Personalis, Inc.

PSNL • NASDAQ

Personalis, Inc. is a medical - diagnostics & research company in the healthcare sector on NASDAQ, led by Christopher Hall, with a market cap of $778.8M. As of Q3 2025, 73% of shares are held by 108 institutional investors, with Merck & Co., Inc. as the largest holder at 15.84%.

CEOChristopher Hall

Market Cap$778.8M

Medical - Diagnostics & Research

Healthcare

Employees225.0

Websitepersonalis.com

Country

United States of America

Overview

Overview of institutional ownership in PSNL as of Q3 2025 with a market cap of $578.2M

All Institutions

Institutions: 108
Value Held: $422.3M
Shares Held: 64.8M
Avg Position: $3.9M
Median Position: $252.3K

Hedge Funds

Hedge Funds: 8
Value Held: $37.8M
Shares Held: 5.8M
Avg Position: $4.7M
Median Position: $540.2K

Ownership Breakdown

Institutional (non-HF)

66.5%

$384.5M

Hedge Funds

6.55%

$37.8M

Retail & Other

26.96%

$155.9M

Based on market cap of $578.2M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in PSNL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Merck & Co., Inc. Institution	Robert M. Davis CEO	$91.6M 42.04% of portfolio	15.84% 14.0M shares	Q4 2024 Held for 11 months	$217.8M
Lightspeed Management Company, L.L.C. Private Equity	Aaron Michael Perrine Managing Partner	$53.2M 19.58% of portfolio	9.20% 8.2M shares	Q4 2024 Held for 11 months	$271.8M
ARK Investment Management LLC ETF Provider	Catherine Duddy Wood CEO	$51.6M 0.31% of portfolio	8.92% 7.9M shares	Q2 2019 Held for 6y 5m	$16.5B
B BlackRock, Inc. Institution	-	$36.8M 0.00% of portfolio	6.37% 5.6M shares	Q2 2019 Held for 6y 5m	$5.67T
A AIGH Capital Management LLC Hedge Fund•Long/Short	Orin Zvi Hirschman Managing Partner	$25.4M 8.01% of portfolio	4.39% 3.9M shares	Q3 2024 Held for 1y 2m	$317.0M
VANGUARD GROUP INC Institution	Salim Ramji CEO	$19.6M 0.00% of portfolio	3.39% 3.0M shares	Q2 2019 Held for 6y 5m	$6.69T
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$18.8M 0.01% of portfolio	3.25% 2.9M shares	Q2 2025 Held for 5 months	$161.58B
S Standard Life Aberdeen plc Institution	-	$15.6M 0.02% of portfolio	2.69% 2.4M shares	Q4 2024 Held for 11 months	$63.2B
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	Donald M Cobin CEO	$12.6M 0.28% of portfolio	2.18% 1.9M shares	Q1 2025 Held for 8 months	$4.5B
Blue Water Life Science Advisors, LLC RIA/Wealth	Nathaniel Thomas Cornell Managing Partner	$10.9M 9.97% of portfolio	1.89% 1.7M shares	Q3 2024 Held for 1y 2m	$109.6M

Net Capital Flow

Institutional buying and selling activity for PSNL in Q3 2025

Traded: +$29.3M
Buyers: 51
Sellers: 50
Total Bought: +$45.7M
Total Sold: −$16.4M
Avg Position: $3.4M

Biggest Buyers

Institution	Net Bought	Current Position
T T. Rowe Price Investment Management, Inc. Insurance Manager	+$10.6M +1.6M shares	$18.8M 2.9M shares
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	+$8.4M +1.3M shares	$12.6M 1.9M shares
ARK Investment Management LLC ETF Provider	+$5.2M +802.3K shares	$51.6M 7.9M shares
S Standard Life Aberdeen plc Institution	+$4.1M +628.5K shares	$15.6M 2.4M shares
B BlackRock, Inc. Institution	+$2.9M +440.8K shares	$36.8M 5.6M shares
GOLDMAN SACHS GROUP INC Institution	+$2.4M +364.3K shares	$3.7M 574.0K shares
STATE STREET CORP Institution	+$1.6M +238.8K shares	$6.0M 926.3K shares
O ORACLE INVESTMENT MANAGEMENT INC Institution	+$1.5M +229.4K shares	$1.5M 229.4K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$1.2M +188.8K shares	$6.3M 973.7K shares
UBS Group AG Institution	+$1.1M +175.8K shares	$1.9M 295.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	−$2.9M −437.4K shares	Sold Off 0 shares
N Nuveen, LLC Institution	−$2.1M −326.9K shares	$2.0M 308.7K shares
MORGAN STANLEY RIA/Wealth	−$1.9M −284.4K shares	$2.2M 342.1K shares
BANK OF AMERICA CORP /DE/ Institution	−$1.2M −188.1K shares	$221.0K 33.9K shares
W Wellington Shields Capital Management, LLC RIA/Wealth	−$875.0K −134.2K shares	$1.9M 292.1K shares
VANGUARD GROUP INC Institution	−$851.8K −130.7K shares	$19.6M 3.0M shares
EAM Investors, LLC Long Only Manager	−$762.0K −116.2K shares	Sold Off 0 shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$718.5K −110.2K shares	$3.0M 453.0K shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	−$508.0K −77.9K shares	$301.2K 46.2K shares
Polar Securities Inc. Hedge Fund•Multi-Strategy	−$470.4K −71.7K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PSNL in Q3 2025

New Positions: 10
New Value: $4.0M
Exited Positions: 16
Exited Value: $6.3M

New Positions

Institution	Position Value
O ORACLE INVESTMENT MANAGEMENT INC Institution	$1.5M 229.4K shares
J JBF Capital, Inc. Institution	$1.1M 166.1K shares
S Skopos Labs, Inc. RIA/Wealth	$723.0K 110.9K shares
T TD ASSET MANAGEMENT INC Institution	$355.9K 54.6K shares
Janney Montgomery Scott LLC RIA/Wealth	$163.0K 25.0K shares
FourThought Financial Partners, LLC RIA/Wealth	$85.7K 13.1K shares
Farther Finance Advisors, LLC RIA/Wealth	$65.7K 10.1K shares
Rockefeller Capital Management L.P. Long Only Manager	$4.6K 700.0 shares
SRS Capital Advisors, Inc. RIA/Wealth	$502.0 77.0 shares
GAMMA Investing LLC Long Only Manager	$287.0 44.0 shares

Exited Positions

Institution	Previous Position
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$2.9M 437.4K shares
EAM Investors, LLC Long Only Manager	$762.0K 116.2K shares
Polar Securities Inc. Hedge Fund•Multi-Strategy	$470.4K 71.7K shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	$450.5K 68.7K shares
M Man Group plc Institution	$323.9K 49.4K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$320.3K 48.8K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	$260.0K 39.6K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	$256.9K 39.2K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$165.3K 25.2K shares
Q Qube Research & Technologies Ltd Institution	$126.2K 19.2K shares

Options Activity

Institutions with the largest Call and Put options positions in PSNL as of Q3 2025

Call Positions: 1
Call Value: $397.7K
Put Positions: 3
Put Value: $602.4K

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$397.7K 610.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$221.7K 340.0 contracts
J JANE STREET GROUP, LLC Institution	$218.4K 335.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$162.3K 249.0 contracts

Most Committed Institutions

Institutions with PSNL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Merck & Co., Inc. Institution	Robert M. Davis CEO	42.04% $91.6M	15.84% 14.0M shares	Q4 2024 Held for 11 months	$217.8M
Lightspeed Management Company, L.L.C. Private Equity	Aaron Michael Perrine Managing Partner	19.58% $53.2M	9.20% 8.2M shares	Q4 2024 Held for 11 months	$271.8M
Blue Water Life Science Advisors, LLC RIA/Wealth	Nathaniel Thomas Cornell Managing Partner	9.97% $10.9M	1.89% 1.7M shares	Q3 2024 Held for 1y 2m	$109.6M
A AIGH Capital Management LLC Hedge Fund•Long/Short	Orin Zvi Hirschman Managing Partner	8.01% $25.4M	4.39% 3.9M shares	Q3 2024 Held for 1y 2m	$317.0M
PERKINS CAPITAL MANAGEMENT INC RIA/Wealth	Harry Allen Lee Lindberg President	1.45% $1.6M	0.28% 252.5K shares	Q2 2024 Held for 1y 5m	$113.5M
O ORACLE INVESTMENT MANAGEMENT INC Institution	-	1.05% $1.5M	0.26% 229.4K shares	Q3 2025 Held for 2 months	$142.6M
Bruce & Co., Inc. Long Only Manager	Robert Jeffrey Bruce President	0.51% $1.6M	0.29% 253.0K shares	Q4 2022 Held for 2y 11m	$322.9M
Wellington Shields & Co., LLC RIA/Wealth	William Jameson Mcfadden CEO	0.50% $1.9M	0.33% 292.5K shares	Q2 2019 Held for 6y 5m	$383.1M
ARK Investment Management LLC ETF Provider	Catherine Duddy Wood CEO	0.31% $51.6M	8.92% 7.9M shares	Q2 2019 Held for 6y 5m	$16.5B
W Wellington Shields Capital Management, LLC RIA/Wealth	William Jameson Mcfadden CEO	0.29% $1.9M	0.33% 292.1K shares	Q2 2019 Held for 6y 5m	$657.3M

Hedge Fund Spotlight

Discover hedge funds investing in PSNL

GSA CAPITAL PARTNERS LLP

Hedge Fund • Quant

Portfolio ManagerDavid Khabie-Zeitoune

Portfolio Value: $1.1B
Positions: 1,504
Last Reported: Q3 2025

Sector Allocation

Position in Personalis, Inc.

Market Value: $301.2K
Shares Held: 46.2K
Portfolio Weight: 0.03%
Owned Since: 2021-Q2

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