$PSNL

$15.88 +$0.03 (0.19%) Close

$PSNL Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 106.8M shares outstanding

Who owns PSNL?

By type of holder

Institutions 79.4% Insiders 13.0% Everyone else 7.7%

Concentration Top 10 holders own 73.6%

Merck & Co., Inc. 13.2% · Eric Lefkofsky 12.4%

Institutional ownership

79.4%

+0.1 pts vs last qtr

Institutional holders

155

+16 vs last qtr

Net shares bought

+142.2K

by institutions in Q2 2026

New / sold out

42 / 26

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Bank Of America Corp /de/ +1.7M
BlackRock, Inc. +1.7M

Biggest sellers in Q2 2026

T. Rowe Price Investment Management, Inc. SOLD OUT −4.8M
Lightspeed Management Company, L.L.C. −2.1M

Who is planning to sell?

Notices of proposed sale, last 12 months

$8.11M

10 notices from 5 people

Shares covered

678.7K

0.64% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Chris Hall Director 10b5-1 $2.67M
Aaron Tachibana Officer 10b5-1 $1.57M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+159.6%

+21.02% a year

Each share's claim on the business

−61.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $76.2M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years38% 3–5 years2% 1–3 years45% Under 1 year15%

Quarterly turnover

18.1%

of institutional shares changed hands

Top 10 managers, median time held

1.5 years

Super Investors

Investment managers reporting PSNL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
M Merck & Co., Inc.	14.0M	13.15%	Unchanged	2024	35.8%
Shares held by quarter Peak holding14.0M (Q4'24) Change over 8 quarters+14.0M Share of the company13.150% Merck & Co., Inc.'s full portfolio →
AI ARK Investment Management LLC	8.3M	7.74%	+327.2K (+4.1%)	≤2021	0.7%
Shares held by quarter Peak holding8.3M (Q2'26) Change over 8 quarters+1.2M Share of the company7.740% ARK Investment Management LLC's full portfolio →

Merck & Co., Inc.

14.0M

% of company

13.15%

Change vs last qtr

Unchanged

Held since

2024

ARK Investment Management LLC

8.3M

% of company

7.74%

Change vs last qtr

+327.2K (+4.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Personalis, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PSNL on Form N-PORT; together they hold 28.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AG ARK Genomic Revolution ETF ARK ETF Trust	$85.3M	6.7M	6.31%	5.47%	July 31, 2026
AH abrdn Healthcare Investors abrdn Healthcare Investors	$29.5M	2.2M	2.06%	2.17%	June 30, 2026

ARK Genomic Revolution ETF

ARK ETF Trust

Position value

$85.3M

% of company

6.31%

% of the fund

5.47%

As of

July 31, 2026

abrdn Healthcare Investors

Position value

$29.5M

% of company

2.06%

% of the fund

2.17%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Personalis, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
EL Eric Lefkofsky 5%+ holder 13D · 12.6%	13.2M	12.35%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company12.350% Disclosed stake13D · 12.6% View the 13D/G filing →
TA Tempus AI, Inc. 5%+ holder 13D · 12.5%	13.0M	12.21%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company12.210% Disclosed stake13D · 12.5% View the 13D/G filing →

Eric Lefkofsky

5%+ holder13D · 12.6%

13.2M

% of company

12.35%

Change vs last qtr

—

Held since

—

Tempus AI, Inc.

5%+ holder13D · 12.5%

13.0M

% of company

12.21%

Change vs last qtr

—

Held since

—

19 more holders behind a free account

See every insider and 5%+ holder of Personalis, Inc..

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