Personalis, Inc. - Common Stock, $0.0001 par value per share (PSNL)
CUSIP: 71535D106
Q2 2023 13F Holders as of 30 Jun 2023
- Type / Class
- Equity / Common Stock, $0.0001 par value per share
- Shares outstanding
- 104,548,584
- Total 13F shares
- 26,077,892
- Share change
- -1,114,327
- Total reported value
- $48,999,684
- Put/Call ratio
- 175%
- Price per share
- $1.88
- Number of holders
- 64
- Value change
- -$2,366,338
- Number of buys
- 24
- Number of sells
- 29
Quarterly Holders Quick Answers
What is CUSIP 71535D106?
CUSIP 71535D106 identifies PSNL - Personalis, Inc. - Common Stock, $0.0001 par value per share in SEC institutional holdings data.
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Recent filing periods for CUSIP 71535D106:
Top shareholders of PSNL - Personalis, Inc. - Common Stock, $0.0001 par value per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| ARK Investment Management LLC |
13F
|
Company |
5.5%
|
5,780,364
|
$15,953,805 | — | 31 Mar 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
3.5%
|
3,627,721
|
$10,012,000 | — | 31 Mar 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
3.3%
|
3,410,815
|
$9,413,848 | — | 31 Mar 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
2%
|
2,065,601
|
$5,701,059 | — | 31 Mar 2023 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
1.2%
|
1,245,668
|
$3,438,044 | — | 31 Mar 2023 | |
| Lightspeed Venture Partners Select IV, L.P. |
3/4/5
|
Affiliate of 10% Owner |
—
class O/S missing
|
2,088,990
|
$3,070,816 | — | 02 Mar 2022 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.97%
|
1,018,713
|
$2,811,648 | — | 31 Mar 2023 | |
| Wellington Shields & Co., LLC |
13F
|
Company |
0.97%
|
1,013,313
|
$2,796,744 | — | 31 Mar 2023 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.96%
|
1,004,610
|
$2,772,724 | — | 31 Mar 2023 | |
| Amova Asset Management Americas, Inc. |
13F
|
Company |
0.97%
|
1,018,713
|
$2,750,525 | — | 31 Mar 2023 | |
| Wellington Shields Capital Management, LLC |
13F
|
Company |
0.84%
|
882,938
|
$2,436,909 | — | 31 Mar 2023 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.62%
|
647,224
|
$1,785,000 | — | 31 Mar 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.43%
|
447,200
|
$1,234,000 | — | 31 Mar 2023 | |
| STATE OF MICHIGAN RETIREMENT SYSTEM |
13F
|
Company |
0.42%
|
443,798
|
$1,224,882 | — | 31 Mar 2023 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.39%
|
406,891
|
$1,123,020 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.37%
|
386,501
|
$1,066,742 | — | 31 Mar 2023 | |
| John Stephen West |
3/4/5
|
President and CEO, Director |
—
mixed-class rows
|
862,443
mixed-class rows
|
$914,993 | — | 14 Dec 2022 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
13F
|
Company |
0.3%
|
310,000
|
$855,600 | — | 31 Mar 2023 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.28%
|
291,120
|
$803,491 | — | 31 Mar 2023 | |
| UBS Group AG |
13F
|
Company |
0.25%
|
264,080
|
$728,861 | — | 31 Mar 2023 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.21%
|
223,400
|
$616,584 | — | 31 Mar 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.21%
|
218,831
|
$603,974 | — | 31 Mar 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.2%
|
214,141
|
$590,729 | — | 31 Mar 2023 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
0.2%
|
209,152
|
$577,260 | — | 31 Mar 2023 | |
| LPL Financial LLC |
13F
|
Company |
0.18%
|
183,392
|
$506,162 | — | 31 Mar 2023 | |
| Bruce & Co., Inc. |
13F
|
Company |
0.14%
|
150,000
|
$414,000 | — | 31 Mar 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.14%
|
149,469
|
$413,000 | — | 31 Mar 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.14%
|
142,810
|
$394,156 | — | 31 Mar 2023 | |
| STATE STREET CORP |
13F
|
Company |
0.12%
|
130,242
|
$359,468 | — | 31 Mar 2023 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.11%
|
115,500
|
$318,780 | — | 31 Mar 2023 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.09%
|
97,479
|
$269,042 | — | 31 Mar 2023 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.09%
|
90,494
|
$249,763 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.08%
|
87,669
|
$241,967 | — | 31 Mar 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.07%
|
75,791
|
$209,000 | — | 31 Mar 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.07%
|
75,579
|
$208,598 | — | 31 Mar 2023 | |
| BARCLAYS PLC |
13F
|
Company |
0.07%
|
75,533
|
$208,471 | — | 31 Mar 2023 | |
| Green Alpha Advisors, LLC |
13F
|
Company |
0.07%
|
70,526
|
$194,652 | — | 31 Mar 2023 | |
| Ken Ludlum |
3/4/5
|
Director |
—
mixed-class rows
|
128,541
mixed-class rows
|
$166,854 | — | 17 May 2022 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.06%
|
60,100
|
$166,000 | — | 31 Mar 2023 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.06%
|
58,600
|
$161,736 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.05%
|
56,860
|
$156,933 | — | 31 Mar 2023 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.05%
|
53,240
|
$152,799 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.04%
|
43,888
|
$121,130 | — | 31 Mar 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.03%
|
28,421
|
$78,442 | — | 31 Mar 2023 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.02%
|
24,188
|
$66,758 | — | 31 Mar 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.02%
|
22,941
|
$63,317 | — | 31 Mar 2023 | |
| IEQ CAPITAL, LLC |
13F
|
Company |
0.02%
|
22,000
|
$60,720 | — | 31 Mar 2023 | |
| HOWLAND CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.02%
|
20,200
|
$55,752 | — | 31 Mar 2023 | |
| Parallel Advisors, LLC |
13F
|
Company |
0.02%
|
16,522
|
$45,601 | — | 31 Mar 2023 | |
| PATHSTONE FAMILY OFFICE, LLC |
13F
|
Company |
0.02%
|
15,768
|
$43,520 | — | 31 Mar 2023 |
Institutional Holders of Personalis, Inc. - Common Stock, $0.0001 par value per share (PSNL) as of Q2 2023
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
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