Personalis Inc (PSNL) Ownership

4.82 ↑0.00 (0.00%)

As of August 30, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

ARK Investment Management LLC is the biggest individual institutional holder of Personalis Inc (PSNL), owning a total of 6.4 million shares. Combined, the top 37 institutional holders of PSNL own 49.52% of the company with a total of 29.5 million shares.

In the latest ownership report on June 30th 2024, the top 37 institutional holders increased their combined ownership of PSNL by 651 thousand shares. 9 institutions bought 1,011,965 total additional shares and increased their ownership by an average of 103.93%. However 6 institutions sold 360,694 total shares and decreased their ownership by an average of 7.59%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Personalis increased by a net total of 651,271 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ARK Investment Management LLC	9.649%	4.887%	6,361,886	296,413	2024-06-30
BlackRock Inc	4.993%	0.347%	3,292,113	11,392	2024-06-30
Vanguard Group Inc	2.888%	0.000%	1,904,165	0	2024-06-30
Renaissance Technologies Corp	1.561%	-6.214%	1,029,311	-68,200	2024-06-30
Sumitomo Mitsui Trust Holdings Inc	1.343%	-9.433%	885,417	-92,217	2024-06-30
Nikko Asset Management Americas Inc	1.343%	-9.433%	885,417	-92,217	2024-06-30
Jacobs Levy Equity Management, Inc.	1.115%	-10.546%	735,005	-86,652	2024-06-30
State Treasurer State Of Michigan	0.749%	0.000%	493,798	0	2024-06-30
Wellington Shields Capital Mgmt LLC	0.663%	0.000%	436,931	0	2024-06-30
GSA Capital Partners LLP	0.647%	1.603%	426,876	6,735	2024-06-30
Geode Capital Management, LLC	0.630%	5.159%	415,402	20,380	2024-06-30
Citadel Advisors Llc	0.539%	190.453%	355,241	232,935	2024-06-30
Bruce & Co Inc	0.455%	0.000%	300,000	0	2024-06-30
Wellington Shields & Co., LLC	0.444%	-0.547%	292,489	-1,608	2024-06-30
Howland Capital Management Inc	0.398%	24.389%	262,608	51,490	2024-06-30
Perkins Capital Management Inc	0.390%	0.000%	257,307	257,307	2024-06-30
D. E. Shaw & Co LP	0.296%	7.754%	195,352	14,057	2024-06-30
LPL Financial Corp	0.290%	-9.383%	191,228	-19,800	2024-06-30
Susquehanna International Group, LLP	0.210%	700.740%	138,560	121,256	2024-06-30
Bridgeway Capital Management, LLC	0.206%	0.000%	135,600	0	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ARK Investment Management LLC	9.649%	4.887%	6,361,886	296,413	2024-06-30
JPMorgan Chase & Co	7.212%	-1.402%	3,536,117	-50,277	2023-09-30
BlackRock Inc	4.993%	0.347%	3,292,113	11,392	2024-06-30
Vanguard Group Inc	2.888%	0.000%	1,904,165	0	2024-06-30
Alyeska Investment Group, L.P.	2.467%	0.000%	1,245,668	0	2023-09-30
Renaissance Technologies Corp	1.561%	-6.214%	1,029,311	-68,200	2024-06-30
Balyasny Asset Management LLC	2.071%	0.000%	1,004,610	1,004,610	2023-03-31
Acadian Asset Management LLC	1.504%	90.669%	991,828	471,646	2024-03-31
Sumitomo Mitsui Trust Holdings Inc	1.343%	-9.433%	885,417	-92,217	2024-06-30
Nikko Asset Management Americas Inc	1.343%	-9.433%	885,417	-92,217	2024-06-30
Jacobs Levy Equity Management, Inc.	1.115%	-10.546%	735,005	-86,652	2024-06-30
Fred Alger Management, LLC	1.205%	179.595%	584,779	375,627	2023-06-30
State Treasurer State Of Michigan	0.749%	0.000%	493,798	0	2024-06-30
Wellington Shields Capital Mgmt LLC	0.663%	0.000%	436,931	0	2024-06-30
GSA Capital Partners LLP	0.647%	1.603%	426,876	6,735	2024-06-30
Geode Capital Management, LLC	0.630%	5.159%	415,402	20,380	2024-06-30
Two Sigma Investments LLC	0.851%	52.717%	391,344	135,090	2022-06-30
Citadel Advisors Llc	0.539%	190.453%	355,241	232,935	2024-06-30
Monarch Partners Asset Management LLC	0.687%	0.734%	321,406	2,343	2022-12-31
Pacific Heights Asset Mgmt, LLC	0.674%	0.000%	310,000	0	2022-09-30
Pacific Heights Asset Management, LLC	0.614%	0.000%	310,000	0	2023-12-31
Bruce & Co Inc	0.455%	0.000%	300,000	0	2024-06-30
Wellington Shields & Co., LLC	0.444%	-0.547%	292,489	-1,608	2024-06-30
Man Group PLC	0.569%	416.747%	292,169	235,629	2024-03-31
UBS Group AG	0.544%	1.079%	264,080	2,820	2023-03-31
Howland Capital Management Inc	0.398%	24.389%	262,608	51,490	2024-06-30
Perkins Capital Management Inc	0.390%	0.000%	257,307	257,307	2024-06-30
Millennium Management LLC	0.441%	-12.424%	233,737	-33,160	2024-03-31
Two Sigma Advisers, LLC	0.461%	-23.098%	223,400	-67,100	2023-03-31
Dimensional Fund Advisors, Inc.	0.443%	-33.838%	217,338	-111,155	2023-09-30
Marshall Wace Asset Management Ltd	0.410%	39.043%	210,902	59,221	2024-03-31
D. E. Shaw & Co LP	0.296%	7.754%	195,352	14,057	2024-06-30
LPL Financial Corp	0.290%	-9.383%	191,228	-19,800	2024-06-30
Goldman Sachs Group Inc	0.362%	319.736%	188,088	143,277	2023-12-31
Susquehanna International Group, LLP	0.210%	700.740%	138,560	121,256	2024-06-30
Bridgeway Capital Management, LLC	0.206%	0.000%	135,600	0	2024-06-30
State Street Corporation	0.198%	0.000%	130,242	0	2024-03-31

Mutual Fund Ownership

ARK Genomic Revolution is the biggest individual fund holder of Personalis Inc (PSNL), owning a total of 6.3 million shares. Combined, the top 48 mutual fund holders of PSNL own 43.95% of the company with a total of 26 million shares.

In the latest ownership report on August 31st 2024, the top 48 fund holders increased their combined ownership of PSNL by 146 thousand shares. 2 funds bought 157,641 total additional shares and increased their ownership by an average of 1.22%. However 1 funds sold 11,766 total shares and decreased their ownership by an average of 0.19%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Personalis increased by a net total of 145,875 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ARK Genomic Revolution ETF	9.269%	-0.192%	6,111,421	-11,766	2024-08-31
Vanguard Total Stock Mkt Idx Inv	1.841%	0.000%	1,213,997	0	2024-08-31
Vanguard Institutional Extnd Mkt Idx Tr	0.909%	2.434%	599,560	14,244	2024-08-31
EAM Ultra Micro Cap	0.218%	0.000%	143,397	143,397	2024-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ARK Genomic Revolution	9.537%	4.691%	6,288,145	281,776	2024-06-30
ARK Genomic Revolution ETF	9.269%	-0.192%	6,111,421	-11,766	2024-08-31
JPMorgan Small Cap Growth A	3.135%	-0.326%	1,536,873	-5,028	2023-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.835%	0.365%	1,375,373	5,000	2023-03-31
Vanguard Total Stock Mkt Idx Inv	1.841%	0.000%	1,213,997	0	2024-08-31
Nikko Gbl All Biological Genome Eq MF	1.643%	-0.008%	1,083,600	-85	2023-12-07
JPM Global Healthcare C (acc) USD	1.795%	-0.636%	879,845	-5,632	2023-10-31
BlackRock Advantage Small Cap Core Instl	1.022%	-0.084%	673,884	-569	2024-07-31
Vanguard Institutional Extnd Mkt Idx Tr	0.909%	2.434%	599,560	14,244	2024-08-31
Vanguard Extended Market Index Investor	1.102%	0.000%	534,786	0	2023-08-31
ACATIS Datini Valueflex Fonds A	1.020%	0.000%	500,000	0	2023-12-31
Alger Small Cap Growth B	0.647%	0.000%	314,078	0	2023-07-31
Permanent Portfolio Permanent I	0.612%	0.000%	300,000	0	2023-12-31
Bruce	0.455%	0.000%	300,000	0	2024-06-30
iShares Biotechnology ETF	0.628%	-0.153%	288,458	-442	2022-11-30
JPMorgan Small Cap Blend A	0.552%	0.000%	270,794	0	2023-10-31
Black Diamond Distressed Opportunities F	0.569%	0.000%	266,035	266,035	2022-11-30
Fidelity Extended Market Index	0.364%	1.738%	239,834	4,098	2024-07-31
VALIC Company I Small Cap Growth	0.436%	0.000%	213,896	0	2023-10-31
Swedbank Robur Small Cap USA A	0.435%	-50.000%	200,000	-200,000	2022-10-31
Fidelity® Extended Market Index	0.395%	0.000%	193,886	0	2023-11-30
Blackrock Russell 2000 Alpha Tilts Fd A	0.262%	2.272%	172,865	3,840	2024-06-30
EAM Ultra Micro Cap	0.218%	0.000%	143,397	143,397	2024-08-31
Alger Small Cap Growth I-2	0.291%	0.000%	141,023	0	2023-07-31
JPM US Small Cap Growth A (dist) USD	0.284%	-9.996%	139,044	-15,443	2023-10-31
Multi-Manager Small Cap Eq Strat A	0.295%	-2.537%	138,204	-3,597	2023-04-30
Bridgeway Ultra-Small Company Market	0.206%	0.000%	135,600	0	2024-06-30
BlackRock Advantage SMID Cap Instl	0.202%	-4.038%	133,237	-5,606	2024-07-31
BlackRock Advantage Small Cap Gr Instl	0.191%	-0.543%	126,065	-688	2024-07-31
AXS Green Alpha ETF	0.256%	0.000%	119,572	0	2023-06-23
Global X Telemedicine & Digital Hlth ETF	0.257%	0.000%	118,102	0	2022-10-31
JPM US Small Cap Growth C Acc	0.245%	-1.247%	112,491	-1,420	2022-10-31
Multi-Manager Small Cap Eq Strat Inst	0.220%	0.000%	107,898	0	2023-10-31
Multirange Allround Quadinvest Gr USD Da	0.204%	0.000%	100,000	0	2023-09-30
Vanguard Explorer Inv	0.146%	0.000%	96,118	0	2024-06-30
JPMCB U.S. Small Cap Equity Blend Inv	0.176%	-6.498%	86,364	-6,002	2023-09-30
BlackRock Advantage SMID Cap V.I. Fd I	0.126%	-4.654%	83,300	-4,066	2024-01-31
iShares Micro-Cap ETF	0.121%	0.000%	79,459	0	2024-08-30
BlackRock Extended Mkt Composite	0.154%	0.000%	79,325	0	2023-09-30
Russell 2500 Alpha Tilts Fund F	0.113%	-0.578%	74,595	-434	2024-06-30
Fidelity® Total Market Index	0.143%	0.000%	70,142	0	2023-11-30
Fidelity Total Market Index	0.106%	-0.133%	69,771	-93	2024-07-31
BlackRock Extended Equity Market K	0.105%	-0.097%	69,163	-67	2024-06-30
T. Rowe Price U.S. Equities Tr	0.088%	0.000%	57,900	0	2024-06-30
Fidelity Series Total Market Index	0.080%	0.000%	52,496	0	2024-07-31
BlackRock US SmCp Eq BigData Strat MF	0.100%	256.643%	51,000	36,700	2023-09-20
NT Ext Equity Mkt Idx Fd - L	0.085%	23.719%	43,522	8,344	2024-06-30
Northern Trust Extended Eq Market Idx	0.078%	49.936%	39,508	13,158	2023-12-31