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Security record · archived quarter

PSNL

Personalis, Inc. · Healthcare · Medical - Diagnostics & Research

15.82 -0.5% mkt cap $1.69B quote delayed (FMP) · as of Oct 22 20:08 UTC · separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
64Tracked holders
+1Δ holders
35.38MShares held
$281.65MReported value
+2New positions
−1Exits
Stable Conviction score 50/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.6% · share flow -1.5% · net new positions +1.6% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 68 +6 44.71M $598.60M +11 −5
Q1 2026 65 +1 39.38M $250.81M +9 −8
Q4 2025 64 +1 35.38M $281.65M +2 −1
Q3 2025 13 0 21.61M $140.91M n/a n/a
Q2 2025 10 -1 19.31M $126.70M n/a −1
Q1 2025 8 -2 10.69M $37.54M n/a −2
Q4 2024 10 0 10.13M $58.56M n/a n/a
Q3 2024 9 +1 11.64M $62.64M +2 −1
Q2 2024 8 n/a 8.68M $10.16M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 ARK Investment Management ✦ 7.88M -0.4% $62.72M 0.4% ▼ Trim 7 SEC ↗
2 Ameriprise Financial Inc 6.29M n/a $50.05M 0.0% n/c 1 SEC ↗ ×4
3 BlackRock ✦ (passive) 5.32M -5.8% $42.34M 0.0% ▼ Trim 3 SEC ↗ ×9
4 The Vanguard Group ✦ (passive) 3.25M +8.2% $25.90M 0.0% ▲ Add 3 SEC ↗ ×3
5 Aberdeen Group plc 3.25M n/a $25.87M 0.0% n/c 1 SEC ↗
6 T. Rowe Price ✦ 1.45M +1332.2% $11.53M 0.0% ▲ Add 7 SEC ↗ ×2
7 Geode Capital Management ✦ (passive) 1.30M -2.7% $10.33M 0.0% ▼ Trim 7 SEC ↗ ×2
8 State Street Global Advisors ✦ (passive) 1.05M +13.4% $8.36M 0.0% ▲ Add 5 SEC ↗
9 Dimensional Fund Advisors Lp 983.17K n/a $7.83M 0.0% n/c 1 SEC ↗ ×4
10 Sumitomo Mitsui Trust Group, Inc. 518.44K n/a $4.13M 0.0% n/c 1 SEC ↗
11 First Manhattan Co. Llc. 373.82K n/a $2.98M 0.0% n/c 1 SEC ↗
12 Northern Trust Corp 354.92K n/a $2.83M 0.0% n/c 1 SEC ↗ ×3
13 Goldman Sachs Group ✦ 342.48K -40.3% $2.73M 0.0% ▼ Trim 2 SEC ↗ ×2
14 Nuveen, LLC 308.68K n/a $2.46M 0.0% n/c 1 SEC ↗
15 UBS Group AG 306.57K n/a $2.44M 0.0% n/c 1 SEC ↗ ×3
16 Td Asset Management Inc 271.88K n/a $2.16M 0.0% n/c 1 SEC ↗
17 Morgan Stanley ✦ 224.56K -34.4% $1.79M 0.0% ▼ Trim 2 SEC ↗ ×5
18 Jane Street Group, Llc 171.17K n/a $1.36M 0.0% n/c 1 SEC ↗ ×2
19 Charles Schwab Investment… 158.17K n/a $1.26M 0.0% n/c 1 SEC ↗
20 LPL Financial LLC 132.34K n/a $1.05M 0.0% n/c 1 SEC ↗
21 Bank of New York Mellon Corp 122.95K n/a $978,688 0.0% n/c 1 SEC ↗ ×4
22 Barclays Plc 119.95K n/a $954,809 0.0% n/c 1 SEC ↗
23 American Century Companies Inc 114.00K n/a $907,448 0.0% n/c 1 SEC ↗
24 Hrt Financial Lp 97.77K n/a $778,000 0.0% n/c 1 SEC ↗
25 Renaissance Technologies ✦ 92.99K -79.5% $740,232 0.0% ▼ Trim 7 SEC ↗
26 Citadel Advisors ✦ 92.16K New $733,610 0.0% New 1 SEC ↗ ×2
27 Royal Bank Of Canada 79.31K n/a $631,000 0.0% n/c 1 SEC ↗ ×5
28 Wells Fargo & Company/Mn 64.25K n/a $511,438 0.0% n/c 1 SEC ↗ ×4
29 Rhumbline Advisers 64.18K n/a $510,872 0.0% n/c 1 SEC ↗
30 Bank Of America Corp /De/ 60.03K n/a $477,861 0.0% n/c 1 SEC ↗ ×5
31 MIRAE ASSET GLOBAL ETFS HOLDINGS… 56.83K n/a $452,399 0.0% n/c 1 SEC ↗
32 Sei Investments Co 56.01K n/a $445,808 0.0% n/c 1 SEC ↗
33 Invesco Ltd. 39.88K n/a $317,405 0.0% n/c 1 SEC ↗ ×3
34 Deutsche Bank Ag\ 38.83K n/a $309,063 0.0% n/c 1 SEC ↗
35 Two Sigma Investments ✦ 32.48K -42.8% $258,509 0.0% ▼ Trim 6 SEC ↗
36 Susquehanna International Group, Llp 30.97K n/a $246,497 0.0% n/c 1 SEC ↗
37 Alliancebernstein L.P. 28.70K n/a $228,452 0.0% n/c 1 SEC ↗
38 Citigroup Inc 27.61K n/a $219,760 0.0% n/c 1 SEC ↗ ×2
39 JPMorgan Chase ✦ 26.72K -46.2% $212,659 0.0% ▼ Trim 2 SEC ↗ ×3
40 Hsbc Holdings Plc 20.95K n/a $168,212 0.0% n/c 1 SEC ↗ ×4
41 Us Bancorp \De\ 20.06K n/a $159,693 0.0% n/c 1 SEC ↗ ×2
42 New York State Common Retirement… 15.80K n/a $125,768 0.0% n/c 1 SEC ↗
43 Creative Planning 15.77K n/a $125,513 0.0% n/c 1 SEC ↗
44 Manufacturers Life Insurance… 15.74K n/a $125,330 0.0% n/c 1 SEC ↗
45 Stifel Financial Corp 13.93K n/a $110,907 0.0% n/c 1 SEC ↗
46 Focus Partners Wealth 13.53K n/a $107,675 0.0% n/c 1 SEC ↗
47 Bnp Paribas Financial Markets 13.46K n/a $107,110 0.0% n/c 1 SEC ↗
48 ProShare Advisors LLC 13.08K n/a $104,124 0.0% n/c 1 SEC ↗
49 Raymond James Financial Inc 11.60K n/a $92,336 0.0% n/c 1 SEC ↗ ×2
50 Simplex Trading, Llc 10.92K n/a $86,947 0.0% n/c 1 SEC ↗
51 AQR Capital Management ✦ 10.24K New $81,511 0.0% New 1 SEC ↗ ×4
52 Osaic Holdings, Inc. 6.50K n/a $51,700 0.0% n/c 1 SEC ↗ ×2
53 Legal & General Group Plc 4.57K n/a $36,393 0.0% n/c 1 SEC ↗
54 Mirae Asset Global Investments Co.… 4.32K n/a $34,347 0.0% n/c 1 SEC ↗
55 Russell Investments Group, Ltd. 4.18K n/a $33,304 0.0% n/c 1 SEC ↗ ×2
56 Fidelity (FMR) ✦ 3.39K +44.0% $26,989 0.0% ▲ Add 3 SEC ↗ ×3
57 California State Teachers… 3.09K n/a $24,573 0.0% n/c 1 SEC ↗
58 Zurcher Kantonalbank (Zurich… 1.26K n/a $10,069 0.0% n/c 1 SEC ↗
59 Pnc Financial Services Group, Inc. 1.06K n/a $8,446 0.0% n/c 1 SEC ↗
60 Jones Financial Companies Lllp 289 n/a $2,300 0.0% n/c 1 SEC ↗
61 Daiwa Securities Group Inc. 200 n/a $2,000 0.0% n/c 1 SEC ↗
62 UBS AM, a distinct business unit of… 47 n/a $374 0.0% n/c 1 SEC ↗
63 Rockefeller Capital Management L.P. 36 n/a $287 0.0% n/c 1 SEC ↗
64 Cwm, Llc 24 n/a $0 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $733,610 0.0%
AQR Capital Management $81,511 0.0%

Exited

Millennium Management $7.89M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 140 holders, 84.04M shares, $493.33M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 18 Chen Richard

Officer · 4.00K sh · $64,848

Sep 18 Hall Christopher M

Officer, Director · 7.46K sh · $120,985

Sep 18 Moore Stephen Michael

Officer · 2.07K sh · $33,543

Sep 18 Tachibana Aaron

Officer · 2.93K sh · $47,541

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G/A: AMERIPRISE FINANCIAL INC

View original SEC filing ↗

Aug 14 SC 13G/A: Deep Track Capital, LP

View original SEC filing ↗

Jul 29 SC 13G: BlackRock, Inc.

View original SEC filing ↗

Jul 21 SC 13D/A: Tempus AI, Inc.

12.5% of class · View original SEC filing ↗

Jun 10 SC 13D/A: Lightspeed Venture Partners Select IV…

2.0% of class · View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API