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, Q3 2023
Institutional positions in Personalis, Inc. as of Sep 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
- 63
- −3 vs. Q2 2023
- Shares held
- 24.7M
- −1.40M (−5.4%) vs. Q2 2023
- Total value
- $30.0M
- −$19.0M (−38.8%) vs. Q2 2023
- New holders
- 6
- 11 more added
- Sold out
- 9
- 24 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Personalis, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARK Investment Management LLCSuperinvestorARK Invest | 5,719,427 | $6.92M | 0.05% | −16,736−0.3% | Reduced |
| JPMorgan Chase & Co | 3,536,117 | $4.28M | 0.00% | −50,277−1.4% | Reduced |
| BlackRock Inc. | 3,329,878 | $4.03M | 0.00% | −65,048−1.9% | Reduced |
| Vanguard Group Inc | 2,065,601 | $2.50M | 0.00% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 1,245,668 | $1.51M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,083,685 | $1.31M | 0.00% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 1,083,685 | $1.31M | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 657,737 | $795.9K | 0.11% | −221,451−25.2% | Reduced |
| Wellington Shields & Co., LLC | 604,267 | $731.2K | 0.18% | −13,144−2.1% | Reduced |
| Renaissance Technologies LLC | 552,475 | $668.0K | 0.00% | +100,275+22.2% | Added |
| Jacobs Levy Equity Management, Inc | 444,903 | $538.3K | 0.00% | −62,658−12.3% | Reduced |
| State of Michigan Retirement System | 443,798 | $537.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 386,341 | $467.5K | 0.00% | −31,321−7.5% | Reduced |
| Acadian Asset Management LLC | 375,137 | $452.0K | 0.00% | −127,759−25.4% | Reduced |
| Geode Capital Management, LLC | 371,898 | $450.1K | 0.00% | +6,179+1.7% | Added |
| Pacific Heights Asset Management LLC | 310,000 | $375.1K | 0.04% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 217,338 | $263.0K | 0.00% | −111,155−33.8% | Reduced |
| LPL Financial LLC | 194,139 | $234.9K | 0.00% | −6,442−3.2% | Reduced |
| Bridgeway Capital Management, LLC | 154,500 | $186.9K | 0.00% | 00.0% | Unchanged |
| Bruce & Co., Inc. | 150,000 | $181.5K | 0.06% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 137,358 | $166.0K | 0.01% | +106,824+349.9% | Added |
| State Street Corp | 130,242 | $157.6K | 0.00% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 127,164 | $153.9K | 0.12% | +77,255+154.8% | Added |
| Two Sigma Advisers, LP | 123,600 | $149.6K | 0.00% | −39,500−24.2% | Reduced |
| Citadel Advisors LLC | 122,306 | $148.0K | 0.00% | −42,712−25.9% | Reduced |
| Millennium Management LLC | 114,894 | $139.0K | 0.00% | +69,054+150.6% | Added |
| Ameriprise Financial Inc | 108,707 | $131.5K | 0.00% | −5,783−5.1% | Reduced |
| Morgan Stanley | 107,290 | $129.8K | 0.00% | −29,625−21.6% | Reduced |
| Man Group plc | – | $128.8K | 0.00% | – | – |
| Northern Trust Corp | 86,591 | $104.8K | 0.00% | −2,886−3.2% | Reduced |
| Royal Bank of Canada | 75,891 | $92.0K | 0.00% | −18,932−20.0% | Reduced |
| Price T Rowe Associates Inc | 60,100 | $73.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 45,465 | $54.6K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 45,024 | $54.5K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 44,811 | $54.2K | 0.00% | −2,496−5.3% | Reduced |
| Howland Capital Management LLC | 37,844 | $45.8K | 0.00% | +17,644+87.3% | Added |
| Pathstone Family Office, LLC | 37,081 | $44.9K | 0.00% | +22,204+149.3% | Added |
| Prime Capital Investment Advisors, LLC | 29,409 | $35.6K | 0.00% | +29,409 | New |
| Prudential Financial Inc | 28,150 | $34.1K | 0.00% | +28,150 | New |
| Bank of New York Mellon Corp | 27,973 | $33.8K | 0.00% | −353−1.2% | Reduced |
| Board of Trustees of The Leland Stanford Junior University | 25,262 | $30.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 23,854 | $28.9K | 0.00% | −1,308−5.2% | Reduced |
| Charles Schwab Investment Management Inc | 22,941 | $27.8K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 22,000 | $26.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 21,600 | $26.1K | 0.00% | −26,800−55.4% | Reduced |
| UBS Group AG | 20,610 | $24.9K | 0.00% | +2,996+17.0% | Added |
| HRT Financial LP | 18,441 | $22.0K | 0.00% | −1,463−7.4% | Reduced |
| Virtu Financial LLC | 18,201 | $22.0K | 0.00% | +18,201 | New |
| Parallel Advisors, LLC | 16,522 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hoylecohen, LLC | 15,373 | $18.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 13,593 | $16.4K | 0.00% | −20,982−60.7% | Reduced |
| Bragg Financial Advisors, Inc | 12,644 | $15.3K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 12,299 | $14.9K | 0.00% | +12,299 | New |
| Advisor Group Holdings, Inc. | 6,701 | $8.11K | 0.00% | +487+7.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,613 | $6.79K | 0.00% | −475−7.8% | Reduced |
| Rhumbline Advisers | 3,709 | $4.49K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,129 | $3.79K | 0.00% | −218−6.5% | Reduced |
| WR Wealth Planners, LLC | 1,200 | $1.45K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 283 | $342 | 0.00% | +7+2.5% | Added |
| Comerica Bank | 205 | $248 | 0.00% | +205 | New |
| BNP Paribas Arbitrage, SA | 135 | $163 | 0.00% | +3+2.3% | Added |
| Qube Research & Technologies Ltd | 9 | $11 | 0.00% | +9 | New |
| Group One Trading, L.P. | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −584,779−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −107,358−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −13,072−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −10,078−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −3,221−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −385−100.0% | Sold out |