Subscribe

Personalis, Inc. (PSNL)

USD15.02 -0.02 (-0.13%)
US NASDAQ Healthcare Medical - Diagnostics & Research
Address 1330 O’Brien Drive 94025
Fremont, CA, US
CEO Christopher Hall
IPO 2019-06-20
CIK 1527753 ISIN US71535D1063

Explore sections of this company profile

Description

Personalis, Inc. operates globally as a specialized cancer genomics firm. The company delivers advanced sequencing and data analysis capabilities, primarily supporting the development of novel cancer treatments and facilitating extensive genetic research initiatives. Central to their offerings is the NeXT Platform, which enables detailed data analysis of tumors and their surrounding immune microenvironments, even from small tissue or plasma samples. This platform encompasses several specialized solutions: ImmunoID Next for tissue-based tumor profiling; NeXT Liquid Biopsy for plasma analysis; NeXT Personal, a specific liquid biopsy designed for individual patient tumor tracking; the NeXT Dx Test, a genomic cancer profiling tool that identifies composite biomarkers for treatment guidance; and the sophisticated NeXT SHERPA and NeXT NEOPS for predicting neoantigens. Additionally, Personalis offers the ACE platform, utilized for diverse clinical and therapeutic applications like neoantigen prediction, biomarker identification, and the selection of new drug targets. Their clientele includes biopharmaceutical companies, academic institutions, non-profit organizations, and government entities. The company has established significant partnerships with organizations such as Mayo Clinic, MapKure, LLC, SpringWorks Therapeutics, Inc., and Moores Cancer Center. Personalis, Inc. was founded in 2011 and is based in Menlo Park, California.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD15.02 -0.02 (-0.13%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
3M
Beta
2.24
Float Shares
52.76M
Free Float %
59.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.34% -4.15% -3.99% -31.11% -27.84% -27.39% +13.33% +177.88% -68.87% -79.71% -79.71%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (12 ratings, all time) Buy
Price Targets & DCF
Current price
15.02
Low 11.00 -26.8%
Consensus 11.67 -22.3%
Median 11.00 -26.8%
High 13.00 -13.4%
DCF (Unlevered) 1.13 -92.5%
DCF (Levered) 1.04 -93.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 86% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 5 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 5
10.20
-32.1%
All Time 13
8.19
-45.5%
Quality scores
Altman Z-Score
1.53
Distress
Piotroski F-Score
1 / 9
Weak
MOAT Score
0 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Diagnostics & Research: +7.9%
    -100.0% Q1'26: -24.9% (vs Q1'25)
  • EPS growth Medical - Diagnostics & Research: +30.8%
    +33.6% Q1'26: -61.1% (vs Q1'25)
  • FCF margin FCF growth · Medical - Diagnostics & Research: +32.2%
    Q1'26: -165.9% (vs Q1'25)
  • EBIT margin Medical - Diagnostics & Research: +9.6%
    Q1'26: -207.9% (vs Q1'25)
  • ROIC Medical - Diagnostics & Research: +5.2%
    -152.6% Q1'26: -244.7% (vs Q1'25)
  • Share dilution Medical - Diagnostics & Research: 0.0%
    +50.6% Q1'26: +19.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Diagnostics & Research: -0.13×
    -0.45× Q1'26: -0.26× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.97) × ERP
WACC = 94% × Ke + 6% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 1.13 Current price: 15.02
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
4 EPS Ana.
Dec 2027
5 Rev. Ana.
4 EPS Ana.
Dec 2028
2 Rev. Ana.
2 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
65.21M
est: 64.89M (+0.5%)
78.65M
est: 78.43M (+0.3%)
85.49M
est: 85.32M (+0.2%)
65.05M
est: 65.05M (+0.0%)
73.48M
est: 80.03M (-8.2%)
84.61M
est: 84.60M (+0.0%)
est: 69.53M (-100.0%)
78.74M
78.70M – 78.79M
+13.3% YoY
111.14M
108.61M – 113.69M
+41.1% YoY
157.49M
156.89M – 158.08M
+41.7% YoY
184.10M
176.70M – 188.89M
+16.9% YoY
227.40M
218.25M – 233.32M
+23.5% YoY
EBITDA
-19.19M
est: -51.55M (+62.8%)
-35.46M
est: -33.16M (-6.9%)
-59.01M
est: -64.60M (+8.6%)
-104.64M
est: -90.62M (-15.5%)
-96.81M
est: -40.35M (-139.9%)
-70.30M
est: -42.66M (-64.8%)
-71.00M
est: -35.06M (-102.5%)
-39.70M
-39.73M – -39.68M
-13.3% YoY
-56.04M
-57.33M – -54.76M
-41.1% YoY
-79.41M
-79.71M – -79.11M
-41.7% YoY
-92.83M
-95.24M – -89.09M
-16.9% YoY
-114.66M
-117.65M – -110.05M
-23.5% YoY
EBIT
-23.94M
est: -55.09M (+56.5%)
-41.22M
est: -40.04M (-2.9%)
-65.03M
est: -71.72M (+9.3%)
-113.07M
est: -99.01M (-14.2%)
-108.10M
est: -43.55M (-148.2%)
-81.24M
est: -46.04M (-76.5%)
-81.04M
est: -37.83M (-114.2%)
-42.85M
-42.88M – -42.83M
-13.3% YoY
-60.48M
-61.86M – -59.10M
-41.1% YoY
-85.70M
-86.02M – -85.37M
-41.7% YoY
-100.18M
-102.79M – -96.15M
-16.9% YoY
-123.74M
-126.96M – -118.76M
-23.5% YoY
Net Income
-25.08M
est: -58.66M (+57.2%)
-41.28M
est: -39.22M (-5.3%)
-65.23M
est: -71.57M (+8.9%)
-113.32M
est: -110.17M (-2.9%)
-108.30M
est: -143.06M (+24.3%)
-81.28M
est: -129.25M (+37.1%)
-81.27M
est: -81.27M (+0.0%)
-92.13M
-96.13M – -88.12M
-13.4% YoY
-80.30M
-83.79M – -76.81M
+12.8% YoY
-66.04M
-68.53M – -63.55M
+17.8% YoY
-51.76M
-53.51M – -49.05M
+21.6% YoY
-41.94M
-43.36M – -39.75M
+19.0% YoY
SGA
22.08M
est: 41.43M (-46.7%)
33.69M
est: 32.06M (+5.1%)
47.70M
est: 52.56M (-9.3%)
63.97M
est: 60.72M (+5.3%)
49.73M
est: 60.24M (-17.5%)
46.19M
est: 63.69M (-27.5%)
53.57M
est: 52.34M (+2.4%)
59.28M
59.25M – 59.31M
+13.3% YoY
83.67M
81.76M – 85.58M
+41.1% YoY
118.55M
118.11M – 119.00M
+41.7% YoY
138.59M
133.01M – 142.20M
+16.9% YoY
171.18M
164.30M – 175.64M
+23.5% YoY
EPS
-1.39
est: -0.99 (-40.4%)
-1.20
est: -1.13 (-5.9%)
-1.49
est: -1.53 (+2.6%)
-2.48
est: -2.45 (-1.0%)
-2.25
est: -1.62 (-39.1%)
-1.37
est: -1.45 (+5.4%)
-0.91
est: -0.94 (+3.0%)
-1.04
-1.08 – -0.99
-11.0% YoY
-0.91
-0.94 – -0.86
+12.8% YoY
-0.74
-0.77 – -0.71
+18.5% YoY
-0.58
-0.60 – -0.55
+21.6% YoY
-0.47
-0.49 – -0.45
+19.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C+ 2/5 3/5 1/5 1/5 3/5 1/5 3/5
2026-05-06 C+ 2/5 3/5 1/5 1/5 3/5 1/5 3/5
2026-05-05 C+ 2/5 3/5 1/5 1/5 3/5 1/5 3/5
2026-05-04 C+ 2/5 3/5 1/5 1/5 3/5 1/5 3/5
2026-05-01 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-30 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-29 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-28 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-27 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-24 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-23 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-22 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-21 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-20 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-17 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-16 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-15 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-117.03M
OE per share TTM
-1.24
Owner's Yield
-18.75%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
88.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
35
Total invested
65.02M
Insider transactions (90d)
0
Beneficial owners (>5%)
24
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Tempus Labs, Inc. 9.22M 15.80% 9.22M 9.22M CO Delaware 2023-12-05
2 RAVI MHATRE 7.85M 24.62% 7.85M 11.00 IN 2020-08-24
3 Barry Eggers 6.08M 19.50% 6.08M IN United States of America 2020-02-14
4 Peter Y. Nieh 6.08M 19.50% 6.08M IN United States of America 2020-02-14
5 Abingworth Bioventures V, LP 4.46M 11.60% 4.46M PN England 2020-08-20
6 Abingworth LLP 4.46M 11.60% 4.46M PN England 2020-08-20
7 JPMORGAN CHASE & CO.13-2624428 4.27M 9.50% 3.51M 4.27M HC Delaware 2022-01-14
8 Lightspeed General Partner VIII, L.P. 4.12M 13.20% 4.12M PN Cayman Islands 2020-02-14
9 Lightspeed Ultimate General Partner VIII, Ltd. 4.12M 13.20% 4.12M OO Cayman Islands 2020-02-14
10 Lightspeed Venture Partners VIII, L.P. 4.12M 13.20% 4.12M PN Cayman Islands 2020-02-14
11 LIGHTSPEED ULTIMATE GENERAL PARTNER VIII, LTD. 4.12M 12.91% 4.12M 11.00 OO 2020-08-24
12 ARK Investment Management LLC 3.95M 10.01% 3.95M 3.95M IA Delaware, United States 2020-11-10
13 JEREMY LIEW 3.73M 11.71% 3.73M 11.00 IN 2020-08-24
14 27-4413262 3.00M 5.80% 3.00M 3.00M OO Maryland 2024-07-26
15 Identification Nos. of above persons (. 3.00M 5.80% 3.00M 3.00M IN States 2024-07-26
16 (1) BlackRock, Inc. 2.92M 5.10% 2.59M 2.92M HC Delaware 2024-11-08
17 Lightspeed General Partner Select, L.P. 1.96M 6.30% 1.96M PN Cayman Islands 2020-02-14
18 Lightspeed Ultimate General Partner Select, Ltd. 1.96M 6.30% 1.96M OO Cayman Islands 2020-02-14
19 Lightspeed Venture Partners Select, L.P. 1.96M 6.30% 1.96M PN Cayman Islands 2020-02-14
20 LIGHTSPEED ULTIMATE GENERAL PARTNER SELECT, LTD. 1.96M 6.14% 1.96M 11.00 OO 2020-08-24
21 ARIF JANMOHAMED 1.77M 5.56% 1.77M 11.00 IN 2020-08-24
22 LIGHTSPEED GENERAL PARTNER SELECT IV, L.P. 1.77M 5.56% 1.77M 11.00 PN 2020-08-24
23 LIGHTSPEED ULTIMATE GENERAL PARTNER SELECT IV, L.L.C. 1.77M 5.56% 1.77M 11.00 OO 2020-08-24
24 LIGHTSPEED VENTURE PARTNERS SELECT IV, L.P. 1.77M 5.56% 1.77M 11.00 PN 2020-08-24

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
35
-96 vs prev Q
New positions
4
Closed positions
94
Increased
13
Reduced
11
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 NANO CAP NEW MILLENNIUM GROWTH FUND L P 290.0K +290.0K (+100.0%) 2.31B +2.3B (+100.0%) 0.33% +0.327 pp 1.97% +1.970 pp USD7.96 +0.0% 1 qtrs NEW
2 MERCK & CO., INC. 14.04M +— (+0.0%) 111.80M +20.2M (+22.1%) 15.83% -0.033 pp 40.47% +0.308 pp USD5.78 +37.7% 5 qtrs
3 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 10.78M +7.9M (+273.9%) 85.81M +67.0M (+356.4%) 12.15% +8.896 pp 0.05% +0.043 pp USD7.58 +5.0% 3 qtrs
4 LIGHTSPEED MANAGEMENT COMPANY, L.L.C. 8.16M +— (+0.0%) 64.96M +11.8M (+22.1%) 9.20% -0.019 pp 4.65% -11.874 pp USD5.78 +37.7% 5 qtrs
5 ARK INVESTMENT MANAGEMENT LLC 7.88M -31.1K (-0.4%) 62.72M +11.1M (+21.6%) 8.88% -0.053 pp 0.42% +0.109 pp USD15.84 -49.7% 27 qtrs
6 AMERIPRISE FINANCIAL INC 6.29M +6.0M (+2,002.6%) 50.05M +48.1M (+2,466.9%) 7.09% +6.750 pp 0.01% +0.011 pp USD7.88 +1.0% 27 qtrs
7 BLACKROCK, INC. 5.32M -325.3K (-5.8%) 42.34M +5.5M (+15.1%) 6.00% -0.380 pp 0.00% +0.000 pp USD5.92 +34.5% 6 qtrs
8 VANGUARD GROUP INC 3.25M +247.4K (+8.2%) 25.90M +6.3M (+32.1%) 3.67% +0.272 pp 0.00% +0.000 pp USD10.58 -24.8% 27 qtrs
9 ABRDN PLC 3.25M +861.9K (+36.1%) 25.87M +10.3M (+66.2%) 3.66% +0.966 pp 0.04% +0.015 pp USD5.53 +43.9% 5 qtrs
10 AIGH CAPITAL MANAGEMENT LLC 2.90M -992.1K (-25.5%) 23.08M -2.3M (-9.0%) 3.27% -1.128 pp 5.59% -1.564 pp USD5.35 +48.8% 6 qtrs
11 KENNEDY CAPITAL MANAGEMENT LLC 1.71M -222.4K (-11.5%) 13.63M +1.0M (+8.1%) 1.93% -0.255 pp 0.29% +0.010 pp USD5.58 +42.7% 4 qtrs
12 BLUE WATER LIFE SCIENCE ADVISORS, LP 1.68M +— (+0.0%) 13.34M +2.4M (+22.1%) 1.89% -0.004 pp 8.37% -1.597 pp USD5.72 +39.2% 6 qtrs
13 PRICE T ROWE ASSOCIATES INC /MD/ 1.45M +1.3M (+1,332.2%) 11.53M +10.9M (+1,647.1%) 1.63% +1.519 pp 0.00% +0.001 pp USD7.75 +2.7% 17 qtrs
14 GEODE CAPITAL MANAGEMENT, LLC 1.30M -35.7K (-2.7%) 10.33M +1.6M (+18.8%) 1.46% -0.043 pp 0.00% +0.000 pp USD9.43 -15.6% 26 qtrs
15 STATE STREET CORP 1.05M +124.2K (+13.4%) 8.36M +2.3M (+38.5%) 1.18% +0.138 pp 0.00% +0.000 pp USD7.87 +1.1% 26 qtrs
16 DIMENSIONAL FUND ADVISORS LP 983.2K +9.5K (+1.0%) 7.83M +1.5M (+23.3%) 1.11% +0.009 pp 0.00% +0.000 pp USD5.65 +40.9% 21 qtrs
17 PFM HEALTH SCIENCES, LP 805.8K +805.8K (+100.0%) 6.41M +6.4M (+100.0%) 0.91% +0.909 pp 0.64% +0.640 pp USD7.96 +0.0% 1 qtrs NEW
18 NEXT CENTURY GROWTH INVESTORS LLC 624.4K +624.4K (+100.0%) 4.97M +5.0M (+100.0%) 0.70% +0.704 pp 0.35% +0.345 pp USD7.96 +0.0% 1 qtrs NEW
19 HOWLAND CAPITAL MANAGEMENT LLC 547.1K +216.4K (+65.5%) 4.36M +2.2M (+102.0%) 0.62% +0.243 pp 0.17% +0.084 pp USD4.57 +74.2% 14 qtrs
20 SUMITOMO MITSUI TRUST HOLDINGS, INC. 518.4K -72.6K (-12.3%) 4.13M +273.5K (+7.1%) 0.58% -0.083 pp 0.00% +0.000 pp USD15.28 -47.9% 26 qtrs
21 NIKKO ASSET MANAGEMENT AMERICAS, INC. 518.4K -72.6K (-12.3%) 4.13M +273.5K (+7.1%) 0.58% -0.083 pp 0.05% +0.010 pp USD15.36 -48.2% 26 qtrs
22 STATE OF MICHIGAN RETIREMENT SYSTEM 493.8K +— (+0.0%) 3.93M +711.1K (+22.1%) 0.56% -0.001 pp 0.02% +0.004 pp USD32.08 -75.2% 21 qtrs
23 PORTOLAN CAPITAL MANAGEMENT, LLC 379.2K +379.2K (+100.0%) 3.02M +3.0M (+100.0%) 0.43% +0.428 pp 0.16% +0.162 pp USD7.96 +0.0% 1 qtrs NEW
24 FIRST MANHATTAN CO. LLC. 373.8K +373.8K (+100.0%) 2.98M +3.0M (+100.0%) 0.42% +0.421 pp 0.01% +0.008 pp USD7.96 +0.0% 1 qtrs NEW
25 NORTHERN TRUST CORP 354.9K -38.9K (-9.9%) 2.83M +257.7K (+10.0%) 0.40% -0.045 pp 0.00% +0.000 pp USD7.28 +9.3% 27 qtrs
26 GOLDMAN SACHS GROUP INC 342.5K -231.5K (-40.3%) 2.73M -1.0M (-27.2%) 0.39% -0.262 pp 0.00% 0.000 pp USD6.14 +29.6% 27 qtrs
27 WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC 340.0K +47.9K (+16.4%) 2.71M +801.7K (+42.1%) 0.38% +0.053 pp 0.39% +0.106 pp USD16.78 -52.6% 27 qtrs
28 ORACLE INVESTMENT MANAGEMENT INC 339.3K +109.9K (+47.9%) 2.70M +1.2M (+80.6%) 0.38% +0.123 pp 1.61% +0.674 pp USD6.99 +13.9% 2 qtrs
29 NUVEEN, LLC 308.7K +— (+0.0%) 2.46M +444.5K (+22.1%) 0.35% -0.001 pp 0.00% +0.000 pp USD6.56 +21.3% 3 qtrs
30 UBS GROUP AG 306.6K +11.0K (+3.7%) 2.44M +513.2K (+26.6%) 0.35% +0.012 pp 0.00% +0.000 pp USD6.34 +25.6% 26 qtrs
31 WELLINGTON SHIELDS & CO., LLC 292.5K +— (+0.0%) 2.33M +421.2K (+22.1%) 0.33% -0.001 pp 0.57% +0.077 pp USD8.86 -10.2% 27 qtrs
32 TD ASSET MANAGEMENT INC 271.9K +217.3K (+398.1%) 2.16M +1.8M (+508.1%) 0.31% +0.245 pp 0.00% +0.002 pp USD7.67 +3.8% 2 qtrs
33 IQ EQ FUND MANAGEMENT (IRELAND) LTD 267.7K +82.6K (+44.7%) 2.13M +924.3K (+76.6%) 0.30% +0.093 pp 0.15% +0.065 pp USD6.37 +25.0% 7 qtrs
34 PERKINS CAPITAL MANAGEMENT INC 239.0K -13.5K (-5.3%) 1.90M +256.1K (+15.6%) 0.27% -0.016 pp 1.51% +0.060 pp USD1.20 +563.3% 7 qtrs
35 BRUCE & CO., INC. 233.0K -20.0K (-7.9%) 1.85M +205.1K (+12.4%) 0.26% -0.023 pp 0.58% +0.064 pp USD2.30 +246.1% 13 qtrs
36 MORGAN STANLEY 224.6K -117.5K (-34.3%) 1.79M -442.7K (-19.8%) 0.25% -0.133 pp 0.00% +0.000 pp USD4.96 +60.5% 27 qtrs
37 JANE STREET GROUP, LLC 171.2K +171.2K (+100.0%) 1.36M +1.4M (+100.0%) 0.19% +0.193 pp 0.00% +0.000 pp USD7.96 +0.0% 1 qtrs NEW
38 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 158.2K +28.0 (+0.0%) 1.26M +227.9K (+22.1%) 0.18% 0.000 pp 0.00% +0.000 pp USD5.90 +34.9% 26 qtrs
39 D.A. DAVIDSON & CO. 145.5K +145.5K (+100.0%) 1.16M +1.2M (+100.0%) 0.16% +0.164 pp 0.01% +0.007 pp USD7.96 +0.0% 1 qtrs NEW
40 WILLIAMS JONES WEALTH MANAGEMENT, LLC. 134.1K +— (+0.0%) 1.07M +193.1K (+22.1%) 0.15% 0.000 pp 0.01% +0.002 pp USD5.73 +38.9% 6 qtrs
41 LPL FINANCIAL LLC 132.3K -1.7K (-1.3%) 1.05M +179.2K (+20.5%) 0.15% -0.002 pp 0.00% +0.000 pp USD2.95 +169.8% 16 qtrs
42 BANK OF NEW YORK MELLON CORP 123.0K -2.4K (-1.9%) 978.7K +161.7K (+19.8%) 0.14% -0.003 pp 0.00% +0.000 pp USD6.56 +21.3% 3 qtrs
43 BARCLAYS PLC 120.0K +54.5K (+83.2%) 954.8K +602.6K (+171.1%) 0.14% +0.061 pp 0.00% +0.000 pp USD7.21 +10.4% 26 qtrs
44 AMERICAN CENTURY COMPANIES INC 114.0K +2.0K (+1.8%) 907.4K +177.1K (+24.3%) 0.13% +0.002 pp 0.00% +0.000 pp USD5.69 +39.9% 6 qtrs
45 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 109.0K +— (+0.0%) 867.3K +156.9K (+22.1%) 0.12% 0.000 pp 0.03% +0.002 pp USD4.06 +96.1% 5 qtrs
46 HRT FINANCIAL LP 97.8K +97.8K (+100.0%) 778.0K +778.0K (+100.0%) 0.11% +0.110 pp 0.00% +0.003 pp USD7.96 +0.0% 1 qtrs NEW
47 RENAISSANCE TECHNOLOGIES LLC 93.0K -360.0K (-79.5%) 740.2K -2.2M (-74.9%) 0.10% -0.407 pp 0.00% -0.003 pp USD2.74 +190.5% 22 qtrs
48 CITADEL ADVISORS LLC 92.2K +92.2K (+100.0%) 733.6K +733.6K (+100.0%) 0.10% +0.104 pp 0.00% +0.000 pp USD7.96 +0.0% 1 qtrs NEW
49 ROYAL BANK OF CANADA 79.3K -75.1K (-48.6%) 631.0K -375.0K (-37.3%) 0.09% -0.085 pp 0.00% 0.000 pp USD6.83 +16.5% 25 qtrs
50 GREEN ALPHA ADVISORS, LLC 68.5K +40.1K (+141.3%) 545.4K +360.3K (+194.6%) 0.08% +0.045 pp 0.50% +0.321 pp USD6.46 +23.2% 19 qtrs
51 WELLS FARGO & COMPANY/MN 64.3K +17.3K (+36.9%) 511.4K +205.5K (+67.1%) 0.07% +0.019 pp 0.00% +0.000 pp USD6.92 +15.0% 27 qtrs
52 RHUMBLINE ADVISERS 64.2K -9.9K (-13.4%) 510.9K +27.6K (+5.7%) 0.07% -0.011 pp 0.00% +0.000 pp USD6.34 +25.6% 11 qtrs
53 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 61.8K +— (+0.0%) 492.3K +89.1K (+22.1%) 0.07% 0.000 pp 0.01% +0.001 pp USD5.50 +44.7% 4 qtrs
54 BANK OF AMERICA CORP /DE/ 60.0K +26.1K (+77.1%) 477.9K +256.8K (+116.2%) 0.07% +0.029 pp 0.00% +0.000 pp USD6.75 +17.9% 27 qtrs
55 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 56.8K -7.8K (-12.1%) 452.4K +30.8K (+7.3%) 0.06% -0.009 pp 0.00% +0.000 pp USD6.56 +21.3% 3 qtrs
56 SEI INVESTMENTS CO 56.0K +56.0K (+100.0%) 445.8K +445.8K (+100.0%) 0.06% +0.063 pp 0.00% +0.000 pp USD7.96 +0.0% 1 qtrs NEW
57 VERITION FUND MANAGEMENT LLC 51.8K +51.8K (+100.0%) 412.4K +412.4K (+100.0%) 0.06% +0.058 pp 0.00% +0.002 pp USD7.96 +0.0% 1 qtrs NEW
58 POLEN CAPITAL MANAGEMENT LLC 50.7K +50.7K (+100.0%) 403.6K +403.6K (+100.0%) 0.06% +0.057 pp 0.00% +0.002 pp USD7.96 +0.0% 1 qtrs NEW
59 ALPHACENTRIC ADVISORS LLC 47.8K +47.8K (+100.0%) 380.5K +380.5K (+100.0%) 0.05% +0.054 pp 0.38% +0.379 pp USD7.96 +0.0% 1 qtrs NEW
60 SG AMERICAS SECURITIES, LLC 44.7K +44.7K (+100.0%) 356.0K +356.0K (+100.0%) 0.05% +0.050 pp 0.00% +0.001 pp USD7.96 +0.0% 1 qtrs NEW
61 INVESCO LTD. 39.9K -338.0 (-0.8%) 317.4K +55.2K (+21.1%) 0.05% -0.001 pp 0.00% +0.000 pp USD6.29 +26.6% 5 qtrs
62 XTX TOPCO LTD 39.4K -43.3K (-52.3%) 313.7K -225.5K (-41.8%) 0.04% -0.049 pp 0.01% -0.020 pp USD6.52 +22.1% 9 qtrs
63 PATHSTONE HOLDINGS, LLC 39.0K +39.0K (+100.0%) 310.6K +310.6K (+100.0%) 0.04% +0.044 pp 0.00% +0.001 pp USD7.96 +0.0% 1 qtrs NEW
64 DEUTSCHE BANK AG\ 38.8K +1.7K (+4.5%) 309.1K +66.7K (+27.5%) 0.04% +0.002 pp 0.00% +0.000 pp USD6.62 +20.2% 3 qtrs
65 TWO SIGMA INVESTMENTS, LP 32.5K -24.3K (-42.8%) 258.5K -111.6K (-30.1%) 0.04% -0.028 pp 0.00% 0.000 pp USD5.57 +42.9% 6 qtrs
66 JANNEY MONTGOMERY SCOTT LLC 30.0K +5.0K (+20.0%) 239.0K +76.0K (+46.6%) 0.03% +0.006 pp 0.00% +0.000 pp USD6.76 +17.8% 2 qtrs
67 ALLIANCEBERNSTEIN L.P. 28.7K +— (+0.0%) 228.5K +41.3K (+22.1%) 0.03% 0.000 pp 0.00% +0.000 pp USD6.56 +21.3% 3 qtrs
68 CITIGROUP INC 27.6K +25.3K (+1,105.6%) 219.8K +204.8K (+1,371.8%) 0.03% +0.029 pp 0.00% +0.000 pp USD7.84 +1.5% 8 qtrs
69 JPMORGAN CHASE & CO 26.7K +1.9K (+7.6%) 212.7K +50.7K (+31.3%) 0.03% +0.002 pp 0.00% +0.000 pp USD6.61 +20.4% 27 qtrs
70 INTECH INVESTMENT MANAGEMENT LLC 20.3K +3.9K (+23.4%) 161.9K +54.4K (+50.6%) 0.02% +0.004 pp 0.00% +0.001 pp USD6.82 +16.7% 3 qtrs
71 SUSQUEHANNA INTERNATIONAL GROUP, LLP 20.3K -13.7K (-40.3%) 161.6K -60.1K (-27.1%) 0.02% -0.016 pp 0.00% +0.000 pp USD5.07 +57.0% 6 qtrs
72 US BANCORP \DE\ 20.1K +20.1K (+100.0%) 159.7K +159.7K (+100.0%) 0.02% +0.023 pp 0.00% +0.000 pp USD7.96 +0.0% 8 qtrs
73 METLIFE INVESTMENT MANAGEMENT, LLC 18.7K -11.1K (-37.4%) 148.5K -45.7K (-23.5%) 0.02% -0.013 pp 0.00% 0.000 pp USD6.56 +21.3% 3 qtrs
74 NEW YORK STATE COMMON RETIREMENT FUND 15.8K +— (+0.0%) 125.8K +22.8K (+22.1%) 0.02% +0.000 pp 0.00% +0.000 pp USD6.56 +21.3% 3 qtrs
75 CREATIVE PLANNING 15.8K +3.2K (+25.6%) 125.5K +43.6K (+53.3%) 0.02% +0.004 pp 0.00% +0.000 pp USD6.81 +16.9% 2 qtrs
76 MANUFACTURERS LIFE INSURANCE COMPANY, THE 15.7K -1.7K (-9.8%) 125.3K +11.6K (+10.2%) 0.02% -0.002 pp 0.00% +0.000 pp USD6.56 +21.3% 3 qtrs
77 AXQ CAPITAL, LP 15.0K +15.0K (+100.0%) 119.1K +119.1K (+100.0%) 0.02% +0.017 pp 0.03% +0.027 pp USD7.96 +0.0% 1 qtrs NEW
78 CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD. 14.5K -1.1K (-6.9%) 115.2K +13.8K (+13.7%) 0.02% -0.001 pp 0.01% +0.001 pp USD5.43 +46.6% 5 qtrs
79 STIFEL FINANCIAL CORP 13.9K -34.1K (-71.0%) 110.9K -202.1K (-64.6%) 0.02% -0.039 pp 0.00% 0.000 pp USD3.42 +132.7% 7 qtrs
80 GUGGENHEIM CAPITAL LLC 13.6K +13.6K (+100.0%) 108.1K +108.1K (+100.0%) 0.02% +0.015 pp 0.00% +0.001 pp USD7.96 +0.0% 1 qtrs NEW
81 COLONY GROUP, LLC 13.5K +— (+0.0%) 107.7K +19.5K (+22.1%) 0.02% +0.000 pp 0.00% +0.000 pp USD5.38 +48.0% 6 qtrs
82 BNP PARIBAS ARBITRAGE, SNC 13.5K -1.3K (-9.1%) 107.1K +10.6K (+11.0%) 0.02% -0.002 pp 0.00% +0.000 pp USD6.47 +23.0% 26 qtrs
83 PROSHARE ADVISORS LLC 13.1K +1.3K (+11.5%) 104.1K +27.6K (+36.1%) 0.01% +0.002 pp 0.00% +0.000 pp USD6.70 +18.8% 3 qtrs
84 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 13.0K +— (+0.0%) 103.3K +18.7K (+22.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD6.56 +21.3% 3 qtrs
85 SCIENTECH RESEARCH LLC 12.4K +12.4K (+100.0%) 98.7K +98.7K (+100.0%) 0.01% +0.014 pp 0.06% +0.062 pp USD7.96 +0.0% 1 qtrs NEW
86 SKOPOS LABS, INC. 12.0K -98.8K (-89.1%) 95.5K -627.4K (-86.8%) 0.01% -0.112 pp 0.00% -0.074 pp USD6.52 +22.1% 2 qtrs
87 RAYMOND JAMES FINANCIAL INC 11.6K +— (+0.0%) 92.3K +16.7K (+22.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD5.84 +36.3% 5 qtrs
88 SIMPLEX TRADING, LLC 10.9K +4.8K (+79.8%) 86.9K +47.9K (+122.9%) 0.01% +0.006 pp 0.00% +0.000 pp USD7.16 +11.2% 2 qtrs
89 HSBC HOLDINGS PLC 10.5K -41.0K (-79.6%) 84.1K -235.9K (-73.7%) 0.01% -0.046 pp 0.00% 0.000 pp USD6.27 +27.0% 17 qtrs
90 DRW SECURITIES, LLC 10.5K +10.5K (+100.0%) 83.4K +83.4K (+100.0%) 0.01% +0.012 pp 0.00% +0.002 pp USD7.96 +0.0% 1 qtrs NEW
91 AQR CAPITAL MANAGEMENT LLC 10.2K +10.2K (+100.0%) 81.5K +81.5K (+100.0%) 0.01% +0.012 pp 0.00% +0.000 pp USD7.96 +0.0% 1 qtrs NEW
92 ADVISOR GROUP HOLDINGS, INC. 6.5K +1.5K (+28.7%) 51.7K +25.4K (+96.6%) 0.01% +0.002 pp 0.00% +0.000 pp USD7.99 -0.4% 24 qtrs
93 QUEST PARTNERS LLC 5.0K +5.0K (+100.0%) 39.9K +39.9K (+100.0%) 0.01% +0.006 pp 0.00% +0.002 pp USD7.96 +0.0% 1 qtrs NEW
94 LEGAL & GENERAL GROUP PLC 4.6K +— (+0.0%) 36.4K +6.6K (+22.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD6.56 +21.3% 3 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
6.50
Bullish
Ratio by volume
3.00
Bullish
Buys
13
Sells
2
Shares acquired
1.45M
Shares disposed
2.4K
Cash buys
Cash sales
1.00
Net activity
+1,448,590
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-15 Tachibana Aaron Officer A-Award A Stock Option (right to buy) 206,250 6.72 1.39M 206,250 D
2026-03-15 Moore Stephen Michael Officer A-Award A Stock Option (right to buy) 168,750 6.72 1.13M 168,750 D
2026-03-15 Hall Christopher M Director / Officer A-Award A Stock Option (right to buy) 525,000 6.72 3.53M 525,000 D
2026-03-15 Chen Richard Officer A-Award A Stock Option (right to buy) 281,250 6.72 1.89M 281,250 D
2026-02-23 Tachibana Aaron Officer A-Award A Stock Option (right to buy) 15,000 1.61 24.2K 15,000 D
2026-02-23 Moore Stephen Michael Officer A-Award A Stock Option (right to buy) 8,333 1.61 13.4K 8,333 D
2026-02-23 Hall Christopher M Director / Officer A-Award A Stock Option (right to buy) 33,333 1.61 53.7K 33,333 D
2026-02-23 Chen Richard Officer A-Award A Stock Option (right to buy) 15,000 1.61 24.2K 15,000 D
2026-01-22 Tachibana Aaron Officer M-Exempt A Common Stock 1,201 9.16 11.0K 165,659 D
2025-12-22 Tempus AI, Inc. 10% Owner P-Purchase A Common Stock 28,000 8.93 250.0K 13,039,067 D
2025-12-19 Tempus AI, Inc. 10% Owner P-Purchase A Common Stock 29,641 8.39 248.7K 13,011,067 D
2025-12-18 Tempus AI, Inc. 10% Owner P-Purchase A Common Stock 31,430 7.91 248.6K 12,981,426 D
2025-12-17 Tempus AI, Inc. 10% Owner P-Purchase A Common Stock 31,650 7.86 248.8K 12,949,996 D
2025-11-25 Tempus AI, Inc. 10% Owner P-Purchase A Common Stock 9,712 10.08 97.9K 12,904,458 D
2025-11-25 Tachibana Aaron Officer M-Exempt D Stock Option (right to buy) 103,668 9.16 949.6K 108,832 D
2025-11-24 Tempus AI, Inc. 10% Owner P-Purchase A Common Stock 25,225 9.87 249.0K 12,894,746 D
2025-11-21 Tempus AI, Inc. 10% Owner P-Purchase A Common Stock 9,900 8.84 87.5K 12,852,922 D
2025-11-20 Tempus AI, Inc. 10% Owner P-Purchase A Common Stock 28,827 8.63 248.8K 12,843,022 D
2025-11-19 Tempus AI, Inc. 10% Owner P-Purchase A Common Stock 30,645 8.12 248.8K 12,814,195 D
2025-11-18 Tempus AI, Inc. 10% Owner P-Purchase A Common Stock 64,750 7.67 496.6K 12,783,550 D
2025-11-03 Hall Christopher M Director / Officer S-Sale D Common Stock 29,612 8.99 266.2K 148,486 D
2025-07-28 Tachibana Aaron Officer S-Sale D Common Stock 641 6.57 4.2K 164,458 D
2025-07-28 Chen Richard Officer S-Sale D Common Stock 452 6.57 3.0K 124,505 D
2025-05-16 WIDDER KENNETH J Director A-Award A Stock Option (right to buy) 50,000 4.95 247.5K 50,000 D
2025-05-16 Tachibana Aaron Officer S-Sale D Common Stock 1,291 4.95 6.4K 165,099 D
2025-05-16 Shoff Lonnie Director A-Award A Stock Option (right to buy) 50,000 4.95 247.5K 50,000 D
2025-05-16 Moore Stephen Michael Officer S-Sale D Common Stock 1,675 4.95 8.3K 64,200 D
2025-05-16 MYERS WOODROW A JR Director A-Award A Stock Option (right to buy) 50,000 4.95 247.5K 50,000 D
2025-05-16 EASTHAM KARIN Director A-Award A Stock Option (right to buy) 50,000 4.95 247.5K 50,000 D
2025-05-16 Chen Richard Officer S-Sale D Common Stock 910 4.95 4.5K 124,957 D
2025-05-16 Bloom Olivia Kyusuk Director A-Award A Stock Option (right to buy) 50,000 4.95 247.5K 50,000 D
2025-05-16 BOWMAN A BLAINE Director A-Award A Stock Option (right to buy) 50,000 4.95 247.5K 50,000 D
2025-03-15 Tachibana Aaron Officer A-Award A Stock Option (right to buy) 250,000 3.63 907.5K 250,000 D
2025-03-15 Moore Stephen Michael Officer A-Award A Stock Option (right to buy) 225,000 3.63 816.8K 225,000 D
2025-03-15 Hall Christopher M Director / Officer A-Award A Stock Option (right to buy) 680,000 3.63 2.47M 680,000 D
2025-03-15 Chen Richard Officer A-Award A Stock Option (right to buy) 250,000 3.63 907.5K 250,000 D
2025-01-28 Tachibana Aaron Officer S-Sale D Common Stock 708 5.79 4.1K 166,390 D
2025-01-28 Chen Richard Officer S-Sale D Common Stock 519 5.79 3.0K 123,367 D
2024-12-19 Merck & Co., Inc. 10% Owner Common Stock, $0.0001 par value per share 0 0.00 14,044,943 I
2024-12-16 Tachibana Aaron Officer S-Sale D Common Stock 6,865 3.82 26.2K 167,098 D
2024-12-16 Moore Stephen Michael Officer S-Sale D Common Stock 1,513 3.82 5.8K 65,875 D
2024-12-16 Chen Richard Officer S-Sale D Common Stock 4,834 3.82 18.5K 123,886 D
2024-11-18 Tachibana Aaron Officer S-Sale D Common Stock 1,307 3.79 5.0K 173,963 D
2024-11-18 Moore Stephen Michael Officer S-Sale D Common Stock 1,693 3.79 6.4K 67,388 D
2024-11-18 Chen Richard Officer S-Sale D Common Stock 921 3.79 3.5K 128,720 D
2024-11-01 Hall Christopher M Director / Officer S-Sale D Common Stock 26,443 5.38 142.3K 178,098 D
2024-08-16 Tempus AI, Inc. 10% Owner X-InTheMoney A Common Stock 4,609,400 1.50 6.91M 4,609,400
2024-07-30 Tachibana Aaron Officer S-Sale D Common Stock 742 2.97 2.2K 175,270
2024-07-30 Chen Richard Officer S-Sale D Common Stock 524 2.97 1.6K 127,227
2024-06-17 Tachibana Aaron Officer S-Sale D Common Stock 7,176 1.29 9.3K 176,012
2024-06-17 Moore Stephen Michael Officer S-Sale D Common Stock 1,585 1.29 2.0K 69,081
2024-06-17 Chen Richard Officer S-Sale D Common Stock 5,055 1.29 6.5K 127,751
2024-05-17 WIDDER KENNETH J Director A-Award A Stock Option (right to buy) 50,000 1.40 70.0K 50,000
2024-05-17 Tachibana Aaron Officer S-Sale D Common Stock 1,333 1.38 1.8K 183,188
2024-05-17 Shoff Lonnie Director A-Award A Stock Option (right to buy) 50,000 1.40 70.0K 50,000
2024-05-17 Moore Stephen Michael Officer S-Sale D Common Stock 1,731 1.38 2.4K 70,666
2024-05-17 MYERS WOODROW A JR Director A-Award A Stock Option (right to buy) 50,000 1.40 70.0K 50,000
2024-05-17 EASTHAM KARIN Director A-Award A Stock Option (right to buy) 50,000 1.40 70.0K 50,000
2024-05-17 Chen Richard Officer S-Sale D Common Stock 940 1.38 1.3K 132,806
2024-05-17 Bloom Olivia Kyusuk Director A-Award A Stock Option (right to buy) 50,000 1.40 70.0K 50,000
2024-05-17 BOWMAN A BLAINE Director A-Award A Stock Option (right to buy) 50,000 1.40 70.0K 50,000
2024-04-30 Moore Stephen Michael Officer S-Sale D Common Stock 4,523 1.37 6.2K 72,397
2024-03-15 Tachibana Aaron Officer A-Award A Stock Option (right to buy) 175,000 1.61 281.8K 175,000
2024-03-15 Moore Stephen Michael Officer A-Award A Stock Option (right to buy) 100,000 1.61 161.0K 100,000
2024-03-15 Hall Christopher M Director / Officer A-Award A Stock Option (right to buy) 400,000 1.61 644.0K 400,000
2024-03-15 Chen Richard Officer A-Award A Stock Option (right to buy) 175,000 1.61 281.8K 175,000
2024-03-01 MYERS WOODROW A JR Director P-Purchase A Common Stock 10,000 1.67 16.7K 26,116
2024-01-29 Tachibana Aaron Officer S-Sale D Common Stock 716 1.37 980.92 184,521
2024-01-29 Chen Richard Officer S-Sale D Common Stock 526 1.37 720.62 128,870
2023-12-15 Tachibana Aaron Officer S-Sale D Common Stock 6,747 1.47 9.9K 185,237
2023-12-15 Moore Stephen Michael Officer S-Sale D Common Stock 1,476 1.47 2.2K 76,920
2023-12-15 Chen Richard Officer S-Sale D Common Stock 4,708 1.47 6.9K 129,396
2023-11-28 Tempus Labs, Inc. 10% Owner D Warrant (Right to Buy) 4,609,400 2.50 11.52M 0
2023-11-28 LEFKOFSKY ERIC P 10% Owner D Common Stock 0 0.00 150,000
2023-11-16 Tachibana Aaron Officer S-Sale D Common Stock 1,344 1.04 1.4K 191,984
2023-11-16 Moore Stephen Michael Officer S-Sale D Common Stock 1,722 1.04 1.8K 78,396
2023-11-16 Chen Richard Officer S-Sale D Common Stock 940 1.04 977.60 124,104
2023-11-01 Hall Christopher M Director / Officer S-Sale D Common Stock 20,459 0.93 19.0K 204,541
2023-07-31 Tachibana Aaron Officer S-Sale D Common Stock 662 2.26 1.5K 193,328
2023-07-31 Chen Richard Officer S-Sale D Common Stock 485 2.26 1.1K 125,044
2023-06-16 Tachibana Aaron Officer S-Sale D Common Stock 6,904 2.07 14.3K 193,990
2023-06-16 Moore Stephen Michael Officer S-Sale D Common Stock 1,509 2.07 3.1K 80,118
2023-06-16 Chen Richard Officer S-Sale D Common Stock 4,817 2.07 10.0K 125,529
2023-06-13 WIDDER KENNETH J Director A-Award A Stock Option (Right to Buy) 80,000 2.31 184.8K 80,000
2023-05-17 Tachibana Aaron Officer S-Sale D Common Stock 1,389 1.98 2.8K 200,894
2023-05-17 Shoff Lonnie Director A-Award A Stock Option (right to buy) 40,000 2.07 82.8K 40,000
2023-05-17 Moore Stephen Michael Officer S-Sale D Common Stock 1,781 1.98 3.5K 81,627
2023-05-17 MYERS WOODROW A JR Director A-Award A Stock Option (right to buy) 40,000 2.07 82.8K 40,000
2023-05-17 EASTHAM KARIN Director A-Award A Stock Option (right to buy) 40,000 2.07 82.8K 40,000
2023-05-17 Colowick Alan Director A-Award A Stock Option (right to buy) 40,000 2.07 82.8K 40,000
2023-05-17 Chen Richard Officer S-Sale D Common Stock 971 1.98 1.9K 130,346
2023-05-17 Bloom Olivia Kyusuk Director A-Award A Stock Option (right to buy) 40,000 2.07 82.8K 40,000
2023-05-17 BOWMAN A BLAINE Director A-Award A Stock Option (right to buy) 40,000 2.07 82.8K 40,000
2023-05-02 Moore Stephen Michael Officer S-Sale D Common Stock 5,102 2.29 11.7K 83,408
2023-03-17 Tachibana Aaron Officer S-Sale D Common Stock 3,945 2.83 11.2K 202,283
2023-03-17 Chen Richard Officer S-Sale D Common Stock 1,314 2.83 3.7K 131,317
2023-03-15 Tachibana Aaron Officer A-Award A Stock Option (right to buy) 450,000 2.76 1.24M 450,000
2023-03-15 Moore Stephen Michael Officer A-Award A Stock Option (right to buy) 40,000 2.76 110.4K 40,000
2023-03-15 Hall Christopher M Director / Officer A-Award A Stock Option (right to buy) 400,000 2.76 1.10M 400,000
2023-03-15 Chen Richard Officer A-Award A Stock Option (right to buy) 250,000 2.76 690.0K 250,000
2023-01-31 Tachibana Aaron Officer S-Sale D Common Stock 767 2.20 1.7K 206,228
2023-01-31 Chen Richard Officer S-Sale D Common Stock 562 2.20 1.2K 132,631
2022-12-31 Hall Christopher M Officer D Common Stock 0 0.00 225,000
2022-12-20 Tachibana Aaron Officer S-Sale D Common Stock 3,843 1.92 7.4K 206,995
2022-12-20 Chen Richard Officer S-Sale D Common Stock 1,750 1.92 3.4K 133,193
2022-12-15 Tachibana Aaron Officer S-Sale D Common Stock 7,177 2.50 17.9K 210,838
2022-12-15 Moore Stephen Michael Officer S-Sale D Common Stock 1,930 2.50 4.8K 88,510
2022-12-15 Chen Richard Officer S-Sale D Common Stock 7,177 2.50 17.9K 134,943
2022-12-14 West John Stephen Officer M-Exempt D Stock Option (Right to Buy) 10,000 0.00 239,999
2022-12-02 Tachibana Aaron Officer S-Sale D Common Stock 4,360 2.60 11.3K 218,015
2022-12-02 Chen Richard Officer S-Sale D Common Stock 440 2.60 1.1K 142,120
2022-11-16 Tachibana Aaron Officer S-Sale D Common Stock 1,294 2.71 3.5K 222,375
2022-11-16 Chen Richard Officer S-Sale D Common Stock 1,295 2.71 3.5K 142,560
2022-10-31 Hall Christopher M Officer D Stock Option (Right to Buy) 275,000 2.67 734.3K
2022-09-20 Tachibana Aaron Officer S-Sale D Common Stock 3,474 3.48 12.1K 223,669
2022-09-02 Tachibana Aaron Officer S-Sale D Common Stock 4,168 3.33 13.9K 227,143
2022-09-02 Chen Richard Officer S-Sale D Common Stock 420 3.33 1.4K 145,436
2022-08-15 West John Stephen Officer A-Award A Stock Option (right to buy) 450,000 0.00 450,000
2022-08-15 Tachibana Aaron Officer A-Award A Stock Option (right to buy) 29,890 5.32 159.0K 29,890
2022-08-15 Moore Stephen Michael Officer A-Award A Common Stock 18,600 0.00 92,485
2022-08-15 Chen Richard Officer A-Award A Stock Option (right to buy) 29,890 0.00 29,890
2022-08-02 Shoff Lonnie Director A-Award A Common Stock 30,940 0.00 30,940
2022-07-28 Tachibana Aaron Officer S-Sale D Common Stock 632 3.91 2.5K 231,311
2022-07-28 Chen Richard Officer S-Sale D Common Stock 632 3.91 2.5K 145,856
2022-06-17 Tachibana Aaron Officer S-Sale D Common Stock 3,440 3.29 11.3K 231,943
2022-06-17 Chen Richard Officer S-Sale D Common Stock 1,565 3.29 5.1K 146,488
2022-06-15 Tachibana Aaron Officer S-Sale D Common Stock 6,818 3.24 22.1K 235,383
2022-06-15 Moore Stephen Michael Officer S-Sale D Common Stock 1,832 3.24 5.9K 73,885
2022-06-15 Chen Richard Officer S-Sale D Common Stock 6,818 3.24 22.1K 148,053
2022-06-02 Tachibana Aaron Officer S-Sale D Common Stock 4,187 3.59 15.0K 242,201
2022-06-02 Chen Richard Officer S-Sale D Common Stock 421 3.59 1.5K 154,871
2022-05-17 MYERS WOODROW A JR Director A-Award A Common Stock 10,770 0.00 16,116
2022-05-17 LUDLUM KEN Director A-Award A Common Stock 10,770 0.00 43,506
2022-05-17 EASTHAM KARIN Director A-Award A Stock Option (right to buy) 15,035 4.81 72.3K 15,035
2022-05-17 Colowick Alan Director A-Award A Common Stock 10,770 0.00 13,506
2022-05-17 Bloom Olivia Kyusuk Director A-Award A Common Stock 10,770 0.00 21,015
2022-05-17 BOWMAN A BLAINE Director A-Award A Common Stock 10,770 0.00 13,506
2022-05-16 West John Stephen Officer S-Sale D Common Stock 2,408 4.86 11.7K 382,444
2022-05-16 Tachibana Aaron Officer S-Sale D Common Stock 1,286 4.86 6.2K 246,388
2022-05-16 Moore Stephen Michael Officer S-Sale D Common Stock 664 4.86 3.2K 75,717
2022-05-16 Chen Richard Officer S-Sale D Common Stock 1,286 4.86 6.2K 155,830
2022-05-02 Moore Stephen Michael Officer S-Sale D Common Stock 5,733 5.53 31.7K 76,381
2022-04-20 West John Stephen Director / Officer M-Exempt A Common Stock 45,061 1.84 82.9K 384,852
2022-04-13 West John Stephen Officer M-Exempt A Common Stock 64,430 1.84 118.6K 404,221
2022-03-17 West John Stephen Officer D-Return D Stock Option (Right to Buy) 54,347 0.00 0
2022-03-17 Tachibana Aaron Officer D-Return D Common Stock 3,767 7.98 30.1K 247,674
2022-03-17 Chen Richard Officer D-Return D Common Stock 1,776 7.98 14.2K 155,558
2022-03-15 West John Stephen Director / Officer A-Award A Common Stock 68,162 1.84 125.4K 353,619
2022-03-14 West John Stephen Officer A-Award A Common Stock 21,206 1.84 39.0K 306,663
2022-03-11 West John Stephen Officer A-Award A Common Stock 10,888 1.84 20.0K 296,339
2022-03-10 West John Stephen Officer D-Return D Common Stock 32,897 9.38 308.6K 285,457
2022-03-03 Lightspeed Venture Partners Select IV, L.P. 10% Owner P-Purchase A Common Stock 4,750 10.38 49.3K 4,750
2022-03-02 Tachibana Aaron Officer S-Sale D Common Stock 4,511 10.18 45.9K 251,441
2022-03-02 Nieh Peter Director P-Purchase A Common Stock 4,750 10.38 49.3K 4,750
2022-03-02 Lightspeed Venture Partners Select IV, L.P. 10% Owner P-Purchase A Common Stock 48,989 9.96 487.9K 1,823,229
2022-03-02 Chen Richard Officer S-Sale D Common Stock 471 10.18 4.8K 157,334
2022-03-01 Bloom Olivia Kyusuk Director A-Award A Stock Option (Right to Buy) 15,691 0.00 15,691
2022-02-17 Moore Stephen Michael Officer D Common Stock 0 0.00 11,475
2022-01-28 Tachibana Aaron Officer S-Sale D Common Stock 705 9.93 7.0K 255,952
2022-01-28 Chen Richard Officer S-Sale D Common Stock 705 9.93 7.0K 157,805
2022-01-19 West John Stephen Director / Officer S-Sale D Common Stock 64,503 11.01 710.2K 285,457
2022-01-18 West John Stephen Director / Officer S-Sale D Common Stock 35,484 11.73 416.2K 349,960
2021-12-17 West John Stephen Director / Officer S-Sale D Common Stock 2,732 12.80 35.0K 385,444
2021-12-17 Tachibana Aaron Officer S-Sale D Common Stock 3,437 12.80 44.0K 256,657
2021-12-17 Chen Richard Officer S-Sale D Common Stock 1,563 12.80 20.0K 158,510
2021-12-16 West John Stephen Director / Officer S-Sale D Common Stock 97,268 13.42 1.31M 388,176
2021-12-14 Tachibana Aaron Officer A-Award A Common Stock 80,000 0.00 260,094
2021-12-14 Chen Richard Officer A-Award A Common Stock 80,000 0.00 160,073
2021-12-02 Tachibana Aaron Officer S-Sale D Common Stock 4,184 12.92 54.1K 180,094
2021-12-02 Chen Richard Officer S-Sale D Common Stock 419 12.92 5.4K 80,073
2021-11-30 West John Stephen Director / Officer S-Sale D Common Stock 100,000 13.65 1.37M 485,444
2021-11-17 West John Stephen Director / Officer S-Sale D Common Stock 2,348 17.04 40.0K 585,444
2021-11-17 Tachibana Aaron Officer S-Sale D Common Stock 1,253 17.04 21.4K 184,278
2021-11-17 Chen Richard Officer S-Sale D Common Stock 1,253 17.04 21.4K 79,781
2021-10-29 Chen Richard Officer A-Award A Common Stock 711 16.68 11.9K 80,492
2021-10-12 West John Stephen Director / Officer S-Sale D Common Stock 100,000 19.33 1.93M 587,792
2021-09-17 Tachibana Aaron Officer S-Sale D Common Stock 3,152 21.25 67.0K 185,531
2021-09-17 Chen Richard Officer S-Sale D Common Stock 1,088 21.25 23.1K 81,034
2021-09-14 West John Stephen Director / Officer D-Return D Common Stock 93,400 21.65 2.02M 694,392
2021-09-02 Tachibana Aaron Officer S-Sale D Common Stock 3,820 21.92 83.7K 188,683
2021-09-02 Chen Richard Officer S-Sale D Common Stock 291 21.92 6.4K 82,122
2021-08-26 West John Stephen Director / Officer A-Award A Common Stock 77,272 0.44 34.0K 787,792
2021-08-19 West John Stephen Director / Officer A-Award A Common Stock 115,228 0.44 50.7K 825,748
2021-08-06 Chen Richard Officer M-Exempt D Stock Option (Right to Buy) 5,946 0.44 2.6K 0
2021-07-27 Tachibana Aaron Officer A-Award A Stock Option (Right to Buy) 12,500 20.40 255.0K 12,500
2021-07-27 Chen Richard Officer A-Award A Stock Option (Right to Buy) 12,500 20.40 255.0K 12,500
2021-07-15 West John Stephen Director / Officer A-Award A Common Stock 75,000 0.44 33.0K 710,520
2021-07-08 West John Stephen Director / Officer A-Award A Common Stock 110,000 0.44 48.4K 745,520
2021-06-17 Tachibana Aaron Officer S-Sale D Common Stock 2,421 22.75 55.1K 182,503
2021-06-17 Chen Richard Officer S-Sale D Common Stock 1,101 22.75 25.0K 74,980
2021-06-15 West John Stephen Director / Officer M-Exempt D Stock Option (Right to Buy) 75,000 0.44 33.0K 377,499
2021-06-15 Moore Stephen Michael Officer D Stock Option (Right to Buy) 25,000 19.74 493.5K 0
2021-06-08 West John Stephen Director / Officer A-Award D Common Stock 110,000 0.44 48.4K 670,520
2021-06-02 Tachibana Aaron Officer S-Sale D Common Stock 2,899 21.57 62.5K 184,924
2021-06-02 Chen Richard Officer S-Sale D Common Stock 291 21.57 6.3K 76,081
2021-05-15 West John Stephen Director / Officer A-Award A Stock Option (right to buy) 107,500 19.74 2.12M 107,500
2021-05-15 Tachibana Aaron Officer A-Award A Stock Option (right to buy) 40,000 19.74 789.6K 40,000
2021-05-15 Chen Richard Officer A-Award A Stock Option (right to buy) 45,000 19.74 888.3K 45,000
2021-05-14 MacQuitty Jonathan Director A-Award A Common Stock 2,736 0.00 2,736
2021-05-14 MYERS WOODROW A JR Director A-Award A Stock Option (right to buy) 4,229 19.74 83.5K 4,229

Executive team

Top executives
Shares Outstanding
88.80M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Christopher Hall Chief Executive Officer and Director 618.0K 853.1K 1.78M 247.2K 3.0K 3.51M 75.24%
2 2025 Aaron Tachibana Chief Financial Officer and Chief Operating Officer 545.9K 272.3K 656.2K 131.0K 3.0K 1.61M 57.73%
3 2025 Richard Chen, M.D., M.S. President, Executive Vice President, Research and Development and Chief Medical Officer 530.5K 272.3K 656.2K 127.3K 3.0K 1.59M 58.42%
4 2024 Christopher Hall President, Chief Executive Officer, and Director 587.5K 522.5K 423.0K 3.0K 1.54M 34.02%
5 2024 Christopher Hall Chief Executive Officer and Director 587.5K 522.5K 423.0K 3.0K 1.54M 34.02%
6 2024 Aaron Tachibana Chief Financial Officer and Chief Operating Officer 526.3K 229.7K 252.6K 3.0K 1.01M 22.71%
7 2024 Richard Chen, M.D., M.S. President, Executive Vice President, Research and Development and Chief Medical Officer 511.3K 229.7K 245.4K 3.0K 989.4K 23.22%
8 2024 Richard Chen, M.D., M.S. Executive Vice President, Research and Development and Chief Medical Officer 511.3K 229.7K 245.4K 3.0K 989.4K 23.22%
9 2023 Christopher Hall President, Chief Executive Officer, and Director 533.8K 763.0K 427.0K 3.0K 1.73M 44.19%
10 2023 Aaron Tachibana Chief Financial Officer, Chief Operating Officer, and former interim Chief Executive Officer 505.0K 858.4K 303.0K 3.0K 1.67M 51.42%
11 2023 Aaron Tachibana Chief Financial Officer and Chief Operating Officer 505.0K 858.4K 303.0K 3.0K 1.67M 51.42%
12 2023 Richard Chen, M.D., M.S. Executive Vice President, Research and Development and Chief Medical Officer 498.5K 476.9K 299.1K 3.0K 1.28M 37.33%
13 2023 Stephen Moore Chief Legal Officer and Corporate Secretary 425.0K 76.3K 170.0K 3.0K 674.3K 11.32%
14 2022 John West Former President, Chief Executive Officer, and Director 618.0K 1.61M 2.57M 822.2K 5.62M 74.35%
15 2022 Christopher Hall President, Chief Executive Officer, and Director 82.7K 600.8K 511.5K 15.5K 2.0K 1.21M 91.73%
16 2022 Richard Chen, M.D., M.S. Executive Vice President, Research and Development and Chief Medical Officer 489.3K 106.4K 91.9K 3.0K 690.6K 15.41%
17 2022 Stephen Moore Chief Legal Officer and Corporate Secretary 409.2K 99.0K 102.2K 68.3K 3.0K 681.7K 29.50%
18 2022 Aaron Tachibana Chief Financial Officer, Chief Operating Officer, and former interim Chief Executive Officer 468.8K 106.4K 97.9K 3.0K 676.0K 15.74%
19 2021 John West President, Chief Executive Officer, and Director 587.5K 1.06M 2.68M 601.6K 1.5K 4.93M 75.85%
20 2021 John West Former President, Chief Executive Officer, and Director 587.5K 1.06M 2.68M 601.6K 1.5K 4.93M 75.85%
21 2021 Richard Chen, M.D., M.S. Chief Scientific Officer 468.8K 1.66M 707.9K 226.9K 1.5K 3.06M 77.23%
22 2021 Richard Chen, M.D., M.S. Executive Vice President, Research and Development and Chief Medical Officer 468.8K 1.66M 707.9K 222.2K 1.5K 3.06M 77.35%
23 2021 Aaron Tachibana Chief Financial Officer, Chief Operating Officer, and former interim Chief Executive Officer 443.8K 1.66M 646.6K 214.8K 1.5K 2.96M 77.72%
24 2021 Aaron Tachibana Chief Financial Officer 443.8K 1.66M 646.6K 214.8K 1.5K 2.96M 77.72%
25 2020 John West President, Chief Executive Officer, and Director 537.5K 2.35M 495.0K 1.0K 3.38M 69.45%
26 2020 Aaron Tachibana Chief Financial Officer 412.5K 391.9K 519.1K 190.0K 1.0K 1.51M 60.15%
27 2020 Richard Chen, M.D., M.S. Chief Scientific Officer 437.5K 178.1K 619.8K 200.0K 1.0K 1.44M 55.55%
28 2019 Aaron Tachibana Chief Financial Officer 292.7K 886.0K 1.69M 130.0K 3.00M 85.93%
29 2019 John West President, Chief Executive Officer, and Director 476.4K 196.5K 309.0K 982.0K 20.02%
30 2019 Richard Chen, M.D., M.S. Chief Scientific Officer 393.8K 88.6K 150.0K 632.4K 14.01%
31 2018 John West President, Chief Executive Officer, and Director 421.8K 879.5K 190.3K 1.49M 58.97%
32 2018 Richard Chen, M.D., M.S. Chief Scientific Officer 370.0K 335.9K 841.0K 39.95%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-02 DEFA14A
2026-04-02 DEF 14A
2025-04-03 DEFA14A
2025-04-03 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 S-3ASR
2026-05-07 8-K
2026-05-07 10-Q
2026-04-08 SC 13G/A
2026-04-02 DEFA14A
2026-04-02 DEF 14A
2026-04-02 ARS
2026-03-17 8-K
2026-03-17 4
2026-03-17 4

Executive team

NameTitleCompensationGender
Christopher Hall CEO & Director 868.2K male
Aaron L. Tachibana Chief Financial Officer & Chief Operating Officer 679.9K male
Richard Chen Executive Vice President of R&D and Chief Medical Officer 660.8K
Stephen Moore Senior Vice President, Chief Legal Officer & Corporate Secretary 598.0K male
Deepshikha Bhandari Senior Vice President of Regulatory, Quality & Clinical Compliance female
Euan A. Ashley DPHIL FRCP Co-Founder and Member of Clinical & Scientific Advisory Board
Michael Snyder Co-Founder and Member of Clinical & Scientific Advisory Board
Christian Haudenschild Senior Vice President of Genomic Science
Russ Altman Co-Founder and Member of Clinical & Scientific Advisory Board
Stephane Mouradian Senior Vice President of Business Development male
Ashish Kheterpal Senior Vice President & Chief Information Officer male
ESG Rating
B-
MEDICAL - DIAGNOSTICS & RESEARCH
2026
E (Environmental)
58.7 / 61.3
Company / Sector avg.
S (Social)
55.1 / 65.4
Company / Sector avg.
G (Governance)
55.4 / 64.9
Company / Sector avg.
ESG Total
56.4 / 63.8
Company / Sector avg.
ESG Score History MEDICAL - DIAGNOSTICS & RESEARCH
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2020-05-19 2020-06-04 Brian Mast FL18 Sale (Full) $15,001 - $50,000
2020-04-22 2020-05-04 Brian Mast FL18 -- Sale (Full) $1,001 - $15,000
2020-02-14 2020-03-04 Brian Mast Fl18 Self Purchase $15,001 - $50,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits