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, Q2 2023
Institutional positions in Personalis, Inc. as of Jun 30, 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
- 66
- +3 vs. Q1 2023
- Shares held
- 26.1M
- −1.01M (−3.7%) vs. Q1 2023
- Total value
- $49.0M
- −$26.0M (−34.7%) vs. Q1 2023
- New holders
- 7
- 17 more added
- Sold out
- 4
- 26 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Personalis, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARK Investment Management LLCSuperinvestorARK Invest | 5,736,163 | $10.8M | 0.07% | −44,201−0.8% | Reduced |
| JPMorgan Chase & Co | 3,586,394 | $6.74M | 0.00% | −41,327−1.1% | Reduced |
| BlackRock Inc. | 3,394,926 | $6.38M | 0.00% | −15,889−0.5% | Reduced |
| Vanguard Group Inc | 2,065,601 | $3.88M | 0.00% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 1,245,668 | $2.34M | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,083,685 | $2.04M | 0.00% | +64,972+6.4% | Added |
| Nikko Asset Management Americas, Inc. | 1,083,685 | $2.02M | 0.02% | +64,972+6.4% | Added |
| Wellington Shields Capital Management, LLC | 879,188 | $1.65M | 0.20% | −3,750−0.4% | Reduced |
| Wellington Shields & Co., LLC | 617,411 | $1.16M | 0.27% | −395,902−39.1% | Reduced |
| Fred Alger Management, LLC | 584,779 | $1.10M | 0.01% | +375,627+179.6% | Added |
| Jacobs Levy Equity Management, Inc | 507,561 | $954.2K | 0.01% | +216,441+74.3% | Added |
| Acadian Asset Management LLC | 502,896 | $944.0K | 0.00% | −144,328−22.3% | Reduced |
| Renaissance Technologies LLC | 452,200 | $850.0K | 0.00% | +5,000+1.1% | Added |
| State of Michigan Retirement System | 443,798 | $834.3K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 417,662 | $785.2K | 0.00% | +10,771+2.6% | Added |
| Geode Capital Management, LLC | 365,719 | $687.6K | 0.00% | −20,782−5.4% | Reduced |
| Dimensional Fund Advisors LP | 328,493 | $617.6K | 0.00% | +114,352+53.4% | Added |
| Pacific Heights Asset Management LLC | 310,000 | $582.8K | 0.05% | 00.0% | Unchanged |
| Man Group plc | 269,311 | $506.3K | 0.00% | – | – |
| LPL Financial LLC | 200,581 | $377.1K | 0.00% | +17,189+9.4% | Added |
| Citadel Advisors LLC | 165,018 | $310.2K | 0.00% | −53,813−24.6% | Reduced |
| Two Sigma Advisers, LP | 163,100 | $306.6K | 0.00% | −60,300−27.0% | Reduced |
| Bridgeway Capital Management, LLC | 154,500 | $290.5K | 0.01% | +39,000+33.8% | Added |
| Bruce & Co., Inc. | 150,000 | $279.0K | 0.08% | 00.0% | Unchanged |
| Morgan Stanley | 136,915 | $257.4K | 0.00% | +80,055+140.8% | Added |
| State Street Corp | 130,242 | $244.9K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 114,490 | $215.2K | 0.00% | −28,320−19.8% | Reduced |
| Balyasny Asset Management LLC | 107,358 | $201.8K | 0.00% | −897,252−89.3% | Reduced |
| Royal Bank of Canada | 94,823 | $178.0K | 0.00% | +18,932+24.9% | Added |
| Northern Trust Corp | 89,477 | $168.2K | 0.00% | +1,808+2.1% | Added |
| Price T Rowe Associates Inc | 60,100 | $113.0K | 0.00% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 49,909 | $93.8K | 0.06% | −20,617−29.2% | Reduced |
| Two Sigma Investments, LP | 48,400 | $91.0K | 0.00% | −10,200−17.4% | Reduced |
| Goldman Sachs Group Inc | 47,307 | $88.9K | 0.00% | −28,272−37.4% | Reduced |
| Millennium Management LLC | 45,840 | $86.2K | 0.00% | −103,629−69.3% | Reduced |
| HSBC Holdings PLC | 45,465 | $85.7K | 0.00% | −7,775−14.6% | Reduced |
| Barclays PLC | 45,024 | $84.6K | 0.00% | −30,509−40.4% | Reduced |
| Bank of America Corp | 34,575 | $65.0K | 0.00% | −9,313−21.2% | Reduced |
| Gsa Capital Partners LLP | 30,534 | $57.0K | 0.01% | +30,534 | New |
| Bank of New York Mellon Corp | 28,326 | $53.3K | 0.00% | −95−0.3% | Reduced |
| Board of Trustees of The Leland Stanford Junior University | 25,262 | $47.5K | 0.00% | +12,631+100.0% | Added |
| Russell Investments Group, Ltd. | 25,162 | $47.3K | 0.00% | +974+4.0% | Added |
| Charles Schwab Investment Management Inc | 22,941 | $43.1K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 22,000 | $41.4K | 0.00% | 00.0% | Unchanged |
| Howland Capital Management LLC | 20,200 | $38.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 19,904 | $37.0K | 0.00% | +19,904 | New |
| UBS Group AG | 17,614 | $33.1K | 0.00% | −246,466−93.3% | Reduced |
| Parallel Advisors, LLC | 16,522 | $31.1K | 0.00% | 00.0% | Unchanged |
| Hoylecohen, LLC | 15,373 | $28.9K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 14,877 | $28.0K | 0.00% | −891−5.7% | Reduced |
| Envestnet Asset Management Inc | 13,072 | $24.6K | 0.00% | +13,072 | New |
| Bragg Financial Advisors, Inc | 12,644 | $23.8K | 0.00% | +12,644 | New |
| BSW Wealth Partners | 10,078 | $18.9K | 0.00% | +69+0.7% | Added |
| Advisor Group Holdings, Inc. | 6,214 | $11.7K | 0.00% | +261+4.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,088 | $11.4K | 0.00% | −494−7.5% | Reduced |
| Rhumbline Advisers | 3,709 | $6.97K | 0.00% | +3,709 | New |
| Tower Research Capital LLC (TRC) | 3,347 | $6.29K | 0.00% | −6,630−66.5% | Reduced |
| FMR LLC | 3,221 | $6.05K | 0.00% | −10,216−76.0% | Reduced |
| WR Wealth Planners, LLC | 1,200 | $2.26K | 0.00% | −500−29.4% | Reduced |
| First Horizon Advisors, Inc. | 900 | $1.69K | 0.00% | +900 | New |
| Wells Fargo & Company | 276 | $519 | 0.00% | +15+5.7% | Added |
| BNP Paribas Arbitrage, SA | 132 | $248 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 31 | $58 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $8 | 0.00% | +2 | New |
| Group One Trading, L.P. | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 385 | $0 | 0.00% | −666−63.4% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −97,479−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −90,494−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,942−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −124−100.0% | Sold out |