Lightspeed Management Company, L.L.C.: PERSONALIS INC (PSNL): Quarterly 13F Position History
As of Q2 2026, Lightspeed Management Company, L.L.C. reported 6,101,850 shares of PERSONALIS INC (PSNL), worth $81.8M and representing 3.4% of its 13F equity book. Quarter-over-quarter share count change: 2,058,884 (-25.2%) . The position first appeared in Q4 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 6,101,850Shares Held (Latest Filing)
- $81.8MReported Market Value (Latest Filing)
- 3.4%Portfolio Weight (% of 13F Equity Book)
- 2,058,884Quarter-over-Quarter Share Change
- +$29.8MQuarter-over-Quarter Value Change
- 8,160,734Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 6,101,850 | 2,058,884 | -25.2% | $81.8M | 3.4% | $13.4 |
| Q1 2026 | 8,160,734 | 0 | – | $52.0M | 5.3% | $6.4 |
| Q4 2025 | 8,160,734 | 0 | – | $65.0M | 4.7% | $8.0 |
| Q3 2025 | 8,160,734 | 0 | – | $53.2M | 16.5% | $6.5 |
| Q2 2025 | 8,160,734 | 0 | – | $53.5M | 22.4% | $6.6 |
| Q1 2025 | 8,160,734 | 0 | – | $28.6M | 21.0% | $3.5 |
| Q4 2024 | 8,160,734 | – | – | $47.2M | 13.2% | $5.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Lightspeed Management Company, L.L.C. first disclose a PSNL position in 13F-HR filings?
Lightspeed Management Company, L.L.C. first reported PERSONALIS INC (PSNL) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was Lightspeed Management Company, L.L.C.'s most recent quarter-over-quarter share-count change in PSNL?
Between Q1 2026 and Q2 2026, Lightspeed Management Company, L.L.C. reduced its PSNL position by 2,058,884 shares (-25.2%), leaving 6,101,850 shares at a market value of $81.8M.
Does the implied price-per-share represent Lightspeed Management Company, L.L.C.'s cost basis in PSNL?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.