Personalis Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MERCK & CO., INC. | 05/13/2026 | 14.04 M | $89.47 M | 0.00% | 15.22% |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 05/15/2026 | 8.16 M | $51.98 M | 0.00% | 8.84% |
| ARK INVESTMENT MANAGEMENT LLC | 05/12/2026 | 7.94 M | $50.60 M | 0.83% | 8.61% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 7.59 M | $48.37 M | 20.77% | 8.23% |
| BLACKROCK, INC. | 05/13/2026 | 5.39 M | $34.33 M | 1.32% | 5.84% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 4.76 M | $30.31 M | -55.86% | 5.16% |
| ABRDN PLC | 04/29/2026 | 3.49 M | $22.22 M | 7.34% | 3.78% |
| DEEP TRACK CAPITAL, LP | 05/15/2026 | 3.00 M | $19.11 M | 100.00% | 3.25% |
| AIGH CAPITAL MANAGEMENT LLC | 04/30/2026 | 2.90 M | $18.47 M | 0.00% | 3.14% |
| 05/15/2026 | 2.87 M | $18.27 M | 100.00% | 3.11% | |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 2.18 M | $13.91 M | 27.50% | 2.37% |
| BLUE WATER LIFE SCIENCE ADVISORS, LP | 05/14/2026 | 1.68 M | $10.68 M | 0.00% | 1.82% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 1.65 M | $10.51 M | 13.91% | 1.79% |
| CASDIN CAPITAL, LLC | 05/15/2026 | 1.60 M | $10.19 M | 100.00% | 1.73% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.30 M | $8.27 M | -0.01% | 1.41% |
| STATE STREET CORP | 05/15/2026 | 1.13 M | $7.22 M | 7.96% | 1.23% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.07 M | $6.79 M | 8.45% | 1.16% |
| PFM HEALTH SCIENCES, LP | 05/15/2026 | 870.10 K | $5.54 M | 7.98% | 0.94% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 737.13 K | $4.70 M | 115.24% | 0.80% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 05/15/2026 | 736.71 K | $4.69 M | 94.28% | 0.80% |
| JPMORGAN CHASE & CO | 05/13/2026 | 575.49 K | $3.59 M | 2,054.10% | 0.62% |
| 05/08/2026 | 560.54 K | $3.57 M | 100.00% | 0.61% | |
| HOWLAND CAPITAL MANAGEMENT LLC | 04/14/2026 | 547.12 K | $3.49 M | 0.00% | 0.59% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 05/04/2026 | 493.80 K | $3.15 M | 0.00% | 0.54% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 484.27 K | $3.08 M | -6.59% | 0.52% |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | 05/07/2026 | 484.27 K | $3.08 M | -6.59% | 0.52% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 419.13 K | $2.67 M | 100.00% | 0.45% |
| NORTHERN TRUST CORP | 05/14/2026 | 405.80 K | $2.58 M | 14.34% | 0.44% |
| UBS GROUP AG | 05/05/2026 | 383.50 K | $2.44 M | 25.10% | 0.42% |
| NUVEEN, LLC | 04/30/2026 | 343.52 K | $2.19 M | 11.29% | 0.37% |
| WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | 05/04/2026 | 339.73 K | $2.16 M | -0.08% | 0.37% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 339.51 K | $2.16 M | 100.00% | 0.37% |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 05/11/2026 | 323.37 K | $2.06 M | 20.81% | 0.35% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 308.70 K | $1.97 M | 100.00% | 0.33% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2026 | 300.00 K | $1.91 M | 100.00% | 0.33% |
| WELLINGTON SHIELDS & CO., LLC | 05/04/2026 | 292.49 K | $1.86 M | 0.00% | 0.32% |
| PERKINS CAPITAL MANAGEMENT INC | 04/23/2026 | 239.00 K | $1.52 M | 0.00% | 0.26% |
| MORGAN STANLEY | 05/15/2026 | 237.32 K | $1.51 M | 5.68% | 0.26% |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | 05/15/2026 | 235.00 K | $1.50 M | -18.97% | 0.25% |
| BRUCE & CO., INC. | 05/14/2026 | 233.00 K | $1.48 M | 0.00% | 0.25% |
| FIRST MANHATTAN CO. LLC. | 05/15/2026 | 230.60 K | $1.47 M | -38.31% | 0.25% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 209.83 K | $1.34 M | 100.00% | 0.23% |
| HRT FINANCIAL LP | 05/14/2026 | 208.89 K | $1.33 M | 113.65% | 0.23% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 156.04 K | $993.95 K | 100.00% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 149.34 K | $951.27 K | 382.24% | 0.16% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 144.63 K | $921.27 K | -8.56% | 0.16% |
| SEI INVESTMENTS CO | 05/13/2026 | 139.05 K | $885.72 K | 148.27% | 0.15% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 05/05/2026 | 134.07 K | $854.04 K | 0.00% | 0.15% |
| LPL FINANCIAL LLC | 05/06/2026 | 132.01 K | $840.92 K | -0.25% | 0.14% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 124.64 K | $793.97 K | 1.37% | 0.14% |
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Personalis Inc institutional Ownership - FAQ's
During the previous two years, 177 institutional investors and hedge funds held shares of Personalis Inc. The most heavily invested institutionals were:
Merck & Co., Inc.: 14.04 M
Lightspeed Management Company, L.L.C.: 8.16 M
ARK Investment Management LLC: 7.94 M
AMERIPRISE FINANCIAL INC: 7.59 M
BlackRock, Inc.: 5.39 M
T. Rowe Price Investment Management, Inc.: 4.76 M
91.69% of Personalis Inc stock is owned by institutional investors.
Institutional investors have bought a total of 88.50 M shares in the last 24 months. This purchase volume represents approximately $722.12 M in transactions.