Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PERSONALIS INC COM (PSNL)

127 + Investors. Track Smart Money conviction in PSNL. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — PSNL

Based on 121 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PSNL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
121 hedge funds hold PSNL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

65 buying56 selling
Last quarter: 65 funds bought or added vs 56 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new PSNL position: 20 → 32 → 21 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 21% medium 32% new
57 out of 121 hedge funds have held PSNL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +12%, value -63%

Value
-62%
Shares
+11%
Last quarter: funds added +12% more shares while total portfolio value only changed -63%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~29 new funds/quarter

30 → 20 → 32 → 21 → 29 new funds/Q
New funds entering each quarter: 20 → 32 → 21 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

57% veterans 9% 1-2yr 34% new
Of 127 current holders: 73 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
29 of 121 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PSNL

How many hedge funds hold PSNL — quarterly history vs. share price
Quarterly hedge fund ownership of PSNL vs. share price

Market Analysis: PSNL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSNL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 2 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: PSNL
2026 Q1 Stats Unlock in 22 days 127 + Investors

Track Smart Money conviction in PSNL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 127 109 16.51%
13F Shares 71M 64M 11.72%
Total Value $556M $1.50B -62.86%
New Positions 29 21 +8
Increased Positions 37 31 +6
Closed Positions 15 16 -1
Reduced Positions 50 40 +10
Total Calls 3 1 200.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 3.0 Neutral

Statistics: PSNL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q1)

127 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PSNL. Verified SEC 13F-HR filings.

Top 13 institutional holders of PSNL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PERKINS CAPITAL MANAGEMENT INC 1.43% 239,000 $1.5M
2 Green Alpha Advisors, LLC 0.42% 66,409 $423K
3 HOWLAND CAPITAL MANAGEMENT LLC 0.14% 547,115 $3.5M
4 Opal Wealth Advisors, LLC 0.01% 3,500 $22K
5 Janney Montgomery Scott LLC 0.00% 75,000
6 Physician Wealth Advisors, Inc. 0.00% 437 $3K
7 GF FUND MANAGEMENT CO. LTD. 0.00% 1,982 $13K
8 Sterling Capital Management LLC 0.00% 1,661 $11K
9 GAMMA Investing LLC 0.00% 596 $4K
10 Farther Finance Advisors, LLC 0.00% 2,311 $15K
11 SG Americas Securities, LLC 0.00% 17,731
12 ProShare Advisors LLC 0.00% 11,950 $76K
13 Sound Income Strategies, LLC 0.00% 200 $1K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PERSONALIS INC COM (PSNL)

What does the Smart Money Trend signal show for PSNL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PSNL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PSNL?

Slight buying edge — 54% buying: Last quarter: 65 funds bought or added vs 56 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PSNL holders?

Strong quality — 24% AUM from major funds: 29 of 121 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PSNL?

47% of holders stayed for 2+ years: 57 out of 121 hedge funds have held PSNL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.