Personalis, Inc. - COMMON STOCK (PSNL)

CUSIP: 71535D106

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / COMMON STOCK
Shares outstanding
105,735,356
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 in SEC institutional holdings data.

Need full ownership history?
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Top shareholders of PSNL - Personalis, Inc. - COMMON STOCK (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.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable 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
13F
JPMORGAN CHASE & CO
13F
Company
3.4%
3,627,721
$10,012,000 31 Mar 2023
13F
BlackRock Finance, Inc.
13F
Company
3.2%
3,410,815
$9,413,848 31 Mar 2023
13F
VANGUARD GROUP INC
13F
Company
2%
2,065,601
$5,701,059 31 Mar 2023
13F
Alyeska Investment Group, L.P.
13F
Company
1.2%
1,245,668
$3,438,044 31 Mar 2023
13F
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
0.96%
1,018,713
$2,811,648 31 Mar 2023
13F
Wellington Shields & Co., LLC
13F
Company
0.96%
1,013,313
$2,796,744 31 Mar 2023
13F
BALYASNY ASSET MANAGEMENT L.P.
13F
Company
0.95%
1,004,610
$2,772,724 31 Mar 2023
13F
Amova Asset Management Americas, Inc.
13F
Company
0.96%
1,018,713
$2,750,525 31 Mar 2023
13F
Wellington Shields Capital Management, LLC
13F
Company
0.84%
882,938
$2,436,909 31 Mar 2023
13F
ACADIAN ASSET MANAGEMENT LLC
13F
Company
0.61%
647,224
$1,785,000 31 Mar 2023
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
0.42%
447,200
$1,234,000 31 Mar 2023
13F
STATE OF MICHIGAN RETIREMENT SYSTEM
13F
Company
0.42%
443,798
$1,224,882 31 Mar 2023
13F
D. E. Shaw & Co., Inc.
13F
Company
0.38%
406,891
$1,123,020 31 Mar 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
0.37%
386,501
$1,066,742 31 Mar 2023
13F
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
0.29%
310,000
$855,600 31 Mar 2023
13F
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
Company
0.28%
291,120
$803,491 31 Mar 2023
13F
UBS Group AG
13F
Company
0.25%
264,080
$728,861 31 Mar 2023
13F
TWO SIGMA ADVISERS, LP
13F
Company
0.21%
223,400
$616,584 31 Mar 2023
13F
CITADEL ADVISORS LLC
13F
Company
0.21%
218,831
$603,974 31 Mar 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
0.2%
214,141
$590,729 31 Mar 2023
13F
FRED ALGER MANAGEMENT, LLC
13F
Company
0.2%
209,152
$577,260 31 Mar 2023
13F
LPL Financial LLC
13F
Company
0.17%
183,392
$506,162 31 Mar 2023
13F
Bruce & Co., Inc.
13F
Company
0.14%
150,000
$414,000 31 Mar 2023
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
0.14%
149,469
$413,000 31 Mar 2023
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.14%
142,810
$394,156 31 Mar 2023
13F
STATE STREET CORP
13F
Company
0.12%
130,242
$359,468 31 Mar 2023
13F
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
Company
0.11%
115,500
$318,780 31 Mar 2023
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
0.09%
97,479
$269,042 31 Mar 2023
13F
JANE STREET GROUP, LLC
13F
Company
0.09%
90,494
$249,763 31 Mar 2023
13F
NORTHERN TRUST CORP
13F
Company
0.08%
87,669
$241,967 31 Mar 2023
13F
ROYAL BANK OF CANADA
13F
Company
0.07%
75,791
$209,000 31 Mar 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.07%
75,579
$208,598 31 Mar 2023
13F
BARCLAYS PLC
13F
Company
0.07%
75,533
$208,471 31 Mar 2023
13F
Green Alpha Advisors, LLC
13F
Company
0.07%
70,526
$194,652 31 Mar 2023
13F
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
13F
TWO SIGMA INVESTMENTS, LP
13F
Company
0.06%
58,600
$161,736 31 Mar 2023
13F
MORGAN STANLEY
13F
Company
0.05%
56,860
$156,933 31 Mar 2023
13F
HSBC HOLDINGS PLC
13F
Company
0.05%
53,240
$152,799 31 Mar 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.04%
43,888
$121,130 31 Mar 2023
13F
Bank of New York Mellon Corp
13F
Company
0.03%
28,421
$78,442 31 Mar 2023
13F
Russell Investments Group, Ltd.
13F
Company
0.02%
24,188
$66,758 31 Mar 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.02%
22,941
$63,317 31 Mar 2023
13F
IEQ CAPITAL, LLC
13F
Company
0.02%
22,000
$60,720 31 Mar 2023
13F
HOWLAND CAPITAL MANAGEMENT LLC
13F
Company
0.02%
20,200
$55,752 31 Mar 2023
13F
Parallel Advisors, LLC
13F
Company
0.02%
16,522
$45,601 31 Mar 2023
13F
PATHSTONE FAMILY OFFICE, LLC
13F
Company
0.01%
15,768
$43,520 31 Mar 2023
13F

Institutional Holders of Personalis, Inc. - COMMON STOCK (PSNL) as of Q2 2023

As of 30 Jun 2023, Personalis, Inc. - COMMON STOCK (PSNL) was held by 64 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 26,077,892 shares. The largest 10 holders included ARK Investment Management LLC, JPMORGAN CHASE & CO, BlackRock Inc., VANGUARD GROUP INC, Alyeska Investment Group, L.P., Sumitomo Mitsui Trust Holdings, Inc., Nikko Asset Management Americas, Inc., Wellington Shields Capital Management, LLC, Wellington Shields & Co., LLC, and FRED ALGER MANAGEMENT, LLC. This page lists 64 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
62
Q2 2023 holders
64
Holder diff
2
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).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.