Personalis, Inc. 13F holders
158 funds reported a position in Personalis, Inc. in their 13F for the quarter ended 30 June 2026, together 85.0 million shares worth $1.14 billion. Against the quarter before, 41 opened a position, 68 added, 34 trimmed and 21 sold out; together they bought a net 371,666 shares. The largest holders: Merck & Co., Inc., ARK Investment Management LLC and BlackRock, Inc.
Funds holding158+18 on Q1 2026
Shares they held85.0Mworth $1.14 billion
Net bought on the quarter371,666 sharesabout $5.0 million at the funds' values
Funds buying to selling109 to 55opened or added, to cut or sold
Opened 41Added 68Held 14Trimmed 34Sold out 21
What each fund did in PSNL against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in PSNL in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 18 reported a position in Personalis, Inc.: 8 opened one, 6 added, 2 trimmed and 3 sold out, a net 325,735 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Howland Capital Management LLC | -228,253 | 327,388 | trimmed | 13F |
| Y-Intercept (Hong Kong) Ltd | +48,127 | 48,127 | new | 13F |
| Green Alpha Advisors, LLC | -13,822 | 53,645 | trimmed | 13F |
| Penobscot Investment Management Company, Inc. | +11,189 | 11,189 | new | 13F |
| Fortitude Family Office, LLC | +10,049 | 10,049 | new | 13F |
| Farther Finance Advisors, LLC | +217 | 1,517 | added | 13F |
| GF Fund Management Co. Ltd | +196 | 2,410 | added | 13F |
| Signaturefd, LLC | +187 | 187 | new | 13F |
| Gamma Investing LLC | +164 | 535 | added | 13F |
| Sterling Capital Management LLC | +44 | 1,411 | added | 13F |
| Essential Partners LLC | +14 | 14 | new | 13F |
| Nisa Investment Advisors, LLC | +10 | 2,110 | added | 13F |
| SBI Securities Co., Ltd. | +10 | 23 | added | 13F |
| IFP Advisors, Inc | +6 | 6 | new | 13F |
| Monetary Solutions, Ltd | +2 | 2 | new | 13F |
| SJS Investment Consulting Inc. | +2 | 2 | new | 13F |
| J. Safra Sarasin Holding AG | -10,047 | 0 | sold out | 13F |
| Kercheville Advisors, LLC | -93,800 | 0 | sold out | 13F |
| Udine Wealth Management, Inc. | -50,030 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Personalis, Inc. in a 13F for the quarter ended 30 June 2026. The largest: ARK Investment Management, 8.3 million shares worth $110.8 million, 0.7% of its reported book. New this quarter: Citadel Advisors. Sold out: Renaissance Technologies. In the quarter, 4 funds added or opened a position and 3 trimmed or sold out; together they bought a net 920,788 shares, about $12.3 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| ARK Investment Management | 8,271,339 | $110.8 million | 0.7% | +327,227 | added | 30 June 2026 | 13F |
| Geode Capital Management | 1,822,445 | $24.4 million | 0.0% | +524,790 | added | 30 June 2026 | 13F |
| Millennium Management | 450,160 | $6.0 million | 0.0% | +31,032 | added | 30 June 2026 | 13F |
| Citadel Advisors | 144,998 | $1.9 million | 0.0% | +144,998 | new | 30 June 2026 | 13F |
| Two Sigma Investments | 57,258 | $767,257 | 0.0% | -33,453 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 4,080 | $54,672 | 0.0% | -58,606 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -15,200 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Merck & Co., Inc. | 14,044,943 | 16.53% | $188.2 million | 35.75% | no change | 13F |
| ARK Investment Management LLC | 8,271,339 | 9.73% | $110.8 million | 0.72% | +327,227 | 13F |
| BlackRock, Inc. | 7,082,491 | 8.34% | $94.9 million | 0.00% | +1,692,606 | 13F |
| Lightspeed Management Company, L.l.c. | 6,101,850 | 7.18% | $81.8 million | 3.40% | -2,058,884 | 13F |
| Ameriprise Financial Inc. | 6,086,315 | 7.16% | $81.6 million | 0.02% | -1,506,492 | 13F |
| Deep Track Capital, LP | 4,000,000 | 4.71% | $53.6 million | 0.79% | +1,000,000 | 13F |
| Aberdeen Group plc | 3,747,290 | 4.41% | $50.2 million | 0.07% | +258,982 | 13F |
| Vanguard Capital Management LLC | 3,010,150 | 3.54% | $40.3 million | 0.00% | +141,687 | 13F |
| Casdin Capital, LLC | 2,550,000 | 3.00% | $34.2 million | 1.71% | +950,000 | 13F |
| Kennedy Capital Management LLC | 2,364,282 | 2.78% | $31.7 million | 0.56% | +180,710 | 13F |
| Geode Capital Management, LLC | 1,822,445 | 2.14% | $24.4 million | 0.00% | +524,790 | 13F |
| Bank of America Corp. | 1,820,541 | 2.14% | $24.4 million | 0.00% | +1,709,235 | 13F |
| AIGH Capital Management LLC | 1,715,000 | 2.02% | $23.0 million | 2.08% | -1,185,000 | 13F |
| Blue Water Life Science Advisors, LP | 1,676,300 | 1.97% | $22.5 million | 14.15% | no change | 13F |
| Dimensional Fund Advisors LP | 1,496,983 | 1.76% | $20.1 million | 0.00% | +430,735 | 13F |
| State Street Corp. | 1,487,077 | 1.75% | $19.9 million | 0.00% | +352,907 | 13F |
| Morgan Stanley | 1,270,946 | 1.50% | $17.0 million | 0.00% | +1,033,631 | 13F |
| Goldman Sachs Group Inc. | 931,031 | 1.10% | $12.5 million | 0.00% | +193,899 | 13F |
| HRT Financial LP | 930,816 | 1.10% | $12.5 million | 0.02% | +721,925 | 13F |
| Nuveen, LLC | 753,004 | 0.89% | $10.1 million | 0.00% | +409,484 | 13F |
| Jane Street Group, LLC | 738,241 | 0.87% | $9.9 million | 0.01% | new | 13F |
| Vanguard Portfolio Management LLC | 659,834 | 0.78% | $8.8 million | 0.00% | +99,295 | 13F |
| Northern Trust Corp. | 632,803 | 0.74% | $8.5 million | 0.00% | +227,003 | 13F |
| Trexquant Investment LP | 600,216 | 0.71% | $8.0 million | 0.05% | new | 13F |
| Howland Capital Management LLC | 555,641 | 0.65% | $7.4 million | 0.27% | +8,526 | 13F |
| State of Michigan Retirement System | 493,798 | 0.58% | $6.6 million | 0.03% | no change | 13F |
| Vanguard Fiduciary Trust Co. | 453,257 | 0.53% | $6.1 million | 0.00% | +113,749 | 13F |
| Millennium Management LLC | 450,160 | 0.53% | $6.0 million | 0.00% | +31,032 | 13F |
| Sumitomo Mitsui Trust Group, Inc. | 417,488 | 0.49% | $5.6 million | 0.00% | -66,782 | 13F |
| Amova Asset Management Americas, Inc. | 417,488 | 0.49% | $5.6 million | 0.07% | -66,782 | 13F |
| BNP Paribas Financial Markets | 364,764 | 0.43% | $4.9 million | 0.00% | +351,130 | 13F |
| IQ EQ FUND Management (Ireland) Ltd | 351,741 | 0.41% | $4.7 million | 0.30% | +28,367 | 13F |
| Wellington Shields Capital Management, LLC | 339,733 | 0.40% | $4.6 million | 0.58% | no change | 13F |
| Wellington Shields & Co., LLC | 292,489 | 0.34% | $3.9 million | 0.88% | no change | 13F |
| Militia Capital Management LLC | 291,881 | 0.34% | $3.9 million | 0.70% | new | 13F |
| Gilder Gagnon Howe & Co. LLC | 278,490 | 0.33% | $3.7 million | 0.04% | new | 13F |
| Tudor Investment Corp. Et Al | 274,321 | 0.32% | $3.7 million | 0.01% | +64,495 | 13F |
| Stempoint Capital LP | 247,783 | 0.29% | $3.3 million | 0.57% | new | 13F |
| Perkins Capital Management Inc. | 239,000 | 0.28% | $3.2 million | 2.41% | no change | 13F |
| Bruce & Co., Inc. | 233,000 | 0.27% | $3.1 million | 0.84% | no change | 13F |
| First Manhattan Co. LLC. | 230,600 | 0.27% | $3.1 million | 0.01% | no change | 13F |
| Udine Wealth Management, Inc. | 50,030 | 0.06% | $2.9 million | 1.19% | new | 13F |
| Charles Schwab Investment Management Inc. | 209,320 | 0.25% | $2.8 million | 0.00% | +64,694 | 13F |
| Bank of New York Mellon Corp | 189,065 | 0.22% | $2.5 million | 0.00% | +64,424 | 13F |
| Fred Alger Management, LLC | 165,579 | 0.19% | $2.2 million | 0.01% | new | 13F |
| UBS Group AG | 164,761 | 0.19% | $2.2 million | 0.00% | -218,742 | 13F |
| Price T Rowe Associates Inc. | 158,838 | 0.19% | $2.1 million | 0.00% | -1,491,303 | 13F |
| Nano Cap New Millennium Growth Fund L P | 157,500 | 0.19% | $2.1 million | 1.62% | -77,500 | 13F |
| Citadel Advisors LLC | 144,998 | 0.17% | $1.9 million | 0.00% | new | 13F |
| Swiss National Bank | 136,500 | 0.16% | $1.8 million | 0.00% | +31,100 | 13F |
The 50 largest of the 158 funds that reported a position in PSNL in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on PSNL
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 59,400 | $795,960 | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 57,200 | $766,480 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 14 August 2026 | 13G/A | Ameriprise Financial, Inc. and 1 other | 6.1 million | 5.8% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 August 2026 | 13G/A | Deep Track Capital, LP and 5 others | 4.0 million | 3.8% | 30 June 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 29 July 2026 | 13G | BlackRock, Inc. and 1 other | 6.2 million | 5.9% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 21 July 2026 | 13D/A | Tempus AI, Inc. and 1 other | 13.2 million | 12.6% | 19 July 2026 | Merger 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 | EDGAR |
| 10 June 2026 | 13D/A | Lightspeed Venture Partners Select IV, L.P. and 10 others | 2.1 million | 2.0% | 8 June 2026 | EDGAR | |
| 12 May 2026 | 13G | Deep Track Capital, LP and 5 others | 5.8 million | 5.5% | 5 May 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 8 April 2026 | 13G/A | T. Rowe Price Investment Management, Inc. and 1 other | 4.8 million | 4.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G | Ameriprise Financial, Inc. and 1 other | 6.3 million | 7.1% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 29 January 2026 | 13G/A | Orin Hirschman and 3 others | 3.4 million | 3.8% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 8 January 2026 | 13G | T. Rowe Price Investment Management, Inc. and 1 other | 10.8 million | 12.1% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 30 September 2026 | 3,003 | $16.35 | SEC |
| 23 September 2026 | 3,560 | $16.36 | SEC |
| 18 September 2026 | 737 | $16.23 | SEC |
| 8 September 2026 | 134,956 | $17.20 | SEC |
| 31 August 2026 | 300 | $17.07 | SEC |
| 25 August 2026 | 18 | $17.06 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.