Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Personalis, Inc.

CIK 0001527753PSNL· quarter ending 2026-06-30

Shares outstanding

106,799,872

as of 2026-07-29 · 10-Q cover page, filed 2026-08-04

Held by 13F filers

84,965,238

79.6% of shares outstanding

Holders

158

+18 vs 2026-03-31 · 42 new, 24 exited

Value

$1.1B

shares +0.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-04, as of 2026-07-29)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	PSNL · NASDAQ	106,799,872	84,965,238	79.6%	158	71535D106

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	71535D106	COM	158	84,965,238	106,799,872	79.6%	$1.1B	5 call / 3 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (158 of 158 · 71535D106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Merck & Co., Inc.	14,044,943	13.15%	$188.2M	—
2	ARK Investment Management LLC	8,271,339	7.74%	$110.8M	+327,227 (+4.1%)
3	BlackRock, Inc.	7,082,491	6.63%	$94.9M	+1,692,606 (+31.4%)
4	LIGHTSPEED MANAGEMENT COMPANY, L.L.C.	6,101,850	5.71%	$81.8M	-2,058,884 (-25.2%)
5	AMERIPRISE FINANCIAL INC	6,086,315	5.70%	$81.6M	-1,506,492 (-19.8%)
6	Deep Track Capital, LP	4,000,000	3.75%	$53.6M	+1,000,000 (+33.3%)
7	Aberdeen Group plc	3,747,290	3.51%	$50.2M	+258,982 (+7.4%)
8	VANGUARD CAPITAL MANAGEMENT LLC	3,010,150	2.82%	$40.3M	+141,687 (+4.9%)
9	Casdin Capital, LLC	2,550,000	2.39%	$34.2M	+950,000 (+59.4%)
10	KENNEDY CAPITAL MANAGEMENT LLC	2,364,282	2.21%	$31.7M	+180,710 (+8.3%)
11	GEODE CAPITAL MANAGEMENT, LLC	1,822,445	1.71%	$24.4M	+524,790 (+40.4%)
12	BANK OF AMERICA CORP /DE/	1,820,541	1.70%	$24.4M	+1,709,235 (+1535.6%)
13	AIGH Capital Management LLC	1,715,000	1.61%	$23.0M	-1,185,000 (-40.9%)
14	Blue Water Life Science Advisors, LP	1,676,300	1.57%	$22.5M	—
15	DIMENSIONAL FUND ADVISORS LP	1,496,983	1.40%	$20.1M	+430,735 (+40.4%)
16	STATE STREET CORP	1,487,077	1.39%	$19.9M	+352,907 (+31.1%)
17	MORGAN STANLEY	1,270,946	1.19%	$17.0M	+1,033,631 (+435.6%)
18	GOLDMAN SACHS GROUP INC	931,031	0.87%	$12.5M	+193,899 (+26.3%)
19	HRT FINANCIAL LP	930,816	0.87%	$12.5M	+721,925 (+345.6%)
20	Nuveen, LLC	753,004	0.71%	$10.1M	+409,484 (+119.2%)
21	JANE STREET GROUP, LLC	738,241	0.69%	$9.9M	NEW
22	VANGUARD PORTFOLIO MANAGEMENT LLC	659,834	0.62%	$8.8M	+99,295 (+17.7%)
23	NORTHERN TRUST CORP	632,803	0.59%	$8.5M	+227,003 (+55.9%)
24	Trexquant Investment LP	600,216	0.56%	$8.0M	NEW
25	HOWLAND CAPITAL MANAGEMENT LLC	555,641	0.52%	$7.4M	+8,526 (+1.6%)
26	STATE OF MICHIGAN RETIREMENT SYSTEM	493,798	0.46%	$6.6M	—
27	VANGUARD FIDUCIARY TRUST CO	453,257	0.42%	$6.1M	+113,749 (+33.5%)
28	MILLENNIUM MANAGEMENT LLC	450,160	0.42%	$6.0M	+31,032 (+7.4%)
29	Sumitomo Mitsui Trust Group, Inc.	417,488	0.39%	$5.6M	-66,782 (-13.8%)
30	Amova Asset Management Americas, Inc.	417,488	0.39%	$5.6M	-66,782 (-13.8%)
31	BNP PARIBAS FINANCIAL MARKETS	364,764	0.34%	$4.9M	+351,130 (+2575.4%)
32	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	351,741	0.33%	$4.7M	+28,367 (+8.8%)
33	Wellington Shields Capital Management, LLC	339,733	0.32%	$4.6M	—
34	Wellington Shields & Co., LLC	292,489	0.27%	$3.9M	—
35	Militia Capital Management LLC	291,881	0.27%	$3.9M	NEW
36	GILDER GAGNON HOWE & CO LLC	278,490	0.26%	$3.7M	NEW
37	TUDOR INVESTMENT CORP ET AL	274,321	0.26%	$3.7M	+64,495 (+30.7%)
38	STEMPOINT CAPITAL LP	247,783	0.23%	$3.3M	NEW
39	PERKINS CAPITAL MANAGEMENT INC	239,000	0.22%	$3.2M	—
40	Bruce & Co., Inc.	233,000	0.22%	$3.1M	—
41	FIRST MANHATTAN CO. LLC.	230,600	0.22%	$3.1M	—
42	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	209,320	0.20%	$2.8M	+64,694 (+44.7%)
43	Bank of New York Mellon Corp	189,065	0.18%	$2.5M	+64,424 (+51.7%)
44	FRED ALGER MANAGEMENT, LLC	165,579	0.16%	$2.2M	NEW
45	UBS Group AG	164,761	0.15%	$2.2M	-218,742 (-57.0%)
46	PRICE T ROWE ASSOCIATES INC /MD/	158,838	0.15%	$2.1M	-1,491,303 (-90.4%)
47	NANO CAP NEW MILLENNIUM GROWTH FUND L P	157,500	0.15%	$2.1M	-77,500 (-33.0%)
48	CITADEL ADVISORS LLC	144,998	0.14%	$1.9M	NEW
49	Swiss National Bank	136,500	0.13%	$1.8M	+31,100 (+29.5%)
50	Williams Jones Wealth Management, LLC.	134,072	0.13%	$1.8M	—
51	LPL Financial LLC	132,602	0.12%	$1.8M	+590 (+0.4%)
52	Jump Financial, LLC	130,294	0.12%	$1.7M	NEW
53	Russell Investments Group, Ltd.	126,670	0.12%	$1.7M	+24,733 (+24.3%)
54	Susquehanna Portfolio Strategies, LLC	121,299	0.11%	$1.6M	+60,007 (+97.9%)
55	Engineers Gate Manager LP	115,842	0.11%	$1.6M	NEW
56	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	105,225	0.10%	$1.4M	+46,253 (+78.4%)
57	Janney Montgomery Scott LLC	105,001	0.10%	$1.4M	+30,001 (+40.0%)
58	AMERICAN CENTURY COMPANIES INC	100,094	0.09%	$1.3M	-14,589 (-12.7%)
59	Brevan Howard Capital Management LP	99,542	0.09%	$1.3M	NEW
60	Kercheville Advisors, LLC	93,800	0.09%	$1.3M	NEW
61	CITIGROUP INC	92,708	0.09%	$1.2M	+85,384 (+1165.8%)
62	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	87,068	0.08%	$1.2M	+85,969 (+7822.5%)
63	SUSQUEHANNA INTERNATIONAL GROUP, LLP	86,982	0.08%	$1.2M	-62,354 (-41.8%)
64	RHUMBLINE ADVISERS	86,321	0.08%	$1.2M	+23,210 (+36.8%)
65	Tidal Investments LLC	85,504	0.08%	$1.1M	NEW
66	Invesco Ltd.	83,368	0.08%	$1.1M	+20,623 (+32.9%)
67	AlphaCentric Advisors LLC	78,924	0.07%	$1.1M	+14,892 (+23.3%)
68	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	75,266	0.07%	$1.0M	+72,552 (+2673.2%)
69	ALLIANCEBERNSTEIN L.P.	73,700	0.07%	$469K	+45,000 (+156.8%)
70	Green Alpha Advisors, LLC	67,467	0.06%	$904K	+1,058 (+1.6%)
71	WELLS FARGO & COMPANY/MN	66,775	0.06%	$895K	+37,800 (+130.5%)
72	DEUTSCHE BANK AG\	66,188	0.06%	$887K	+31,289 (+89.7%)
73	ROYAL BANK OF CANADA	63,947	0.06%	$857K	-14,795 (-18.8%)
74	XTX Topco Ltd	59,143	0.06%	$793K	+43,108 (+268.8%)
75	TWO SIGMA INVESTMENTS, LP	57,258	0.05%	$767K	-33,453 (-36.9%)
76	VANGUARD ASSET MANAGEMENT, Ltd	56,427	0.05%	$756K	+20,910 (+58.9%)
77	BARCLAYS PLC	53,437	0.05%	$716K	+1,860 (+3.6%)
78	SEI INVESTMENTS CO	52,033	0.05%	$697K	-87,013 (-62.6%)
79	UDINE WEALTH MANAGEMENT, INC.	50,030	0.05%	$2.9M	NEW
80	Cerity Partners LLC	49,264	0.05%	$660K	+15,164 (+44.5%)
81	ExodusPoint Capital Management, LP	49,256	0.05%	$660K	NEW
82	Schonfeld Strategic Advisors LLC	48,989	0.05%	$656K	NEW
83	Zurcher Kantonalbank (Zurich Cantonalbank)	47,022	0.04%	$630K	+15,896 (+51.1%)
84	GSA CAPITAL PARTNERS LLP	43,244	0.04%	$579K	-38,931 (-47.4%)
85	JPMORGAN CHASE & CO	42,569	0.04%	$585K	-532,921 (-92.6%)
86	Qube Research & Technologies Ltd	40,842	0.04%	$547K	NEW
87	Atom Investors LP	40,763	0.04%	$546K	NEW
88	MetLife Investment Management, LLC	39,769	0.04%	$533K	+11,767 (+42.0%)
89	Pathstone Holdings, LLC	39,015	0.04%	$520K	+566 (+1.5%)
90	Dynamic Technology Lab Private Ltd	38,394	0.04%	$514K	NEW
91	AlpInvest Partners B.V.	37,703	0.04%	$505K	NEW
92	WINTON GROUP Ltd	37,013	0.03%	$496K	NEW
93	Legal & General Group Plc	36,419	0.03%	$488K	+8,721 (+31.5%)
94	Entropy Technologies, LP	30,420	0.03%	$408K	NEW
95	Jupiter Topco LLC	30,200	0.03%	$405K	NEW
96	Vanguard Global Advisers, LLC	28,015	0.03%	$375K	-6,965 (-19.9%)
97	IEQ CAPITAL, LLC	27,327	0.03%	$366K	NEW
98	MARSHALL WACE, LLP	26,730	0.03%	$358K	NEW
99	Voleon Capital Management LP	26,502	0.02%	$355K	NEW
100	CAPTRUST FINANCIAL ADVISORS	25,591	0.02%	$343K	+2,058 (+8.7%)
101	Squarepoint Ops LLC	23,808	0.02%	$319K	NEW
102	NEW YORK STATE COMMON RETIREMENT FUND	23,800	0.02%	$319K	+8,000 (+50.6%)
103	STRS OHIO	23,700	0.02%	$318K	NEW
104	KLP KAPITALFORVALTNING AS	23,400	0.02%	$314K	+11,700 (+100.0%)
105	Alamea Verwaltungs GmbH	23,275	0.02%	$312K	NEW
106	Police & Firemen's Retirement System of New Jersey	20,010	0.02%	$268K	+7,036 (+54.2%)
107	Caitong International Asset Management Co., Ltd	19,610	0.02%	$263K	+19,533 (+25367.5%)
108	ARIZONA STATE RETIREMENT SYSTEM	18,766	0.02%	$251K	+4,131 (+28.2%)
109	MANUFACTURERS LIFE INSURANCE COMPANY, THE	18,490	0.02%	$248K	+4,311 (+30.4%)
110	Quadrature Capital Ltd	18,199	0.02%	$244K	-20,523 (-53.0%)
111	Focus Partners Wealth	17,972	0.02%	$241K	NEW
112	GUGGENHEIM CAPITAL LLC	17,547	0.02%	$235K	+4,175 (+31.2%)
113	China Universal Asset Management Co., Ltd.	16,666	0.02%	$223K	-1,902 (-10.2%)
114	Vanguard Investments Australia, Ltd.	16,113	0.02%	$216K	—
115	Creative Planning	15,069	0.01%	$202K	-679 (-4.3%)
116	ADAR1 Capital Management, LLC	15,000	0.01%	$201K	-10,000 (-40.0%)
117	Jasper Ridge Partners, L.P.	14,415	0.01%	$193K	NEW
118	RAYMOND JAMES FINANCIAL INC	14,330	0.01%	$192K	+1,530 (+12.0%)
119	FOX RUN MANAGEMENT, L.L.C.	14,286	0.01%	$191K	NEW
120	DRW Securities, LLC	13,530	0.01%	$181K	NEW
121	OSAIC HOLDINGS, INC.	13,395	0.01%	$179K	+1,900 (+16.5%)
122	INTECH INVESTMENT MANAGEMENT LLC	13,228	0.01%	$177K	+2,283 (+20.9%)
123	VOYA INVESTMENT MANAGEMENT LLC	13,190	0.01%	$177K	NEW
124	ProShare Advisors LLC	12,316	0.01%	$165K	+366 (+3.1%)
125	AQR CAPITAL MANAGEMENT LLC	11,821	0.01%	$158K	-5,601 (-32.1%)
126	PRUDENTIAL FINANCIAL INC	11,190	0.01%	$150K	NEW
127	US BANCORP \DE\	10,958	0.01%	$147K	-6,386 (-36.8%)
128	J. Safra Sarasin Holding AG	10,047	0.01%	$135K	NEW
129	CANADA LIFE ASSURANCE Co	8,987	0.01%	$120K	+8,286 (+1182.0%)
130	SG Americas Securities, LLC	8,800	0.01%	$118K	-8,931 (-50.4%)
131	Ameritas Investment Partners, Inc.	6,157	0.01%	$83K	+1,922 (+45.4%)
132	Quantbot Technologies LP	5,161	0.00%	$69K	+2,922 (+130.5%)
133	Mirae Asset Global Investments Co., Ltd.	4,684	0.00%	$63K	-774 (-14.2%)
134	Steward Partners Investment Advisory, LLC	4,393	0.00%	$59K	NEW
135	FMR LLC	4,080	0.00%	$55K	-58,606 (-93.5%)
136	Tower Research Capital LLC (TRC)	2,832	0.00%	$38K	-15,296 (-84.4%)
137	GF FUND MANAGEMENT CO. LTD.	2,214	0.00%	$30K	+232 (+11.7%)
138	NISA INVESTMENT ADVISORS, LLC	2,100	0.00%	$28K	-1,500 (-41.7%)
139	Sterling Capital Management LLC	1,367	0.00%	$18K	-294 (-17.7%)
140	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1,367	0.00%	$18K	NEW
141	Farther Finance Advisors, LLC	1,300	0.00%	$17K	-1,011 (-43.7%)
142	PNC Financial Services Group, Inc.	793	0.00%	$11K	-268 (-25.3%)
143	Ancora Advisors LLC	690	0.00%	$9K	—
144	Physician Wealth Advisors, Inc.	437	0.00%	$6K	—
145	GAMMA Investing LLC	371	0.00%	$5K	-225 (-37.8%)
146	JONES FINANCIAL COMPANIES LLLP	289	0.00%	$4K	—
147	Allworth Financial LP	193	0.00%	$3K	+113 (+141.3%)
148	EverSource Wealth Advisors, LLC	170	0.00%	$2K	-2 (-1.2%)
149	HUNTINGTON NATIONAL BANK	144	0.00%	$2K	—
150	Keating Financial Advisory Services, Inc.	101	0.00%	$1K	+1 (+1.0%)
151	NATIONAL BANK OF CANADA /FI/	85	0.00%	$1K	NEW
152	HARBOUR INVESTMENTS, INC.	73	0.00%	$975	+20 (+37.7%)
153	ROTHSCHILD INVESTMENT LLC	70	0.00%	$938	-15 (-17.6%)
154	C M BIDWELL & ASSOCIATES LTD	57	0.00%	$764	NEW
155	Arax Advisory Partners	27	0.00%	$362	NEW
156	Quarry LP	19	0.00%	$255	NEW
157	SBI Securities Co., Ltd.	13	0.00%	$174	-149 (-92.0%)
158	Clearstead Advisors, LLC	7	0.00%	$94	NEW

Exited since 2026-03-31 (24 filers; largest 24 shown)

T. Rowe Price Investment Management, Inc.	−4,758,091
PFM Health Sciences, LP	−870,097
Portolan Capital Management, LLC	−736,713
Balyasny Asset Management L.P.	−308,696
ADAGE CAPITAL PARTNERS GP, L.L.C.	−300,000
ROYCE & ASSOCIATES LP	−156,036
TD Asset Management Inc	−105,678
Aquatic Capital Management LLC	−64,269
Virtu Financial LLC	−34,434
JANUS HENDERSON GROUP PLC	−30,200
Swiss Life Asset Management Ltd	−30,116
Bridgefront Capital, LLC	−25,643
Persistent Asset Partners Ltd	−20,929
RENAISSANCE TECHNOLOGIES LLC	−15,200
Scientech Research LLC	−13,575
AXQ CAPITAL, LP	−12,350
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	−3,900
Opal Wealth Advisors, LLC	−3,500
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	−1,977
CWM, LLC	−235
Sound Income Strategies, LLC	−200
Berbice Capital Management LLC	−100
TWIN PEAKS WEALTH ADVISORS, LLC	−72
MAI Capital Management	−31

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Deep Track Capital, LP	SCHEDULE 13G/A	2026-08-14	2026-06-30	4,000,000	3.82%
Ameriprise Financial, Inc.	SCHEDULE 13G/A	2026-08-14	2026-06-30	6,086,315	5.8%
David Kroin	SCHEDULE 13G/A	2026-08-14	2026-06-30	4,000,000	3.82%
Deep Track Biotechnology Master Fund, Ltd.	SCHEDULE 13G/A	2026-08-14	2026-06-30	4,000,000	3.82%
BlackRock, Inc.	SCHEDULE 13G	2026-07-29	2026-06-30	6,169,729	5.9%
Tempus AI, Inc.	SCHEDULE 13D/A	2026-07-21	2026-07-19	13,039,067	12.5%
Eric Lefkofsky	SCHEDULE 13D/A	2026-07-21	2026-07-19	13,189,067	12.6%
Lightspeed Trustee VIII, LLC	SCHEDULE 13D/A	2026-06-10	2026-06-08	2,058,884	2%
LSVP VIII Trust	SCHEDULE 13D/A	2026-06-10	2026-06-08	2,058,884	2%
Lightspeed General Partner Select IV, L.P.	SCHEDULE 13D/A	2026-06-10	2026-06-08	2,084,240	2%
Lightspeed General Partner Select, L.P.	SCHEDULE 13D/A	2026-06-10	2026-06-08	1,958,726	1.9%
Lightspeed General Partner VIII, L.P.	SCHEDULE 13D/A	2026-06-10	2026-06-08	2,058,884	2%
Lightspeed Ultimate General Partner Select IV, L.L.C.	SCHEDULE 13D/A	2026-06-10	2026-06-08	2,084,240	2%
Lightspeed Ultimate General Partner Select, Ltd.	SCHEDULE 13D/A	2026-06-10	2026-06-08	1,958,726	1.9%
Lightspeed Ultimate General Partner VIII, Ltd.	SCHEDULE 13D/A	2026-06-10	2026-06-08	2,058,884	2%
Lightspeed Venture Partners Select IV, L.P.	SCHEDULE 13D/A	2026-06-10	2026-06-08	2,084,240	2%
Lightspeed Venture Partners Select, L.P.	SCHEDULE 13D/A	2026-06-10	2026-06-08	1,958,726	1.9%
Lightspeed Venture Partners VIII, L.P.	SCHEDULE 13D/A	2026-06-10	2026-06-08	2,058,884	2%
T. Rowe Price Investment Management, Inc.	SCHEDULE 13G/A	2026-04-08	2026-03-31	4,758,091	4.5%
AIGH Capital Management LLC	SCHEDULE 13G/A	2026-01-29	2025-12-31	2,900,000	3.3%
Orin Hirschman	SCHEDULE 13G/A	2026-01-29	2025-12-31	3,416,720	3.8%
ARK Investment Management LLC	SCHEDULE 13G/A	2025-05-14	2025-03-31	7,188,197	8.14%
Catherine D. Wood	SCHEDULE 13G/A	2025-05-14	2025-03-31	7,188,197	8.14%
Merck & Co., Inc.	SCHEDULE 13G	2024-12-23	2024-12-19	14,044,943	16.5%
Merck Sharp & Dohme LLC	SCHEDULE 13G	2024-12-23	2024-12-19	14,044,943	16.5%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.