SEC 13F Intelligence

PSNLPERSONALIS INC

CUSIP 71535D106 · Yahoo Finance ↗ · Google Finance ↗

Personalis Inc (PSNL) has 140 institutional holders in Filings Flow’s 13F database, together reporting 84.60M shares worth $497M as of Q1 2026. The largest reported holders are Merck & Co., Inc., Lightspeed Management Company, L.L.C., and Ark Investment Management LLC.

Institutional Holders
140
Q1 2026
Reported Value
$497M
Ticker
PSNL
Quarters Tracked
8

Ownership Trend

Institutional holders
Q2 ’19: 54Q2 ’19Q3 ’19: 53Q3 ’19Q2 ’21: 116Q2 ’21Q4 ’21: 93Q4 ’21Q4 ’22: 68Q4 ’22Q4 ’25: 124Q4 ’25Q1 ’26: 140Q1 ’26Q2 ’26: 3Q2 ’26filingsflow.com
Total reported value
Q2 ’19: $3.8BQ2 ’19Q3 ’19: $2.0BQ3 ’19Q2 ’21: $2.3BQ2 ’21Q4 ’21: $1.7BQ4 ’21Q4 ’22: $30MQ4 ’22Q4 ’25: $546MQ4 ’25Q1 ’26: $497MQ1 ’26Q2 ’26: $8MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Merck & Co., Inc.$349M AUM25.60%$89M14.04MQ1 2026OLDER
Blue Water Life Science Advisors, LP$125M AUM8.56%$11M1.68MQ1 2026OLDER
Lightspeed Management Company, L.L.C.$988M AUM5.26%$52M8.16MQ1 2026OLDER
AIGH Capital Management LLC$733M AUM2.52%$18M2.90MQ1 2026OLDER
ORACLE INVESTMENT MANAGEMENT INC$168M AUM1.61%$3M339.3KQ4 2025OLDER
PERKINS CAPITAL MANAGEMENT INC$107M AUM1.43%$2M239.0KQ1 2026OLDER
NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM1.40%$1M235.0KQ1 2026OLDER
Casdin Capital, LLC$1.3B AUM0.77%$10M1.60MQ1 2026OLDER
PFM Health Sciences, LP$1.1B AUM0.51%$6M870.1KQ1 2026OLDER
Wellington Shields & Co., LLC$392M AUM0.47%$2M292.5KQ1 2026OLDER
Bruce & Co., Inc.$350M AUM0.42%$1M233.0KQ1 2026OLDER
Green Alpha Advisors, LLC$102M AUM0.42%$423,02566.4KQ1 2026OLDER
AlphaCentric Advisors LLC$100M AUM0.41%$407,88464.0KQ1 2026OLDER
ARK Investment Management LLC$12.9B AUM0.39%$51M7.94MQ1 2026OLDER
NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM0.35%$5M624.4KQ4 2025OLDER
Wellington Shields Capital Management, LLC$666M AUM0.32%$2M339.7KQ1 2026OLDER
Deep Track Capital, LP$6.1B AUM0.31%$19M3.00MQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.29%$14M2.18MQ1 2026OLDER
HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM0.27%$7M555.6KQ2 2026
Portolan Capital Management, LLC$1.9B AUM0.25%$5M736.7KQ1 2026OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.16%$2M323.4KQ1 2026OLDER
JBF Capital, Inc.$676M AUM0.15%$1M166.1KQ3 2025OLDER
Scientech Research LLC$120M AUM0.07%$86,47313.6KQ1 2026OLDER
Persistent Asset Partners Ltd$268M AUM0.05%$133,31820.9KQ1 2026OLDER
Amova Asset Management Americas, Inc.$7.1B AUM0.04%$3M484.3KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.04%$163,34625.6KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.04%$22M3.49MQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.03%$867,250109.0KQ4 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.02%$30,3104.76MQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.02%$3M493.8KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$409,39464.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$48M7.59MQ1 2026OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.01%$854,039134.1KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.01%$78,67012.3KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.01%$993,949156.0KQ1 2026OLDER
ADAR1 Capital Management, LLC$1.7B AUM0.01%$159,25025.0KQ1 2026OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.01%$118,27818.6KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.01%$117,64018.0KQ3 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.01%$2M30.1KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.01%$85,70513.1KQ3 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$1M145.5KQ4 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$390,43061.3KQ1 2026OLDER
Opal Wealth Advisors, LLC$442M AUM0.01%$22,2953.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.00%$95,51712.0KQ4 2025OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$1M230.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$115,47618.1KQ1 2026OLDER
Berbice Capital Management LLC$153M AUM0.00%$4,522100Q1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.00%$2M300.0KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$246,65938.7KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M308.7KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M209.8KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$83,44410.5KQ4 2025OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$3M484.3KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$107,72316.5KQ3 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$25,5843.9KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$102,14316.0KQ1 2026OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.00%$403,61250.7KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$412,36051.8KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$7M1.07MQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$10,5131.65MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M419.1KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$244,92038.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$178,37328.0KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$26,9774.2KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$885,723139.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$82,64413.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$649,338101.9KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$6,5201.0KQ3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$69,72010.9KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$85,18013.4KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$34M5.39MQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$2M343.5KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$14,2622.2KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$2M339.5KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$673,169105.7KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$93,22514.6KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$5M737.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$8M1.30MQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$375,65259.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$577,82990.7KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$18M2.87MQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$143,44022.0KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$96,85514.9KQ3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$198,27331.1KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,784437Q1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$671,398105.4KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$730,531114.7KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$26M3.25MQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$2M383.5KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$6,368800Q4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$402,00663.1KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$3M405.8KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$926142Q3 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$217,21734.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$102,64016.1KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$74,52911.7KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$149,90523.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$7M1.13MQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$4M575.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$840,916132.0KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$12,6252.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$10,5811.7KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$226,24335.5KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$4M560.5KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$4,971371Q2 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$319,96351.4KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M225.7KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$96,82415.2KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$793,965124.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$15,1602.3KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$921,268144.6KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$100,64615.8KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$110,48117.3KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$123,13718.9KQ3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$107,67513.5KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$222,82335.0KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$45972Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$76,12111.9KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$73,22111.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$2M224.6KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$637100Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$110,90713.9KQ4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$191,92130.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$49077Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$502,00078.7KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$22,9323.6KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$328,54451.6KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$90,32014.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$228,45228.7KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$222,30734.9KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$100,31515.7KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$1,312200Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$399,68662.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$709,019111.3KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$110,97817.4KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$86,94710.9KQ4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$86,84913.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$253,52639.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$176,43727.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$184,57129.0KQ2 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$1,096172Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$226,13535.5KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1,032162Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$54185Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$81,53612.8KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$13,9662.1KQ3 2025OLDER
FMR LLC$1.90T AUM0.00%$399,31062.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$46,6547.3KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$17,2882.7KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$874134Q3 2025OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$34,7675.5KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$22335Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$12,5932.0KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$45457Q4 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$2200Q4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$34253Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$917144Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$1,497235Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$6,7591.1KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$729Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$51080Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$7,0011.1KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$19831Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1,832289Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$28736Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.