IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Personalis Inc (PSNL)

CUSIP: 71535D106 | NYSE | Healthcare · Diagnostics & Research | Small Cap | 444 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AEric Lefkofsky
with Tempus AI, Inc.
13,189,06712.6%New 5%+ stakeJul 19, 2026No 13F filer matched
13G/ADeep Track Capital, LP4,000,0003.8%Newly reportedJun 30, 2026No 13F filer matched
13D/ALightspeed General Partner Select IV, L.P.
with Lightspeed Venture Partners VIII, L.P., Lightspeed General Partner VIII, L.P., Lightspeed Ultimate General Partner VIII, Ltd., +5 more
2,084,2402.0%Newly reportedJun 8, 2026No 13F filer matched
13G/ABradley A. Keywell
with Churchill Investments 21 LLC, BK Tl21 LLC, The Keywell Foundation Inc
6,071,7443.5%Newly reportedJun 18, 2025No 13F filer matched
13D/AEric Lefkofsky13,189,067
12.6% of class · Jul 19, 2026New 5%+ stake
with Tempus AI, Inc.
No 13F filer matched
13G/ADeep Track Capital, LP4,000,000
3.8% of class · Jun 30, 2026Newly reported
No 13F filer matched
13D/ALightspeed General Partner Select IV, L.P.2,084,240
2.0% of class · Jun 8, 2026Newly reported
with Lightspeed Venture Partners VIII, L.P., Lightspeed General Partner VIII, L.P., Lightspeed Ultimate General Partner VIII, Ltd., +5 more
No 13F filer matched
13G/ABradley A. Keywell6,071,744
3.5% of class · Jun 18, 2025Newly reported
with Churchill Investments 21 LLC, BK Tl21 LLC, The Keywell Foundation Inc
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,233,584
0.0% of portfolio›$20.1M
State of Michigan Retirement System493,798
0.0% of portfolio›$8.0M
Sumitomo Mitsui Trust Group, Inc.338,989
0.0% of portfolio›$5.5M
Howland Capital Management LLC327,388
0.2% of portfolio›$5.3M
Perkins Capital Management Inc230,000
2.7% of portfolio›$3.7M
Bank of New York Mellon Corp186,989
0.0% of portfolio›$3.0M
Williams Jones Wealth Management, Llc.134,072
0.0% of portfolio›$2.2M
AlphaCentric Advisors LLC55,854
0.8% of portfolio›$909.3K
Green Alpha Advisors, LLC53,645
0.6% of portfolio›$873.3K
Y-Intercept (Hong Kong) Ltd48,127
0.0% of portfolio›$783.5K
Citigroup Inc46,643
0.0% of portfolio›$759.3K
ProShare Advisors LLC40,213
0.0% of portfolio›$654.7K
Strs Ohio33,700
0.0% of portfolio›$548.6K
Caitong International Asset Management Co., Ltd26,243
0.0% of portfolio›$427.2K
Creative Planning25,494
0.0% of portfolio›$415.0K
China Universal Asset Management Co., Ltd.19,487
0.0% of portfolio›$318.6K
Arizona State Retirement System15,782
0.0% of portfolio›$256.9K
StoneX Group Inc.11,375
0.0% of portfolio›$164.5K
Penobscot Investment Management Company, Inc.11,189
0.0% of portfolio›$182.2K
Fortitude Family Office, LLC10,049
0.0% of portfolio›$163.6K
US Bancorp \de\9,256
0.0% of portfolio›$150.7K
Mirae Asset Global Investments Co., Ltd.5,458
0.0% of portfolio›$88.9K
GF Fund Management Co. Ltd.2,410
0.0% of portfolio›$39.2K
Nisa Investment Advisors, LLC2,110
0.0% of portfolio›$34.4K
Summit Securities Group LLC1,760
0.0% of portfolio›$28.7K
Farther Finance Advisors, LLC1,517
0.0% of portfolio›$24.7K
Sterling Capital Management LLC1,411
0.0% of portfolio›$23.0K
Gamma Investing LLC535
0.0% of portfolio›$8.7K
Physician Wealth Advisors, Inc.437
0.0% of portfolio›$7.1K
EverSource Wealth Advisors, LLC189
0.0% of portfolio›$3.1K
Signaturefd, LLC187
0.0% of portfolio›$3.0K
Parkside Financial Bank & Trust109
0.0% of portfolio›$1.8K
Bell Investment Advisors, Inc37
0.0% of portfolio›$603
Ascentis Wealth Management, LLC37
0.0% of portfolio›$602
SBI Securities Co., Ltd.23
0.0% of portfolio›$374
Covestor Ltd19
0.0% of portfolio›$0
Essential Partners LLC14
0.0% of portfolio›$228
Root Financial Partners, LLC8
0.0% of portfolio›$130
IFP Advisors, Inc6
0.0% of portfolio›$98
Provenance Wealth Advisors, LLC4
0.0% of portfolio›$65
Hughes Financial Services, LLC2
0.0% of portfolio›$32
SJS Investment Consulting Inc.2
0.0% of portfolio›$33
Monetary Solutions, Ltd2
0.0% of portfolio›$33
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,233,584$20.1M0.0%IndexLowAustin, TX2026-11-04
State of Michigan Retirement System
493,798$8.0M0.0%IndexLowEast Lansing, MI2026-10-27
Sumitomo Mitsui Trust Group, Inc.
338,989$5.5M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Howland Capital Management LLC
327,388$5.3M0.2%CoreLowBoston, MA2026-10-22
Perkins Capital Management Inc
230,000$3.7M2.7%GrowthLowWayzata, MN2026-11-02
Bank of New York Mellon Corp
186,989$3.0M0.0%CoreLowNew York, NY2026-11-05
Williams Jones Wealth Management, Llc.
134,072$2.2M0.0%GrowthLowNew York, NY2026-11-05
AlphaCentric Advisors LLC
55,854$909.3K0.8%CoreHighSan Juan, PR2026-11-03
Green Alpha Advisors, LLC
53,645$873.3K0.6%GrowthLowNiwot, CO2026-10-08
Y-Intercept (Hong Kong) Ltd
48,127$783.5K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Citigroup Inc
46,643$759.3K0.0%CoreMediumNew York, NY2026-11-04
ProShare Advisors LLC
40,213$654.7K0.0%GrowthLowBethesda, MD2026-10-29
Strs Ohio
33,700$548.6K0.0%CoreMediumColumbus, OH2026-10-30
Caitong International Asset Management Co., Ltd
26,243$427.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Creative Planning
25,494$415.0K0.0%IndexVery LowOverland Park, KS2026-11-02
China Universal Asset Management Co., Ltd.
19,487$318.6K0.0%GrowthMediumShanghai, France2026-10-28
Arizona State Retirement System
15,782$256.9K0.0%IndexVery LowPhoenix, AZ2026-11-03
StoneX Group Inc.
11,375$164.5K0.0%ETFMediumNew York, NY2026-11-03
Penobscot Investment Management Company, Inc.
11,189$182.2K0.0%GrowthLowBoston, MA2026-10-26
Fortitude Family Office, LLC
10,049$163.6K0.0%ETFMediumScottsdale, AZ2026-10-14
US Bancorp \de\
9,256$150.7K0.0%IndexLowMinneapolis, MN2026-11-05
Mirae Asset Global Investments Co., Ltd.
5,458$88.9K0.0%GrowthLowSeoul, Malaysia2026-11-03
GF Fund Management Co. Ltd.
2,410$39.2K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Nisa Investment Advisors, LLC
2,110$34.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Summit Securities Group LLC
1,760$28.7K0.0%CoreVery HighNew York, NY2026-11-05
Farther Finance Advisors, LLC
1,517$24.7K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
1,411$23.0K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
535$8.7K0.0%IndexVery LowFoster City, CA2026-10-08
Physician Wealth Advisors, Inc.
437$7.1K0.0%ETFMediumMidvale, UT2026-10-20
EverSource Wealth Advisors, LLC
189$3.1K0.0%CoreMediumBirmingham, AL2026-11-04
Signaturefd, LLC
187$3.0K0.0%IndexLowAtlanta, GA2026-10-23
Parkside Financial Bank & Trust
109$1.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Bell Investment Advisors, Inc
37$6030.0%ETFVery LowOrinda, CA2026-10-29
Ascentis Wealth Management, LLC
37$6020.0%Agg GrowthLowDallas, TX2026-11-03
SBI Securities Co., Ltd.
23$3740.0%Agg GrowthLowTokyo, Mexico2026-10-22
Covestor Ltd
19$00.0%ValueHighLondon, United Kingdom2026-10-30
Essential Partners LLC
14$2280.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
8$1300.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
6$980.0%GrowthLowTampa, FL2026-10-16
Provenance Wealth Advisors, LLC
4$650.0%ETFLowFort Lauderdale, FL2026-10-30
Hughes Financial Services, LLC
2$320.0%ETFLowHerndon, VA2026-10-30
SJS Investment Consulting Inc.
2$330.0%ETFVery LowSylvania, OH2026-10-26
Monetary Solutions, Ltd
2$330.0%ETFVery LowDayton, OH2026-10-22