Skip to main content

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 2025

Institutional positions in Personalis, Inc. as of Jun 30, 2025. 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
105
+2 vs. Q1 2025
Shares held
60.5M
+5.63M (+10.3%) vs. Q1 2025
Total value
$396.6M
+$204.2M (+106.1%) vs. Q1 2025
New holders
33
35 more added
Sold out
31
24 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 105 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 heldQ2 2025: $396.6M
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, Q2 2025

Shares, value and share of portfolio for each institution holding Personalis, Inc.; share changes are against Q1 2025.

Institutions holding PSNL in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Allworth Financial LP65$4270.00%+65New
SBI Securities Co., Ltd.66$4330.00%−143−68.4%Reduced
Principal Securities, Inc.134$8790.00%−61−31.3%Reduced
Rise Advisors, LLC142$9320.00%+142New
Signaturefd, LLC158$1.04K0.00%+158New
EverSource Wealth Advisors, LLC165$1.08K0.00%+165New
FMR LLC211$1.38K0.00%+211New
UMA Financial Services, Inc.437$2.87K0.00%+437New
Daiwa Securities Group Inc.400$3.00K0.00%00.0%Unchanged
US Bancorp900$5.90K0.00%−100−10.0%Reduced
GPS Wealth Strategies Group, LLC1,000$6.56K0.00%+1,000New
Group One Trading, L.P.1,211$7.94K0.00%−4,882−80.1%Reduced
Sterling Capital Management LLC1,354$8.88K0.00%+1,354New
Amalgamated Bank1,713$11.0K0.00%+1,713New
GF Fund Management Co. Ltd.1,809$11.9K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)1,827$12.0K0.00%−203−10.0%Reduced
Larson Financial Group LLC1,869$12.3K0.00%−43−2.2%Reduced
Caitong International Asset Management Co., Ltd2,200$14.4K0.01%+1,610+272.9%Added
California State Teachers Retirement System3,129$20.5K0.00%+3,129New
Mirae Asset Global Investments Co., Ltd.3,412$22.4K0.00%+459+15.5%Added
Advisor Group Holdings, Inc.3,795$24.9K0.00%+1,369+56.4%Added
Legal & General Group Plc4,572$30.0K0.00%+4,572New
Ameritas Investment Partners, Inc.5,120$33.6K0.00%+5,120New
Tower Research Capital LLC (TRC)6,418$42.1K0.00%−40,628−86.4%Reduced
BNP Paribas Arbitrage, SA6,451$42.3K0.00%+5,177+406.4%Added
Russell Investments Group, Ltd.8,480$55.6K0.00%−6,952−45.0%Reduced
Alpha Wealth Funds, LLC10,034$66.0K0.06%+10,034New
Raymond James Financial Inc10,600$69.5K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey11,472$75.3K0.00%+11,472New
Colony Group, LLC13,527$88.7K0.00%00.0%Unchanged
ProShare Advisors LLC13,581$89.1K0.00%+13,581New
Voya Investment Management LLC14,036$92.1K0.00%+14,036New
New York State Common Retirement Fund15,800$103.6K0.00%+15,800New
Mariner, LLC16,386$107.5K0.00%+16,386New
Parallel Advisors, LLC16,522$108.4K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.17,740$116.4K0.01%+36+0.2%Added
Manufacturers Life Insurance Company, The18,757$123.0K0.00%+18,757New
Qube Research & Technologies Ltd19,237$126.2K0.00%−383,039−95.2%Reduced
Ieq Capital, LLC22,000$144.3K0.00%00.0%Unchanged
Algert Global LLC25,200$165.3K0.00%+25,200New
Intech Investment Management LLC26,317$172.6K0.00%+26,317New
Alliancebernstein L.P.28,700$188.3K0.00%+28,700New
JPMorgan Chase & Co29,491$193.5K0.00%+24,621+505.6%Added
MetLife Investment Management30,471$199.9K0.00%+30,471New
Green Alpha Advisors, LLC31,839$208.9K0.20%−5,444−14.6%Reduced
Deutsche Bank AG32,867$215.6K0.00%+32,867New
Invesco Ltd.37,102$243.4K0.00%+23,233+167.5%Added
Wells Fargo & Company38,459$252.3K0.00%+37,937+7,267.6%Added
Acadian Asset Management LLC39,158$256.0K0.00%−271,364−87.4%Reduced
Jacobs Levy Equity Management, Inc39,629$260.0K0.00%−327,333−89.2%Reduced
Susquehanna Portfolio Strategies, LLC47,944$314.5K0.01%+26,532+123.9%Added
Mach-1 Financial Group, Inc.48,822$320.3K0.09%+48,822New
Man Group plc49,373$323.9K0.00%+49,373New
Stifel Financial Corp50,000$328.0K0.00%+10,000+25.0%Added
HSBC Holdings PLC54,553$373.1K0.00%+15,447+39.5%Added
Two Sigma Investments, LP56,893$373.2K0.00%−53,313−48.4%Reduced
Susquehanna International Group, LLP63,796$418.5K0.00%−885,972−93.3%Reduced
Connor, Clark & Lunn Investment Management Ltd.68,679$450.5K0.00%+68,679New
Mirae Asset Global ETFs Holdings Ltd.69,923$458.7K0.00%+69,923New
Polar Asset Management Partners Inc.71,700$470.4K0.01%+71,700New
Rhumbline Advisers79,268$520.0K0.00%+75,559+2,037.2%Added
American Century Companies Inc89,669$588.2K0.00%+22,292+33.1%Added
Davy Global Fund Management Ltd92,841$609.0K0.05%+37,258+67.0%Added
Price T Rowe Associates Inc101,146$664.0K0.00%+16,146+19.0%Added
EAM Investors, LLC116,162$762.0K0.12%+116,162New
Bank of New York Mellon Corp118,925$780.2K0.00%+118,925New
UBS Group AG119,814$786.0K0.00%+73,503+158.7%Added
Gsa Capital Partners LLP124,114$814.0K0.06%−20,553−14.2%Reduced
Williams Jones Wealth Management, LLC.134,072$879.5K0.01%00.0%Unchanged
LPL Financial LLC139,390$914.4K0.00%−8,525−5.8%Reduced
Barclays PLC140,378$920.9K0.00%+54,387+63.2%Added
Susquehanna Fundamental Investments, LLC146,617$961.8K0.03%−7,530−4.9%Reduced
Royal Bank of Canada149,878$983.0K0.00%+71,537+91.3%Added
Charles Schwab Investment Management Inc159,142$1.04M0.00%+136,199+593.6%Added
Citigroup Inc184,240$1.21M0.00%+182,953+14,215.5%Added
Goldman Sachs Group Inc209,666$1.38M0.00%−74,760−26.3%Reduced
Bank of America Corp222,011$1.46M0.00%+21,009+10.5%Added
Perkins Capital Management Inc252,500$1.66M1.67%−4,807−1.9%Reduced
Bruce & Co., Inc.253,000$1.66M0.54%00.0%Unchanged
Howland Capital Management LLC285,308$1.87M0.08%+2,500+0.9%Added
Wellington Shields & Co., LLC292,489$1.92M0.54%00.0%Unchanged
Ameriprise Financial Inc329,865$2.16M0.00%+303,933+1,172.0%Added
Northern Trust Corp399,989$2.62M0.00%+302,950+312.2%Added
Wellington Shields Capital Management, LLC426,331$2.80M0.47%00.0%Unchanged
ExodusPoint Capital Management, LP437,369$2.87M0.03%+403,197+1,179.9%Added
State of Michigan Retirement System493,798$3.24M0.02%00.0%Unchanged
Renaissance Technologies LLC563,243$3.69M0.00%−470,711−45.5%Reduced
Morgan Stanley626,459$4.11M0.00%+66,502+11.9%Added
Nikko Asset Management Americas, Inc.634,317$4.16M0.04%−41,657−6.2%Reduced
Nuveen, LLC635,571$4.17M0.00%+635,571New
Sumitomo Mitsui Trust Holdings, Inc.640,420$4.20M0.00%−35,554−5.3%Reduced
Kennedy Capital Management, Inc.653,383$4.29M0.10%+49,093+8.1%Added
State Street Corp687,584$4.51M0.00%+492,321+252.1%Added
Dimensional Fund Advisors LP784,864$5.15M0.00%+149,835+23.6%Added
Millennium Management LLC1,090,727$7.16M0.01%+219,215+25.2%Added
T. Rowe Price Investment Management, Inc.1,264,455$8.29M0.01%+1,264,455New
Geode Capital Management, LLC1,365,598$8.96M0.00%+851,422+165.6%Added
Blue Water Life Science Advisors, LLC1,676,300$11.0M8.70%+500,900+42.6%Added
Standard Life Aberdeen plc1,759,497$11.5M0.02%+54,713+3.2%Added
Vanguard Group Inc3,137,061$20.6M0.00%+1,846,470+143.1%Added