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 ($5.7m this quarter). Holder counts are more reliable. Shares outstanding: 106.8m as of 2026-07-29, 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 ≈ $13.42. Options: 7 managers hold calls ($8.3m notional), 5 hold puts ($2.3m).
Trends to Q2 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 |
| Q2 2026 | 159 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 110 | 56 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $487.5k | $942.1k | 1.93 |
| Q4 2025 | $833.4k | $914.6k | 1.10 |
| Q1 2026 | $610.9k | $457.4k | 0.75 |
| Q2 2026 | $8.3m | $2.3m | 0.27 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +1.7m |
| BlackRock, Inc. | Added | +1.7m |
| MORGAN STANLEY | Added | +1.0m |
| Deep Track Capital, LP | Added | +1.0m |
| Casdin Capital, LLC | Added | +950.0k |
| JANE STREET GROUP, LLC | New | +738.2k |
| HRT FINANCIAL LP | Added | +721.9k |
| Trexquant Investment LP | New | +600.2k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +524.8k |
| DIMENSIONAL FUND ADVISORS LP | Added | +430.7k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Sold out | -4.8m |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | Reduced | -2.1m |
| AMERIPRISE FINANCIAL INC | Reduced | -1.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.5m |
| AIGH Capital Management LLC | Reduced | -1.2m |
| PFM Health Sciences, LP | Sold out | -870.1k |
| Portolan Capital Management, LLC | Sold out | -736.7k |
| JPMORGAN CHASE & CO | Reduced | -532.9k |
| Balyasny Asset Management L.P. | Sold out | -308.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Sold out | -300.0k |
Biggest calls
| GOLDMAN SACHS GROUP INC | New | $3.2m238.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.9m144.8k shares |
| JANE STREET GROUP, LLC | Added | $1.2m87.0k shares |
| STEMPOINT CAPITAL LP | New | $810.8k470.0k shares |
| CITADEL ADVISORS LLC | Added | $796.0k59.4k shares |
| SIMPLEX TRADING, LLC | Added | $265.3k19.8k shares |
| GROUP ONE TRADING LLC | Reduced | $75.0k5.6k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $766.5k57.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $635.2k47.4k shares |
| JANE STREET GROUP, LLC | Added | $542.7k40.5k shares |
| SIMPLEX TRADING, LLC | Added | $270.7k20.2k shares |
| GROUP ONE TRADING LLC | New | $40.2k3.0k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2026 | 0 | — | 2 | $4.1m | $4.1m |
| Q3 2026 | 0 | — | 4 | $3.3m | $3.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-18 | Hall Christopher M Chief Executive Officer, director | Sold | $121.0k7.5k shares |
| 2026-09-18 | Chen Richard President and CMO | Sold | $64.8k4.0k shares |
| 2026-09-18 | Tachibana Aaron CFO AND COO | Sold | $47.5k2.9k shares |
| 2026-09-18 | Moore Stephen Michael SVP and Chief Legal Officer | Sold | $33.5k2.1k shares |
| 2026-07-15 | Chen Richard President and CMO | Sold plan | $1.5m100.0k shares |
| 2026-07-09 | Hall Christopher M Chief Executive Officer, director | Sold plan | $1.5m100.0k shares |
| 2026-06-29 | Tachibana Aaron CFO AND COO | Sold plan | $69.7k5.0k shares |
| 2026-06-26 | Hall Christopher M Chief Executive Officer, director | Sold plan | $1.3m100.0k shares |
| 2026-06-26 | Tachibana Aaron CFO AND COO | Sold plan | $675.5k51.3k shares |
| 2026-06-04 | Tachibana Aaron CFO AND COO | Sold plan | $480.4k40.0k shares |
| 2026-05-29 | Hall Christopher M Chief Executive Officer, director | Sold plan | $882.6k80.1k shares |
| 2026-05-29 | Tachibana Aaron CFO AND COO | Sold plan | $449.3k38.8k shares |
| 2026-05-28 | Hall Christopher M Chief Executive Officer, director | Sold plan | $219.4k19.9k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Merck & Co., Inc. 35.75% of their portfolio | 14.0m $188.2m | Unchanged |
| ARK Investment Management LLC 0.72% of their portfolio | 8.3m $110.8m | Added +327.2k |
| BlackRock, Inc. 0.00% of their portfolio | 7.1m $94.9m | Added +1.7m |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. 3.40% of their portfolio | 6.1m $81.8m | Reduced -2.1m |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 6.1m $81.6m | Reduced -1.5m |
| Deep Track Capital, LP 0.79% of their portfolio | 4.0m $53.6m | Added +1.0m |
| Aberdeen Group plc 0.07% of their portfolio | 3.7m $50.2m | Added +259.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.0m $40.3m | Added +141.7k |
| Casdin Capital, LLC 1.71% of their portfolio | 2.5m $34.2m | Added +950.0k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.56% of their portfolio | 2.4m $31.7m | Added +180.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.8m $24.4m | Added +524.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.8m $24.4m | Added +1.7m |
| AIGH Capital Management LLC 2.08% of their portfolio | 1.7m $23.0m | Reduced -1.2m |
| Blue Water Life Science Advisors, LP 14.15% of their portfolio | 1.7m $22.5m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.5m $20.1m | Added +430.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $19.9m | Added +352.9k |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $17.0m | Added +1.0m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 931.0k $12.5m | Added +193.9k |
| HRT FINANCIAL LP 0.03% of their portfolio | 930.8k $12.5m | Added +721.9k |
| Nuveen, LLC 0.00% of their portfolio | 753.0k $10.1m | Added +409.5k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 738.2k $9.9m | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 659.8k $8.8m | Added +99.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 632.8k $8.5m | Added +227.0k |
| Trexquant Investment LP 0.05% of their portfolio | 600.2k $8.0m | New |
| HOWLAND CAPITAL MANAGEMENT LLC 0.27% of their portfolio | 555.6k $7.4m | Added +8.5k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.03% of their portfolio | 493.8k $6.6m | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 453.3k $6.1m | Added +113.7k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 450.2k $6.0m | Added +31.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 417.5k $5.6m | Reduced -66.8k |
| Amova Asset Management Americas, Inc. 0.07% of their portfolio | 417.5k $5.6m | Reduced -66.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 364.8k $4.9m | Added +351.1k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.30% of their portfolio | 351.7k $4.7m | Added +28.4k |
| Wellington Shields Capital Management, LLC 0.58% of their portfolio | 339.7k $4.6m | Unchanged |
| Wellington Shields & Co., LLC 0.88% of their portfolio | 292.5k $3.9m | Unchanged |
| Militia Capital Management LLC 0.71% of their portfolio | 291.9k $3.9m | New |
| GILDER GAGNON HOWE & CO LLC 0.04% of their portfolio | 278.5k $3.7m | New |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 274.3k $3.7m | Added +64.5k |
| STEMPOINT CAPITAL LP 0.57% of their portfolio | 247.8k $3.3m | New |
| PERKINS CAPITAL MANAGEMENT INC 2.41% of their portfolio | 239.0k $3.2m | Unchanged |
| Bruce & Co., Inc. 0.84% of their portfolio | 233.0k $3.1m | Unchanged |
| FIRST MANHATTAN CO. LLC. 0.01% of their portfolio | 230.6k $3.1m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 209.3k $2.8m | Added +64.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 189.1k $2.5m | Added +64.4k |
| FRED ALGER MANAGEMENT, LLC 0.01% of their portfolio | 165.6k $2.2m | New |
| UBS Group AG 0.00% of their portfolio | 164.8k $2.2m | Reduced -218.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 158.8k $2.1m | Reduced -1.5m |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P 1.62% of their portfolio | 157.5k $2.1m | Reduced -77.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 145.0k $1.9m | New |
| Swiss National Bank 0.00% of their portfolio | 136.5k $1.8m | Added +31.1k |
| Williams Jones Wealth Management, LLC. 0.02% of their portfolio | 134.1k $1.8m | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 132.6k $1.8m | Added +590 |
| Jump Financial, LLC 0.02% of their portfolio | 130.3k $1.7m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 126.7k $1.7m | Added +24.7k |
| Susquehanna Portfolio Strategies, LLC 0.03% of their portfolio | 121.3k $1.6m | Added +60.0k |
| Engineers Gate Manager LP 0.02% of their portfolio | 115.8k $1.6m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 105.2k $1.4m | Added +46.3k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 105.0k $1.4m | Added +30.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 100.1k $1.3m | Reduced -14.6k |
| Brevan Howard Capital Management LP 0.02% of their portfolio | 99.5k $1.3m | New |
| Kercheville Advisors, LLC 0.38% of their portfolio | 93.8k $1.3m | New |
| CITIGROUP INC 0.00% of their portfolio | 92.7k $1.2m | Added +85.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 87.1k $1.2m | Added +86.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 87.0k $1.2m | Reduced -62.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 86.3k $1.2m | Added +23.2k |
| Tidal Investments LLC 0.00% of their portfolio | 85.5k $1.1m | New |
| Invesco Ltd. 0.00% of their portfolio | 83.4k $1.1m | Added +20.6k |
| AlphaCentric Advisors LLC 0.90% of their portfolio | 78.9k $1.1m | Added +14.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 75.3k $1.0m | Added +72.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 73.7k $469.5k | Added +45.0k |
| Green Alpha Advisors, LLC 0.61% of their portfolio | 67.5k $904.1k | Added +1.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 66.8k $894.8k | Added +37.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 66.2k $886.9k | Added +31.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 63.9k $857.0k | Reduced -14.8k |
| XTX Topco Ltd 0.01% of their portfolio | 59.1k $792.5k | Added +43.1k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 57.3k $767.3k | Reduced -33.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 56.4k $756.1k | Added +20.9k |
| BARCLAYS PLC 0.00% of their portfolio | 53.4k $716.1k | Added +1.9k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 52.0k $697.2k | Reduced -87.0k |
| UDINE WEALTH MANAGEMENT, INC. 1.19% of their portfolio | 50.0k $2.9m | New |
| Cerity Partners LLC 0.00% of their portfolio | 49.3k $660.1k | Added +15.2k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 49.3k $660.0k | New |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 49.0k $656.5k | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 47.0k $630.1k | Added +15.9k |
| GSA CAPITAL PARTNERS LLP 0.04% of their portfolio | 43.2k $579.0k | Reduced -38.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 42.6k $585.3k | Reduced -532.9k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 40.8k $547.3k | New |
| Atom Investors LP 0.05% of their portfolio | 40.8k $546.2k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 39.8k $532.9k | Added +11.8k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 39.0k $519.8k | Added +566 |
| Dynamic Technology Lab Private Ltd 0.11% of their portfolio | 38.4k $514.0k | New |
| AlpInvest Partners B.V. 0.84% of their portfolio | 37.7k $505.2k | New |
| WINTON GROUP Ltd 0.02% of their portfolio | 37.0k $496.0k | New |
| Legal & General Group Plc 0.00% of their portfolio | 36.4k $488.0k | Added +8.7k |
| Entropy Technologies, LP 0.02% of their portfolio | 30.4k $407.6k | New |
| Jupiter Topco LLC 0.00% of their portfolio | 30.2k $404.5k | First filing |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 28.0k $375.4k | Reduced -7.0k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 27.3k $366.2k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 26.7k $358.2k | New |
| Voleon Capital Management LP 0.01% of their portfolio | 26.5k $355.1k | New |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 25.6k $342.9k | Added +2.1k |