Security key
71535D106
Personalis, Inc. - Common Stock, $0.0001 par value per share (PSNL)
CUSIP: 71535D106
Q3 2023 13F Holders as of 30 Sep 2023
- Type / Class
- Equity / Common Stock, $0.0001 par value per share
- Shares outstanding
- 104,548,584
- Total 13F shares
- 24,787,157
- Share change
- -1,290,738
- Total reported value
- $29,989,246
- Price per share
- $1.21
- Number of holders
- 63
- Value change
- -$2,223,907
- Number of buys
- 17
- Number of sells
- 32
Report period
Q3 2023
Institutions
63
Top holders
10
PSNL full security history
Newer quarter: Q4 2023
Previous quarter: Q2 2023
Personalis, Inc. SEC filings
Personalis, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 71535D106
Recent filing periods:
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.
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%
|
5,736,163
|
$10,783,986 | — | 30 Jun 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
3.4%
|
3,586,394
|
$6,742,421 | — | 30 Jun 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
3.2%
|
3,394,926
|
$6,382,461 | — | 30 Jun 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
2%
|
2,065,601
|
$3,883,330 | — | 30 Jun 2023 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
1.2%
|
1,245,668
|
$2,341,856 | — | 30 Jun 2023 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
1%
|
1,083,685
|
$2,037,328 | — | 30 Jun 2023 | |
| Amova Asset Management Americas, Inc. |
13F
|
Company |
1%
|
1,083,685
|
$2,015,654 | — | 30 Jun 2023 | |
| Wellington Shields Capital Management, LLC |
13F
|
Company |
0.84%
|
879,188
|
$1,652,873 | — | 30 Jun 2023 | |
| Wellington Shields & Co., LLC |
13F
|
Company |
0.59%
|
617,411
|
$1,160,733 | — | 30 Jun 2023 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
0.56%
|
584,779
|
$1,099,385 | — | 30 Jun 2023 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.49%
|
507,561
|
$954,215 | — | 30 Jun 2023 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.48%
|
502,896
|
$944,000 | — | 30 Jun 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.43%
|
452,200
|
$850,000 | — | 30 Jun 2023 | |
| STATE OF MICHIGAN RETIREMENT SYSTEM |
13F
|
Company |
0.42%
|
443,798
|
$834,340 | — | 30 Jun 2023 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.4%
|
417,662
|
$785,205 | — | 30 Jun 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.35%
|
365,719
|
$687,551 | — | 30 Jun 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.31%
|
328,493
|
$617,577 | — | 30 Jun 2023 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
13F
|
Company |
0.3%
|
310,000
|
$582,800 | — | 30 Jun 2023 | |
| Man Group plc |
13F
|
Company |
0.26%
|
269,311
|
$506,305 | — | 30 Jun 2023 | |
| LPL Financial LLC |
13F
|
Company |
0.19%
|
200,581
|
$377,092 | — | 30 Jun 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.16%
|
165,018
|
$310,234 | — | 30 Jun 2023 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.16%
|
163,100
|
$306,628 | — | 30 Jun 2023 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.15%
|
154,500
|
$290,460 | — | 30 Jun 2023 | |
| Bruce & Co., Inc. |
13F
|
Company |
0.14%
|
150,000
|
$279,000 | — | 30 Jun 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.13%
|
136,915
|
$257,400 | — | 30 Jun 2023 | |
| STATE STREET CORP |
13F
|
Company |
0.12%
|
130,242
|
$244,855 | — | 30 Jun 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.11%
|
114,490
|
$215,241 | — | 30 Jun 2023 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.1%
|
107,358
|
$201,833 | — | 30 Jun 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.09%
|
94,823
|
$178,000 | — | 30 Jun 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.09%
|
89,477
|
$168,216 | — | 30 Jun 2023 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.06%
|
60,100
|
$113,000 | — | 30 Jun 2023 | |
| Green Alpha Advisors, LLC |
13F
|
Company |
0.05%
|
49,909
|
$93,829 | — | 30 Jun 2023 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.05%
|
48,400
|
$90,992 | — | 30 Jun 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.05%
|
47,307
|
$88,937 | — | 30 Jun 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.04%
|
45,840
|
$86,179 | — | 30 Jun 2023 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.04%
|
45,465
|
$85,702 | — | 30 Jun 2023 | |
| BARCLAYS PLC |
13F
|
Company |
0.04%
|
45,024
|
$84,645 | — | 30 Jun 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.03%
|
34,575
|
$65,001 | — | 30 Jun 2023 | |
| GSA CAPITAL PARTNERS LLP |
13F
|
Company |
0.03%
|
30,534
|
$57,000 | — | 30 Jun 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.03%
|
28,326
|
$53,253 | — | 30 Jun 2023 | |
| Board of Trustees of The Leland Stanford Junior University |
13F
|
Company |
0.02%
|
25,262
|
$47,492 | — | 30 Jun 2023 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.02%
|
25,162
|
$47,303 | — | 30 Jun 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.02%
|
22,941
|
$43,129 | — | 30 Jun 2023 | |
| IEQ CAPITAL, LLC |
13F
|
Company |
0.02%
|
22,000
|
$41,360 | — | 30 Jun 2023 | |
| HOWLAND CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.02%
|
20,200
|
$37,976 | — | 30 Jun 2023 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.02%
|
19,904
|
$37,000 | — | 30 Jun 2023 | |
| UBS Group AG |
13F
|
Company |
0.02%
|
17,614
|
$33,114 | — | 30 Jun 2023 | |
| Parallel Advisors, LLC |
13F
|
Company |
0.02%
|
16,522
|
$31,061 | — | 30 Jun 2023 | |
| HoyleCohen, LLC |
13F
|
Company |
0.01%
|
15,373
|
$28,902 | — | 30 Jun 2023 | |
| PATHSTONE FAMILY OFFICE, LLC |
13F
|
Company |
0.01%
|
14,877
|
$27,969 | — | 30 Jun 2023 |
Institutional Holders of Personalis, Inc. - Common Stock, $0.0001 par value per share (PSNL) as of Q3 2023
As of 30 Sep 2023,
Personalis, Inc. - Common Stock, $0.0001 par value per share (PSNL) was held by
63 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
24,787,157 shares.
The largest 10 holders included
ARK Investment Management LLC, JPMORGAN CHASE & CO, BlackRock Inc., VANGUARD GROUP INC, Alyeska Investment Group, L.P., Nikko Asset Management Americas, Inc., Sumitomo Mitsui Trust Holdings, Inc., Wellington Shields Capital Management, LLC, Wellington Shields & Co., LLC, and RENAISSANCE TECHNOLOGIES LLC.
This page lists
63
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
64
Q3 2023 holders
63
Holder diff
-1
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 Value $ | Q3 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.