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 2025
Institutional positions in Personalis, Inc. as of Sep 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
- 109
- +4 vs. Q2 2025
- Shares held
- 64.7M
- +4.25M (+7.0%) vs. Q2 2025
- Total value
- $421.8M
- +$25.2M (+6.4%) vs. Q2 2025
- New holders
- 20
- 31 more added
- Sold out
- 16
- 35 more reduced
Compare with Q2 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.
| 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 2025
Shares, value and share of portfolio for each institution holding Personalis, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 18 | $0 | 0.00% | +18 | New |
| Allworth Financial LP | 10 | $66 | 0.00% | −55−84.6% | Reduced |
| The PNC Financial Services Group, Inc. | 12 | $78 | 0.00% | +12 | New |
| GAMMA Investing LLC | 44 | $287 | 0.00% | +44 | New |
| SRS Capital Advisors, Inc. | 77 | $502 | 0.00% | +77 | New |
| Principal Securities, Inc. | 134 | $874 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 141 | $919 | 0.00% | +75+113.6% | Added |
| Rise Advisors, LLC | 142 | $926 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 165 | $1.08K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 437 | $2.85K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 690 | $4.50K | 0.00% | +690 | New |
| Rockefeller Capital Management L.P. | 700 | $4.56K | 0.00% | +700 | New |
| GPS Wealth Strategies Group, LLC | 1,000 | $6.52K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,265 | $8.25K | 0.00% | −562−30.8% | Reduced |
| Amalgamated Bank | 1,713 | $11.0K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,908 | $12.4K | 0.00% | +99+5.5% | Added |
| Caitong International Asset Management Co., Ltd | 1,944 | $12.7K | 0.01% | −256−11.6% | Reduced |
| Group One Trading, L.P. | 2,142 | $14.0K | 0.00% | +931+76.9% | Added |
| Citigroup Inc | 2,290 | $14.9K | 0.00% | −181,950−98.8% | Reduced |
| FMR LLC | 2,354 | $15.3K | 0.00% | +2,143+1,015.6% | Added |
| Tower Research Capital LLC (TRC) | 2,598 | $16.9K | 0.00% | −3,820−59.5% | Reduced |
| California State Teachers Retirement System | 3,132 | $20.4K | 0.00% | +3+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,428 | $22.4K | 0.00% | +16+0.5% | Added |
| Sterling Capital Management LLC | 3,460 | $22.6K | 0.00% | +2,106+155.5% | Added |
| Advisor Group Holdings, Inc. | 5,045 | $26.3K | 0.00% | +1,250+32.9% | Added |
| Russell Investments Group, Ltd. | 4,153 | $27.1K | 0.00% | −4,327−51.0% | Reduced |
| Legal & General Group Plc | 4,572 | $29.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,120 | $33.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 6,076 | $39.0K | 0.00% | +6,076 | New |
| Farther Finance Advisors, LLC | 10,069 | $65.7K | 0.00% | +10,069 | New |
| Raymond James Financial Inc | 11,600 | $75.6K | 0.00% | +1,000+9.4% | Added |
| ProShare Advisors LLC | 11,733 | $76.5K | 0.00% | −1,848−13.6% | Reduced |
| Creative Planning | 12,558 | $81.9K | 0.00% | +12,558 | New |
| Police & Firemen's Retirement System of New Jersey | 12,974 | $84.6K | 0.00% | +1,502+13.1% | Added |
| FourThought Financial Partners, LLC | 13,145 | $85.7K | 0.01% | +13,145 | New |
| Colony Group, LLC | 13,527 | $88.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 14,796 | $96.5K | 0.00% | +8,345+129.4% | Added |
| Brevan Howard Capital Management LP | 14,855 | $96.9K | 0.00% | +14,855 | New |
| China Universal Asset Management Co., Ltd. | 15,544 | $101.3K | 0.01% | −2,196−12.4% | Reduced |
| New York State Common Retirement Fund | 15,800 | $103.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 16,491 | $107.5K | 0.00% | −9,826−37.3% | Reduced |
| Parallel Advisors, LLC | 16,522 | $107.7K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 17,450 | $113.8K | 0.00% | −1,307−7.0% | Reduced |
| Atom Investors LP | 18,043 | $117.6K | 0.01% | +18,043 | New |
| Squarepoint Ops LLC | 18,886 | $123.1K | 0.00% | +18,886 | New |
| Ieq Capital, LLC | 22,000 | $143.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 24,833 | $161.9K | 0.00% | −4,658−15.8% | Reduced |
| Janney Montgomery Scott LLC | 25,000 | $163.0K | 0.00% | +25,000 | New |
| Green Alpha Advisors, LLC | 28,391 | $185.1K | 0.18% | −3,448−10.8% | Reduced |
| Alliancebernstein L.P. | 28,700 | $187.1K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 29,793 | $194.3K | 0.00% | −678−2.2% | Reduced |
| Bank of America Corp | 33,899 | $221.0K | 0.00% | −188,112−84.7% | Reduced |
| Deutsche Bank AG | 37,172 | $242.4K | 0.00% | +4,305+13.1% | Added |
| Sanctuary Advisors, LLC | 39,974 | $260.6K | 0.00% | +39,974 | New |
| Invesco Ltd. | 40,213 | $262.2K | 0.00% | +3,111+8.4% | Added |
| Susquehanna International Group, LLP | 43,548 | $283.9K | 0.00% | −20,248−31.7% | Reduced |
| Gsa Capital Partners LLP | 46,193 | $301.0K | 0.03% | −77,921−62.8% | Reduced |
| Wells Fargo & Company | 46,929 | $306.0K | 0.00% | +8,470+22.0% | Added |
| Stifel Financial Corp | 48,001 | $313.0K | 0.00% | −1,999−4.0% | Reduced |
| HSBC Holdings PLC | 51,441 | $320.0K | 0.00% | −3,112−5.7% | Reduced |
| TD Asset Management Inc | 54,584 | $355.9K | 0.00% | +54,584 | New |
| Two Sigma Investments, LP | 56,758 | $370.1K | 0.00% | −135−0.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 61,844 | $403.2K | 0.01% | +13,900+29.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 64,665 | $421.6K | 0.00% | −5,258−7.5% | Reduced |
| Rhumbline Advisers | 74,115 | $483.2K | 0.00% | −5,153−6.5% | Reduced |
| XTX Topco Ltd | 82,709 | $539.3K | 0.03% | +82,709 | New |
| Price T Rowe Associates Inc | 101,146 | $660.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 108,951 | $710.4K | 0.03% | −37,666−25.7% | Reduced |
| American Century Companies Inc | 112,010 | $730.3K | 0.00% | +22,341+24.9% | Added |
| Barclays PLC | 114,803 | $748.5K | 0.00% | −25,575−18.2% | Reduced |
| Bank of New York Mellon Corp | 125,312 | $817.0K | 0.00% | +6,387+5.4% | Added |
| Williams Jones Wealth Management, LLC. | 134,072 | $874.1K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 134,092 | $874.3K | 0.00% | −5,298−3.8% | Reduced |
| Royal Bank of Canada | 154,377 | $1.01M | 0.00% | +4,499+3.0% | Added |
| Charles Schwab Investment Management Inc | 158,142 | $1.03M | 0.00% | −1,000−0.6% | Reduced |
| JBF Capital, Inc. | 166,104 | $1.08M | 0.15% | +166,104 | New |
| Davy Global Fund Management Ltd | 185,036 | $1.21M | 0.08% | +92,195+99.3% | Added |
| Oracle Investment Management Inc | 229,435 | $1.50M | 1.04% | +229,435 | New |
| Perkins Capital Management Inc | 252,500 | $1.65M | 1.45% | 00.0% | Unchanged |
| Bruce & Co., Inc. | 253,000 | $1.65M | 0.51% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 292,135 | $1.90M | 0.29% | −134,196−31.5% | Reduced |
| Wellington Shields & Co., LLC | 292,489 | $1.91M | 0.50% | 00.0% | Unchanged |
| UBS Group AG | 295,564 | $1.93M | 0.00% | +175,750+146.7% | Added |
| Ameriprise Financial Inc | 299,025 | $1.95M | 0.00% | −30,840−9.3% | Reduced |
| Nuveen, LLC | 308,680 | $2.01M | 0.00% | −326,891−51.4% | Reduced |
| Howland Capital Management LLC | 330,673 | $2.16M | 0.08% | +45,365+15.9% | Added |
| Morgan Stanley | 342,055 | $2.23M | 0.00% | −284,404−45.4% | Reduced |
| Northern Trust Corp | 393,784 | $2.57M | 0.00% | −6,205−1.6% | Reduced |
| Renaissance Technologies LLC | 453,043 | $2.95M | 0.00% | −110,200−19.6% | Reduced |
| State of Michigan Retirement System | 493,798 | $3.22M | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 573,981 | $3.74M | 0.00% | +364,315+173.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 590,996 | $3.85M | 0.00% | −49,424−7.7% | Reduced |
| Nikko Asset Management Americas, Inc. | 590,996 | $3.85M | 0.04% | −43,321−6.8% | Reduced |
| State Street Corp | 926,347 | $6.04M | 0.00% | +238,763+34.7% | Added |
| Dimensional Fund Advisors LP | 973,655 | $6.35M | 0.00% | +188,791+24.1% | Added |
| Millennium Management LLC | 1,210,754 | $7.89M | 0.01% | +120,027+11.0% | Added |
| Geode Capital Management, LLC | 1,333,541 | $8.70M | 0.00% | −32,057−2.3% | Reduced |
| Blue Water Life Science Advisors, LLC | 1,676,300 | $10.9M | 9.97% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 1,935,078 | $12.6M | 0.28% | +1,281,695+196.2% | Added |