Personalis Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BST:04X Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
22 Dec 25	Buy€2,329,674	Tempus AI, Inc.	Company	320,267	€9.36
03 Nov 25	Sell€230,886	Christopher Hall	Individual	29,612	€7.80
28 Jul 25	Sell€3,624	Aaron Tachibana	Individual	641	€5.65
28 Jul 25	Sell€2,556	Richard Chen	Individual	452	€5.65

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 04X?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,250,437	1.19%
General Public	2,858,683	2.73%
VC/PE Firms	13,921,361	13.3%
Public Companies	27,084,010	25.9%
Institutions	59,606,607	56.9%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 18.6%.

Top Shareholders

Top 25 shareholders own 87.53% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.4%	Merck & Co., Inc.	14,044,943	€132.2m	0%	no data
12.5%	Tempus AI, Inc.	13,039,067	€122.7m	0%	no data
7.79%	Lightspeed Ventures, LLC	8,160,734	€76.8m	0%	3.03%
7.59%	ARK Investment Management LLC	7,944,112	€74.8m	0.83%	0.53%
7.25%	Columbia Management Investment Advisers, LLC	7,592,807	€71.5m	20.8%	0.02%
6.12%	T. Rowe Price Group, Inc.	6,408,232	€60.3m	-47.6%	0.01%
5.5%	Deep Track Capital, LP	5,760,627	€54.2m	92%	1.08%
5.15%	BlackRock, Inc.	5,389,885	€50.7m	1.32%	no data
3.33%	Aberdeen Group Plc	3,488,308	€32.8m	7.34%	0.02%
2.77%	Aigh Capital Management, LLC	2,900,000	€27.3m	0%	3.8%
2.74%	Vanguard Capital Management, LLC	2,868,463	€27.0m	0%	no data
2.09%	Kennedy Capital Management LLC	2,183,572	€20.6m	27.5%	0.45%
1.6%	Blue Water Life Science Advisors, LP	1,676,300	€15.8m	0%	11.3%
1.53%	Casdin Capital, LLC	1,600,000	€15.1m	0%	1.07%
1.24%	Geode Capital Management, LLC	1,297,655	€12.2m	-0.01%	no data
1.08%	State Street Global Advisors, Inc.	1,134,170	€10.7m	7.96%	no data
1.02%	Dimensional Fund Advisors LP	1,066,248	€10.0m	8.45%	no data
0.83%	PFM Health Sciences, LP	870,097	€8.2m	7.98%	0.97%
0.7%	Portolan Capital Management, LLC	736,713	€6.9m	94.3%	0.34%
0.63%	The Goldman Sachs Group, Inc.	664,522	€6.3m	126%	no data
0.6%	Wellington Shields Capital Management, LLC	632,222	€6.0m	-0.04%	0.56%
0.55%	JPMorgan Chase & Co.	574,507	€5.4m	2,090%	no data
0.54%	Vanguard Portfolio Management, LLC	560,539	€5.3m	0%	no data
0.52%	Howland Capital Management LLC	547,115	€5.1m	0%	0.22%
0.49%	Orin Hirschman	516,720	€4.9m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/05/29 16:18
End of Day Share Price	2026/05/29 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Personalis, Inc. is covered by 13 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Derik de Bruin	BofA Global Research
Mark Massaro	BTIG
Patrick Donnelly	Citigroup Inc