PSNL · Personalis, Inc. · Holdings

$16.21 -0.12 (-0.73%) At close · Sep 11

Russell 2000 member Rebalance outlook locked

Market Cap

$1.73B

106.80M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 157

Total Value: $1,148,381,954

Total Shares: 86,109,648

Showing 1–100 of 165 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 157 13F filers · Δ vs Mar 31, 2026

Top Holder

16.4%

−0.2 pts

Top 5

48.5%

−2.4 pts

Top 10

66.8%

−4.1 pts

HHI

636

Broadly held−55

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +14

Institutional value: +112.7%

Shares held: +1.6%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BANK OF AMERICA CORP /DE/	+1,709,235	1,820,541
Mega BlackRock, Inc.	+1,692,606	7,082,491
Mega MORGAN STANLEY	+1,033,631	1,270,946
Mid Deep Track Capital, LP	+1,000,000	4,000,000
Mid Casdin Capital, LLC	+950,000	2,550,000

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid LIGHTSPEED MANAGEMENT COMPANY, L.L.C.	−2,058,884	6,101,850
Mega AMERIPRISE FINANCIAL INC	−1,506,492	6,086,315
Mega PRICE T ROWE ASSOCIATES INC /MD/	−1,491,303	158,838
Mid AIGH Capital Management LLC	−1,185,000	1,715,000
Mega JPMORGAN CHASE & CO	−532,921	42,569

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Trexquant Investment LP	600,216	$8,042,894
Small STEMPOINT CAPITAL LP	717,783	$4,131,042
Mid Militia Capital Management LLC	291,881	$3,911,205
Mid GILDER GAGNON HOWE & CO LLC	278,490	$3,731,766
Large FRED ALGER MANAGEMENT, LLC	165,579	$2,218,758

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega T. Rowe Price Investment Management, Inc.	4,758,091	$30,309,039
Mid PFM Health Sciences, LP	870,097	$5,542,517
Mid Portolan Capital Management, LLC	736,713	$4,692,861
Large Balyasny Asset Management L.P.	308,696	$1,966,393
Large ADAGE CAPITAL PARTNERS GP, L.L.C.	300,000	$1,911,000

Filter: New 40 Increased 71 Reduced 33 Sold out 26 Unchanged 13

Showing 100 of 165

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Merck & Co., Inc.

$188,202,236

16.39%

14,044,943

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERCK SHARP & DOHME LLC	14,044,943	$188,202,236	100.0%	Defined

ARK Investment Management LLC

$110,835,942

9.65%

8,271,339

BlackRock, Inc.

$94,905,374

8.26%

7,082,491

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	161,346	$2,162,036	2.3%	Sole
BlackRock Asset Management Canada Ltd	4,792	$64,212	0.1%	Sole
BlackRock Investment Management, LLC	205,156	$2,749,090	2.9%	Sole
BLACKROCK ADVISORS LLC	547,316	$7,334,034	7.7%	Sole
BlackRock Fund Advisors	3,402,593	$45,594,746	48.0%	Sole
BlackRock Institutional Trust Company, N.A.	2,521,022	$33,781,694	35.6%	Sole
BlackRock Fund Managers Ltd.	16,391	$219,639	0.2%	Sole
BlackRock (Netherlands) B.V.	8,106	$108,620	0.1%	Sole
BlackRock Asset Management Ireland Ltd	144,660	$1,938,444	2.0%	Sole
BlackRock Asset Management Schweiz AG	12,457	$166,923	0.2%	Sole
Aperio Group, LLC	58,652	$785,936	0.8%	Sole

LIGHTSPEED MANAGEMENT COMPANY, L.L.C.

$81,764,790

7.12%

6,101,850

AMERIPRISE FINANCIAL INC

$81,556,620

7.10%

6,086,315

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC joint	3,106,939	$41,632,982	51.0%	Defined
Ameriprise Trust Co	87,366	$1,170,704	1.4%	Defined
Threadneedle Asset Management Holdings LTD	2,891,210	$38,742,214	47.5%	Defined
Ameriprise Financial Services, LLC	800	$10,720	0.0%	Defined

Deep Track Capital, LP

$53,600,000

4.67%

4,000,000

Aberdeen Group plc

$50,213,686

4.37%

3,747,290

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
abrdn Inc.	3,747,290	$50,213,686	100.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$40,336,010

3.51%

3,010,150

Casdin Capital, LLC

$34,170,000

2.98%

2,550,000

KENNEDY CAPITAL MANAGEMENT LLC

$31,681,378

2.76%

2,364,282

GEODE CAPITAL MANAGEMENT, LLC

$24,420,763

2.13%

1,822,445

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	260,440	$3,489,896	14.3%	Defined
Held directly	1,562,005	$20,930,867	85.7%	Defined

BANK OF AMERICA CORP /DE/

$24,395,249

2.12%

1,820,541

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	1,056,191	$14,152,959	58.0%	Defined
BOFA SECURITIES, INC.	764,350	$10,242,290	42.0%	Defined

AIGH Capital Management LLC

$22,981,000

2.00%

1,715,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Worth Venture Partners, LLC	416,925	$5,586,795	24.3%	Other
Held directly	1,298,075	$17,394,205	75.7%	Sole

Blue Water Life Science Advisors, LP

$22,462,420

1.96%

1,676,300

DIMENSIONAL FUND ADVISORS LP

$20,059,571

1.75%

1,496,983

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	9,690	$129,846	0.6%	Defined
DFA Australia Ltd.	38,466	$515,444	2.6%	Defined
Dimensional Ireland Ltd	79,551	$1,065,983	5.3%	Defined
Held directly	1,369,276	$18,348,298	91.5%	Sole

STATE STREET CORP

$19,926,831

1.74%

1,487,077

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	1,487,077	$19,926,831	100.0%	Defined

MORGAN STANLEY

$17,030,673

1.48%

1,270,946

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	3,739	$50,102	0.3%	Defined
MORGAN STANLEY & CO. LLC	326,001	$4,368,413	25.7%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	828,732	$11,105,008	65.2%	Defined
MORGAN STANLEY SMITH BARNEY LLC	107,092	$1,435,032	8.4%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	5,382	$72,118	0.4%	Defined

GOLDMAN SACHS GROUP INC

$12,475,815

1.09%

931,031

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	836,893	$11,214,366	89.9%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	94,138	$1,261,449	10.1%	Defined

HRT FINANCIAL LP

$12,472,934

1.09%

930,816

Nuveen, LLC

$10,090,253

0.88%

753,004

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	4,343	$58,196	0.6%	Defined
TEACHERS ADVISORS, LLC joint	748,661	$10,032,057	99.4%	Defined

JANE STREET GROUP, LLC

$9,892,429

0.86%

738,241

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	283,468	$3,798,471	38.4%	Defined
Jane Street Global Trading, LLC	454,773	$6,093,958	61.6%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$8,841,775

0.77%

659,834

NORTHERN TRUST CORP

$8,479,558

0.74%

632,803

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	588,162	$7,881,370	92.9%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	33,984	$455,385	5.4%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	10,657	$142,803	1.7%	Other

Trexquant Investment LP

$8,042,894

0.70%

600,216

HOWLAND CAPITAL MANAGEMENT LLC

$7,445,589

0.65%

555,641

STATE OF MICHIGAN RETIREMENT SYSTEM

$6,616,893

0.58%

493,798

VANGUARD FIDUCIARY TRUST CO

$6,073,643

0.53%

453,257

MILLENNIUM MANAGEMENT LLC

$6,032,144

0.53%

450,160

Sumitomo Mitsui Trust Group, Inc.

$5,594,339

0.49%

417,488

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amova Asset Management Co., Ltd.	417,488	$5,594,339	100.0%	Defined

Amova Asset Management Americas, Inc.

$5,594,339

0.49%

417,488

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Sumitomo Mitsui Trust Group, Inc. joint	417,488	$5,594,339	100.0%	Sole

BNP PARIBAS ARBITRAGE, SA

$4,887,837

0.43%

364,764

IQ EQ FUND MANAGEMENT (IRELAND) Ltd

$4,713,329

0.41%

351,741

Wellington Shields Capital Management, LLC

$4,552,422

0.40%

339,733

Wellington Shields & Co., LLC

$3,919,352

0.34%

292,489

Militia Capital Management LLC

$3,911,205

0.34%

291,881

GILDER GAGNON HOWE & CO LLC

$3,731,766

0.32%

278,490

TUDOR INVESTMENT CORP ET AL

$3,675,901

0.32%

274,321

STEMPOINT CAPITAL LP

$3,320,292

0.29%

247,783

PERKINS CAPITAL MANAGEMENT INC

$3,202,600

0.28%

239,000

GOLDMAN SACHS GROUP INC

$3,199,920

0.28%

238,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	238,800	$3,199,920	100.0%	Defined

Bruce & Co., Inc.

$3,122,200

0.27%

233,000

FIRST MANHATTAN CO. LLC.

$3,090,040

0.27%

230,600

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$2,804,888

0.24%

209,320

Bank of New York Mellon Corp

$2,533,469

0.22%

189,065

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	70,909	$950,180	37.5%	Defined
The Bank of New York Mellon	117,694	$1,577,099	62.3%	Defined
BNY Mellon, NA joint	460	$6,164	0.2%	Defined
Held directly	2	$26	0.0%	Defined

FRED ALGER MANAGEMENT, LLC

$2,218,758

0.19%

165,579

UBS Group AG

$2,207,797

0.19%

164,761

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	164,761	$2,207,797	100.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$2,128,429

0.19%

158,838

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	116,425	$1,560,095	73.3%	Defined
Held directly	42,413	$568,334	26.7%	Sole

NANO CAP NEW MILLENNIUM GROWTH FUND L P

$2,110,500

0.18%

157,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AZG TANGIBLE ASSETS FUND LLC	157,500	$2,110,500	100.0%	Sole

CITADEL ADVISORS LLC

$1,942,973

0.17%

144,998

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	144,998	$1,942,973	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,940,320

0.17%

144,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	144,800	$1,940,320	100.0%	Other

Swiss National Bank

$1,829,100

0.16%

136,500

Williams Jones Wealth Management, LLC.

$1,796,564

0.16%

134,072

LPL Financial LLC

$1,776,866

0.15%

132,602

Jump Financial, LLC

$1,745,939

0.15%

130,294

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Leap GP LLC joint	130,294	$1,745,939	100.0%	Defined

Russell Investments Group, Ltd.

$1,697,376

0.15%

126,670

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	74,581	$999,384	58.9%	Defined
Russell Investments Capital, LLC	19,778	$265,025	15.6%	Defined
Russell Investments France SAS	12,560	$168,304	9.9%	Defined
Russell Investments Trust Company	19,751	$264,663	15.6%	Defined

Susquehanna Portfolio Strategies, LLC

$1,625,406

0.14%

121,299

Engineers Gate Manager LP

$1,552,282

0.14%

115,842

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$1,410,015

0.12%

105,225

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	105,225	$1,410,015	100.0%	Defined

Janney Montgomery Scott LLC

$1,407,013

0.12%

105,001

AMERICAN CENTURY COMPANIES INC

$1,341,259

0.12%

100,094

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	100,094	$1,341,259	100.0%	Defined

Brevan Howard Capital Management LP

$1,333,862

0.12%

99,542

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard US Investment Management, LP	99,542	$1,333,862	100.0%	Defined

Kercheville Advisors, LLC

$1,256,920

0.11%

93,800

CITIGROUP INC

$1,242,287

0.11%

92,708

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	92,708	$1,242,287	100.0%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$1,166,710

0.10%

87,068

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	1,099	$14,726	1.3%	Defined
UBS Asset Management Switzerland AG	85,969	$1,151,984	98.7%	Defined

JANE STREET GROUP, LLC

$1,165,800

0.10%

87,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	87,000	$1,165,800	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,165,558

0.10%

86,982

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	86,982	$1,165,558	100.0%	Other

RHUMBLINE ADVISERS

$1,156,701

0.10%

86,321

Tidal Investments LLC

$1,145,753

0.10%

85,504

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amplify Investments, LLC	85,504	$1,145,753	100.0%	Defined

Invesco Ltd.

$1,117,130

0.10%

83,368

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	9,794	$131,239	11.7%	Defined
Invesco Trust Co joint	26,693	$357,686	32.0%	Defined
Invesco Capital Management LLC	46,881	$628,205	56.2%	Defined

AlphaCentric Advisors LLC

$1,057,581

0.09%

78,924

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$1,008,564

0.09%

75,266

ALLIANCEBERNSTEIN L.P.

$987,580

0.09%

73,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	73,700	$987,580	100.0%	Defined

Green Alpha Advisors, LLC

$904,057

0.08%

67,467

WELLS FARGO & COMPANY/MN

$894,784

0.08%

66,775

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	55,663	$745,884	83.4%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	9,956	$133,410	14.9%	Defined
Wells Fargo Securities, LLC	1,156	$15,490	1.7%	Defined

DEUTSCHE BANK AG\

$886,919

0.08%

66,188

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	66,188	$886,919	100.0%	Defined

ROYAL BANK OF CANADA

$856,888

0.07%

63,947

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	2,063	$27,644	3.2%	Defined
RBC Capital Markets, LLC	23,887	$320,085	37.4%	Defined
RBC Dominion Securities Inc.	100	$1,340	0.2%	Defined
RBC Trust Co (International) Ltd	37,896	$507,806	59.3%	Defined
Held directly	1	$13	0.0%	Sole

STEMPOINT CAPITAL LP

$810,750

0.07%

470,000

CITADEL ADVISORS LLC

$795,960

0.07%

59,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	59,400	$795,960	100.0%	Defined

XTX Topco Ltd

$792,516

0.07%

59,143

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	59,143	$792,516	100.0%	Defined

TWO SIGMA INVESTMENTS, LP

$767,257

0.07%

57,258

CITADEL ADVISORS LLC

$766,480

0.07%

57,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	57,200	$766,480	100.0%	Defined

VANGUARD ASSET MANAGEMENT, Ltd

$756,121

0.07%

56,427

BARCLAYS PLC

$716,055

0.06%

53,437

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	43,792	$586,812	82.0%	Defined
BARCLAYS CAPITAL INC.	9,645	$129,243	18.0%	Defined

SEI INVESTMENTS CO

$697,242

0.06%

52,033

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	52,033	$697,242	100.0%	Sole

UDINE WEALTH MANAGEMENT, INC.

$670,402

0.06%

50,030

Cerity Partners LLC

$660,137

0.06%

49,264

ExodusPoint Capital Management, LP

$660,030

0.06%

49,256

Schonfeld Strategic Advisors LLC

$656,452

0.06%

48,989

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$635,160

0.06%

47,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	47,400	$635,160	100.0%	Other

Zurcher Kantonalbank (Zurich Cantonalbank)

$630,094

0.05%

47,022

GSA CAPITAL PARTNERS LLP

$579,469

0.05%

43,244

JPMORGAN CHASE & CO

$570,423

0.05%

42,569

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	28,127	$376,901	66.1%	Defined
J.P. Morgan Investment Management Inc.	5,742	$76,942	13.5%	Defined
J.P. Morgan Markets Ltd	8,700	$116,580	20.4%	Defined

Qube Research & Technologies Ltd

$547,282

0.05%

40,842

Atom Investors LP

$546,224

0.05%

40,763

JANE STREET GROUP, LLC

$542,700

0.05%

40,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	40,500	$542,700	100.0%	Defined

MetLife Investment Management, LLC

$532,904

0.05%

39,769

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	39,769	$532,904	100.0%	Defined

Pathstone Holdings, LLC

$522,801

0.05%

39,015

Dynamic Technology Lab Private Ltd

$514,479

0.04%

38,394

AlpInvest Partners B.V.

$505,220

0.04%

37,703

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Carlyle Group Inc.	37,703	$505,220	100.0%	Defined

WINTON GROUP Ltd

$495,974

0.04%

37,013

Key facts CIK 1527753 CUSIP 71535D106 13F (30d) 83 filings 83 filers Visit website Investor relations