that held Personalis, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Monarch Partners Asset Management LLC | 321,406 | $636.4K |