PSNL at a glance
Personalis, Inc. (PSNL, SEC CIK 1527753) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Personalis, Inc. (PSNL) reported revenue of $69.6 million (down 17.7% from FY2024) and a net loss of $81.3 million. Diluted EPS was -$0.91.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding Personalis, Inc. (PSNL) shares worth $645.0 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Moore Stephen Michael on September 18, 2026 of 2,068 shares at $16.22 per share.
- In the last 90 days, PSNL insiders reported 0 open-market purchases ($0) and 6 open-market sales ($3.3M) on Form 4, a net sale of $3.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $69.6M
- −17.7% vs prior year
- Insiders · 90 days
- 0 buys · 6 sells
- Net −$3.3M
- 13F holders
- 27 funds
- $645.0M · +1 vs prior quarter
- Latest 8-K
- Aug 20, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Tempus merger agreement announced July 20, 2026, subject to closing conditions
- Near-term focus on oncology testing, reimbursement coverage, and scaling sequencing capacity beyond 350 trillion bases weekly
Risk Factors
- Merger completion risk triggered by pending Tempus acquisition and unresolved shareholder, Nasdaq, Form S-4, HSR, tax, and adverse-effect conditions
- Transaction valuation risk from Tempus Class A stock fluctuations, potentially reducing consideration below $16.25 per share
- Regulatory risk from required HSR Act waiting-period expiration or termination before merger closing
- Operational disruption risk from merger restrictions limiting capital projects and attractive business opportunities
- Financial risk from significant merger-related professional expenses without benefit if the transaction fails
AI summary of the PSNL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- New VA MVP task order valued up to $18.3 million, effective September 30, 2026
- Cumulative VA MVP task-order value increased to approximately $243.3 million
Item 2.02: Results of Operations and Financial Condition
- Q2 FY2026 results cover the quarter ended June 30, 2026
- Full financial results and management commentary furnished in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $22.4M, up 30% YoY, led by pharma testing services rising 51% to $16.8M
- Clinical revenue surged 442% to $2.6M as testing volume reached 10,384, up 199% YoY
AI summaries of PSNL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PSNL
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Moore Stephen Michael | Sell | Sep 18, 2026 | 2,068 | $16.22 |
| Hall Christopher M | Sell | Sep 18, 2026 | 7,459 | $16.22 |
| Chen Richard | Sell | Sep 18, 2026 | 3,998 | $16.22 |
| Tachibana Aaron | Sell | Sep 18, 2026 | 2,931 | $16.22 |
| Chen Richard | Sell | Jul 15, 2026 | 100,000 | $15.15 |
| Chen Richard | M | Jul 15, 2026 | 100,000 | $2.44 |
| Chen Richard | M | Jul 15, 2026 | 100,000 | - |
| Hall Christopher M | M | Jul 9, 2026 | 33,333 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $84.6M | $69.6M |
| Operating Income | -$109.9M | -$68.3M | -$88.1M |
| Net Income | -$108.3M | -$81.3M | -$81.3M |
| Op. Margin | - | -80.7% | -126.4% |
| Net Margin | - | -96.1% | -116.7% |
| Balance Sheet | |||
| Total Assets | - | $270.3M | $334.2M |
| Equity | - | $203.0M | $261.2M |
| ROE | - | -40.0% | -31.1% |
| Per Share | |||
| EPS | $-2.25 | $-1.37 | $-0.91 |
| Cash Flow | |||
| Operating CF | - | -$45.1M | -$74.9M |
| CapEx | $10.9M | $1.6M | $4.5M |
Source: XBRL data in Personalis, Inc. (PSNL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PSNL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $645.0M |
| Q1 2026 | 26 | $287.7M |
| Q4 2025 | 25 | $333.0M |
| Q3 2025 | 24 | $236.5M |
| Q2 2025 | 24 | $229.7M |
| Q1 2025 | 21 | $93.6M |
| Q4 2024 | 16 | $149.6M |
| Q3 2024 | 12 | $59.9M |
- Bank of America Corp+1.71M (+1536%)
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- Morgan Stanley+1.03M (+436%)
- Dimensional Fund Advisors+430.7K (+40%)
- State Street Corp+352.9K (+31%)
- Ameriprise Financial−1.51M (-20%)
- T. Rowe Price Group−1.49M (-90%)
- JPMorgan Chase & Co−532.9K (-93%)
- FMR LLC (Fidelity)−58.6K (-93%)
- Two Sigma Investments−33.5K (-37%)
- Citadel Advisors LLC+145.0K
- Prudential Financial+11.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 175 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PSNL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jul 29, 2026 | - | - | |
| 8-K | Jul 20, 2026 | - | Analysis | - |
| 8-K | Jul 20, 2026 | - | Analysis | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 5, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 8-K | May 20, 2026 | - | Analysis | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - |
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PSNL SEC filings: frequently asked questions
Are PSNL insiders buying or selling?
In the last 90 days, Personalis, Inc. (PSNL) officers, directors and 10% owners reported no open-market purchases and 6 open-market sales worth $3.3 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PSNL stock?
As of June 30, 2026, the largest Personalis, Inc. (PSNL) holders among the 13F filers tracked by SignalX were Merck & Co. ($188.2 million), ARK Investment Management ($110.8 million), BlackRock ($94.9 million), Ameriprise Financial ($81.6 million), Vanguard Capital Management LLC ($40.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PSNL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Personalis, Inc. (PSNL) reported revenue of $69.6 million (down 17.7% from FY2024) and a net loss of $81.3 million. Diluted EPS was -$0.91. The figures come from the XBRL data in the 10-K.
What did PSNL report in its latest 8-K?
Personalis, Inc. (PSNL) filed an 8-K on August 20, 2026 reporting Item 8.01 (Other Events). New VA MVP task order valued up to $18.3 million, effective September 30, 2026.
What are the latest PSNL SEC filings?
Personalis, Inc. (PSNL) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on September 22, 2026.
What is PSNL's SEC CIK number?
Personalis, Inc. (PSNL)'s SEC Central Index Key (CIK) is 1527753. EDGAR lists every PSNL filing under that number.
Ask anything about PSNL
The research agent reads PSNL's filings, financials, insider trades and 13F holders, then answers with sources.