PERKINS CAPITAL MANAGEMENT INC PSNL — PERSONALIS INC

Ownership history in PERKINS CAPITAL MANAGEMENT INC  ·  8 quarters on record

AI Ownership Summary

PERKINS CAPITAL MANAGEMENT INC reported PERSONALIS INC (PSNL) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.67% in 2025 Q2. The latest visible filing shows PSNL at 1.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PSNL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PERKINS CAPITAL MANAGEMENT INC's position in PERSONALIS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PSNL was reported at 1.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.67% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSNL stock page PERKINS CAPITAL MANAGEMENT INC fund profile PERKINS CAPITAL MANAGEMENT INC full holdings
How PERKINS CAPITAL MANAGEMENT INC held PSNL — position size vs. price
% of Fund (quarterly)    PSNL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 239,000 — 0% 1.43% $1.5M 2026-04-23 $5.90
2025 Q4 REDUCED 5.3% -20.0% ✅ 239,000 -13,500 -5.3% 1.51% $1.9M 2026-02-04 $8.31
2025 Q3 UNCHANGED — — — 252,500 — 0% 1.45% $1.6M 2025-10-31 $9.64
2025 Q2 REDUCED — — — 252,500 -4,807 -1.9% 1.67% $1.7M 2025-08-07 $4.55
2025 Q1 UNCHANGED — — — 257,307 — 0% 0.95% $903K 2025-05-07 $4.84
2024 Q4 UNCHANGED — — — 257,307 — 0% 1.32% $1.5M 2025-02-11 $4.78
2024 Q3 UNCHANGED — — — 257,307 — 0% 1.30% $1.4M 2024-10-31 $5.05
2024 Q2 INITIATED — — — 257,307 — — 0.28% $301K 2024-08-09 $3.26

🏢 Other funds also holding PSNL

As of 2026 Q1 — sorted by position size

Merck & Co., Inc. 25.6% Blue Water Life Science Advisors, LP 3Y 8.56% Lightspeed Management Company, L.L.C. 5.26% AIGH Capital Management LLC 3Y 2.52% NANO CAP NEW MILLENNIUM GROWTH FUND L P 1.4% Casdin Capital, LLC 3Y 7Y 0.77% PFM Health Sciences, LP 3Y 7Y 0.51% Wellington Shields & Co., LLC 3Y 7Y 0.47% Bruce & Co., Inc. 3Y 7Y 0.42% Green Alpha Advisors, LLC 3Y 0.42%

FAQ About PERKINS CAPITAL MANAGEMENT INC and PSNL

These are the practical questions this page is built to answer before you even open the full history table.

How long has PERKINS CAPITAL MANAGEMENT INC reported owning PSNL?

PERKINS CAPITAL MANAGEMENT INC reported PSNL across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported PSNL position in PERKINS CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for PSNL was 1.67% in 2025 Q2.

What is the latest reported PSNL position on this page?

The most recent filing on this page is 2026 Q1, when PERKINS CAPITAL MANAGEMENT INC reported 239,000 shares, equal to 1.43% of portfolio, with an estimated market value of $1.5M.

What does the chart on this PSNL ownership page compare?

The chart compares PERKINS CAPITAL MANAGEMENT INC's quarterly PSNL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PERKINS CAPITAL MANAGEMENT INC time their PSNL position?

Based on 13F filing dates vs. subsequent PSNL price moves, PERKINS CAPITAL MANAGEMENT INC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on PSNL relative to SPY over the holding period was +18.4%.

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