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 2024
Institutional positions in Personalis, Inc. as of Jun 30, 2024. 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
- −2 vs. Q1 2024
- Shares held
- 22.0M
- −314.4K (−1.4%) vs. Q1 2024
- Total value
- $25.7M
- −$7.49M (−22.6%) vs. Q1 2024
- New holders
- 7
- 12 more added
- Sold out
- 9
- 29 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Personalis, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARK Investment Management LLCSuperinvestorARK Invest | 6,361,886 | $7.44M | 0.07% | +296,413+4.9% | Added |
| BlackRock Inc. | 3,292,113 | $3.85M | 0.00% | +11,392+0.3% | Added |
| Vanguard Group Inc | 1,904,165 | $2.23M | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,057,956 | $1.24M | 0.00% | +66,128+6.7% | Added |
| Renaissance Technologies LLC | 1,029,311 | $1.20M | 0.00% | −68,200−6.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 885,417 | $1.04M | 0.00% | −92,217−9.4% | Reduced |
| Nikko Asset Management Americas, Inc. | 885,417 | $1.04M | 0.01% | −92,217−9.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 735,005 | $860.0K | 0.00% | −86,652−10.5% | Reduced |
| State of Michigan Retirement System | 493,798 | $577.7K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 436,931 | $511.2K | 0.09% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 426,876 | $499.0K | 0.03% | +6,735+1.6% | Added |
| Geode Capital Management, LLC | 415,402 | $486.1K | 0.00% | +20,380+5.2% | Added |
| Citadel Advisors LLC | 355,241 | $415.6K | 0.00% | −152,296−30.0% | Reduced |
| Bruce & Co., Inc. | 300,000 | $351.0K | 0.12% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 292,489 | $342.2K | 0.11% | −1,608−0.5% | Reduced |
| Howland Capital Management LLC | 262,608 | $307.3K | 0.01% | +51,490+24.4% | Added |
| Perkins Capital Management Inc | 257,307 | $301.0K | 0.28% | +257,307 | New |
| D. E. Shaw & Co., Inc. | 195,352 | $228.6K | 0.00% | +14,057+7.8% | Added |
| LPL Financial LLC | 191,228 | $223.7K | 0.00% | −19,800−9.4% | Reduced |
| Susquehanna International Group, LLP | 138,560 | $162.1K | 0.00% | +121,256+700.7% | Added |
| Bridgeway Capital Management, LLC | 135,600 | $158.7K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 130,242 | $152.4K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 126,446 | $147.9K | 0.00% | +6,540+5.5% | Added |
| Millennium Management LLC | 120,864 | $141.4K | 0.00% | −112,873−48.3% | Reduced |
| Marshall Wace, LLP | 109,852 | $128.5K | 0.00% | −101,050−47.9% | Reduced |
| Green Alpha Advisors, LLC | 108,591 | $127.1K | 0.10% | −10,362−8.7% | Reduced |
| Man Group plc | 102,451 | $119.9K | 0.00% | −189,718−64.9% | Reduced |
| Price T Rowe Associates Inc | 95,000 | $112.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 88,400 | $103.4K | 0.00% | −16,500−15.7% | Reduced |
| UBS Group AG | 87,959 | $102.9K | 0.00% | +76,748+684.6% | Added |
| Royal Bank of Canada | 75,891 | $89.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 75,373 | $88.2K | 0.00% | −10,217−11.9% | Reduced |
| Balyasny Asset Management LLC | 65,895 | $77.1K | 0.00% | +65,895 | New |
| Jane Street Group, LLC | 64,610 | $75.6K | 0.00% | +1,059+1.7% | Added |
| Northern Trust Corp | 56,116 | $65.7K | 0.00% | −18,442−24.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 54,823 | $64.1K | 0.00% | −9,590−14.9% | Reduced |
| HSBC Holdings PLC | 45,465 | $54.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 45,024 | $52.7K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 44,815 | $52.4K | 0.00% | −27,558−38.1% | Reduced |
| Pathstone Holdings, LLC | 35,528 | $41.6K | 0.00% | −485−1.3% | Reduced |
| Prudential Financial Inc | 33,750 | $39.5K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 30,000 | $35.1K | 0.00% | +30,000 | New |
| XTX Topco Ltd | 28,912 | $33.8K | 0.00% | −100,646−77.7% | Reduced |
| Ameriprise Financial Inc | 28,872 | $33.8K | 0.00% | −11,076−27.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 27,673 | $32.4K | 0.00% | −441−1.6% | Reduced |
| Tower Research Capital LLC (TRC) | 26,505 | $31.0K | 0.00% | +1,479+5.9% | Added |
| Charles Schwab Investment Management Inc | 22,941 | $26.8K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 22,000 | $25.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 18,644 | $21.8K | 0.00% | −2,500−11.8% | Reduced |
| Parallel Advisors, LLC | 16,522 | $19.3K | 0.00% | 00.0% | Unchanged |
| Board of Trustees of The Leland Stanford Junior University | 15,790 | $18.5K | 0.00% | −3,158−16.7% | Reduced |
| Bank of America Corp | 15,507 | $18.1K | 0.00% | −605−3.8% | Reduced |
| Banque Cantonale Vaudoise | 15,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hoylecohen, LLC | 15,373 | $18.0K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 12,502 | $14.6K | 0.00% | +12,502 | New |
| Davy Global Fund Management Ltd | 10,599 | $12.4K | 0.00% | +10,599 | New |
| Public Employees Retirement System of Ohio | 9,123 | $10.7K | 0.00% | −10,577−53.7% | Reduced |
| US Bancorp | 5,100 | $5.97K | 0.00% | −4,000−44.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,344 | $5.08K | 0.00% | −679−13.5% | Reduced |
| International Assets Investment Management, LLC | 3,900 | $4.56K | 0.00% | +3,900 | New |
| Rhumbline Advisers | 3,709 | $4.34K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,951 | $2.28K | 0.00% | −1,500−43.5% | Reduced |
| WR Wealth Planners, LLC | 1,200 | $1.40K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 205 | $240 | 0.00% | −26−11.3% | Reduced |
| JPMorgan Chase & Co | 200 | $234 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 135 | $158 | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 109 | $128 | 0.00% | −3,107−96.6% | Reduced |
| Redwood Wealth Management Group, LLC | 100 | $117 | 0.00% | +100 | New |
| Group One Trading, L.P. | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −81,542−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −42,409−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −36,976−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −30,962−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −27,664−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −85−100.0% | Sold out |