PSNLNasdaqServices-Medical LaboratoriesFiscal year ends December 31
Personalis, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$15.88+0.23 (+1.47%)
Close on Oct 19, 2026
- Market cap
- $1.67B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
79.6%
85M of 107M shares
Institutional holders
159
43 new, 22 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
12 buys · 16 sales
Net sold $6.04M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Ravi Mhatre | 8,160,734 | 15.71% | 13D (active) amendment | Jun 28, 2024 |
| ARK Investment Management LLC | 7,188,197 | 8.14% | 13G (passive) amendment | Mar 31, 2025 |
| BlackRock, Inc. | 6,169,729 | 5.90% | 13G (passive) | Jun 30, 2026 |
| Ameriprise Financial, Inc. | 6,086,315 | 5.80% | 13G (passive) amendment | Jun 30, 2026 |
| Deep Track Capital, LP | 5,760,627 | 5.51% | 13G (passive) | May 5, 2026 |
| Merck & Co., Inc. | 14,044,943 | 16.50% | 13G (passive) | Dec 19, 2024 |
| Eric Lefkofsky | 13,189,067 | 12.60% | 13D (active) amendment | Jul 19, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PSNL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Merck & Co., Inc. | 14,044,943 | 13.15% | $188.20M | – | 35.75% |
| ARK Investment Management LLC | 8,271,339 | 7.74% | $110.84M | +327,227 | 0.72% |
| BlackRock, Inc. | 7,082,491 | 6.63% | $94.91M | +1,692,606 | 0.00% |
| Lightspeed Management Company, L.L.C. | 6,101,850 | 5.71% | $81.76M | −2,058,884 | 3.40% |
| Ameriprise Financial Inc | 6,086,315 | 5.70% | $81.56M | −1,506,492 | 0.02% |
| Deep Track Capital, LP | 4,000,000 | 3.75% | $53.60M | +1,000,000 | 0.78% |
| abrdn plc | 3,747,290 | 3.51% | $50.21M | +258,982 | 0.07% |
| Vanguard Capital Management LLC | 3,010,150 | 2.82% | $40.34M | +141,687 | 0.00% |
| Casdin Capital, LLC | 2,550,000 | 2.39% | $34.17M | +950,000 | 1.71% |
| Kennedy Capital Management LLC | 2,364,282 | 2.21% | $31.68M | +180,710 | 0.56% |
| Geode Capital Management, LLC | 1,822,445 | 1.71% | $24.43M | +524,790 | 0.00% |
| Bank Of America Corp /De/ | 1,820,541 | 1.70% | $24.40M | +1,709,235 | 0.00% |
| AIGH Capital Management LLC | 1,715,000 | 1.61% | $22.98M | −1,185,000 | 1.45% |
| Blue Water Life Science Advisors, LP | 1,676,300 | 1.57% | $22.46M | – | 14.15% |
| Dimensional Fund Advisors LP | 1,496,983 | 1.40% | $20.06M | +430,735 | 0.00% |
| State Street Corp | 1,487,077 | 1.39% | $19.93M | +352,907 | 0.00% |
| Morgan Stanley | 1,270,946 | 1.19% | $17.03M | +1,033,631 | 0.00% |
| Goldman Sachs Group Inc | 931,031 | 0.87% | $12.48M | +193,899 | 0.00% |
| Hrt Financial LP | 930,816 | 0.87% | $12.47K | +721,925 | 0.00% |
| Nuveen, LLC | 753,004 | 0.71% | $10.09M | +409,484 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 159 | 85M | 79.6% | 43 / 68 | 34 / 22 | 15M | 15M |
| Q1 2026 | 140 | 85M | 79.2% | 36 / 47 | 36 / 20 | 15M | 10M |
| Q4 2025 | 126 | 83M | 77.7% | 31 / 36 | 39 / 14 | 23M | 4M |
| Q3 2025 | 109 | 65M | 60.6% | 20 / 31 | 35 / 16 | 7M | 3M |
| Q2 2025 | 105 | 61M | 56.7% | 33 / 35 | 24 / 31 | 11M | 5M |
| Q1 2025 | 104 | 55M | 51.3% | 19 / 43 | 26 / 21 | 5M | 2M |
| Q4 2024 | 107 | 52M | 48.3% | 31 / 24 | 36 / 6 | 26M | 3M |
| Q3 2024 | 83 | 29M | 27.5% | 24 / 17 | 28 / 8 | 13M | 3M |
| Q2 2024 | 69 | 22M | 20.6% | 7 / 11 | 30 / 9 | 1M | 2M |
| Q1 2024 | 71 | 23M | 21.1% | 8 / 27 | 23 / 6 | 2M | 2M |
| Q4 2023 | 69 | 22M | 20.7% | 15 / 20 | 18 / 7 | 3M | 6M |
| Q3 2023 | 62 | 25M | 23.1% | 6 / 11 | 24 / 10 | 0M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PSNL | Value | % of fund | As of |
|---|---|---|---|---|---|
| ARK Genomic Revolution ETF | 6,733,812 | 6.31% | $85.25M | 5.47% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,142,395 | 2.01% | $28.71M | 0.00% | Jun 30, 2026 |
| Columbia Small Cap Growth Fund | 1,874,189 | 1.75% | $21.37M | 0.58% | May 31, 2026 |
| iShares Russell 2000 ETF | 1,728,539 | 1.62% | $23.16M | 0.03% | Jun 30, 2026 |
| Columbia Acorn Fund | 1,277,628 | 1.20% | $17.12M | 0.62% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 796,069 | 0.75% | $10.67M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 743,346 | 0.70% | $9.41M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 617,592 | 0.58% | $8.28M | 0.06% | Jun 30, 2026 |
| Nuveen Quant Small Cap Equity Fund | 570,030 | 0.53% | $7.22M | 0.18% | Jul 31, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 567,752 | 0.53% | $6.47M | 0.01% | May 31, 2026 |
| iShares Biotechnology ETF | 437,150 | 0.41% | $5.86M | 0.06% | Jun 30, 2026 |
| BlackRock Advantage Small Cap Core Fund | 359,792 | 0.34% | $4.10M | 0.08% | May 29, 2026 |
| Dimensional U.S. Small Cap ETF | 340,010 | 0.32% | $4.30M | 0.03% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 278,616 | 0.26% | $3.18M | 0.01% | May 31, 2026 |
| U.S. Small Cap Portfolio | 266,249 | 0.25% | $3.37M | 0.02% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Christopher M. Hall | Chief Executive Officer, Director | 228,527 | 0.21% | Sep 22, 2026 |
| Richard Chen | President and CMO | 169,882 | 0.16% | Sep 22, 2026 |
| Stephen Michael Moore | SVP and Chief Legal Officer | 90,257 | 0.08% | Sep 22, 2026 |
| Aaron Tachibana | CFO AND COO | 195,902 | 0.18% | Sep 22, 2026 |
| Karin Eastham | Director | 19,756 | 0.02% | Jun 11, 2026 |
| Lonnie Shoff | Director | 37,190 | 0.03% | May 14, 2026 |
| A. Blaine Bowman | Director | 19,756 | 0.02% | May 14, 2026 |
| Olivia Kyusuk Bloom | Director | 27,265 | 0.03% | May 14, 2026 |
| Woodrow A. Myers Jr | Director | 32,366 | 0.03% | May 14, 2026 |
| Kenneth J. Widder | Director | 6,250 | 0.01% | May 14, 2026 |
| Tempus AI, Inc. | 10% owner | 13,039,067 | 12.21% | Feb 13, 2026 |
| Sharp & Dohme Llc Merck | 10% owner | 14,044,943 | 13.15% | Dec 23, 2024 |
| Merck & Co., Inc. | 10% owner | – | – | Dec 23, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Christopher M. Hall Chief Executive Officer, Director | Sep 18, 2026 | Sale | −7,459 | $16.22 | $120.98K | 228,527 |
| Aaron Tachibana CFO AND COO | Sep 18, 2026 | Sale | −2,931 | $16.22 | $47.54K | 195,902 |
| Richard Chen President and CMO | Sep 18, 2026 | Sale | −3,998 | $16.22 | $64.85K | 169,882 |
| Stephen Michael Moore SVP and Chief Legal Officer | Sep 18, 2026 | Sale | −2,068 | $16.22 | $33.54K | 90,257 |
| Richard Chen President and CMO | Jul 15, 2026 | Option exercise | +100,000 | $2.44 | $244.00K | 273,880 |
| Richard Chen President and CMO | Jul 15, 2026 | Sale(10b5-1 plan) | −100,000 | $15.15 | $1.52M | 173,880 |
| Christopher M. Hall Chief Executive Officer, Director | Jul 9, 2026 | Sale(10b5-1 plan) | −100,000 | $15.08 | $1.51M | 235,986 |
| Christopher M. Hall Chief Executive Officer, Director | Jul 9, 2026 | Option exercise | +100,000 | $1.61 | $161.00K | 335,986 |
| Aaron Tachibana CFO AND COO | Jun 29, 2026 | Option exercise | +4,982 | $5.32 | $26.50K | 203,815 |
| Aaron Tachibana CFO AND COO | Jun 29, 2026 | Sale(10b5-1 plan) | −4,982 | $14.00 | $69.75K | 198,833 |
| Christopher M. Hall Chief Executive Officer, Director | Jun 26, 2026 | Sale(10b5-1 plan) | −100,000 | $13.15 | $1.32M | 235,986 |
| Christopher M. Hall Chief Executive Officer, Director | Jun 26, 2026 | Option exercise | +100,000 | $1.61 | $161.00K | 335,986 |
| Aaron Tachibana CFO AND COO | Jun 26, 2026 | Sale(10b5-1 plan) | −51,251 | $13.18 | $675.49K | 198,833 |
| Aaron Tachibana CFO AND COO | Jun 26, 2026 | Option exercise | +28,832 | $9.16 | $264.10K | 227,665 |
| Aaron Tachibana CFO AND COO | Jun 26, 2026 | Option exercise | +22,419 | $5.32 | $119.27K | 250,084 |
| Aaron Tachibana CFO AND COO | Jun 4, 2026 | Option exercise | +40,000 | $9.16 | $366.40K | 238,833 |
| Aaron Tachibana CFO AND COO | Jun 4, 2026 | Sale(10b5-1 plan) | −40,000 | $12.01 | $480.40K | 198,833 |
| Christopher M. Hall Chief Executive Officer, Director | May 29, 2026 | Option exercise | +80,091 | $1.61 | $128.95K | 316,077 |
| Christopher M. Hall Chief Executive Officer, Director | May 29, 2026 | Sale(10b5-1 plan) | −80,091 | $11.02 | $882.60K | 235,986 |
| Aaron Tachibana CFO AND COO | May 29, 2026 | Sale(10b5-1 plan) | −38,799 | $11.58 | $449.29K | 198,833 |
| Aaron Tachibana CFO AND COO | May 29, 2026 | Option exercise | +38,799 | $9.16 | $355.40K | 237,632 |
| Christopher M. Hall Chief Executive Officer, Director | May 28, 2026 | Sale(10b5-1 plan) | −19,909 | $11.02 | $219.40K | 235,986 |
| Christopher M. Hall Chief Executive Officer, Director | May 28, 2026 | Option exercise | +19,909 | $1.61 | $32.05K | 255,895 |
| Karin Eastham Director | May 12, 2026 | Award | +6,250 | – | – | 19,756 |
| Olivia Kyusuk Bloom Director | May 12, 2026 | Award | +6,250 | – | – | 27,265 |
| A. Blaine Bowman Director | May 12, 2026 | Award | +6,250 | – | – | 19,756 |
| Kenneth J. Widder Director | May 12, 2026 | Award | +6,250 | – | – | 6,250 |
| Woodrow A. Myers Jr Director | May 12, 2026 | Award | +6,250 | – | – | 32,366 |
| Karin Eastham Director | May 12, 2026 | Award | +6,250 | – | – | 22,366 |
| Lonnie Shoff Director | May 12, 2026 | Award | +6,250 | – | – | 37,190 |
| Aaron Tachibana CFO AND COO | Mar 15, 2026 | Award | +34,375 | – | – | 198,833 |
| Richard Chen President and CMO | Mar 15, 2026 | Award | +46,875 | – | – | 173,880 |
| Christopher M. Hall Chief Executive Officer, Director | Mar 15, 2026 | Award | +87,500 | – | – | 235,986 |
| Stephen Michael Moore SVP and Chief Legal Officer | Mar 15, 2026 | Award | +28,125 | – | – | 92,325 |
| Aaron Tachibana CFO AND COO | Jan 22, 2026 | Option exercise | +1,201 | $9.16 | $11.00K | 165,659 |
| Aaron Tachibana CFO AND COO | Jan 22, 2026 | Sale(10b5-1 plan) | −1,201 | $11.50 | $13.81K | 164,458 |
| Tempus AI, Inc. 10% owner | Dec 22, 2025 | Buy | +28,000 | $8.93 | $250.04K | 13,039,067 |
| Tempus AI, Inc. 10% owner | Dec 19, 2025 | Buy | +29,641 | $8.39 | $248.69K | 13,011,067 |
| Tempus AI, Inc. 10% owner | Dec 18, 2025 | Buy | +31,430 | $7.91 | $248.61K | 12,981,426 |
| Tempus AI, Inc. 10% owner | Dec 17, 2025 | Buy | +31,650 | $7.86 | $248.77K | 12,949,996 |
| Tempus AI, Inc. 10% owner | Nov 25, 2025 | Buy | +9,712 | $10.08 | $97.90K | 12,904,458 |
| Tempus AI, Inc. 10% owner | Nov 25, 2025 | Buy | +13,888 | $11.00 | $152.77K | 12,918,346 |
| Aaron Tachibana CFO AND COO | Nov 25, 2025 | Option exercise | +103,668 | $9.16 | $949.60K | 268,126 |
| Aaron Tachibana CFO AND COO | Nov 25, 2025 | Sale(10b5-1 plan) | −103,668 | $10.78 | $1.12M | 164,458 |
| Tempus AI, Inc. 10% owner | Nov 24, 2025 | Buy | +25,225 | $9.87 | $248.97K | 12,894,746 |
| Tempus AI, Inc. 10% owner | Nov 21, 2025 | Buy | +16,599 | $9.74 | $161.67K | 12,869,521 |
| Tempus AI, Inc. 10% owner | Nov 21, 2025 | Buy | +9,900 | $8.84 | $87.52K | 12,852,922 |
| Tempus AI, Inc. 10% owner | Nov 20, 2025 | Buy | +28,827 | $8.63 | $248.78K | 12,843,022 |
| Tempus AI, Inc. 10% owner | Nov 19, 2025 | Buy | +30,645 | $8.12 | $248.84K | 12,814,195 |
| Tempus AI, Inc. 10% owner | Nov 18, 2025 | Buy | +64,750 | $7.67 | $496.63K | 12,783,550 |
| Christopher M. Hall PRESIDENT AND CEO, Director | Nov 3, 2025 | Sale | −29,612 | $8.99 | $266.21K | 148,486 |
| Aaron Tachibana CFO AND COO | Jul 28, 2025 | Sale | −641 | $6.57 | $4.21K | 164,458 |
| Richard Chen CHIEF MEDICAL OFFICER AND EVP | Jul 28, 2025 | Sale | −452 | $6.57 | $2.97K | 124,505 |
| Aaron Tachibana CFO AND COO | May 16, 2025 | Sale | −1,291 | $4.95 | $6.39K | 165,099 |
| Richard Chen CHIEF MEDICAL OFFICER AND EVP | May 16, 2025 | Sale | −910 | $4.95 | $4.50K | 124,957 |
| Stephen Michael Moore SVP and Chief Legal Officer | May 16, 2025 | Sale | −1,675 | $4.95 | $8.29K | 64,200 |
| Aaron Tachibana CFO AND COO | Jan 28, 2025 | Sale | −708 | $5.79 | $4.10K | 166,390 |
| Richard Chen CHIEF MEDICAL OFFICER AND EVP | Jan 28, 2025 | Sale | −519 | $5.79 | $3.01K | 123,367 |
| Richard Chen CHIEF MEDICAL OFFICER AND EVP | Dec 16, 2024 | Sale | −4,834 | $3.82 | $18.47K | 123,886 |
| Stephen Michael Moore SVP and Chief Legal Officer | Dec 16, 2024 | Sale | −1,513 | $3.82 | $5.78K | 65,875 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Chen Richard Officer | Jul 15, 2026 | 100,000 | $1.50M | Jul 15, 2026 | Exercise of Stock Options |
| Hall Chris Director, Officer | Jul 9, 2026 | 100,000 | $1.41M | Jul 9, 2026 | Exercise of Stock Options |
| Tachibana Aaron Officer | Jun 29, 2026 | 4,982 | $64.87K | Jun 29, 2026 | Exercise of Stock Options |
| Hall Chris Director, Officer | Jun 26, 2026 | 100,000 | $1.26M | Jun 26, 2026 | Exercise of Stock Options |
| Tachibana Aaron Officer | Jun 26, 2026 | 51,251 | $645.25K | Jun 26, 2026 | Exercise of Stock Options |
| Tachibana Aaron Officer | Jun 4, 2026 | 40,000 | $431.20K | Jun 4, 2026 | Exercise of Stock Options |
| Tachibana Aaron Officer | May 29, 2026 | 38,799 | $426.01K | May 29, 2026 | Exercise of Stock Options |
| Hall Christopher Director, Officer | May 28, 2026 | 100,000 | $949.00K | May 28, 2026 | Exercise of Stock Options |
| L. Tachibana Aaron Officer | Jan 22, 2026 | 40,000 | $386.00K | Jan 22, 2026 | Exercise of Stock Options |
| L. Tachibana Aaron Officer | Nov 25, 2025 | 103,668 | $1.04M | Nov 25, 2025 | Exercise of Stock Options |