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 ($3.1m this quarter). Holder counts are more reliable. Shares outstanding: 104.7m as of 2026-04-29, 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 ≈ $6.39. Options: 5 managers hold calls ($610.9k notional), 4 hold puts ($457.4k).
Trends to Q1 2026
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 |
| Q1 2026 | 140 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 77 | 56 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $753.0k | $799.3k | 1.06 |
| Q3 2025 | $487.5k | $942.1k | 1.93 |
| Q4 2025 | $833.4k | $914.6k | 1.10 |
| Q1 2026 | $610.9k | $457.4k | 0.75 |
Biggest buyers
| Deep Track Capital, LP | New | +3.0m |
| Casdin Capital, LLC | New | +1.6m |
| AMERIPRISE FINANCIAL INC | Added | +1.3m |
| JPMORGAN CHASE & CO | Added | +548.8k |
| KENNEDY CAPITAL MANAGEMENT LLC | Added | +470.9k |
| MILLENNIUM MANAGEMENT LLC | New | +419.1k |
| GOLDMAN SACHS GROUP INC | Added | +394.7k |
| Portolan Capital Management, LLC | Added | +357.5k |
| Balyasny Asset Management L.P. | New | +308.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | New | +300.0k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -8.0m |
| NEXT CENTURY GROWTH INVESTORS LLC | Sold out | -624.4k |
| JANE STREET GROUP, LLC | Sold out | -171.2k |
| TD Asset Management Inc | Reduced | -166.2k |
| D.A. DAVIDSON & CO. | Sold out | -145.5k |
| FIRST MANHATTAN CO. LLC. | Reduced | -143.2k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | Sold out | -109.0k |
| CITADEL ADVISORS LLC | Sold out | -92.2k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -77.8k |
| BARCLAYS PLC | Reduced | -68.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $267.5k42.0k shares |
| CITADEL ADVISORS LLC | Added | $185.4k29.1k shares |
| JANE STREET GROUP, LLC | Reduced | $66.9k10.5k shares |
| GROUP ONE TRADING LLC | Reduced | $63.1k9.9k shares |
| SIMPLEX TRADING, LLC | Added | $28.0k4.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $219.1k34.4k shares |
| JANE STREET GROUP, LLC | Reduced | $159.2k25.0k shares |
| CITADEL ADVISORS LLC | Reduced | $68.2k10.7k shares |
| SIMPLEX TRADING, LLC | Added | $10.8k1.7k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 |
| Q1 2026 | 0 | — | 1 | $13.8k | $13.8k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-01-22 | Tachibana Aaron CFO AND COO | Sold plan | $13.8k1.2k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Merck & Co., Inc. 27.32% of their portfolio | 14.0m $89.5m | Unchanged |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. 5.26% of their portfolio | 8.2m $52.0m | Unchanged |
| ARK Investment Management LLC 0.39% of their portfolio | 7.9m $50.6m | Added +65.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 7.6m $48.4m | Added +1.3m |
| BlackRock, Inc. 0.00% of their portfolio | 5.4m $34.3m | Added +70.4k |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 4.8m $30.3m | Reduced -8.0m |
| Aberdeen Group plc 0.04% of their portfolio | 3.5m $22.2m | Added +238.4k |
| Deep Track Capital, LP 0.39% of their portfolio | 3.0m $19.1m | New |
| AIGH Capital Management LLC 3.78% of their portfolio | 2.9m $18.5m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.9m $18.3m | First filing |
| KENNEDY CAPITAL MANAGEMENT LLC 0.29% of their portfolio | 2.2m $13.9m | Added +470.9k |
| Blue Water Life Science Advisors, LP 8.56% of their portfolio | 1.7m $10.7m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.7m $10.5m | Added +201.6k |
| Casdin Capital, LLC 0.77% of their portfolio | 1.6m $10.2m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $8.3m | Reduced -152 |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $7.2m | Added +83.6k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.1m $6.8m | Added +83.1k |
| PFM Health Sciences, LP 0.58% of their portfolio | 870.1k $5.5m | Added +64.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 737.1k $4.7m | Added +394.7k |
| Portolan Capital Management, LLC 0.25% of their portfolio | 736.7k $4.7m | Added +357.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 575.5k $3.6m | Added +548.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 560.5k $3.6m | First filing |
| HOWLAND CAPITAL MANAGEMENT LLC 0.14% of their portfolio | 547.1k $3.5m | Unchanged |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.02% of their portfolio | 493.8k $3.1m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 484.3k $3.1m | Reduced -34.2k |
| Amova Asset Management Americas, Inc. 0.04% of their portfolio | 484.3k $3.1m | Reduced -34.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 419.1k $2.7m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 405.8k $2.6m | Added +50.9k |
| UBS Group AG 0.00% of their portfolio | 383.5k $2.4m | Added +76.9k |
| Nuveen, LLC 0.00% of their portfolio | 343.5k $2.2m | Added +34.8k |
| Wellington Shields Capital Management, LLC 0.32% of their portfolio | 339.7k $2.2m | Reduced -267 |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 339.5k $2.2m | First filing |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.16% of their portfolio | 323.4k $2.1m | Added +55.7k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 308.7k $2.0m | New |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio | 300.0k $1.9m | New |
| Wellington Shields & Co., LLC 0.47% of their portfolio | 292.5k $1.9m | Unchanged |
| PERKINS CAPITAL MANAGEMENT INC 1.43% of their portfolio | 239.0k $1.5m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 237.3k $1.5m | Added +12.8k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P 1.40% of their portfolio | 235.0k $1.5m | Reduced -55.0k |
| Bruce & Co., Inc. 0.42% of their portfolio | 233.0k $1.5m | Unchanged |
| FIRST MANHATTAN CO. LLC. 0.00% of their portfolio | 230.6k $1.5m | Reduced -143.2k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 209.8k $1.3m | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 208.9k $1.3m | Added +111.1k |
| ROYCE & ASSOCIATES LP 0.01% of their portfolio | 156.0k $993.9k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 149.3k $951.3k | Added +118.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 144.6k $921.3k | Reduced -13.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 139.0k $885.7k | Added +83.0k |
| Williams Jones Wealth Management, LLC. 0.01% of their portfolio | 134.1k $854.0k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 132.0k $840.9k | Reduced -331 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 124.6k $794.0k | Added +1.7k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 114.7k $730.5k | Added +682 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 111.3k $709.0k | Added +51.3k |
| TD Asset Management Inc 0.00% of their portfolio | 105.7k $673.2k | Reduced -166.2k |
| Swiss National Bank 0.00% of their portfolio | 105.4k $671.4k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 101.9k $649.3k | Added +97.8k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 90.7k $577.8k | Added +58.2k |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 82.2k $523.0k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 78.7k $502.0k | Reduced -568 |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 75.0k $478.0k | Added +45.0k |
| Green Alpha Advisors, LLC 0.42% of their portfolio | 66.4k $423.0k | Reduced -2.1k |
| Aquatic Capital Management LLC 0.01% of their portfolio | 64.3k $409.4k | New |
| AlphaCentric Advisors LLC 0.41% of their portfolio | 64.0k $407.9k | Added +16.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 63.1k $402.0k | Reduced -1.1k |
| Invesco Ltd. 0.00% of their portfolio | 62.7k $399.7k | Added +22.9k |
| FMR LLC 0.00% of their portfolio | 62.7k $399.3k | Added +59.3k |
| Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio | 61.3k $390.4k | Reduced -552 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 59.0k $375.7k | Added +2.1k |
| BARCLAYS PLC 0.00% of their portfolio | 51.6k $328.5k | Reduced -68.4k |
| Quadrature Capital Ltd 0.00% of their portfolio | 38.7k $246.7k | New |
| Pathstone Holdings, LLC 0.00% of their portfolio | 38.4k $244.9k | Reduced -566 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 35.5k $226.2k | First filing |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 35.0k $222.8k | First filing |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 34.9k $222.3k | Reduced -3.9k |
| Virtu Financial LLC 0.01% of their portfolio | 34.4k $219.0k | New |
| Cerity Partners LLC 0.00% of their portfolio | 34.1k $217.2k | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 31.1k $198.3k | Added +29.9k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 30.2k $191.9k | New |
| Swiss Life Asset Management Ltd 0.01% of their portfolio | 30.1k $1.6m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 29.0k $184.6k | Reduced -35.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 28.7k $228.5k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 28.0k $178.4k | Added +9.3k |
| Legal & General Group Plc 0.00% of their portfolio | 27.7k $176.4k | Added +23.1k |
| Bridgefront Capital, LLC 0.04% of their portfolio | 25.6k $163.3k | New |
| ADAR1 Capital Management, LLC 0.01% of their portfolio | 25.0k $159.2k | New |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 23.5k $149.9k | New |
| Persistent Asset Partners Ltd 0.05% of their portfolio | 20.9k $133.3k | New |
| China Universal Asset Management Co., Ltd. 0.01% of their portfolio | 18.6k $118.3k | Added +4.1k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 18.1k $115.5k | Added +17.4k |
| SG Americas Securities, LLC 0.00% of their portfolio | 17.7k $113.0k | Reduced -26.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 17.4k $111.0k | Added +7.2k |
| US BANCORP \DE\ 0.00% of their portfolio | 17.3k $110.5k | Reduced -2.7k |
| Vanguard Investments Australia, Ltd. 0.00% of their portfolio | 16.1k $102.6k | First filing |
| XTX Topco Ltd 0.00% of their portfolio | 16.0k $102.1k | Reduced -23.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 15.8k $100.6k | Unchanged |
| Creative Planning 0.00% of their portfolio | 15.7k $100.3k | Reduced -20 |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 15.2k $96.8k | Reduced -77.8k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 14.6k $93.2k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 14.2k $90.3k | Reduced -1.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 13.6k $86.8k | Added +178 |
| Scientech Research LLC 0.07% of their portfolio | 13.6k $86.5k | Added +1.2k |