PERSONALIS INC PSNL
COM · Common Stock · CUSIP 71535D106
Company in Menlo Park, United States
- SectorHealth care
- IndustryServices-Medical Laboratories
- HeadquartersFremont, CA
- Founded2011
- Websitepersonalis.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.2m this quarter). Holder counts are more reliable. Shares outstanding: 88.8m as of 2025-10-28, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $7.96. Options: 5 managers hold calls ($833.4k notional), 5 hold puts ($914.6k).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 81 |
| Q4 2022 | 81 |
| Q1 2023 | 64 |
| Q2 2023 | 67 |
| Q3 2023 | 64 |
| Q4 2023 | 70 |
| Q1 2024 | 72 |
| Q2 2024 | 70 |
| Q3 2024 | 84 |
| Q4 2024 | 108 |
| Q1 2025 | 105 |
| Q2 2025 | 106 |
| Q3 2025 | 109 |
| Q4 2025 | 126 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 35 | 29 |
| Q2 2024 | 18 | 39 |
| Q3 2024 | 40 | 36 |
| Q4 2024 | 48 | 42 |
| Q1 2025 | 62 | 46 |
| Q2 2025 | 68 | 55 |
| Q3 2025 | 51 | 51 |
| Q4 2025 | 64 | 53 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $461.6k | $404.3k | 0.88 |
| Q2 2025 | $753.0k | $799.3k | 1.06 |
| Q3 2025 | $487.5k | $942.1k | 1.93 |
| Q4 2025 | $833.4k | $914.6k | 1.10 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | Added | +9.8m |
| AMERIPRISE FINANCIAL INC | Added | +6.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.3m |
| Aberdeen Group plc | Added | +861.9k |
| PFM Health Sciences, LP | New | +805.8k |
| NEXT CENTURY GROWTH INVESTORS LLC | New | +624.4k |
| Portolan Capital Management, LLC | New | +379.2k |
| FIRST MANHATTAN CO. LLC. | New | +373.8k |
| VANGUARD GROUP INC | Added | +247.4k |
| TD Asset Management Inc | Added | +217.3k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Sold out | -1.2m |
| AIGH Capital Management LLC | Reduced | -992.1k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -360.0k |
| BlackRock, Inc. | Reduced | -325.3k |
| GOLDMAN SACHS GROUP INC | Reduced | -231.5k |
| KENNEDY CAPITAL MANAGEMENT LLC | Reduced | -222.4k |
| JBF Capital, Inc. | Sold out | -166.1k |
| MORGAN STANLEY | Reduced | -117.5k |
| ROYAL BANK OF CANADA | Reduced | -75.1k |
| Amova Asset Management Americas, Inc. | Reduced | -72.6k |
Biggest calls
| GROUP ONE TRADING LLC | Added | $288.9k36.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $214.9k27.0k shares |
| CITADEL ADVISORS LLC | New | $166.4k20.9k shares |
| JANE STREET GROUP, LLC | New | $155.2k19.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $8.0k1.0k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $540.5k67.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $161.6k20.3k shares |
| CITADEL ADVISORS LLC | Reduced | $151.2k19.0k shares |
| GROUP ONE TRADING LLC | Reduced | $50.9k6.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $10.3k1.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Merck & Co., Inc. 13G · passive investor new · filed 2024-12-23 | 16.5% |
Tempus AI, Inc.
13D · may seek influence
-1.9 pts · filed 2026-07-21
Stated purposeMerger Agreement Following conclusion of confidential preliminary discussions between the Issuer and Tempus, and in response to the Issuer's request for Tempus to submit a proposal, on July 19, 2026, Tempus submitted a non-binding proposal to acquire all of the outstanding Common Stock of the Issuer. On July 20, 2026, Tempus entered into an Agreement and Plan of Merger (the "Merger Agreement") with the Issuer, Aviary Development, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Tempus ("Merger Sub I") and Toucan Development, LLC, a Nevada limited liability company and a direct, wholly owned subsidiary of Tempus ("Merger Sub II" and, together with Merger Sub I, the "Merger Subs"). Pursuant to the Merger Agreement, and upon the terms and subject to the conditions therei… Full filing |
12.6% |
| ARK Investment Management LLC 13G · institution -1.4 pts · filed 2025-05-14 | 8.1% |
| BlackRock, Inc. 13G · institution +2.4 pts · filed 2026-07-29 | 5.9% |
| AMERIPRISE FINANCIAL INC 13G · institution -1.3 pts · filed 2026-08-14 | 5.8% |
Fell to 5% or below in the last year: KEYWELL BRADLEY A (3.5%, 2026-10-28), Deep Track Capital, LP (3.8%, 2026-08-14), Lightspeed Venture Partners Select IV, L.P. (2.0%, 2026-06-10), T. Rowe Price Investment Management, Inc. (4.5%, 2026-04-08), HIRSCHMAN ORIN (3.8%, 2026-01-29), Red Sky Ventures LLC (4.7%, 2025-11-13)
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 1 | $16.7k | 2 | $1.7k | — |
| Q2 2024 | 0 | — | 3 | $29.5k | — |
| Q3 2024 | 0 | — | 2 | $3.8k | — |
| Q4 2024 | 0 | — | 4 | $207.6k | — |
| Q1 2025 | 0 | — | 2 | $7.1k | — |
| Q2 2025 | 0 | — | 3 | $19.2k | — |
| Q3 2025 | 0 | — | 2 | $7.2k | — |
| Q4 2025 | 0 | — | 2 | $1.4m | $1.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-22 | Tempus AI, Inc. 10% owner | Bought | $250.0k28.0k shares |
| 2025-12-19 | Tempus AI, Inc. 10% owner | Bought | $248.7k29.6k shares |
| 2025-12-18 | Tempus AI, Inc. 10% owner | Bought | $248.6k31.4k shares |
| 2025-12-17 | Tempus AI, Inc. 10% owner | Bought | $248.8k31.6k shares |
| 2025-11-25 | Tachibana Aaron CFO AND COO | Sold plan | $1.1m103.7k shares |
| 2025-11-25 | Tempus AI, Inc. 10% owner | Bought | $250.7k23.6k shares |
| 2025-11-24 | Tempus AI, Inc. 10% owner | Bought | $249.0k25.2k shares |
| 2025-11-21 | Tempus AI, Inc. 10% owner | Bought | $249.2k26.5k shares |
| 2025-11-20 | Tempus AI, Inc. 10% owner | Bought | $248.8k28.8k shares |
| 2025-11-19 | Tempus AI, Inc. 10% owner | Bought | $248.8k30.6k shares |
| 2025-11-18 | Tempus AI, Inc. 10% owner | Bought | $496.6k64.8k shares |
| 2025-11-03 | Hall Christopher M PRESIDENT AND CEO, director | Sold | $266.2k29.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| Merck & Co., Inc. 43.27% of their portfolio | 14.0m $111.8m | Unchanged |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 12.7m $101.2m | Added +9.8m |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. 4.65% of their portfolio | 8.2m $65.0m | Unchanged |
| ARK Investment Management LLC 0.42% of their portfolio | 7.9m $62.7m | Reduced -31.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 6.3m $50.0m | Added +6.0m |
| BlackRock, Inc. 0.00% of their portfolio | 5.3m $42.3m | Reduced -325.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.3m $25.9m | Added +247.4k |
| Aberdeen Group plc 0.04% of their portfolio | 3.2m $25.9m | Added +861.9k |
| AIGH Capital Management LLC 6.82% of their portfolio | 2.9m $23.1m | Reduced -992.1k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.29% of their portfolio | 1.7m $13.6m | Reduced -222.4k |
| Blue Water Life Science Advisors, LP 8.37% of their portfolio | 1.7m $13.3m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.4m $11.5m | Added +1.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $10.3m | Reduced -35.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $8.4m | Added +124.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 983.2k $7.8m | Added +9.5k |
| PFM Health Sciences, LP 0.65% of their portfolio | 805.8k $6.4m | New |
| NEXT CENTURY GROWTH INVESTORS LLC 0.35% of their portfolio | 624.4k $5.0m | New |
| HOWLAND CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 547.1k $4.4m | Added +216.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 518.4k $4.1m | Reduced -72.6k |
| Amova Asset Management Americas, Inc. 0.05% of their portfolio | 518.4k $4.1m | Reduced -72.6k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.02% of their portfolio | 493.8k $3.9m | Unchanged |
| Portolan Capital Management, LLC 0.16% of their portfolio | 379.2k $3.0m | New |
| FIRST MANHATTAN CO. LLC. 0.01% of their portfolio | 373.8k $3.0m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 354.9k $2.8m | Reduced -38.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 342.5k $2.7m | Reduced -231.5k |
| Wellington Shields Capital Management, LLC 0.39% of their portfolio | 340.0k $2.7m | Added +47.9k |
| ORACLE INVESTMENT MANAGEMENT INC 1.77% of their portfolio | 339.3k $2.7m | Added +109.9k |
| Nuveen, LLC 0.00% of their portfolio | 308.7k $2.5m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 306.6k $2.4m | Added +11.0k |
| Wellington Shields & Co., LLC 0.57% of their portfolio | 292.5k $2.3m | Unchanged |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P 1.97% of their portfolio | 290.0k $2.3m | First filing |
| TD Asset Management Inc 0.00% of their portfolio | 271.9k $2.2m | Added +217.3k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.15% of their portfolio | 267.7k $2.1m | Added +82.6k |
| PERKINS CAPITAL MANAGEMENT INC 1.51% of their portfolio | 239.0k $1.9m | Reduced -13.5k |
| Bruce & Co., Inc. 0.58% of their portfolio | 233.0k $1.9m | Reduced -20.0k |
| MORGAN STANLEY 0.00% of their portfolio | 224.6k $1.8m | Reduced -117.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 171.2k $1.4m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 158.2k $1.3m | Added +28 |
| D.A. DAVIDSON & CO. 0.01% of their portfolio | 145.5k $1.2m | New |
| Williams Jones Wealth Management, LLC. 0.01% of their portfolio | 134.1k $1.1m | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 132.3k $1.1m | Reduced -1.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 123.0k $978.7k | Reduced -2.4k |
| BARCLAYS PLC 0.00% of their portfolio | 120.0k $954.8k | Added +5.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 114.0k $907.4k | Added +2.0k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.03% of their portfolio | 109.0k $867.2k | Unchanged |
| HRT FINANCIAL LP 0.00% of their portfolio | 97.8k $778.0k | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 93.0k $740.2k | Reduced -360.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 92.2k $733.6k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 79.3k $631.0k | Reduced -75.1k |
| Green Alpha Advisors, LLC 0.50% of their portfolio | 68.5k $545.4k | Added +40.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 64.3k $511.4k | Added +17.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 64.2k $510.9k | Reduced -9.9k |
| Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio | 61.8k $492.3k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 60.0k $477.9k | Added +26.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 56.8k $452.4k | Reduced -7.8k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 56.0k $445.8k | New |
| Verition Fund Management LLC 0.00% of their portfolio | 51.8k $412.4k | New |
| POLEN CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 50.7k $403.6k | New |
| AlphaCentric Advisors LLC 0.38% of their portfolio | 47.8k $380.5k | First filing |
| SG Americas Securities, LLC 0.00% of their portfolio | 44.7k $356.0k | New |
| Invesco Ltd. 0.00% of their portfolio | 39.9k $317.4k | Reduced -338 |
| XTX Topco Ltd 0.01% of their portfolio | 39.4k $313.7k | Reduced -43.3k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 39.0k $310.6k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 38.8k $309.1k | Added +1.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 32.5k $258.5k | Reduced -24.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 31.0k $246.5k | Reduced -12.6k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 30.0k $239.0k | Added +5.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 28.7k $228.5k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 27.6k $219.8k | Added +25.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 26.7k $212.7k | Reduced -22.9k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 20.9k $168.2k | Reduced -30.5k |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 20.3k $161.9k | Added +3.9k |
| US BANCORP \DE\ 0.00% of their portfolio | 20.1k $159.7k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 18.7k $148.5k | Reduced -11.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 15.8k $125.8k | Unchanged |
| Creative Planning 0.00% of their portfolio | 15.8k $125.5k | Added +3.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 15.7k $125.3k | Reduced -1.7k |
| AXQ CAPITAL, LP 0.03% of their portfolio | 15.0k $119.1k | New |
| China Universal Asset Management Co., Ltd. 0.01% of their portfolio | 14.5k $115.2k | Reduced -1.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 13.9k $110.9k | Reduced -34.1k |
| GUGGENHEIM CAPITAL LLC 0.00% of their portfolio | 13.6k $108.1k | New |
| Focus Partners Wealth 0.00% of their portfolio | 13.5k $107.7k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 13.5k $107.1k | Reduced -1.3k |
| ProShare Advisors LLC 0.00% of their portfolio | 13.1k $104.1k | Added +1.3k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 13.0k $103.3k | Unchanged |
| Scientech Research LLC 0.06% of their portfolio | 12.4k $98.7k | New |
| Brooklyn Investment Group 0.00% of their portfolio | 12.0k $95.5k | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 11.6k $92.3k | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 10.9k $86.9k | Added +4.8k |
| DRW Securities, LLC 0.01% of their portfolio | 10.5k $83.4k | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 10.2k $81.5k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 6.5k $51.7k | Added +1.4k |
| AlphaQuest LLC 0.00% of their portfolio | 5.0k $39.9k | New |
| Legal & General Group Plc 0.00% of their portfolio | 4.6k $36.4k | Unchanged |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 4.3k $34.3k | Added +887 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 4.2k $33.7k | Reduced -885 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 4.2k $33.3k | Added +31 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 3.9k $31.0k | New |
| Caitong International Asset Management Co., Ltd 0.01% of their portfolio | 3.4k $27.2k | Added +1.5k |
| FMR LLC 0.00% of their portfolio | 3.4k $27.0k | Added +1.0k |