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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 1 | $3 | 0.00% | +1 | New |
| Bogart Wealth, LLC | 31 | $86 | 0.00% | +31 | New |
| BNP Paribas Arbitrage, SA | 132 | $364 | 0.00% | −438−76.8% | Reduced |
| Wells Fargo & Company | 261 | $720 | 0.00% | +4+1.6% | Added |
| Simplex Trading, LLC | 1,051 | $2.00K | 0.00% | −1,289−55.1% | Reduced |
| WR Wealth Planners, LLC | 1,700 | $4.69K | 0.00% | +1,700 | New |
| Advisor Group Holdings, Inc. | 5,953 | $16.4K | 0.00% | +2,496+72.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,582 | $18.2K | 0.00% | 00.0% | Unchanged |
| BSW Wealth Partners | 10,009 | $27.6K | 0.01% | +10,009 | New |
| Tower Research Capital LLC (TRC) | 9,977 | $28.0K | 0.00% | −6,823−40.6% | Reduced |
| Board of Trustees of The Leland Stanford Junior University | 12,631 | $34.9K | 0.00% | −12,631−50.0% | Reduced |
| Engineers Gate Manager LP | 12,942 | $35.7K | 0.00% | −2,219−14.6% | Reduced |
| FMR LLC | 13,437 | $37.1K | 0.00% | +4,523+50.7% | Added |
| Hoylecohen, LLC | 15,373 | $42.4K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 15,768 | $43.5K | 0.00% | −1,541−8.9% | Reduced |
| Parallel Advisors, LLC | 16,522 | $45.6K | 0.00% | 00.0% | Unchanged |
| Howland Capital Management LLC | 20,200 | $55.8K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 22,000 | $60.7K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,941 | $63.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 24,188 | $66.8K | 0.00% | −682−2.7% | Reduced |
| Bank of New York Mellon Corp | 28,421 | $78.4K | 0.00% | +13,422+89.5% | Added |
| Bank of America Corp | 43,888 | $121.1K | 0.00% | −4,237−8.8% | Reduced |
| HSBC Holdings PLC | 53,240 | $152.8K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 56,860 | $156.9K | 0.00% | −8,568−13.1% | Reduced |
| Two Sigma Investments, LP | 58,600 | $161.7K | 0.00% | +7,635+15.0% | Added |
| Price T Rowe Associates Inc | 60,100 | $166.0K | 0.00% | −28,800−32.4% | Reduced |
| Green Alpha Advisors, LLC | 70,526 | $194.7K | 0.14% | +3,910+5.9% | Added |
| Barclays PLC | 75,533 | $208.5K | 0.00% | +30,509+67.8% | Added |
| Goldman Sachs Group Inc | 75,579 | $208.6K | 0.00% | −13,647−15.3% | Reduced |
| Royal Bank of Canada | 75,891 | $209.0K | 0.00% | −1,717−2.2% | Reduced |
| Northern Trust Corp | 87,669 | $242.0K | 0.00% | +3,469+4.1% | Added |
| Jane Street Group, LLC | 90,494 | $249.8K | 0.00% | +65,442+261.2% | Added |
| Susquehanna International Group, LLP | 97,479 | $269.0K | 0.00% | +53,201+120.2% | Added |
| Man Group plc | – | $290.3K | 0.00% | – | – |
| Bridgeway Capital Management, LLC | 115,500 | $318.8K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 130,242 | $359.5K | 0.00% | +12,100+10.2% | Added |
| Ameriprise Financial Inc | 142,810 | $394.2K | 0.00% | +15,045+11.8% | Added |
| Millennium Management LLC | 149,469 | $413.0K | 0.00% | −708,178−82.6% | Reduced |
| Bruce & Co., Inc. | 150,000 | $414.0K | 0.11% | +100,000+200.0% | Added |
| LPL Financial LLC | 183,392 | $506.2K | 0.00% | +45,542+33.0% | Added |
| Fred Alger Management, LLC | 209,152 | $577.3K | 0.00% | +520.0% | Added |
| Dimensional Fund Advisors LP | 214,141 | $590.7K | 0.00% | +54,750+34.3% | Added |
| Citadel Advisors LLC | 218,831 | $604.0K | 0.00% | −17,329−7.3% | Reduced |
| Two Sigma Advisers, LP | 223,400 | $616.6K | 0.00% | −67,100−23.1% | Reduced |
| UBS Group AG | 264,080 | $728.9K | 0.00% | +2,820+1.1% | Added |
| Jacobs Levy Equity Management, Inc | 291,120 | $803.5K | 0.00% | +89,895+44.7% | Added |
| Pacific Heights Asset Management LLC | 310,000 | $855.6K | 0.08% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 386,501 | $1.07M | 0.00% | +18,156+4.9% | Added |
| D. E. Shaw & Co., Inc. | 406,891 | $1.12M | 0.00% | −328,262−44.7% | Reduced |
| State of Michigan Retirement System | 443,798 | $1.22M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 447,200 | $1.23M | 0.00% | −195,711−30.4% | Reduced |
| Acadian Asset Management LLC | 647,224 | $1.78M | 0.01% | +108,360+20.1% | Added |
| Wellington Shields Capital Management, LLC | 882,938 | $2.44M | 0.29% | +19,800+2.3% | Added |
| Nikko Asset Management Americas, Inc. | 1,018,713 | $2.75M | 0.03% | +128,843+14.5% | Added |
| Balyasny Asset Management LLC | 1,004,610 | $2.77M | 0.01% | +1,004,610 | New |
| Wellington Shields & Co., LLC | 1,013,313 | $2.80M | 0.63% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,018,713 | $2.81M | 0.00% | +128,843+14.5% | Added |
| Alyeska Investment Group, L.P. | 1,245,668 | $3.44M | 0.03% | +83,996+7.2% | Added |
| Vanguard Group Inc | 2,065,601 | $5.70M | 0.00% | +30,601+1.5% | Added |
| BlackRock Inc. | 3,410,815 | $9.41M | 0.00% | −148,098−4.2% | Reduced |
| JPMorgan Chase & Co | 3,627,721 | $10.0M | 0.00% | +124,482+3.6% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 5,780,364 | $16.0M | 0.11% | +279,964+5.1% | Added |
| 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 |