PSNL Institutional Ownership
Personalis, Inc.
1W: +0.2%
1M: -2.1%
3M: +36.2%
YTD: +103.6%
1Y: +65.1%
3Y: +1586.4%
5Y: -19.5%
$15.98
+0.10 (+0.63%)
After Hours: $16.12 (+0.14, +0.84%)
Weekly Expected Move ±2.0%
$15
$16
$16
$16
$16
Credit Risk of going bust: lower than 76% of companies Debt: 2.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.00 (down more than 99.9%), Personalis, Inc. would be worth roughly what it owes.
Total debt $38.0M against a stock market value of $1.70B.
Distance to default 8.65 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $898K (short-term plus half of long-term), stock volatility 83.7%; Altman Z'' -2.16. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.00 (down more than 99.9%), Personalis, Inc. would be worth roughly what it owes.
Total debt $38.0M against a stock market value of $1.70B.
Distance to default 8.65 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $898K (short-term plus half of long-term), stock volatility 83.7%; Altman Z'' -2.16. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — PSNL
183
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
45
New Positions
68
Increased
57
Reduced
23
Closed
0.60
Put/Call Ratio
Ownership Trends
Top Institutional Holders (39 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Merck & Co., Inc. | 14,044,943 | $224M | — | +0.0% | 2Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC NEW | 7,592,807 | $121M | +7,592,807 | — | 1Q | SEC ↗ |
| 3 | STATE STREET CORP NEW | 1,487,077 | $24M | +1,487,077 | — | 1Q | SEC ↗ |
| 4 | CALIFORNIA STATE TEACHERS RETIREMENT S | 1,008,564 | $16M | +1,005,850 | +37061.5% | 2Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC NEW | 931,031 | $15M | +931,031 | — | 1Q | SEC ↗ |
| 6 | STATE OF MICHIGAN RETIREMENT SYSTEM NEW | 493,798 | $8M | +493,798 | — | 1Q | SEC ↗ |
| 7 | Wellington Shields Capital Management, NEW | 339,733 | $5M | +339,733 | — | 1Q | SEC ↗ |
| 8 | HOWLAND CAPITAL MANAGEMENT LLC | 327,388 | $5M | -228,253 | -41.1% | 3Q | SEC ↗ |
| 9 | Wellington Shields & Co., LLC NEW | 292,489 | $5M | +292,489 | — | 1Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC NEW | 144,998 | $2M | +144,998 | — | 1Q | SEC ↗ |
| 11 | Kercheville Advisors, LLC NEW | 93,800 | $1M | +93,800 | — | 1Q | SEC ↗ |
| 12 | Green Alpha Advisors, LLC | 53,645 | $857K | -13,822 | -20.5% | 3Q | SEC ↗ |
| 13 | UDINE WEALTH MANAGEMENT, INC. NEW | 50,030 | $799K | +50,030 | — | 1Q | SEC ↗ |
| 14 | Schonfeld Strategic Advisors LLC NEW | 48,989 | $783K | +48,989 | — | 1Q | SEC ↗ |
| 15 | Pathstone Holdings, LLC NEW | 39,015 | $623K | +39,015 | — | 1Q | SEC ↗ |
| 16 | AlpInvest Partners B.V. NEW | 37,703 | $602K | +37,703 | — | 1Q | SEC ↗ |
| 17 | WELLS FARGO & COMPANY/MN NEW | 28,975 | $463K | +28,975 | — | 1Q | SEC ↗ |
| 18 | IEQ CAPITAL, LLC NEW | 27,327 | $437K | +27,327 | — | 1Q | SEC ↗ |
| 19 | MARSHALL WACE, LLP NEW | 26,730 | $427K | +26,730 | — | 1Q | SEC ↗ |
| 20 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 23,800 | $380K | +23,800 | — | 1Q | SEC ↗ |
| 21 | MANUFACTURERS LIFE INSURANCE COMPANY, | 18,490 | $295K | +4,311 | +30.4% | 2Q | SEC ↗ |
| 22 | ADAR1 Capital Management, LLC | 15,000 | $240K | -10,000 | -40.0% | 2Q | SEC ↗ |
| 23 | FOX RUN MANAGEMENT, L.L.C. NEW | 14,286 | $228K | +14,286 | — | 1Q | SEC ↗ |
| 24 | INTECH INVESTMENT MANAGEMENT LLC NEW | 13,228 | $211K | +13,228 | — | 1Q | SEC ↗ |
| 25 | ProShare Advisors LLC NEW | 12,316 | $197K | +12,316 | — | 1Q | SEC ↗ |
| 26 | Penobscot Investment Management Compan NEW | 11,189 | $179K | +11,189 | — | 1Q | SEC ↗ |
| 27 | Fortitude Family Office, LLC NEW | 10,049 | $161K | +10,049 | — | 1Q | SEC ↗ |
| 28 | NISA INVESTMENT ADVISORS, LLC NEW | 2,110 | $34K | +2,110 | — | 1Q | SEC ↗ |
| 29 | Farther Finance Advisors, LLC | 1,517 | $24K | +217 | +16.7% | 3Q | SEC ↗ |
| 30 | Sterling Capital Management LLC NEW | 1,411 | $23K | +1,411 | — | 1Q | SEC ↗ |
| 31 | GAMMA Investing LLC | 535 | $9K | +164 | +44.2% | 3Q | SEC ↗ |
| 32 | Physician Wealth Advisors, Inc. | 437 | $7K | — | +0.0% | 3Q | SEC ↗ |
| 33 | Allworth Financial LP NEW | 193 | $3K | +193 | — | 1Q | SEC ↗ |
| 34 | SIGNATUREFD, LLC NEW | 187 | $3K | +187 | — | 1Q | SEC ↗ |
| 35 | Keating Financial Advisory Services, I NEW | 101 | $2K | +101 | — | 1Q | SEC ↗ |
| 36 | C M BIDWELL & ASSOCIATES LTD NEW | 57 | $1K | +57 | — | 1Q | SEC ↗ |
| 37 | Root Financial Partners, LLC NEW | 8 | $0K | +8 | — | 1Q | SEC ↗ |
| 38 | IFP Advisors, Inc NEW | 6 | $0K | +6 | — | 1Q | SEC ↗ |
| 39 | Monetary Solutions, Ltd NEW | 2 | $0K | +2 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | 7,592,807 | $121M |
| STATE STREET CORP | 1,487,077 | $24M |
| GOLDMAN SACHS GROUP INC | 931,031 | $15M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 493,798 | $8M |
| Wellington Shields Capital Manageme | 339,733 | $5M |
| Wellington Shields & Co., LLC | 292,489 | $5M |
| CITADEL ADVISORS LLC | 144,998 | $2M |
| Kercheville Advisors, LLC | 93,800 | $1M |
| UDINE WEALTH MANAGEMENT, INC. | 50,030 | $799K |
| Schonfeld Strategic Advisors LLC | 48,989 | $783K |
| Pathstone Holdings, LLC | 39,015 | $623K |
| AlpInvest Partners B.V. | 37,703 | $602K |
| WELLS FARGO & COMPANY/MN | 28,975 | $463K |
| IEQ CAPITAL, LLC | 27,327 | $437K |
| MARSHALL WACE, LLP | 26,730 | $427K |
| NEW YORK STATE COMMON RETIREMENT FU | 23,800 | $380K |
| FOX RUN MANAGEMENT, L.L.C. | 14,286 | $228K |
| INTECH INVESTMENT MANAGEMENT LLC | 13,228 | $211K |
| ProShare Advisors LLC | 12,316 | $197K |
| Penobscot Investment Management Com | 11,189 | $179K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +1,005,850 | +37061.5% | 1,008,564 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +4,311 | +30.4% | 18,490 |
| Farther Finance Advisors, LLC | +217 | +16.7% | 1,517 |
| GAMMA Investing LLC | +164 | +44.2% | 535 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HOWLAND CAPITAL MANAGEMENT LLC | -228,253 | -41.1% | 327,388 |
| Green Alpha Advisors, LLC | -13,822 | -20.5% | 53,645 |
| ADAR1 Capital Management, LLC | -10,000 | -40.0% | 15,000 |