undamentalytics Newsletter

Personalis, Inc.: which funds bought and sold

Institutions that bought and sold Personalis shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 109 institutions that filed 13F reports for both quarters added to or opened positions in Personalis, and 54 cut or closed them. Together they added a net 331K shares, +0.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3.8M shares (−15.7%); index fund managers were net buyers of 3.2M shares (+26.5%). 41 opened a new position and 20 sold out entirely.

Bought, Q2 2026 109 institutions, 41 of them new holders Sold, Q2 2026 54 institutions, 20 of them sold out
Net change, all compared +331K shares (+0.4%)
Net change, active managers −3.8M shares (−15.7%), 22 bought, 13 sold

Buyers versus sellers

institutions compared, 176
Active managers and hedge funds 22 bought · 13 sold · −3.8M
Index fund managers 10 bought · 0 sold · +3.2M
Other institutions 77 bought · 41 sold · +871K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Bank Of America Corp +1.7M +1535.6% 1.8M $24.4M
Blackrock, Inc. Index funds +1.7M +31.4% 7.1M $94.9M
Morgan Stanley +1.0M +435.6% 1.3M $17M
Deep Track Capital, LP Hedge fund +1.0M +33.3% 4.0M $53.6M
Casdin Capital, LLC Hedge fund +950K +59.4% 2.5M $34.2M
Jane Street Group, LLC +738K New position 738K $9.9M
HRT Financial LP +722K +345.6% 931K $12.5M
Trexquant Investment LP Hedge fund +600K New position 600K $8M
Geode Capital Management, LLC Index funds +525K +40.4% 1.8M $24.4M
Dimensional Fund Advisors LP +431K +40.4% 1.5M $20.1M
Nuveen, LLC +409K +119.2% 753K $10.1M
State Street Corp Index funds +353K +31.1% 1.5M $19.9M
BNP Paribas Financial Markets +351K +2575.4% 365K $4.9M
ARK Investment Management LLC Active manager +327K +4.1% 8.3M $111M
Militia Capital Management LLC +292K New position 292K $3.9M
Gilder Gagnon Howe & Co LLC Active manager +278K New position 278K $3.7M
Aberdeen Group PLC +259K +7.4% 3.7M $50.2M
Stempoint Capital LP +248K New position 248K $3.3M
Northern Trust Corp Index funds +227K +55.9% 633K $8.5M
Goldman Sachs Group Inc +194K +26.3% 931K $12.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
T. Rowe Price Investment Management, Inc. Active manager −4.8M Sold out 0 —
Lightspeed Management Company, L.L.C. −2.1M −25.2% 6.1M $81.8M
Ameriprise Financial Inc −1.5M −19.8% 6.1M $81.6M
Price T Rowe Associates Inc Active manager −1.5M −90.4% 159K $2.1M
Aigh Capital Management LLC −1.2M −40.9% 1.7M $23M
Pfm Health Sciences, LP Hedge fund −870K Sold out 0 —
Portolan Capital Management, LLC −737K Sold out 0 —
Jpmorgan Chase & Co −533K −92.6% 43K $585,324
Balyasny Asset Management L.P. Hedge fund −309K Sold out 0 —
Adage Capital Partners Gp, L.L.C. Hedge fund −300K Sold out 0 —
UBS Group AG −219K −57.0% 165K $2.2M
Royce & Associates LP Active manager −156K Sold out 0 —
TD Asset Management Inc −106K Sold out 0 —
Sei Investments Co −87K −62.6% 52K $697,242
Nano Cap New Millennium Growth Fund L P −78K −33.0% 158K $2.1M
Amova Asset Management Americas, Inc. −67K −13.8% 417K $5.6M
Sumitomo Mitsui Trust Group, Inc. −67K −13.8% 417K $5.6M
Aquatic Capital Management LLC −64K Sold out 0 —
Susquehanna International Group, LLP −62K −41.8% 87K $1.2M
FMR LLC Active manager −59K −93.5% 4,080 $54,672

New positions

largest by value
InstitutionSharesValue June 30, 2026
Jane Street Group, LLC 738K $9.9M
Trexquant Investment LPHedge fund 600K $8M
Militia Capital Management LLC 292K $3.9M
Gilder Gagnon Howe & Co LLCActive manager 278K $3.7M
Stempoint Capital LP 248K $3.3M
Fred Alger Management, LLCActive manager 166K $2.2M
Citadel Advisors LLCHedge fund 145K $1.9M
Jump Financial, LLC 130K $1.7M
Engineers Gate Manager LPHedge fund 116K $1.6M
Brevan Howard Capital Management LPHedge fund 100K $1.3M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
T. Rowe Price Investment Management, Inc.Active manager 4.8M $30.3M
Pfm Health Sciences, LPHedge fund 870K $5.5M
Portolan Capital Management, LLC 737K $4.7M
Balyasny Asset Management L.P.Hedge fund 309K $2M
Adage Capital Partners Gp, L.L.C.Hedge fund 300K $1.9M
Royce & Associates LPActive manager 156K $993,949
TD Asset Management Inc 106K $673,169
Aquatic Capital Management LLC 64K $409,394
Virtu Financial LLC 34K $219,000
Bridgefront Capital, LLC 26K $163,346

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
157
Ten largest holders
67.4%
of 13F-reported shares
Index fund managers
18.2%
of 13F-reported shares
Active managers and hedge funds
23.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 22 13 13 6 −3.8M −15.7%
Index fund managers 10 0 0 0 +3.2M +26.5%
Other institutions 77 41 28 14 +871K +1.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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