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 2024
Institutional positions in Personalis, Inc. as of Sep 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
- 83
- +16 vs. Q2 2024
- Shares held
- 29.3M
- +10.7M (+57.2%) vs. Q2 2024
- Total value
- $157.6M
- +$135.8M (+622.3%) vs. Q2 2024
- New holders
- 24
- 17 more added
- Sold out
- 8
- 28 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Personalis, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 135 | $726 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 195 | $1.05K | 0.00% | −10−4.9% | Reduced |
| JPMorgan Chase & Co | 200 | $1.08K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 243 | $1.31K | 0.00% | +243 | New |
| Ancora Advisors, LLC | 800 | $4.30K | 0.00% | +800 | New |
| Tower Research Capital LLC (TRC) | 1,037 | $5.58K | 0.00% | −25,468−96.1% | Reduced |
| WR Wealth Planners, LLC | 1,200 | $6.46K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,951 | $10.5K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,206 | $17.2K | 0.00% | −1,138−26.2% | Reduced |
| Rhumbline Advisers | 3,709 | $20.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,600 | $24.7K | 0.00% | −500−9.8% | Reduced |
| UBS Group AG | 7,077 | $38.1K | 0.00% | −80,882−92.0% | Reduced |
| Public Employees Retirement System of Ohio | 7,226 | $38.9K | 0.00% | −1,897−20.8% | Reduced |
| nVerses Capital, LLC | 7,400 | $39.8K | 0.02% | +7,400 | New |
| Pathstone Holdings, LLC | 14,905 | $80.2K | 0.00% | −20,623−58.0% | Reduced |
| Davy Global Fund Management Ltd | 15,103 | $81.3K | 0.01% | +4,504+42.5% | Added |
| Williams Jones Wealth Management, LLC. | 15,500 | $83.4K | 0.00% | +15,500 | New |
| Colony Group, LLC | 15,533 | $83.6K | 0.00% | +15,533 | New |
| Russell Investments Group, Ltd. | 16,504 | $88.8K | 0.00% | −2,140−11.5% | Reduced |
| Parallel Advisors, LLC | 16,522 | $88.9K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 17,020 | $91.6K | 0.00% | +17,020 | New |
| Prudential Financial Inc | 18,350 | $98.7K | 0.00% | −15,400−45.6% | Reduced |
| Jefferies Financial Group Inc. | 19,400 | $104.4K | 0.00% | +19,400 | New |
| Stifel Financial Corp | 20,000 | $107.6K | 0.00% | −10,000−33.3% | Reduced |
| Graham Capital Management, L.P. | 21,222 | $114.2K | 0.00% | +21,222 | New |
| Ieq Capital, LLC | 22,000 | $118.4K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,941 | $123.4K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 24,529 | $132.0K | 0.56% | +24,529 | New |
| Ameriprise Financial Inc | 24,872 | $133.8K | 0.00% | −4,000−13.9% | Reduced |
| American Century Companies Inc | 25,310 | $136.2K | 0.00% | +25,310 | New |
| Prime Capital Investment Advisors, LLC | 26,626 | $143.2K | 0.00% | −1,047−3.8% | Reduced |
| Two Sigma Advisers, LP | 27,300 | $146.9K | 0.00% | −61,100−69.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 27,460 | $147.7K | 0.00% | +27,460 | New |
| Engineers Gate Manager LP | 29,822 | $160.4K | 0.00% | +29,822 | New |
| Citadel Advisors LLC | 34,990 | $188.2K | 0.00% | −320,251−90.2% | Reduced |
| Algert Global LLC | 35,970 | $193.5K | 0.01% | +35,970 | New |
| Quantbot Technologies LP | 38,958 | $209.6K | 0.01% | +38,958 | New |
| HSBC Holdings PLC | 40,918 | $218.1K | 0.00% | −4,547−10.0% | Reduced |
| Man Group plc | 42,405 | $228.1K | 0.00% | −60,046−58.6% | Reduced |
| Goldman Sachs Group Inc | 42,493 | $228.6K | 0.00% | −2,322−5.2% | Reduced |
| Barclays PLC | 65,468 | $352.2K | 0.00% | +20,444+45.4% | Added |
| Green Alpha Advisors, LLC | 65,511 | $352.4K | 0.28% | −43,080−39.7% | Reduced |
| Semanteon Capital Management, LP | 69,631 | $374.6K | 0.26% | +69,631 | New |
| Centiva Capital, LP | 70,614 | $379.9K | 0.02% | +70,614 | New |
| Citigroup Inc | 75,849 | $408.1K | 0.00% | +75,849 | New |
| Royal Bank of Canada | 77,476 | $418.0K | 0.00% | +1,585+2.1% | Added |
| Two Sigma Investments, LP | 78,259 | $421.0K | 0.00% | +78,259 | New |
| Bridgeway Capital Management, LLC | 85,600 | $460.5K | 0.01% | −50,000−36.9% | Reduced |
| Northern Trust Corp | 93,445 | $502.7K | 0.00% | +37,329+66.5% | Added |
| Price T Rowe Associates Inc | 95,000 | $512.0K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 108,788 | $585.3K | 0.00% | +53,965+98.4% | Added |
| Morgan Stanley | 108,825 | $585.5K | 0.00% | −17,621−13.9% | Reduced |
| Gsa Capital Partners LLP | 124,082 | $668.0K | 0.05% | −302,794−70.9% | Reduced |
| Qube Research & Technologies Ltd | 130,784 | $703.6K | 0.00% | +130,675+119,885.3% | Added |
| EAM Investors, LLC | 143,397 | $771.5K | 0.12% | +143,397 | New |
| LPL Financial LLC | 150,688 | $810.7K | 0.00% | −40,540−21.2% | Reduced |
| Susquehanna International Group, LLP | 154,761 | $832.6K | 0.00% | +16,201+11.7% | Added |
| Cubist Systematic Strategies, LLC | 157,239 | $845.9K | 0.01% | +157,239 | New |
| Jane Street Group, LLC | 164,281 | $883.8K | 0.00% | +99,671+154.3% | Added |
| Walleye Capital LLC | 166,788 | $897.3K | 0.01% | +166,788 | New |
| Dimensional Fund Advisors LP | 167,942 | $903.4K | 0.00% | +92,569+122.8% | Added |
| State Street Corp | 175,142 | $942.3K | 0.00% | +44,900+34.5% | Added |
| Bank of America Corp | 243,001 | $1.31M | 0.00% | +227,494+1,467.0% | Added |
| Perkins Capital Management Inc | 257,307 | $1.38M | 1.30% | 00.0% | Unchanged |
| Howland Capital Management LLC | 262,608 | $1.41M | 0.06% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 292,489 | $1.57M | 0.48% | 00.0% | Unchanged |
| Bruce & Co., Inc. | 300,000 | $1.61M | 0.47% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 405,670 | $2.18M | 0.01% | −329,335−44.8% | Reduced |
| Wellington Shields Capital Management, LLC | 432,181 | $2.33M | 0.40% | −4,750−1.1% | Reduced |
| Marshall Wace, LLP | 456,976 | $2.46M | 0.00% | +347,124+316.0% | Added |
| State of Michigan Retirement System | 493,798 | $2.66M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 498,470 | $2.68M | 0.00% | +83,068+20.0% | Added |
| Acadian Asset Management LLC | 508,140 | $2.73M | 0.01% | −549,816−52.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 792,608 | $4.26M | 0.05% | −92,809−10.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 792,608 | $4.26M | 0.00% | −92,809−10.5% | Reduced |
| Renaissance Technologies LLC | 931,111 | $5.01M | 0.01% | −98,200−9.5% | Reduced |
| Blue Water Life Science Advisors, LLC | 1,000,000 | $5.38M | 4.73% | +1,000,000 | New |
| Vanguard Group Inc | 1,970,597 | $10.6M | 0.00% | +66,432+3.5% | Added |
| Millennium Management LLC | 2,435,352 | $13.1M | 0.01% | +2,314,488+1,915.0% | Added |
| BlackRock, Inc. | 2,915,683 | $15.7M | 0.00% | +2,915,683 | New |
| AIGH Capital Management LLC | 3,999,064 | $21.5M | 10.07% | +3,999,064 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 7,085,523 | $38.1M | 0.35% | +723,637+11.4% | Added |
| International Assets Investment Management, LLC | 20,982 | – | – | +17,082+438.0% | Added |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −195,352−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −65,895−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −28,912−100.0% | Sold out |
| Board of Trustees of The Leland Stanford Junior University | 0 | $0 | 0.00% | −15,790−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −12,502−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Hoylecohen, LLC | – | – | – | – | Not filed |