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 2025
Institutional positions in Personalis, Inc. as of Dec 31, 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
- 126
- +17 vs. Q3 2025
- Shares held
- 81.0M
- +16.3M (+25.2%) vs. Q3 2025
- Total value
- $644.8M
- +$222.9M (+52.8%) vs. Q3 2025
- New holders
- 31
- 37 more added
- Sold out
- 14
- 38 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Personalis, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 24 | $0 | 0.00% | +6+33.3% | Added |
| SRS Capital Advisors, Inc. | 9 | $72 | 0.00% | −68−88.3% | Reduced |
| Rockefeller Capital Management L.P. | 36 | $287 | 0.00% | −664−94.9% | Reduced |
| UBS Asset Management Americas Inc | 47 | $374 | 0.00% | +47 | New |
| Signaturefd, LLC | 57 | $454 | 0.00% | +57 | New |
| Allworth Financial LP | 77 | $613 | 0.00% | +67+670.0% | Added |
| MAI Capital Management | 100 | $796 | 0.00% | +100 | New |
| Keating Financial Advisory Services, Inc. | 100 | $796 | 0.00% | +100 | New |
| EverSource Wealth Advisors, LLC | 165 | $1.31K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 172 | $1.37K | 0.00% | +128+290.9% | Added |
| SBI Securities Co., Ltd. | 187 | $1.49K | 0.00% | +46+32.6% | Added |
| Sound Income Strategies, LLC | 200 | $1.98K | 0.00% | +200 | New |
| Daiwa Securities Group Inc. | 200 | $2.00K | 0.00% | −200−50.0% | Reduced |
| Jones Financial Companies LLLP | 289 | $2.30K | 0.00% | +289 | New |
| UMA Financial Services, Inc. | 437 | $3.48K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 690 | $5.49K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 777 | $6.18K | 0.00% | −1,821−70.1% | Reduced |
| MCF Advisors LLC | 800 | $6.37K | 0.00% | +800 | New |
| The PNC Financial Services Group, Inc. | 1,061 | $8.45K | 0.00% | +1,049+8,741.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,265 | $10.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,575 | $13.0K | 0.00% | −138−8.1% | Reduced |
| GF Fund Management Co. Ltd. | 1,744 | $13.9K | 0.00% | −164−8.6% | Reduced |
| Farther Finance Advisors, LLC | 2,489 | $19.8K | 0.00% | −7,580−75.3% | Reduced |
| Sterling Capital Management LLC | 2,887 | $23.0K | 0.00% | −573−16.6% | Reduced |
| California State Teachers Retirement System | 3,087 | $24.6K | 0.00% | −45−1.4% | Reduced |
| FMR LLC | 3,391 | $27.0K | 0.00% | +1,037+44.1% | Added |
| Caitong International Asset Management Co., Ltd | 3,423 | $27.2K | 0.01% | +1,479+76.1% | Added |
| International Assets Investment Management, LLC | 3,900 | $31.0K | 0.00% | +3,900 | New |
| Russell Investments Group, Ltd. | 4,184 | $33.3K | 0.00% | +31+0.7% | Added |
| Ameritas Investment Partners, Inc. | 4,235 | $33.7K | 0.00% | −885−17.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,315 | $34.3K | 0.00% | +887+25.9% | Added |
| Legal & General Group Plc | 4,572 | $36.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 5,007 | $39.9K | 0.00% | +5,007 | New |
| Advisor Group Holdings, Inc. | 6,495 | $51.7K | 0.00% | +1,450+28.7% | Added |
| AQR Capital Management LLC | 10,240 | $81.5K | 0.00% | +10,240 | New |
| DRW Securities, LLC | 10,483 | $83.4K | 0.01% | +10,483 | New |
| HSBC Holdings PLC | 10,474 | $84.1K | 0.00% | −40,967−79.6% | Reduced |
| Simplex Trading, LLC | 10,923 | $86.9K | 0.00% | +4,847+79.8% | Added |
| Raymond James Financial Inc | 11,600 | $92.3K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 12,045 | $95.5K | 0.00% | +12,045 | New |
| Scientech Research LLC | 12,402 | $98.7K | 0.06% | +12,402 | New |
| Police & Firemen's Retirement System of New Jersey | 12,974 | $103.3K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,081 | $104.1K | 0.00% | +1,348+11.5% | Added |
| BNP Paribas Arbitrage, SA | 13,456 | $107.1K | 0.00% | −1,340−9.1% | Reduced |
| Colony Group, LLC | 13,527 | $107.7K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 13,578 | $108.1K | 0.00% | +13,578 | New |
| Stifel Financial Corp | 13,933 | $110.9K | 0.00% | −34,068−71.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 14,471 | $115.2K | 0.01% | −1,073−6.9% | Reduced |
| Axq Capital, LP | 14,965 | $119.1K | 0.03% | +14,965 | New |
| Manufacturers Life Insurance Company, The | 15,745 | $125.3K | 0.00% | −1,705−9.8% | Reduced |
| Creative Planning | 15,768 | $125.5K | 0.00% | +3,210+25.6% | Added |
| New York State Common Retirement Fund | 15,800 | $125.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 18,658 | $148.5K | 0.00% | −11,135−37.4% | Reduced |
| US Bancorp | 20,062 | $159.7K | 0.00% | +20,062 | New |
| Intech Investment Management LLC | 20,342 | $161.9K | 0.00% | +3,851+23.4% | Added |
| JPMorgan Chase & Co | 26,716 | $212.7K | 0.00% | +1,883+7.6% | Added |
| Citigroup Inc | 27,608 | $219.8K | 0.00% | +25,318+1,105.6% | Added |
| Alliancebernstein L.P. | 28,700 | $228.5K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 30,000 | $239.0K | 0.00% | +5,000+20.0% | Added |
| Susquehanna International Group, LLP | 30,967 | $246.5K | 0.00% | −12,581−28.9% | Reduced |
| Two Sigma Investments, LP | 32,476 | $258.5K | 0.00% | −24,282−42.8% | Reduced |
| Deutsche Bank AG | 38,827 | $309.1K | 0.00% | +1,655+4.5% | Added |
| Pathstone Holdings, LLC | 39,015 | $310.6K | 0.00% | +39,015 | New |
| XTX Topco Ltd | 39,412 | $313.7K | 0.01% | −43,297−52.3% | Reduced |
| Invesco Ltd. | 39,875 | $317.4K | 0.00% | −338−0.8% | Reduced |
| SG Americas Securities, LLC | 44,678 | $356.0K | 0.00% | +44,678 | New |
| AlphaCentric Advisors LLC | 47,796 | $380.5K | 0.38% | +47,796 | New |
| Polen Capital Management LLC | 50,705 | $403.6K | 0.00% | +50,705 | New |
| Verition Fund Management LLC | 51,804 | $412.4K | 0.00% | +51,804 | New |
| SEI Investments Co | 56,006 | $445.8K | 0.00% | +56,006 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 56,834 | $452.4K | 0.00% | −7,831−12.1% | Reduced |
| Bank of America Corp | 60,033 | $477.9K | 0.00% | +26,134+77.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 61,844 | $492.3K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 64,181 | $510.9K | 0.00% | −9,934−13.4% | Reduced |
| Wells Fargo & Company | 64,251 | $511.4K | 0.00% | +17,322+36.9% | Added |
| Green Alpha Advisors, LLC | 68,517 | $545.4K | 0.50% | +40,126+141.3% | Added |
| Royal Bank of Canada | 79,310 | $631.0K | 0.00% | −75,067−48.6% | Reduced |
| Citadel Advisors LLC | 92,162 | $733.6K | 0.00% | +92,162 | New |
| Renaissance Technologies LLC | 92,994 | $740.2K | 0.00% | −360,049−79.5% | Reduced |
| HRT Financial LP | 97,772 | $778.0K | 0.00% | +97,772 | New |
| Susquehanna Fundamental Investments, LLC | 108,951 | $867.3K | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 114,001 | $907.4K | 0.00% | +1,991+1.8% | Added |
| Barclays PLC | 119,951 | $954.8K | 0.00% | +5,148+4.5% | Added |
| Bank of New York Mellon Corp | 122,951 | $978.7K | 0.00% | −2,361−1.9% | Reduced |
| LPL Financial LLC | 132,343 | $1.05M | 0.00% | −1,749−1.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 134,072 | $1.07M | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 145,507 | $1.16M | 0.01% | +145,507 | New |
| Charles Schwab Investment Management Inc | 158,170 | $1.26M | 0.00% | +280.0% | Added |
| Jane Street Group, LLC | 171,166 | $1.36M | 0.00% | +171,166 | New |
| Morgan Stanley | 224,563 | $1.79M | 0.00% | −117,492−34.3% | Reduced |
| Bruce & Co., Inc. | 233,000 | $1.85M | 0.58% | −20,000−7.9% | Reduced |
| Perkins Capital Management Inc | 239,000 | $1.90M | 1.51% | −13,500−5.3% | Reduced |
| Davy Global Fund Management Ltd | 267,674 | $2.13M | 0.15% | +82,638+44.7% | Added |
| TD Asset Management Inc | 271,876 | $2.16M | 0.00% | +217,292+398.1% | Added |
| Nano Cap New Millennium Growth Fund L P | 290,000 | $2.31M | 1.97% | +290,000 | New |
| Wellington Shields & Co., LLC | 292,489 | $2.33M | 0.57% | 00.0% | Unchanged |
| UBS Group AG | 306,568 | $2.44M | 0.00% | +11,004+3.7% | Added |
| Nuveen, LLC | 308,680 | $2.46M | 0.00% | 00.0% | Unchanged |
| Oracle Investment Management Inc | 339,343 | $2.70M | 1.77% | +109,908+47.9% | Added |
| Wellington Shields Capital Management, LLC | 340,000 | $2.71M | 0.39% | +47,865+16.4% | Added |