Personalis, Inc. has 11 Schedule 13D or 13G filings on record since 2025-09-12. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Tempus AI, Inc. | 12.6% | 13,039,067 | SCHEDULE 13D/A, 2026-07-21 | 2026-07-19 |
| BlackRock, Inc. | 5.9% | 6,169,729 | SCHEDULE 13G, 2026-07-29 | 2026-06-30 |
| Ameriprise Financial, Inc. | 5.8% | 6,086,315 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| T. Rowe Price Investment Management, Inc. | 4.5% | 4,758,091 | SCHEDULE 13G/A, 2026-04-08 | 2026-03-31 |
| Deep Track Capital, LP | 3.82% | 4,000,000 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Orin Hirschman | 3.8% | 3,416,720 | SCHEDULE 13G/A, 2026-01-29 | 2025-12-31 |
| Lightspeed Venture Partners Select IV, L.P. | 2% | 2,084,240 | SCHEDULE 13D/A, 2026-06-10 | 2026-06-08 |
Purpose of Transaction (Item 4)
Tempus AI, Inc.
Merger Agreement Following conclusion of confidential preliminary discussions between the Issuer and Tempus, and in response to the Issuer's request for Tempus to submit a proposal, on July 19, 2026, Tempus submitted a non-binding proposal to acquire all of the outstanding Common Stock of the Issuer. On July 20, 2026, Tempus entered into an Agreement and Plan of Merger (the "Merger Agreement") with the Issuer, Aviary Development, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Tempus ("Merger Sub I") and Toucan Development, LLC, a Nevada limited liability company and a direct, wholly owned subsidiary of Tempus ("Merger Sub II" and, together with Merger Sub I, the "Merger Subs"). Pursuant to the Merger Agreement, and upon the terms and subject to the conditions therein, (a) Merger Sub I will be merged with and into the Issuer (the "First Merger"), with the Issuer surviving the First Merger as a direct, wholly owned subsidiary of Tempus (the "First Surviving Corporation"), and (b) as part of the same overall transaction, immediately after the First Merger, the First Surviving Corporation shall merge with and into Merger Sub II (the "Second Merger" and, together with the First Merger, the "Mergers"), with Merger Sub II surviving as a direct, wholly owned subsidiary of Tempus (the "Surviving Company"). The parties intend that the transaction qualify as a reorganization under Section 368(a) of the Code. Capitalized terms used in this Amendment No. 3 but not …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-07-21; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-09-12 | Tempus AI, Inc. | 14.5% | SCHEDULE 13D/A |
| 2026-01-08 | T. Rowe Price Investment Management, Inc. | 12.1% | SCHEDULE 13G |
| 2026-01-29 | Orin Hirschman | 3.8% | SCHEDULE 13G/A |
| 2026-02-17 | Ameriprise Financial, Inc. | 7.1% | SCHEDULE 13G |
| 2026-04-08 | T. Rowe Price Investment Management, Inc. | 4.5% | SCHEDULE 13G/A |
| 2026-05-12 | Deep Track Capital, LP | 5.51% | SCHEDULE 13G |
| 2026-06-10 | Lightspeed Venture Partners Select IV, L.P. | 2% | SCHEDULE 13D/A |
| 2026-07-21 | Tempus AI, Inc. | 12.6% | SCHEDULE 13D/A |
| 2026-07-29 | BlackRock, Inc. | 5.9% | SCHEDULE 13G |
| 2026-08-14 | Deep Track Capital, LP | 3.82% | SCHEDULE 13G/A |
| 2026-08-14 | Ameriprise Financial, Inc. | 5.8% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.