Personalis Ownership | Who Owns Personalis?
Personalis Ownership Summary
Personalis is owned by 48.02% institutional investors, 19.30% insiders, and 32.67% retail investors. Ark investment management is the largest institutional shareholder, holding 12.55% of PSNL shares. ARK Genomic Revolution is the top mutual fund, with 10.67% of its assets in Personalis shares.
PSNL Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Personalis | 48.02% | 19.30% | 32.67% |
Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
Industry | Diagnostics & Research Stocks | 52.07% | 8.42% | 39.50% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Ark investment management | 6.36M | 12.55% | $7.44M |
Blackrock | 3.29M | 6.50% | $3.85M |
Vanguard group | 1.90M | 3.76% | $2.23M |
Acadian asset management | 1.06M | 2.09% | $1.24M |
Renaissance | 1.03M | 2.03% | $1.20M |
Sumitomo mitsui trust | 885.42K | 1.75% | $1.04M |
Nikko asset management americas | 885.42K | 1.75% | $1.04M |
Jacobs levy equity management | 735.00K | 1.45% | $859.96K |
State of michigan retirement system | 493.80K | 0.97% | $577.74K |
Wellington shields capital management | 436.93K | 0.86% | $511.21K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Perkins capital management | 257.31K | 0.28% | $301.00K |
Bruce | 300.00K | 0.12% | $351.00K |
Wellington shields | 292.49K | 0.11% | $342.21K |
Green alpha advisors | 108.59K | 0.10% | $127.05K |
Wellington shields capital management | 436.93K | 0.09% | $511.21K |
Ark investment management | 6.36M | 0.07% | $7.44M |
Gsa capital partners llp | 426.88K | 0.03% | $499.00K |
Howland capital management | 262.61K | 0.01% | $307.25K |
Nikko asset management americas | 885.42K | 0.01% | $1.04M |
Acadian asset management | 1.06M | 0.00% | $1.24M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Ark investment management | 6.36M | 0.07% | 296.41K |
Perkins capital management | 257.31K | 0.28% | 257.31K |
Susquehanna group, llp | 138.56K | - | 121.26K |
Ubs group | 87.96K | - | 76.75K |
Acadian asset management | 1.06M | 0.00% | 66.13K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Man group | 102.45K | 0.00% | -189.72K |
Millennium management | 120.86K | 0.00% | -112.87K |
Marshall wace, llp | 109.85K | 0.00% | -101.05K |
Nikko asset management americas | 885.42K | 0.01% | -92.22K |
Sumitomo mitsui trust | 885.42K | 0.00% | -92.22K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Perkins capital management | 257.31K | 0.28% | 257.31K | $301.00K |
Stifel financial | 30.00K | - | 30.00K | $35.10K |
Iq eq fund management (ireland) | 10.60K | 0.00% | 10.60K | $12.40K |
Sold Out
Holder | Change |
---|---|
Citigroup | -85.00 |
Redwood wealth management group | -100.00 |
Nelson, van denburg & campbell wealth management group | -100.00 |
Comerica bank | -283.00 |
Wells fargo & company/mn | -307.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 87 | 24.29% | 29,319,370 | 33.53% | 48 | 2.56% | 40 | 110.53% | 29 | - |
Jun 30, 2024 | 70 | -4.11% | 21,956,674 | -1.41% | 43 | 2.03% | 19 | -44.12% | 29 | 20.83% |
Mar 31, 2024 | 73 | 2.82% | 22,271,122 | 1.31% | 46 | 2.27% | 34 | - | 24 | 20.00% |
Dec 31, 2023 | 71 | 9.23% | 21,982,427 | -11.33% | 45 | 1.67% | 34 | 88.89% | 20 | -20.00% |
Sep 30, 2023 | 65 | -2.99% | 24,791,157 | -4.93% | 52 | 1.67% | 18 | -28.00% | 25 | - |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
ARK Genomic Revolution | 7.04M | 10.67% | 749.36K |
ARK Genomic Revolution ETF | 7.02M | 10.65% | 33.80K |
Vanguard Total Stock Mkt Idx Inv | 1.21M | 1.72% | - |
Nikko Gbl All Biological Genome Eq MF | 932.69K | 1.41% | -150.91K |
BlackRock Advantage Small Cap Core Instl | 653.99K | 0.93% | -4.45K |
Vanguard Institutional Extnd Mkt Idx Tr | 599.56K | 0.85% | - |
Bruce | 300.00K | 0.42% | - |
Fidelity Extended Market Index | 257.75K | 0.39% | 13.40K |
Blackrock Russell 2000 Alpha Tilts Fd A | 186.88K | 0.28% | 14.02K |
EAM Ultra Micro Cap | 143.40K | 0.20% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 16, 2024 | Chen Richard | CHIEF MEDICAL OFFICER AND EVP | Sell | $18.47K |
Dec 16, 2024 | Moore Stephen Michael | SVP and Chief Legal Officer | Sell | $5.78K |
Dec 16, 2024 | Tachibana Aaron | CFO AND COO | Sell | $26.22K |
Nov 18, 2024 | Tachibana Aaron | CFO AND COO | Sell | $4.95K |
Nov 18, 2024 | Moore Stephen Michael | SVP and Chief Legal Officer | Sell | $6.42K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 7 |
2024 Q3 | 1 | 2 |
2024 Q2 | - | 7 |
2024 Q1 | 1 | 2 |
2023 Q4 | - | 7 |
PSNL Ownership FAQ
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