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, Q4 2023
Institutional positions in Personalis, Inc. as of Dec 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
- 69
- +7 vs. Q3 2023
- Shares held
- 22.0M
- −2.67M (−10.8%) vs. Q3 2023
- Total value
- $46.1M
- +$16.2M (+54.0%) vs. Q3 2023
- New holders
- 14
- 20 more added
- Sold out
- 7
- 18 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Personalis, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARK Investment Management LLCSuperinvestorARK Invest | 6,671,545 | $14.0M | 0.08% | +952,118+16.6% | Added |
| BlackRock Inc. | 3,315,268 | $6.96M | 0.00% | −14,610−0.4% | Reduced |
| Vanguard Group Inc | 2,070,094 | $4.35M | 0.00% | +4,493+0.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,083,685 | $2.28M | 0.00% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 1,083,685 | $2.25M | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 840,811 | $1.77M | 0.00% | +288,336+52.2% | Added |
| Acadian Asset Management LLC | 520,182 | $1.09M | 0.00% | +145,045+38.7% | Added |
| Wellington Shields Capital Management, LLC | 477,831 | $1.00M | 0.13% | −179,906−27.4% | Reduced |
| D. E. Shaw & Co., Inc. | 465,242 | $977.0K | 0.00% | +78,901+20.4% | Added |
| State of Michigan Retirement System | 443,798 | $932.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 432,145 | $907.5K | 0.00% | +309,839+253.3% | Added |
| Gsa Capital Partners LLP | 395,643 | $831.0K | 0.07% | +258,285+188.0% | Added |
| Geode Capital Management, LLC | 389,709 | $818.6K | 0.00% | +17,811+4.8% | Added |
| Jacobs Levy Equity Management, Inc | 335,835 | $705.3K | 0.00% | −109,068−24.5% | Reduced |
| Pacific Heights Asset Management LLC | 310,000 | $651.0K | 0.06% | 00.0% | Unchanged |
| Bruce & Co., Inc. | 300,000 | $630.0K | 0.22% | +150,000+100.0% | Added |
| Wellington Shields & Co., LLC | 294,097 | $617.6K | 0.23% | −310,170−51.3% | Reduced |
| Millennium Management LLC | 266,897 | $560.5K | 0.00% | +152,003+132.3% | Added |
| LPL Financial LLC | 192,953 | $405.2K | 0.00% | −1,186−0.6% | Reduced |
| Marshall Wace, LLP | 151,681 | $318.5K | 0.00% | +151,681 | New |
| State Street Corp | 130,242 | $273.5K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 129,500 | $271.9K | 0.01% | −25,000−16.2% | Reduced |
| Morgan Stanley | 123,372 | $259.1K | 0.00% | +16,082+15.0% | Added |
| XTX Topco Ltd | 119,405 | $250.8K | 0.05% | +119,405 | New |
| Green Alpha Advisors, LLC | 119,305 | $250.5K | 0.18% | −7,859−6.2% | Reduced |
| Dimensional Fund Advisors LP | 107,562 | $226.1K | 0.00% | −109,776−50.5% | Reduced |
| Two Sigma Advisers, LP | 106,300 | $223.2K | 0.00% | −17,300−14.0% | Reduced |
| Northern Trust Corp | 98,559 | $207.0K | 0.00% | +11,968+13.8% | Added |
| Royal Bank of Canada | 94,191 | $198.0K | 0.00% | +18,300+24.1% | Added |
| Goldman Sachs Group Inc | 94,044 | $197.5K | 0.00% | +49,233+109.9% | Added |
| Quadrature Capital Ltd | 73,001 | $152.2K | 0.00% | +73,001 | New |
| Price T Rowe Associates Inc | 60,100 | $127.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 59,511 | $125.0K | 0.00% | +31,538+112.7% | Added |
| Man Group plc | 56,540 | $118.7K | 0.00% | – | – |
| Barclays PLC | 45,024 | $94.6K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 44,198 | $92.8K | 0.00% | +31,899+259.4% | Added |
| HSBC Holdings PLC | 45,465 | $92.7K | 0.00% | 00.0% | Unchanged |
| Howland Capital Management LLC | 42,844 | $90.0K | 0.00% | +5,000+13.2% | Added |
| Susquehanna International Group, LLP | 39,403 | $82.7K | 0.00% | +39,403 | New |
| Pathstone Holdings, LLC | 36,396 | $76.4K | 0.00% | +36,396 | New |
| Prudential Financial Inc | 28,150 | $59.1K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 27,766 | $58.3K | 0.00% | −1,643−5.6% | Reduced |
| Charles Schwab Investment Management Inc | 22,941 | $48.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 22,234 | $46.7K | 0.00% | −1,620−6.8% | Reduced |
| Board of Trustees of The Leland Stanford Junior University | 22,105 | $46.4K | 0.00% | −3,157−12.5% | Reduced |
| Ieq Capital, LLC | 22,000 | $46.2K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 19,440 | $40.8K | 0.00% | +19,440 | New |
| Parallel Advisors, LLC | 16,522 | $34.7K | 0.00% | 00.0% | Unchanged |
| Hoylecohen, LLC | 15,373 | $32.3K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 15,073 | $31.7K | 0.00% | +15,073 | New |
| Bank of America Corp | 13,544 | $28.4K | 0.00% | −49−0.4% | Reduced |
| Scientech Research LLC | 11,455 | $23.9K | 0.02% | +11,455 | New |
| Cubist Systematic Strategies, LLC | 11,090 | $23.3K | 0.00% | +11,090 | New |
| HRT Financial LP | 10,739 | $22.0K | 0.00% | −7,702−41.8% | Reduced |
| UBS Group AG | 10,230 | $21.5K | 0.00% | −10,380−50.4% | Reduced |
| Banque Cantonale Vaudoise | 10,000 | $21.0K | 0.00% | +10,000 | New |
| Baader Bank INC | 10,701 | $16.7K | 0.00% | +10,701 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,190 | $10.9K | 0.00% | −423−7.5% | Reduced |
| Advisor Group Holdings, Inc. | 4,206 | $8.83K | 0.00% | −2,495−37.2% | Reduced |
| Rhumbline Advisers | 3,709 | $7.79K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 3,116 | $6.54K | 0.00% | +3,107+34,522.2% | Added |
| JPMorgan Chase & Co | 886 | $1.86K | 0.00% | −3,535,231−100.0% | Reduced |
| Simplex Trading, LLC | 513 | $1.00K | 0.00% | +513 | New |
| Wells Fargo & Company | 302 | $634 | 0.00% | +19+6.7% | Added |
| Comerica Bank | 283 | $594 | 0.00% | +78+38.0% | Added |
| Principal Securities, Inc. | 250 | $525 | 0.00% | +250 | New |
| FMR LLC | 220 | $462 | 0.00% | +220 | New |
| BNP Paribas Arbitrage, SA | 135 | $284 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,245,668−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −108,707−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,201−100.0% | Sold out |
| Bragg Financial Advisors, Inc | 0 | $0 | 0.00% | −12,644−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3,129−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |