The cluster confirms institutional alignment with the acquisition thesis. Monitor for regulatory filings (HSR, CFIUS) and shareholder vote timeline. The deal price of $16.25 provides a narrow arbitrage window; any delay or regulatory risk could widen the spread. Given the 45-day 13F lag, some positions may have been adjusted post-quarter-end.
Executive Summary
Six institutional investors accumulated $16.2M in Personalis (PSNL) during Q2 2026, led by State Street ($12.7M added), BNY Mellon ($1.7M), and Citigroup ($1.2M), while only two trivial sellers trimmed $6K. The cluster follows the July 20 announcement of a definitive acquisition by Tempus AI at $16.25/share, confirming institutional conviction in the deal thesis.
Key Financial Metrics
Institutional Positions
Net institutional flow: $16.2M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| State Street | ADD | +31.1% | $19.9M | $12.7M |
| Bank Of New York Mellon | ADD | +51.7% | $2.5M | $1.7M |
| Citigroup | DOUBLED | +1165.8% | $1.2M | $1.2M |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | TRIM | -43.7% | $15.0K | $2.0K |
| Pnc Financial Services Group | TRIM | -25.3% | $7.0K | $4.0K |
Key Facts
- 6 buyers added $16.2M net; 2 sellers trimmed $6K (immaterial)
- State Street added $12.7M (+31.1% to $19.9M), BNY Mellon added $1.7M (+51.7% to $2.5M), Citigroup nearly 12x its position (+$1.2M to $1.2M)
- Acquisition by Tempus AI (TEM) at $16.25/share, ~$1.5B enterprise value, announced 20 days prior
- Cluster dominated by active asset managers (5 of 6 buyers); one mega-passive (State Street) also added
- No open-market insider buying corroborates the cluster (confluence score 19/100, divergent)
Financial Impact
Net institutional buying of $16.2M, representing ~1.1% of PSNL's $1.5B market cap. State Street alone added $12.7M.
Risk Factors
- Acquisition may fail to close due to regulatory hurdles or shareholder opposition
- 13F data is 45+ days stale; cluster may have been partially unwound
- No insider buying to corroborate institutional conviction
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-PSNL-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 9, 2026 7w ago | Institutional Cluster | $14.50 $16.60 | ▲ +14.48% | ▲ +15.40% | — |
Jul 20, 2026 10w ago | 425 | $13.44 $13.91 | ▲ +3.50% | ▲ +0.94% | — |
Jul 20, 2026 10w ago | 8-K | $13.44 $13.91 | ▲ +3.50% | ▲ +0.94% | — |
Jul 20, 2026 10w ago | 425 | $13.34 $13.89 | ▲ +4.12% | ▲ +0.00% | — |
Jul 20, 2026 10w ago | 8-K | $13.34 $13.89 | ▲ +4.12% | ▲ +0.00% | — |
Jul 16, 2026 11w ago | Insider Cluster | $15.58 $14.42 | ▼ −7.45% | ▼ −11.06% | — |
Jun 29, 2026 13w ago | 144 | $13.40 $11.98 | ▼ −10.60% | ▼ −9.57% | — |
Jun 26, 2026 14w ago | 144 | $13.75 $11.78 | ▼ −14.33% | ▼ −14.05% | — |
Jun 26, 2026 14w ago | 144 | $13.75 $11.78 | ▼ −14.33% | ▼ −14.05% | — |
Jun 6, 2026 16w ago | Insider Cluster | $10.04 $14.34 | ▲ +42.83% | ▲ +41.20% | — |
US Market Status
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