Pacific Biosciences of California Ownership

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

Recent Insider Transactions

DB:P09 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
03 Mar 25	Sell€3,985	Michele Farmer	Individual	2,973	€1.34
03 Mar 25	Sell€8,694	Mark Van Oene	Individual	6,486	€1.34
03 Mar 25	Sell€16,752	Christian O. Henry	Individual	12,497	€1.34
18 Feb 25	Sell€466,583	Christian O. Henry	Individual	259,909	€1.80
18 Feb 25	Sell€180,906	Mark Van Oene	Individual	100,773	€1.80
18 Feb 25	Sell€43,711	Michele Farmer	Individual	24,349	€1.80
10 Jan 25	Sell€68,377	Mark Van Oene	Individual	34,405	€1.99
30 Sep 24	Sell€30,542	Susan Kim	Individual	19,782	€1.54
16 Sep 24	Sell€155,250	Christian O. Henry	Individual	98,907	€1.57
19 Aug 24	Sell€38,516	Jeff Eidel	Individual	26,760	€1.44
16 Aug 24	Sell€57,476	Mark Van Oene	Individual	38,011	€1.51
20 May 24	Sell€9,859	Michele Farmer	Individual	5,275	€1.87

Insider Trading Volume

Insider Buying: P09 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of P09?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,232,479	0.75%
Hedge Funds	17,065,331	5.73%
General Public	26,687,768	8.96%
Institutions	251,866,650	84.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 81.12% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.1%	ARK Investment Management LLC	36,044,362	€43.3m	7.9%	0.4%
8.26%	BlackRock, Inc.	24,594,773	€29.6m	5.77%	no data
7.85%	Madrone Advisors, Llc	23,391,915	€28.1m	0%	5.45%
7.17%	Edmond de Rothschild Asset Management (France)	21,346,480	€25.6m	-39.3%	0.3%
6.87%	SoftBank Group Corp., Investment Arm	20,451,570	€24.6m	0%	0.91%
5.73%	Millennium Management LLC	17,065,331	€20.5m	63.7%	0.02%
5.11%	The Vanguard Group, Inc.	15,226,858	€18.3m	-13.7%	no data
5.03%	Edmond de Rothschild Asset Management (Luxembourg)	14,995,980	€18.0m	0%	4.77%
3.42%	Nikko Asset Management Co., Ltd.	10,178,501	€12.2m	-57.1%	no data
2.24%	T. Rowe Price Group, Inc.	6,668,497	€8.0m	263%	no data
2.16%	State Street Global Advisors, Inc.	6,426,975	€7.7m	2.4%	no data
2.1%	Geode Capital Management, LLC	6,262,925	€7.5m	-1.03%	no data
1.84%	Morgan Stanley, Investment Banking and Brokerage Investments	5,485,534	€6.6m	45%	no data
1.75%	BNY Asset Management	5,200,514	€6.2m	-6.64%	no data
1.72%	Jackson Square Partners, LLC	5,109,266	€6.1m	-18.9%	0.71%
1.18%	Madrone Capital Partners	3,500,000	€4.2m	0%	100.0%
0.84%	Northern Trust Global Investments	2,514,824	€3.0m	6.67%	no data
0.84%	Goldman Sachs Asset Management, L.P.	2,505,688	€3.0m	23.5%	no data
0.8%	Soros Fund Management LLC	2,372,265	€2.9m	13.1%	0.07%
0.76%	Goldman Sachs Group, Investment Banking and Securities Investments	2,256,039	€2.7m	2.87%	no data
0.73%	Charles Schwab Investment Management, Inc.	2,176,252	€2.6m	6.66%	no data
0.68%	UBS Asset Management AG	2,037,919	€2.4m	76.2%	no data
0.67%	Koss-Olinger Consulting, LLC	2,000,000	€2.4m	150%	0.22%
0.66%	Walleye Capital LLC	1,977,581	€2.4m	609%	0.02%
0.61%	Bank of America Corporation, Asset Management Arm	1,815,470	€2.2m	-9.52%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/03/23 11:26
End of Day Share Price	2025/03/21 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

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

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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

Pacific Biosciences of California, Inc. is covered by 21 analysts. 13 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
Luke Sergott	Barclays
Kyle Mikson	Canaccord Genuity
Ross Osborn	Cantor Fitzgerald & Co.