★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

PSNL

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

15.85 +0.2% mkt cap $1.69B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
65Tracked holders
+1Δ holders
39.38MShares held
$250.81MReported value
+9New positions
−8Exits
Rising Conviction score 61/100 5 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 +12.5% · net new positions +1.5% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 ARK Investment Management ✦ 7.94M +0.8% $50.60M 0.4% ▲ Add 8 SEC ↗
2 Ameriprise Financial Inc 7.59M +20.8% $48.37M 0.0% ▲ Add 2 SEC ↗ ×4
3 BlackRock ✦ (passive) 5.39M +1.3% $34.33M 0.0% ▲ Add 4 SEC ↗ ×10
4 Aberdeen Group plc 3.49M +7.3% $22.22M 0.0% ▲ Add 2 SEC ↗
5 Vanguard Capital Management Llc 2.87M n/a $18.27M 0.0% n/c 1 SEC ↗
6 T. Rowe Price ✦ 1.65M +13.9% $10.51M 0.0% ▲ Add 8 SEC ↗ ×2
7 Geode Capital Management ✦ (passive) 1.30M 0.0% $8.27M 0.0% ▼ Trim 8 SEC ↗ ×2
8 State Street Global Advisors ✦ (passive) 1.13M +8.0% $7.22M 0.0% ▲ Add 6 SEC ↗
9 Dimensional Fund Advisors Lp 1.07M +8.4% $6.79M 0.0% ▲ Add 2 SEC ↗ ×4
10 Goldman Sachs Group ✦ 737.13K +115.2% $4.70M 0.0% ▲ Add 3 SEC ↗ ×2
11 JPMorgan Chase ✦ 575.49K +2054.1% $3.59M 0.0% ▲ Add 3 SEC ↗ ×4
12 Sumitomo Mitsui Trust Group, Inc. 484.27K -6.6% $3.08M 0.0% ▼ Trim 2 SEC ↗
13 Millennium Management ✦ 419.13K New $2.67M 0.0% New 1 SEC ↗
14 Northern Trust Corp 405.80K +14.3% $2.58M 0.0% ▲ Add 2 SEC ↗ ×5
15 UBS Group AG 383.50K +25.1% $2.44M 0.0% ▲ Add 2 SEC ↗ ×4
16 Nuveen, LLC 343.52K +11.3% $2.19M 0.0% ▲ Add 2 SEC ↗ ×2
17 Balyasny Asset Management L.P. 308.70K New $1.97M 0.0% New 1 SEC ↗
18 Adage Capital Partners ✦ 300.00K New $1.91M 0.0% New 1 SEC ↗
19 Morgan Stanley ✦ 237.31K +5.7% $1.51M 0.0% ▲ Add 3 SEC ↗ ×6
20 First Manhattan Co. Llc. 230.60K -38.3% $1.47M 0.0% ▼ Trim 2 SEC ↗
21 Tudor Investment Corp Et Al 209.83K New $1.34M 0.0% New 1 SEC ↗
22 Hrt Financial Lp 208.89K +113.7% $1.33M 0.0% ▲ Add 2 SEC ↗
23 Susquehanna International Group, Llp 149.34K +382.2% $951,270 0.0% ▲ Add 2 SEC ↗
24 Charles Schwab Investment… 144.63K -8.6% $921,268 0.0% ▼ Trim 2 SEC ↗
25 Sei Investments Co 139.05K +148.3% $885,723 0.0% ▲ Add 2 SEC ↗
26 LPL Financial LLC 132.01K -0.2% $840,916 0.0% ▼ Trim 2 SEC ↗
27 Bank of New York Mellon Corp 124.64K +1.4% $793,965 0.0% ▲ Add 2 SEC ↗ ×4
28 American Century Companies Inc 114.68K +0.6% $730,531 0.0% ▲ Add 2 SEC ↗
29 Bank Of America Corp /De/ 111.31K +85.4% $709,019 0.0% ▲ Add 2 SEC ↗ ×2
30 Td Asset Management Inc 105.68K -61.1% $673,169 0.0% ▼ Trim 2 SEC ↗
31 Swiss National Bank 105.40K New $671,398 0.0% New 1 SEC ↗
32 Russell Investments Group, Ltd. 101.94K +2336.3% $649,338 0.0% ▲ Add 2 SEC ↗ ×5
33 Two Sigma Investments ✦ 90.71K +179.3% $577,829 0.0% ▲ Add 7 SEC ↗
34 Royal Bank Of Canada 78.74K -0.7% $502,000 0.0% ▼ Trim 2 SEC ↗ ×3
35 Rhumbline Advisers 63.11K -1.7% $402,006 0.0% ▼ Trim 2 SEC ↗
36 Invesco Ltd. 62.74K +57.4% $399,686 0.0% ▲ Add 2 SEC ↗ ×4
37 Fidelity (FMR) ✦ 62.69K +1748.6% $399,310 0.0% ▲ Add 4 SEC ↗ ×2
38 MIRAE ASSET GLOBAL ETFS HOLDINGS… 58.97K +3.8% $375,652 0.0% ▲ Add 2 SEC ↗
39 Barclays Plc 51.58K -57.0% $328,544 0.0% ▼ Trim 2 SEC ↗ ×2
40 Alliancebernstein L.P. 28.70K 0.0% $228,452 0.0% Held 2 SEC ↗
41 Deutsche Bank Ag\ 34.90K -10.1% $222,307 0.0% ▼ Trim 2 SEC ↗
42 Cerity Partners LLC 34.10K New $217,217 0.0% New 1 SEC ↗
43 Zurcher Kantonalbank (Zurich… 31.13K +2360.6% $198,273 0.0% ▲ Add 2 SEC ↗
44 Janus Henderson Group Plc 30.20K New $191,921 0.0% New 1 SEC ↗
45 Wells Fargo & Company/Mn 28.98K -54.9% $184,571 0.0% ▼ Trim 2 SEC ↗ ×4
46 Legal & General Group Plc 27.70K +505.8% $176,437 0.0% ▲ Add 2 SEC ↗ ×3
47 Captrust Financial Advisors 23.53K New $149,905 0.0% New 1 SEC ↗
48 AQR Capital Management ✦ 17.42K +70.1% $110,978 0.0% ▲ Add 2 SEC ↗ ×4
49 Us Bancorp \De\ 17.34K -13.6% $110,481 0.0% ▼ Trim 2 SEC ↗
50 New York State Common Retirement… 15.80K 0.0% $100,646 0.0% Held 2 SEC ↗
51 Creative Planning 15.75K -0.1% $100,315 0.0% ▼ Trim 2 SEC ↗
52 Renaissance Technologies ✦ 15.20K -83.7% $96,824 0.0% ▼ Trim 8 SEC ↗
53 Manufacturers Life Insurance… 14.18K -9.9% $90,320 0.0% ▼ Trim 2 SEC ↗
54 Bnp Paribas Financial Markets 13.63K +1.3% $86,849 0.0% ▲ Add 2 SEC ↗
55 Raymond James Financial Inc 12.80K +10.3% $81,536 0.0% ▲ Add 2 SEC ↗ ×2
56 ProShare Advisors LLC 11.95K -8.7% $76,121 0.0% ▼ Trim 2 SEC ↗
57 Osaic Holdings, Inc. 11.49K +77.0% $73,221 0.0% ▲ Add 2 SEC ↗ ×2
58 Citigroup Inc 7.32K -73.5% $46,654 0.0% ▼ Trim 2 SEC ↗ ×2
59 Mirae Asset Global Investments Co.… 5.46K +26.5% $34,767 0.0% ▲ Add 2 SEC ↗
60 California State Teachers… 2.71K -12.1% $17,288 0.0% ▼ Trim 2 SEC ↗
61 Northwestern Mutual Wealth… 1.98K New $12,593 0.0% New 1 SEC ↗
62 UBS AM, a distinct business unit of… 1.10K +2238.3% $7,001 0.0% ▲ Add 2 SEC ↗
63 Pnc Financial Services Group, Inc. 1.06K 0.0% $6,759 0.0% Held 2 SEC ↗
64 Jones Financial Companies Lllp 289 0.0% $1,832 0.0% Held 2 SEC ↗
65 Cwm, Llc 235 +879.2% $1,497 0.0% ▲ Add 2 SEC ↗

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

New buyers

Exited

Jane Street Group, Llc $1.36M was 0.0%
Citadel Advisors $733,610 was 0.0%
Hsbc Holdings Plc $168,212 was 0.0%
Stifel Financial Corp $110,907 was 0.0%
Focus Partners Wealth $107,675 was 0.0%
Simplex Trading, Llc $86,947 was 0.0%
Daiwa Securities Group Inc. $2,000 was 0.0%
Rockefeller Capital… $287 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: Q1 2026 · Methodology · Get this via the API