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