PERSONALIS INC

$PSNL
13F holders
130
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 130 · Source: 13F-HR
01
HORAN Wealth, LLC
02
Roberts Capital Advisors, LLC
03
CFO4Life Group, LLC
04
Marquard & Bahls AG
05
RWQ Financial Management Services, Inc.
06
Calton & Associates, Inc.
07
Kennedy Capital Management LLC
08
Astoria Strategic Wealth, Inc.
09
Key Colony Management, LLC
10
Axa S.a.

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 130 13F holders · Pro →

Smart Money · top-200 alpha cohort

5 holders · Q1 2026

$PSNL is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.04%, with an average of 0.02% of portfolio. Largest holder: Nikko Asset Management Americas, Inc. at 0.04%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

10 transactions · 4 filers
22 Jan 2026
Tachibana Aaron
▼ SOLD
1,201
$11.50
S
25 Nov 2025
Tachibana Aaron
▼ SOLD
103,668
$10.78
S
03 Nov 2025
Hall Christopher M
▼ SOLD
29,612
$8.99
S
28 Jul 2025
Chen Richard
▼ SOLD
452
$6.57
S
28 Jul 2025
Tachibana Aaron
▼ SOLD
641
$6.57
S
16 May 2025
Moore Stephen Michael
▼ SOLD
1,675
$4.95
S
16 May 2025
Chen Richard
▼ SOLD
910
$4.95
S
16 May 2025
Tachibana Aaron
▼ SOLD
1,291
$4.95
S
28 Jan 2025
Chen Richard
▼ SOLD
519
$5.79
S
28 Jan 2025
Tachibana Aaron
▼ SOLD
708
$5.79
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $PSNL in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $PSNL lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $PSNL — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:34 UTC.