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