Personalis Ownership 2024 | Who Owns Personalis Now?
Institutional Ownership
25.38%
Insider Ownership
24.10%
Retail Ownership
50.53%
Institutional Holders
27.00
Personalis Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ARK INVESTMENT MANAGEMENT LLC | 12.55% | 0.07% | 6,361,886 | 296,413 | 4.89% | 7,443,406 | Jun 30, 2024 |
| BLACKROCK INC. | 6.50% | 0.00% | 3,292,113 | 11,392 | 0.35% | 3,851,772 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.76% | - | 1,904,165 | - | - | 2,227,873 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 2.09% | 0.00% | 1,057,956 | 66,128 | 6.67% | 1,237,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.03% | 0.00% | 1,029,311 | -68,200 | -6.21% | 1,204,294 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 1.75% | 0.00% | 885,417 | -92,217 | -9.43% | 1,035,938 | Jun 30, 2024 |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | 1.75% | 0.01% | 885,417 | -92,217 | -9.43% | 1,035,938 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.45% | 0.00% | 735,005 | -86,652 | -10.55% | 859,956 | Jun 30, 2024 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 0.97% | 0.00% | 493,798 | - | - | 577,744 | Jun 30, 2024 |
| WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | 0.86% | 0.09% | 436,931 | - | - | 511,209 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.84% | 0.03% | 426,876 | 6,735 | 1.60% | 499,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.82% | - | 415,402 | 20,380 | 5.16% | 486,140 | Jun 30, 2024 |
| BRUCE & CO., INC. | 0.59% | 0.12% | 300,000 | - | - | 351,000 | Jun 30, 2024 |
| WELLINGTON SHIELDS & CO., LLC | 0.58% | 0.11% | 292,489 | -1,608 | -0.55% | 342,212 | Jun 30, 2024 |
| HOWLAND CAPITAL MANAGEMENT LLC | 0.52% | 0.01% | 262,608 | 51,490 | 24.39% | 307,252 | Jun 30, 2024 |
| PERKINS CAPITAL MANAGEMENT INC | 0.51% | 0.28% | 257,307 | 257,307 | 100.00% | 301,000 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.39% | 0.00% | 195,352 | 14,057 | 7.75% | 228,562 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.38% | 0.00% | 191,228 | -19,800 | -9.38% | 223,737 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.27% | 0.00% | 135,600 | - | - | 158,652 | Jun 30, 2024 |
| STATE STREET CORP | 0.26% | - | 130,242 | - | - | 152,383,000 | Jun 30, 2024 |
Personalis's largest institutional shareholder is ARK INVESTMENT MANAGEMENT LLC, holding 12.55% of the company's total share outstanding, currently valued at $7.44M. The top 10 institutional shareholders own together 33.71% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PERKINS CAPITAL MANAGEMENT INC | 0.51% | 0.28% | 257,307 | 257,307 | 100.00% | 301,000 | Jun 30, 2024 |
| BRUCE & CO., INC. | 0.59% | 0.12% | 300,000 | - | - | 351,000 | Jun 30, 2024 |
| WELLINGTON SHIELDS & CO., LLC | 0.58% | 0.11% | 292,489 | -1,608 | -0.55% | 342,212 | Jun 30, 2024 |
| GREEN ALPHA ADVISORS, LLC | 0.21% | 0.10% | 108,591 | -10,362 | -8.71% | 127,051 | Jun 30, 2024 |
| WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | 0.86% | 0.09% | 436,931 | - | - | 511,209 | Jun 30, 2024 |
| ARK INVESTMENT MANAGEMENT LLC | 12.55% | 0.07% | 6,361,886 | 296,413 | 4.89% | 7,443,406 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.84% | 0.03% | 426,876 | 6,735 | 1.60% | 499,000 | Jun 30, 2024 |
| HOWLAND CAPITAL MANAGEMENT LLC | 0.52% | 0.01% | 262,608 | 51,490 | 24.39% | 307,252 | Jun 30, 2024 |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | 1.75% | 0.01% | 885,417 | -92,217 | -9.43% | 1,035,938 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 2.09% | 0.00% | 1,057,956 | 66,128 | 6.67% | 1,237,000 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.27% | 0.00% | 135,600 | - | - | 158,652 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.45% | 0.00% | 735,005 | -86,652 | -10.55% | 859,956 | Jun 30, 2024 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 0.97% | 0.00% | 493,798 | - | - | 577,744 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.06% | 0.00% | 28,912 | -100,646 | -77.68% | 33,827 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.03% | 0.00% | 1,029,311 | -68,200 | -6.21% | 1,204,294 | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 0.02% | 0.00% | 10,599 | 10,599 | 100.00% | 12,401 | Jun 30, 2024 |
| HOYLECOHEN, LLC | 0.03% | 0.00% | 15,373 | - | - | 17,987 | Jun 30, 2024 |
| BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | 0.03% | 0.00% | 15,790 | -3,158 | -16.67% | 18,474 | Jun 30, 2024 |
| EQIS CAPITAL MANAGEMENT, INC. | 0.02% | 0.00% | 12,502 | 12,502 | 100.00% | 14,628 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 1.75% | 0.00% | 885,417 | -92,217 | -9.43% | 1,035,938 | Jun 30, 2024 |
The largest Personalis shareholder by % of total assets is PERKINS CAPITAL MANAGEMENT INC. The company owns 257.31K shares of Personalis (PSNL), representing 0.28% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ARK INVESTMENT MANAGEMENT LLC | 12.55% | 0.07% | 6,361,886 | 296,413 | 4.89% | 7,443,406 | Jun 30, 2024 |
| PERKINS CAPITAL MANAGEMENT INC | 0.51% | 0.28% | 257,307 | 257,307 | 100.00% | 301,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.17% | - | 87,959 | 76,748 | 684.58% | 102,912 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 2.09% | 0.00% | 1,057,956 | 66,128 | 6.67% | 1,237,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.13% | 0.00% | 65,895 | 65,895 | 100.00% | 77,097 | Jun 30, 2024 |
| HOWLAND CAPITAL MANAGEMENT LLC | 0.52% | 0.01% | 262,608 | 51,490 | 24.39% | 307,252 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.06% | - | 30,000 | 30,000 | 100.00% | 35,100 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.82% | - | 415,402 | 20,380 | 5.16% | 486,140 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.39% | 0.00% | 195,352 | 14,057 | 7.75% | 228,562 | Jun 30, 2024 |
| EQIS CAPITAL MANAGEMENT, INC. | 0.02% | 0.00% | 12,502 | 12,502 | 100.00% | 14,628 | Jun 30, 2024 |
| BLACKROCK INC. | 6.50% | 0.00% | 3,292,113 | 11,392 | 0.35% | 3,851,772 | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 0.02% | 0.00% | 10,599 | 10,599 | 100.00% | 12,401 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.84% | 0.03% | 426,876 | 6,735 | 1.60% | 499,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.25% | - | 126,446 | 6,540 | 5.45% | 147,942 | Jun 30, 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.01% | 0.00% | 3,900 | 3,900 | 100.00% | 4,563 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.05% | 0.00% | 26,505 | 1,479 | 5.91% | 31,011 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 100 | 100 | 100.00% | 117 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | 1 | - | - | 1,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 200 | - | - | 234 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.00% | - | 135 | - | - | 158 | Jun 30, 2024 |
As of Jun 30 2024, Personalis's largest institutional buyer is ARK INVESTMENT MANAGEMENT LLC. The company purchased 296.41K stocks of PSNL, valued at $7.44M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MAN GROUP PLC | 0.20% | 0.00% | 102,451 | -189,718 | -64.93% | 119,868 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.24% | 0.00% | 120,864 | -112,873 | -48.29% | 141,411 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.22% | 0.00% | 109,852 | -101,050 | -47.91% | 128,528 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.06% | 0.00% | 28,912 | -100,646 | -77.68% | 33,827 | Jun 30, 2024 |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | 1.75% | 0.01% | 885,417 | -92,217 | -9.43% | 1,035,938 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 1.75% | 0.00% | 885,417 | -92,217 | -9.43% | 1,035,938 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.45% | 0.00% | 735,005 | -86,652 | -10.55% | 859,956 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -81,542 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.03% | 0.00% | 1,029,311 | -68,200 | -6.21% | 1,204,294 | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -42,409 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -36,976 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -30,962 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -27,664 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.09% | - | 44,815 | -27,558 | -38.08% | 52,434 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.38% | 0.00% | 191,228 | -19,800 | -9.38% | 223,737 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.11% | - | 56,116 | -18,442 | -24.74% | 65,655,000 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.06% | - | 28,872 | -11,076 | -27.73% | 33,780 | Jun 30, 2024 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 0.02% | - | 9,123 | -10,577 | -53.69% | 10,674 | Jun 30, 2024 |
| GREEN ALPHA ADVISORS, LLC | 0.21% | 0.10% | 108,591 | -10,362 | -8.71% | 127,051 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.15% | - | 75,373 | -10,217 | -11.94% | 88,229 | Jun 30, 2024 |
As of Jun 30 2024, Personalis's biggest institutional seller is MAN GROUP PLC. The company sold -0.19M shares of PSNL, valued at $119.87K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PERKINS CAPITAL MANAGEMENT INC | 0.51% | 0.28% | 257,307 | 257,307 | 100.00% | 301,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.13% | 0.00% | 65,895 | 65,895 | 100.00% | 77,097 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.06% | - | 30,000 | 30,000 | 100.00% | 35,100 | Jun 30, 2024 |
| EQIS CAPITAL MANAGEMENT, INC. | 0.02% | 0.00% | 12,502 | 12,502 | 100.00% | 14,628 | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 0.02% | 0.00% | 10,599 | 10,599 | 100.00% | 12,401 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 100 | 100 | 100.00% | 117 | Jun 30, 2024 |
Personalis's largest new institutional shareholder by number of shares is PERKINS CAPITAL MANAGEMENT INC, purchased 257.31K shares, valued at $301.00K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SQUAREPOINT OPS LLC | - | - | - | -81,542 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -42,409 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -36,976 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -30,962 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -27,664 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -307 | -100.00% | - | Jun 30, 2024 |
| COMERICA BANK | - | - | - | -283 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
Personalis's largest sold out institutional shareholder by shares sold is SQUAREPOINT OPS LLC, sold -81.54K shares, valued at -, as of undefined.
Personalis Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| EntrepreneurShares Series Trust | 0.87% | 231,380 | - | - | Dec 31, 2023 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.76% | 145,172 | -7,336 | -4.81% | Mar 28, 2024 |
| Ark ETF Trust | 0.70% | 5,594,307 | -11,636 | -0.21% | Jan 31, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.49% | 126,736 | - | - | Jan 31, 2024 |
| ALGER PORTFOLIOS | 0.38% | 141,023 | - | - | Dec 31, 2023 |
| ALGER FUNDS | 0.33% | 314,078 | - | - | Jan 31, 2024 |
| Gabelli Healthcare & WellnessRx Trust | 0.17% | 20,000 | - | - | Dec 29, 2023 |
| BRUCE FUND INC | 0.14% | 300,000 | 150,000 | 100.00% | Dec 31, 2023 |
| TEKLA HEALTHCARE INVESTORS | 0.14% | 120,915 | - | - | Mar 31, 2024 |
| TEKLA LIFE SCIENCES INVESTORS | 0.12% | 58,816 | - | - | Mar 31, 2024 |
| Vanguard Montgomery Funds | 0.12% | 29,719 | - | - | Mar 31, 2024 |
| GABELLI ASSET FUND | 0.07% | 25,000 | - | - | Dec 29, 2023 |
| BRIDGEWAY FUNDS INC | 0.06% | 135,600 | 6,100 | 4.71% | Mar 28, 2024 |
| Gabelli Global Small & Mid Cap Value Trust | 0.05% | 5,000 | - | - | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.04% | 22,769 | - | - | Mar 31, 2024 |
| BUFFALO FUNDS | 0.04% | 250,965 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.04% | 86,772 | - | - | Jan 31, 2024 |
| GABELLI DIVIDEND & INCOME TRUST | 0.03% | 50,000 | - | - | Dec 29, 2023 |
| PERMANENT PORTFOLIO FAMILY OF FUNDS | 0.03% | 310,000 | - | - | Jan 31, 2024 |
| SHELTON FUNDS | 0.02% | 37,624 | - | - | Feb 29, 2024 |
| Humankind Benefit Corp | 0.02% | 488 | - | - | Dec 31, 2023 |
| SunAmerica Specialty Series | 0.01% | 6,571 | - | - | Apr 30, 2021 |
| LORD ABBETT SECURITIES TRUST | 0.01% | 50,818 | - | - | Jan 31, 2024 |
| Investment Managers Series Trust II | 0.01% | 122,242 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 5,460 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 54,190 | - | - | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.01% | 96,118 | - | - | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 17,160 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 22,283 | - | - | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 415,448 | - | - | Jan 31, 2024 |
| AMG FUNDS III | 0.00% | 24,539 | - | - | Mar 28, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.00% | 41,332 | - | - | Mar 28, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 1,024 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.00% | 400 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 9,452 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,753,276 | -700,655 | -28.55% | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 10,480 | - | - | Feb 29, 2024 |
| UBS FUNDS | 0.00% | 15,800 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 111,542 | - | - | Jan 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 28,000 | - | - | Mar 31, 2023 |
| GABELLI EQUITY TRUST INC | 0.00% | 2,200 | - | - | Dec 29, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 365,246 | 30,228 | 9.02% | Feb 29, 2024 |
| VALIC Co II | 0.00% | 59,155 | -10,554 | -15.14% | Feb 28, 2021 |
| ETF Managers Trust | 0.00% | 12,995 | - | - | Dec 31, 2023 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 37,100 | - | - | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 35,394 | - | - | Mar 31, 2024 |
| JPMORGAN TRUST II | 0.00% | 1,541,901 | - | - | Feb 29, 2024 |
| KP Funds | 0.00% | 61,666 | - | - | Sep 30, 2020 |
| Nushares ETF Trust | 0.00% | 9,190 | - | - | Jan 31, 2024 |
| North Square Investments Trust | 0.00% | 10,190 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,791 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 16,157 | - | - | Jan 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 4,176 | - | - | Mar 31, 2024 |
| Voya INVESTORS TRUST | 0.00% | 45,900 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 24,439 | - | - | Mar 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 46,000 | - | - | Feb 29, 2024 |
| VALIC Co I | 0.00% | 214,815 | - | - | Feb 29, 2024 |
| BMO FUNDS, INC. | 0.00% | 28,572 | 28,572 | - | Nov 30, 2021 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,548 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 22,941 | - | - | Jan 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 10,337 | - | - | Mar 31, 2024 |
| Federated Hermes Equity Funds | 0.00% | 10,000 | - | - | Jan 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 11,525 | - | - | Mar 31, 2024 |
| Trust for Advised Portfolios | 0.00% | 9,435 | - | - | Dec 31, 2023 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 14,901 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 107,245 | - | - | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 5,198 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 1,580 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,600 | - | - | Mar 31, 2024 |
| Dunham Funds | 0.00% | 22,328 | - | - | Jan 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 14,975 | - | - | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 37,700 | -11,362 | -23.16% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 138,004 | - | - | Feb 29, 2024 |
| JPMorgan Trust I | 0.00% | 270,794 | - | - | Jan 31, 2024 |
| GPS Funds I | 0.00% | 981 | - | - | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 13,965 | - | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 14,562 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 1,863 | - | - | Mar 31, 2024 |
| Victory Portfolios II | 0.00% | 7,614 | - | - | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 544 | - | - | Mar 28, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 7,000 | - | - | Mar 31, 2024 |
| Meeder Funds | 0.00% | 493 | - | - | Mar 31, 2024 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.00% | 3,664 | - | - | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 343 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 8,432 | 1,170 | 16.11% | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 31,542 | -40,290 | -56.09% | Jan 31, 2024 |
| ProFunds | 0.00% | 770 | - | - | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 263,385 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 123,007 | - | - | Feb 29, 2024 |
| FLEXSHARES TRUST | 0.00% | 4,700 | - | - | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 60,589 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 7,474 | - | - | Mar 28, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 190 | - | - | Dec 31, 2023 |
| PENN SERIES FUNDS INC | 0.00% | 1,200 | - | - | Mar 28, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 16,708 | - | - | Feb 29, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 4,500 | - | - | Mar 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 214 | - | - | Feb 29, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 9,822 | - | - | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 35 | - | - | Dec 31, 2023 |
| TIAA-CREF FUNDS | 0.00% | 82,713 | - | - | Mar 31, 2024 |
Personalis's largest mutual fund holder by % of total assets is "EntrepreneurShares Series Trust", owning 231.38K shares, compromising 0.87% of its total assets.
Personalis Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 27 | -63.01% |
| 31 Mar, 24 | 73 | 2.82% |
| 31 Dec, 23 | 71 | 9.23% |
| 30 Sep, 23 | 65 | -2.99% |
| 30 Jun, 23 | 67 | 3.08% |
| 31 Mar, 23 | 65 | -19.75% |
| 31 Dec, 22 | 81 | 3.85% |
| 30 Sep, 22 | 78 | -19.59% |
| 30 Jun, 22 | 97 | -21.14% |
| 31 Mar, 22 | 123 | 11.82% |
| 31 Dec, 21 | 110 | -9.84% |
| 30 Sep, 21 | 122 | -15.28% |
| 30 Jun, 21 | 144 | 4.35% |
| 31 Mar, 21 | 138 | 2.22% |
| 31 Dec, 20 | 135 | 37.76% |
| 30 Sep, 20 | 98 | 19.51% |
| 30 Jun, 20 | 82 | 20.59% |
| 31 Mar, 20 | 68 | -15.00% |
| 31 Dec, 19 | 80 | 15.94% |
| 30 Sep, 19 | 69 | 1.47% |
| 30 Jun, 19 | 68 | - |
As of 30 Jun 24, 27 institutions are holding Personalis's shares, representing a decrease of -63.01% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 12,859,707 | -42.26% |
| 31 Mar, 24 | 22,271,122 | 1.31% |
| 31 Dec, 23 | 21,982,427 | -11.33% |
| 30 Sep, 23 | 24,791,157 | -4.93% |
| 30 Jun, 23 | 26,077,894 | -4.10% |
| 31 Mar, 23 | 27,193,494 | -2.19% |
| 31 Dec, 22 | 27,802,763 | -0.45% |
| 30 Sep, 22 | 27,929,057 | -1.75% |
| 30 Jun, 22 | 28,425,535 | -8.23% |
| 31 Mar, 22 | 30,974,554 | 0.79% |
| 31 Dec, 21 | 30,730,545 | 2.28% |
| 30 Sep, 21 | 30,044,110 | -1.82% |
| 30 Jun, 21 | 30,599,507 | 3.21% |
| 31 Mar, 21 | 29,647,804 | 11.48% |
| 31 Dec, 20 | 26,593,856 | 4.35% |
| 30 Sep, 20 | 25,485,594 | 29.74% |
| 30 Jun, 20 | 19,643,944 | 1.69% |
| 31 Mar, 20 | 19,317,856 | 10.89% |
| 31 Dec, 19 | 17,419,955 | 10.53% |
| 30 Sep, 19 | 15,759,674 | 6.24% |
| 30 Jun, 19 | 14,833,716 | - |
Personalis (PSNL) has 12.86M shares outstanding as of 30 Jun 24, down -42.26% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 25.38% | 1.19% |
| 31 Mar, 24 | 46.23% | 2.27% |
| 31 Dec, 23 | 45.14% | 1.67% |
| 30 Sep, 23 | 52.01% | 1.67% |
| 30 Jun, 23 | 55.79% | 1.65% |
| 31 Mar, 23 | 58.18% | 1.61% |
| 31 Dec, 22 | 60.10% | 1.62% |
| 30 Sep, 22 | 60.82% | 1.57% |
| 30 Jun, 22 | 62.28% | 1.31% |
| 31 Mar, 22 | 68.84% | 1.40% |
| 31 Dec, 21 | 70.02% | 1.54% |
| 30 Sep, 21 | 67.50% | 1.39% |
| 30 Jun, 21 | 69.61% | 1.41% |
| 31 Mar, 21 | 70.15% | 1.25% |
| 31 Dec, 20 | 75.00% | 1.45% |
| 30 Sep, 20 | 71.87% | 1.88% |
| 30 Jun, 20 | 61.91% | 1.63% |
| 31 Mar, 20 | 61.63% | 1.98% |
| 31 Dec, 19 | 55.82% | 2.19% |
| 30 Sep, 19 | 50.50% | 2.23% |
| 30 Jun, 19 | 47.54% | - |
As of 30 Jun 24, Personalis is held by 25.38% institutional shareholders, representing a 1.19% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 7 | -79.41% |
| 31 Mar, 24 | 34 | - |
| 31 Dec, 23 | 34 | 88.89% |
| 30 Sep, 23 | 18 | -28.00% |
| 30 Jun, 23 | 25 | -21.88% |
| 31 Mar, 23 | 32 | -27.27% |
| 31 Dec, 22 | 44 | 57.14% |
| 30 Sep, 22 | 28 | -48.15% |
| 30 Jun, 22 | 54 | -8.47% |
| 31 Mar, 22 | 59 | 18.00% |
| 31 Dec, 21 | 50 | -12.28% |
| 30 Sep, 21 | 57 | -30.49% |
| 30 Jun, 21 | 82 | - |
| 31 Mar, 21 | 82 | -5.75% |
| 31 Dec, 20 | 87 | 42.62% |
| 30 Sep, 20 | 61 | 22.00% |
| 30 Jun, 20 | 50 | - |
| 31 Mar, 20 | 50 | -15.25% |
| 31 Dec, 19 | 59 | 13.46% |
| 30 Sep, 19 | 52 | -23.53% |
| 30 Jun, 19 | 68 | - |
7 institutional shareholders have increased their position in PSNL stock as of 30 Jun 24 compared to 34 in the previous quarter (a -79.41% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 12 | -50.00% |
| 31 Mar, 24 | 24 | 20.00% |
| 31 Dec, 23 | 20 | -20.00% |
| 30 Sep, 23 | 25 | - |
| 30 Jun, 23 | 25 | 31.58% |
| 31 Mar, 23 | 19 | -26.92% |
| 31 Dec, 22 | 26 | -29.73% |
| 30 Sep, 22 | 37 | 27.59% |
| 30 Jun, 22 | 29 | -32.56% |
| 31 Mar, 22 | 43 | 13.16% |
| 31 Dec, 21 | 38 | 8.57% |
| 30 Sep, 21 | 35 | 6.06% |
| 30 Jun, 21 | 33 | 10.00% |
| 31 Mar, 21 | 30 | -9.09% |
| 31 Dec, 20 | 33 | 65.00% |
| 30 Sep, 20 | 20 | -9.09% |
| 30 Jun, 20 | 22 | 175.00% |
| 31 Mar, 20 | 8 | -11.11% |
| 31 Dec, 19 | 9 | -18.18% |
| 30 Sep, 19 | 11 | - |
| 30 Jun, 19 | - | - |
12 institutional shareholders have reduced their position in PSNL stock as of 30 Jun 24 compared to 24 in the previous quarter (a -50.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 27 | -63.01% | 12,859,707 | -42.26% | 25.38% | 1.19% | 7 | -79.41% | 12 | -50.00% |
| 31 Mar, 24 | 73 | 2.82% | 22,271,122 | 1.31% | 46.23% | 2.27% | 34 | - | 24 | 20.00% |
| 31 Dec, 23 | 71 | 9.23% | 21,982,427 | -11.33% | 45.14% | 1.67% | 34 | 88.89% | 20 | -20.00% |
| 30 Sep, 23 | 65 | -2.99% | 24,791,157 | -4.93% | 52.01% | 1.67% | 18 | -28.00% | 25 | - |
| 30 Jun, 23 | 67 | 3.08% | 26,077,894 | -4.10% | 55.79% | 1.65% | 25 | -21.88% | 25 | 31.58% |
| 31 Mar, 23 | 65 | -19.75% | 27,193,494 | -2.19% | 58.18% | 1.61% | 32 | -27.27% | 19 | -26.92% |
| 31 Dec, 22 | 81 | 3.85% | 27,802,763 | -0.45% | 60.10% | 1.62% | 44 | 57.14% | 26 | -29.73% |
| 30 Sep, 22 | 78 | -19.59% | 27,929,057 | -1.75% | 60.82% | 1.57% | 28 | -48.15% | 37 | 27.59% |
| 30 Jun, 22 | 97 | -21.14% | 28,425,535 | -8.23% | 62.28% | 1.31% | 54 | -8.47% | 29 | -32.56% |
| 31 Mar, 22 | 123 | 11.82% | 30,974,554 | 0.79% | 68.84% | 1.40% | 59 | 18.00% | 43 | 13.16% |
| 31 Dec, 21 | 110 | -9.84% | 30,730,545 | 2.28% | 70.02% | 1.54% | 50 | -12.28% | 38 | 8.57% |
| 30 Sep, 21 | 122 | -15.28% | 30,044,110 | -1.82% | 67.50% | 1.39% | 57 | -30.49% | 35 | 6.06% |
| 30 Jun, 21 | 144 | 4.35% | 30,599,507 | 3.21% | 69.61% | 1.41% | 82 | - | 33 | 10.00% |
| 31 Mar, 21 | 138 | 2.22% | 29,647,804 | 11.48% | 70.15% | 1.25% | 82 | -5.75% | 30 | -9.09% |
| 31 Dec, 20 | 135 | 37.76% | 26,593,856 | 4.35% | 75.00% | 1.45% | 87 | 42.62% | 33 | 65.00% |
| 30 Sep, 20 | 98 | 19.51% | 25,485,594 | 29.74% | 71.87% | 1.88% | 61 | 22.00% | 20 | -9.09% |
| 30 Jun, 20 | 82 | 20.59% | 19,643,944 | 1.69% | 61.91% | 1.63% | 50 | - | 22 | 175.00% |
| 31 Mar, 20 | 68 | -15.00% | 19,317,856 | 10.89% | 61.63% | 1.98% | 50 | -15.25% | 8 | -11.11% |
| 31 Dec, 19 | 80 | 15.94% | 17,419,955 | 10.53% | 55.82% | 2.19% | 59 | 13.46% | 9 | -18.18% |
| 30 Sep, 19 | 69 | 1.47% | 15,759,674 | 6.24% | 50.50% | 2.23% | 52 | -23.53% | 11 | - |
| 30 Jun, 19 | 68 | - | 14,833,716 | - | 47.54% | - | 68 | - | - | - |
Personalis Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Personalis's stock was made by Chen Richard on Aug 01 2024, selling 524 shares at $2.97 per share (valued at $1.56K).
Personalis Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q2 2024 | 6 | 7 | 85.71% |
| Q1 2024 | 5 | 2 | 250.00% |
| Q4 2023 | - | 10 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | 7 | 7 | 100.00% |
| Q1 2023 | 4 | 4 | 100.00% |
| Q4 2022 | 1 | 12 | 8.33% |
| Q3 2022 | 9 | 5 | 180.00% |
| Q2 2022 | 16 | 18 | 88.89% |
| Q1 2022 | 13 | 27 | 48.15% |
| Q4 2021 | 3 | 11 | 27.27% |
| Q3 2021 | 9 | 16 | 56.25% |
| Q2 2021 | 21 | 16 | 131.25% |
| Q1 2021 | 4 | 9 | 44.44% |
| Q4 2020 | 4 | 17 | 23.53% |
| Q3 2020 | 3 | 14 | 21.43% |
| Q2 2020 | 9 | 3 | 300.00% |
| Q1 2020 | 16 | 11 | 145.45% |
| Q4 2019 | 5 | 1 | 500.00% |
0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by Personalis's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q2 2024 | - | 7 | - |
| Q1 2024 | 1 | 2 | 50.00% |
| Q4 2023 | - | 7 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | - | 7 | - |
| Q1 2023 | - | 4 | - |
| Q4 2022 | - | 9 | - |
| Q3 2022 | - | 5 | - |
| Q2 2022 | - | 14 | - |
| Q1 2022 | 4 | 6 | 66.67% |
| Q4 2021 | - | 11 | - |
| Q3 2021 | - | 6 | - |
| Q2 2021 | - | 10 | - |
| Q1 2021 | - | 8 | - |
| Q4 2020 | - | 15 | - |
| Q3 2020 | 2 | 12 | 16.67% |
| Q2 2020 | 2 | 3 | 66.67% |
| Q1 2020 | - | 4 | - |
| Q4 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Personalis's stocks.
Personalis Peer Ownership
| Ticker | Company |
|---|---|
| GTH | Genetron Holdings Limited |
| GH | Guardant Health, Inc. |
| CDNA | CareDx, Inc |
| NTRA | Natera, Inc. |
| TWST | Twist Bioscience Corporation |
| SERA | Sera Prognostics, Inc. |
| BNR | Burning Rock Biotech Limited |
| CSTL | Castle Biosciences, Inc. |
| DRIO | DarioHealth Corp. |
| CRL | Charles River Laboratories International, Inc. |
| ILMN | Illumina, Inc. |
| MYGN | Myriad Genetics, Inc. |
| STIM | Neuronetics, Inc. |
PSNL Ownership FAQ
Who Owns Personalis?
Personalis is owned by institutional shareholders (25.38%), insiders (24.10%), and public (50.53%). The largest institutional shareholder of Personalis is ARK INVESTMENT MANAGEMENT LLC (12.55% of total shares) and the top mutual fund owner is EntrepreneurShares Series Trust (0.87% of total shares).
Who are the major institutional shareholders of Personalis?
Personalis's major institutional shareholders are ARK INVESTMENT MANAGEMENT LLC, BLACKROCK INC., VANGUARD GROUP INC, ACADIAN ASSET MANAGEMENT LLC, and RENAISSANCE TECHNOLOGIES LLC. The top five shareholders own together 26.93% of the company's share outstanding.
How many Personalis shareholders are there?
As of Jun 2024, there are 27 institutional shareholders of Personalis.
What percentage of Personalis is owned by ARK INVESTMENT MANAGEMENT LLC?
ARK INVESTMENT MANAGEMENT LLC owns 6.36M shares of Personalis, representing 12.55% of the company's total shares outstanding, valued at $7.44M (as of Jun 2024).
What percentage of Personalis is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 3.29M shares of Personalis (PSNL), compromising 6.50% of the company, valued at $3.85M.
What percentage of Personalis is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Personalis. The company owns 1.9M of the company's shares outstanding (worth $2.23M).