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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 2024

Institutional positions in Personalis, Inc. as of Dec 31, 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
107
+25 vs. Q3 2024
Shares held
51.6M
+22.3M (+76.1%) vs. Q3 2024
Total value
$298.2M
+$140.8M (+89.4%) vs. Q3 2024
New holders
31
24 more added
Sold out
6
36 more reduced

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 107 institutions
Q1 2021: 134 institutionsQ2 2021: 136 institutionsQ3 2021: 120 institutionsQ4 2021: 108 institutionsQ1 2022: 125 institutionsQ2 2022: 99 institutionsQ3 2022: 81 institutionsQ4 2022: 80 institutionsQ1 2023: 63 institutionsQ2 2023: 66 institutionsQ3 2023: 63 institutionsQ4 2023: 69 institutionsQ1 2024: 71 institutionsQ2 2024: 69 institutionsQ3 2024: 83 institutionsQ4 2024: 107 institutionsQ1 2025: 104 institutionsQ2 2025: 105 institutionsQ3 2025: 109 institutionsQ4 2025: 126 institutionsQ1 2026: 140 institutionsQ2 2026: 158 institutions
Value heldQ4 2024: $298.2M
Q1 2021: $763.1MQ2 2021: $807.9MQ3 2021: $604.2MQ4 2021: $456.2MQ1 2022: $265.3MQ2 2022: $105.6MQ3 2022: $83.9MQ4 2022: $55.0MQ1 2023: $75.0MQ2 2023: $49.0MQ3 2023: $30.0MQ4 2023: $46.1MQ1 2024: $33.2MQ2 2024: $25.7MQ3 2024: $157.6MQ4 2024: $298.2MQ1 2025: $192.4MQ2 2025: $396.6MQ3 2025: $421.8MQ4 2025: $644.8MQ1 2026: $538.8MQ2 2026: $1.14B
Institutions holding PSNL and their total value by quarter
QuarterHoldersValue
Q2 2026158$1.14B
Q1 2026140$538.8M
Q4 2025126$644.8M
Q3 2025109$421.8M
Q2 2025105$396.6M
Q1 2025104$192.4M
Q4 2024107$298.2M
Q3 202483$157.6M
Q2 202469$25.7M
Q1 202471$33.2M
Q4 202369$46.1M
Q3 202363$30.0M
Q2 202366$49.0M
Q1 202363$75.0M
Q4 202280$55.0M
Q3 202281$83.9M
Q2 202299$105.6M
Q1 2022125$265.3M
Q4 2021108$456.2M
Q3 2021120$604.2M
Q2 2021136$807.9M
Q1 2021134$763.1M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Personalis, Inc.; share changes are against Q3 2024.

Institutions holding PSNL in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
SBI Securities Co., Ltd.78$4510.00%+78New
Tower Research Capital LLC (TRC)141$8150.00%−896−86.4%Reduced
Creative Planning157$9070.00%+157New
Principal Securities, Inc.195$1.13K0.00%00.0%Unchanged
Asset Dedication, LLC200$1.16K0.00%+200New
Zurcher Kantonalbank (Zurich Cantonalbank)202$1.17K0.00%−3,004−93.7%Reduced
Signaturefd, LLC257$1.49K0.00%+257New
Wells Fargo & Company522$3.02K0.00%+279+114.8%Added
Point72 (DIFC) Ltd531$3.07K0.00%+531New
Caitong International Asset Management Co., Ltd688$3.98K0.00%+688New
Ancora Advisors, LLC800$4.62K0.00%00.0%Unchanged
US Bancorp1,000$5.78K0.00%−3,600−78.3%Reduced
WR Wealth Planners, LLC1,200$6.94K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio1,226$7.09K0.00%−6,000−83.0%Reduced
GF Fund Management Co. Ltd.1,483$8.57K0.00%+1,483New
Advisor Group Holdings, Inc.1,951$11.3K0.00%00.0%Unchanged
Group One Trading, L.P.2,281$13.2K0.00%+2,281New
Mirae Asset Global Investments Co., Ltd.2,354$13.8K0.00%+2,354New
Rhumbline Advisers3,709$21.4K0.00%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.4,880$28.2K0.01%+4,880New
JPMorgan Chase & Co5,854$33.8K0.00%+5,654+2,827.0%Added
Pathstone Holdings, LLC10,215$59.1K0.00%−4,690−31.5%Reduced
Keebeck Alpha, LP10,284$59.4K0.06%+10,284New
Alpine Global Management, LLC10,412$60.2K0.02%+10,412New
SG Americas Securities, LLC10,829$63.0K0.00%+10,829New
Raymond James Financial Inc11,100$64.2K0.00%+11,100New
Arrowstreet Capital, Limited Partnership11,482$66.4K0.00%−15,978−58.2%Reduced
Prime Capital Investment Advisors, LLC11,772$68.0K0.00%−14,854−55.8%Reduced
Walleye Capital LLC11,848$68.5K0.00%−154,940−92.9%Reduced
Boothbay Fund Management, LLC12,560$72.6K0.00%+12,560New
Man Group plc12,708$73.5K0.00%−29,697−70.0%Reduced
Colony Group, LLC13,527$78.2K0.00%−2,006−12.9%Reduced
Invesco Ltd.14,190$82.0K0.00%+14,190New
Schonfeld Strategic Advisors LLC14,360$83.0K0.00%+14,360New
Russell Investments Group, Ltd.14,557$84.1K0.00%−1,947−11.8%Reduced
China Universal Asset Management Co., Ltd.14,980$86.6K0.01%+14,980New
Parallel Advisors, LLC16,522$95.5K0.00%00.0%Unchanged
Engineers Gate Manager LP17,346$100.3K0.00%−12,476−41.8%Reduced
Prudential Financial Inc18,350$106.1K0.00%00.0%Unchanged
Ieq Capital, LLC22,000$127.2K0.00%00.0%Unchanged
Trexquant Investment LP22,155$128.1K0.00%+22,155New
Charles Schwab Investment Management Inc22,941$132.6K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP23,054$133.0K0.00%+23,054New
Stifel Financial Corp25,000$144.5K0.00%+5,000+25.0%Added
Davy Global Fund Management Ltd25,168$145.5K0.02%+10,065+66.6%Added
Cubist Systematic Strategies, LLC25,686$148.5K0.00%−131,553−83.7%Reduced
XTX Topco Ltd33,469$193.5K0.02%+33,469New
Algert Global LLC33,940$196.2K0.00%−2,030−5.6%Reduced
Two Sigma Advisers, LP34,300$198.3K0.00%+7,000+25.6%Added
Ameriprise Financial Inc34,407$198.9K0.00%+9,535+38.3%Added
Susquehanna Fundamental Investments, LLC37,666$217.7K0.00%+37,666New
Green Alpha Advisors, LLC38,982$225.3K0.18%−26,529−40.5%Reduced
Jefferies Financial Group Inc.39,600$228.9K0.00%+20,200+104.1%Added
HSBC Holdings PLC40,918$230.0K0.00%00.0%Unchanged
Centiva Capital, LP40,372$233.3K0.01%−30,242−42.8%Reduced
UBS Group AG41,927$242.3K0.00%+34,850+492.4%Added
Dynamic Technology Lab Private Ltd43,685$252.0K0.04%+43,685New
EntryPoint Capital, LLC47,513$274.6K0.12%+47,513New
Citigroup Inc48,230$278.8K0.00%−27,619−36.4%Reduced
American Century Companies Inc50,321$290.9K0.00%+25,011+98.8%Added
Balyasny Asset Management LLC60,127$347.5K0.00%+60,127New
Marshall Wace, LLP70,010$404.7K0.00%−386,966−84.7%Reduced
BNP Paribas Arbitrage, SA71,856$415.3K0.00%+71,721+53,126.7%Added
Royal Bank of Canada75,946$439.0K0.00%−1,530−2.0%Reduced
Omers Administration Corp81,400$470.5K0.00%+81,400New
Bridgeway Capital Management, LLC85,600$494.8K0.01%00.0%Unchanged
Gsa Capital Partners LLP86,334$499.0K0.04%−37,748−30.4%Reduced
Northern Trust Corp89,005$514.4K0.00%−4,440−4.8%Reduced
Squarepoint Ops LLC91,684$529.9K0.00%+74,664+438.7%Added
Price T Rowe Associates Inc95,000$550.0K0.00%00.0%Unchanged
Citadel Advisors LLC99,027$572.4K0.00%+64,037+183.0%Added
Jump Financial, LLC101,732$588.0K0.01%+101,732New
Connor, Clark & Lunn Investment Management Ltd.103,586$598.7K0.00%−5,202−4.8%Reduced
Barclays PLC109,368$632.1K0.00%+43,900+67.1%Added
683 Capital Management, LLC134,000$774.5K0.08%+134,000New
Williams Jones Wealth Management, LLC.134,072$774.9K0.01%+118,572+765.0%Added
LPL Financial LLC143,915$831.8K0.00%−6,773−4.5%Reduced
Two Sigma Investments, LP145,662$841.9K0.00%+67,403+86.1%Added
Goldman Sachs Group Inc182,720$1.06M0.00%+140,227+330.0%Added
State Street Corp198,363$1.15M0.00%+23,221+13.3%Added
Bank of America Corp212,527$1.23M0.00%−30,474−12.5%Reduced
Morgan Stanley249,748$1.44M0.00%+140,923+129.5%Added
Bruce & Co., Inc.253,000$1.46M0.47%−47,000−15.7%Reduced
Perkins Capital Management Inc257,307$1.49M1.32%00.0%Unchanged
Howland Capital Management LLC262,608$1.52M0.07%00.0%Unchanged
Wellington Shields & Co., LLC292,489$1.69M0.52%00.0%Unchanged
Standard Life Aberdeen plc297,889$1.72M0.00%+297,889New
Jacobs Levy Equity Management, Inc388,522$2.25M0.01%−17,148−4.2%Reduced
Qube Research & Technologies Ltd398,521$2.30M0.00%+267,737+204.7%Added
Jane Street Group, LLC401,314$2.32M0.00%+237,033+144.3%Added
Dimensional Fund Advisors LP410,083$2.37M0.00%+242,141+144.2%Added
Acadian Asset Management LLC415,906$2.40M0.01%−92,234−18.2%Reduced
Wellington Shields Capital Management, LLC431,181$2.49M0.44%−1,000−0.2%Reduced
State of Michigan Retirement System493,798$2.85M0.01%00.0%Unchanged
Geode Capital Management, LLC498,093$2.88M0.00%−377−0.1%Reduced
Nikko Asset Management Americas, Inc.733,313$4.23M0.05%−59,295−7.5%Reduced
Sumitomo Mitsui Trust Holdings, Inc.733,313$4.24M0.00%−59,295−7.5%Reduced
Susquehanna International Group, LLP873,097$5.05M0.01%+718,336+464.2%Added
Renaissance Technologies LLC920,868$5.32M0.01%−10,243−1.1%Reduced
Blue Water Life Science Advisors, LLC1,132,900$6.55M5.80%+132,900+13.3%Added