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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 1 | $2 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 135 | $284 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 220 | $462 | 0.00% | +220 | New |
| Principal Securities, Inc. | 250 | $525 | 0.00% | +250 | New |
| Comerica Bank | 283 | $594 | 0.00% | +78+38.0% | Added |
| Wells Fargo & Company | 302 | $634 | 0.00% | +19+6.7% | Added |
| Simplex Trading, LLC | 513 | $1.00K | 0.00% | +513 | New |
| JPMorgan Chase & Co | 886 | $1.86K | 0.00% | −3,535,231−100.0% | Reduced |
| Qube Research & Technologies Ltd | 3,116 | $6.54K | 0.00% | +3,107+34,522.2% | Added |
| Rhumbline Advisers | 3,709 | $7.79K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,206 | $8.83K | 0.00% | −2,495−37.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,190 | $10.9K | 0.00% | −423−7.5% | Reduced |
| Baader Bank INC | 10,701 | $16.7K | 0.00% | +10,701 | New |
| Banque Cantonale Vaudoise | 10,000 | $21.0K | 0.00% | +10,000 | New |
| UBS Group AG | 10,230 | $21.5K | 0.00% | −10,380−50.4% | Reduced |
| HRT Financial LP | 10,739 | $22.0K | 0.00% | −7,702−41.8% | Reduced |
| Cubist Systematic Strategies, LLC | 11,090 | $23.3K | 0.00% | +11,090 | New |
| Scientech Research LLC | 11,455 | $23.9K | 0.02% | +11,455 | New |
| Bank of America Corp | 13,544 | $28.4K | 0.00% | −49−0.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 15,073 | $31.7K | 0.00% | +15,073 | New |
| Hoylecohen, LLC | 15,373 | $32.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,522 | $34.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 19,440 | $40.8K | 0.00% | +19,440 | New |
| Ieq Capital, LLC | 22,000 | $46.2K | 0.00% | 00.0% | Unchanged |
| Board of Trustees of The Leland Stanford Junior University | 22,105 | $46.4K | 0.00% | −3,157−12.5% | Reduced |
| Russell Investments Group, Ltd. | 22,234 | $46.7K | 0.00% | −1,620−6.8% | Reduced |
| Charles Schwab Investment Management Inc | 22,941 | $48.2K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 27,766 | $58.3K | 0.00% | −1,643−5.6% | Reduced |
| Prudential Financial Inc | 28,150 | $59.1K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 36,396 | $76.4K | 0.00% | +36,396 | New |
| Susquehanna International Group, LLP | 39,403 | $82.7K | 0.00% | +39,403 | New |
| Howland Capital Management LLC | 42,844 | $90.0K | 0.00% | +5,000+13.2% | Added |
| HSBC Holdings PLC | 45,465 | $92.7K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 44,198 | $92.8K | 0.00% | +31,899+259.4% | Added |
| Barclays PLC | 45,024 | $94.6K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 56,540 | $118.7K | 0.00% | – | – |
| Bank of New York Mellon Corp | 59,511 | $125.0K | 0.00% | +31,538+112.7% | Added |
| Price T Rowe Associates Inc | 60,100 | $127.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 73,001 | $152.2K | 0.00% | +73,001 | New |
| Goldman Sachs Group Inc | 94,044 | $197.5K | 0.00% | +49,233+109.9% | Added |
| Royal Bank of Canada | 94,191 | $198.0K | 0.00% | +18,300+24.1% | Added |
| Northern Trust Corp | 98,559 | $207.0K | 0.00% | +11,968+13.8% | Added |
| Two Sigma Advisers, LP | 106,300 | $223.2K | 0.00% | −17,300−14.0% | Reduced |
| Dimensional Fund Advisors LP | 107,562 | $226.1K | 0.00% | −109,776−50.5% | Reduced |
| Green Alpha Advisors, LLC | 119,305 | $250.5K | 0.18% | −7,859−6.2% | Reduced |
| XTX Topco Ltd | 119,405 | $250.8K | 0.05% | +119,405 | New |
| Morgan Stanley | 123,372 | $259.1K | 0.00% | +16,082+15.0% | Added |
| Bridgeway Capital Management, LLC | 129,500 | $271.9K | 0.01% | −25,000−16.2% | Reduced |
| State Street Corp | 130,242 | $273.5K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 151,681 | $318.5K | 0.00% | +151,681 | New |
| LPL Financial LLC | 192,953 | $405.2K | 0.00% | −1,186−0.6% | Reduced |
| Millennium Management LLC | 266,897 | $560.5K | 0.00% | +152,003+132.3% | Added |
| Wellington Shields & Co., LLC | 294,097 | $617.6K | 0.23% | −310,170−51.3% | Reduced |
| Bruce & Co., Inc. | 300,000 | $630.0K | 0.22% | +150,000+100.0% | Added |
| Pacific Heights Asset Management LLC | 310,000 | $651.0K | 0.06% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 335,835 | $705.3K | 0.00% | −109,068−24.5% | Reduced |
| Geode Capital Management, LLC | 389,709 | $818.6K | 0.00% | +17,811+4.8% | Added |
| Gsa Capital Partners LLP | 395,643 | $831.0K | 0.07% | +258,285+188.0% | Added |
| Citadel Advisors LLC | 432,145 | $907.5K | 0.00% | +309,839+253.3% | Added |
| State of Michigan Retirement System | 443,798 | $932.0K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 465,242 | $977.0K | 0.00% | +78,901+20.4% | Added |
| Wellington Shields Capital Management, LLC | 477,831 | $1.00M | 0.13% | −179,906−27.4% | Reduced |
| Acadian Asset Management LLC | 520,182 | $1.09M | 0.00% | +145,045+38.7% | Added |
| Renaissance Technologies LLC | 840,811 | $1.77M | 0.00% | +288,336+52.2% | Added |
| Nikko Asset Management Americas, Inc. | 1,083,685 | $2.25M | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,083,685 | $2.28M | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,070,094 | $4.35M | 0.00% | +4,493+0.2% | Added |
| BlackRock Inc. | 3,315,268 | $6.96M | 0.00% | −14,610−0.4% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 6,671,545 | $14.0M | 0.08% | +952,118+16.6% | Added |
| 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 |