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, Q1 2026
Institutional positions in Personalis, Inc. as of Mar 31, 2026. 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
- 140
- +16 vs. Q4 2025
- Shares held
- 84.6M
- +7.21M (+9.3%) vs. Q4 2025
- Total value
- $538.8M
- −$77.4M (−12.6%) vs. Q4 2025
- New holders
- 36
- 47 more added
- Sold out
- 20
- 36 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Personalis, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 12,974 | $82.6K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 12,800 | $81.5K | 0.00% | +1,200+10.3% | Added |
| Axq Capital, LP | 12,350 | $78.7K | 0.01% | −2,615−17.5% | Reduced |
| ProShare Advisors LLC | 11,950 | $76.1K | 0.00% | −1,131−8.6% | Reduced |
| KLP Kapitalforvaltning AS | 11,700 | $74.5K | 0.00% | +11,700 | New |
| Advisor Group Holdings, Inc. | 11,495 | $73.2K | 0.00% | +5,000+77.0% | Added |
| Intech Investment Management LLC | 10,945 | $69.7K | 0.00% | −9,397−46.2% | Reduced |
| Citigroup Inc | 7,324 | $46.7K | 0.00% | −20,284−73.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 5,458 | $34.8K | 0.00% | +1,143+26.5% | Added |
| Ameritas Investment Partners, Inc. | 4,235 | $27.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,900 | $25.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,600 | $22.9K | 0.00% | +3,600 | New |
| Opal Wealth Advisors, LLC | 3,500 | $22.3K | 0.01% | +3,500 | New |
| California State Teachers Retirement System | 2,714 | $17.3K | 0.00% | −373−12.1% | Reduced |
| Farther Finance Advisors, LLC | 2,311 | $15.2K | 0.00% | −178−7.2% | Reduced |
| Quantbot Technologies LP | 2,239 | $14.3K | 0.00% | +2,239 | New |
| GF Fund Management Co. Ltd. | 1,982 | $12.6K | 0.00% | +238+13.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,977 | $12.6K | 0.00% | +1,977 | New |
| Sterling Capital Management LLC | 1,661 | $10.6K | 0.00% | −1,226−42.5% | Reduced |
| UBS Asset Management Americas Inc | 1,099 | $7.00K | 0.00% | +1,052+2,238.3% | Added |
| The PNC Financial Services Group, Inc. | 1,061 | $6.76K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 690 | $4.39K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 701 | $4.00K | 0.00% | +701 | New |
| GAMMA Investing LLC | 596 | $3.80K | 0.00% | +424+246.5% | Added |
| UMA Financial Services, Inc. | 437 | $2.78K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 289 | $1.83K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 235 | $1.50K | 0.00% | +211+879.2% | Added |
| Sound Income Strategies, LLC | 200 | $1.31K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 172 | $1.10K | 0.00% | +7+4.2% | Added |
| SBI Securities Co., Ltd. | 162 | $1.03K | 0.00% | −25−13.4% | Reduced |
| Huntington National Bank | 144 | $917 | 0.00% | +144 | New |
| Keating Financial Advisory Services, Inc. | 100 | $637 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 85 | $541 | 0.00% | +85 | New |
| Allworth Financial LP | 80 | $510 | 0.00% | +3+3.9% | Added |
| Caitong International Asset Management Co., Ltd | 77 | $490 | 0.00% | −3,346−97.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 72 | $459 | 0.00% | +72 | New |
| Harbour Investments, Inc. | 53 | $342 | 0.00% | +53 | New |
| MAI Capital Management | 31 | $198 | 0.00% | −69−69.0% | Reduced |
| Swiss Life Asset Management Ltd | 30,116 | – | – | +30,116 | New |
| Berbice Capital Management LLC | 100 | – | – | −220−68.8% | Reduced |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −624,363−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −171,166−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −145,507−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −108,951−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −92,162−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −51,804−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −50,705−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −13,933−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −13,527−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −12,045−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −10,923−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,474−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −10,483−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −5,007−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,575−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Oracle Investment Management Inc | – | – | – | – | Not filed |