HolderBook

PERSONALIS INC (PSNL)

Institutional ownership reported to the SEC as of Q3 2026, across 30 quarters.

3
Reporting holders
$906.7K
Reported value
0.0%
Calls
0.0%
Puts
-159
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Green Alpha Advisors, LLC$873.3K53,6450.59%22q-20.5%-$225.0K
Farther Finance Advisors, LLC$24.7K1,5170.00%5q+16.7%+$3.5K
GAMMA Investing LLC$8.7K5350.00%5q+44.2%+$2.7K

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/ADeep Track Capital, LPwith 2 co-filers3.8%
2026-08-1413G/AAmeriprise Financial, Inc.5.8%
2026-07-2913GBlackRock, Inc.5.9%
2026-07-2113D/AEric Lefkofsky INDIVIDUALwith 1 co-filers12.6%

Tender offers and delisting

Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.

FiledWhatFiled byPrice a shareSource
2026-10-02Going private, amendeditself-?filing
2026-08-31Going privateitself$16.25filing

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-07-15Chen RichardPresident and CMOSold100,000$1.5M
2026-07-09Hall Christopher MChief Executive OfficerSold100,000$1.5M
2026-06-26Hall Christopher MChief Executive OfficerSold100,000$1.3M
2026-05-29Hall Christopher MChief Executive OfficerSold80,091$882.6K
2026-06-26Tachibana AaronCFO AND COOSold51,251$675.5K
2026-06-04Tachibana AaronCFO AND COOSold40,000$480.4K
2026-05-29Tachibana AaronCFO AND COOSold38,799$449.3K
2026-05-28Hall Christopher MChief Executive OfficerSold19,909$219.4K
2026-09-18Hall Christopher MChief Executive OfficerSold7,459$121.0K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20263$906.7K55,6970210.0%
Q2 2026162$1.2B86,765,6114366341.0%
Q1 2026145$590.0M92,242,0113246340.2%
Q4 2025126$662.0M82,947,0192734380.3%
Q3 2025109$423.4M64,727,3151929340.3%
Q2 2025107$399.3M60,631,7363334240.4%
Q1 2025105$193.3M54,828,5151842270.4%
Q4 2024108$299.5M51,645,7942724340.3%
Q3 202484$158.5M29,334,5582416280.4%
Q2 202469$25.7M21,956,774710300.1%
Q1 202471$33.5M22,511,034827220.0%
Q4 202369$46.4M22,098,4951219170.0%
Q3 202363$30.0M24,787,157611240.0%
Q2 202365$49.0M26,077,894718220.0%
Q1 202362$75.2M27,206,707526190.3%
Q4 202280$55.2M27,840,1011527240.1%
Q3 202279$84.2M28,386,724326350.2%
Q2 202298$105.6M29,875,2692134300.0%
Q1 2022123$266.8M32,591,8912436410.2%
Q4 2021108$459.8M32,267,049942320.4%
Q3 2021122$608.7M31,406,977845340.7%
Q2 2021140$820.6M31,940,6832753351.5%
Q1 2021133$767.1M30,935,1532557290.5%
Q4 2020130$983.7M26,670,8284841300.6%
Q3 202093$557.0M25,485,5392436200.4%
Q2 202084$252.4M19,643,8392227200.0%
Q1 202070$166.2M20,535,442113680.1%
Q4 201979$191.2M17,526,643273390.1%
Q3 201969$231.3M15,761,9742923110.0%
Q2 201968$403.2M14,833,71668000.0%