SCHEDULE 13G/A: ARK Investment Management and Catherine Wood Disclose 8.14% Stake in Personalis, Inc.

ARK Investment Management LLC and Catherine D. Wood have filed an Amendment No. 7 to Schedule 13G, reporting a combined beneficial ownership of 8.14% of Personalis, Inc.'s common stock as of March 31, 2025.

Summary

• ARK Investment Management LLC and Catherine D. Wood jointly reported beneficial ownership of 7,188,197 shares of Personalis, Inc. common stock.
• This represents 8.14% of the total outstanding common stock of Personalis, Inc.
• The filing is an Amendment No. 7 to their Schedule 13G, indicating an update to their previously reported holdings.
• ARK Investment Management LLC holds sole voting power and sole dispositive power over all 7,188,197 shares.
• Catherine D. Wood holds shared voting power and shared dispositive power over all 7,188,197 shares, reflecting her role as Chief Executive Officer and Chief Investment Officer of ARK.
• The shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
• One client of ARK Investment Management LLC, ARK Genomic Revolution ETF, is noted as having an interest in the securities reported herein in excess of 5 percent.

Sentiment

Score: 6

Explanation: Neutral to slightly positive. The document is a factual report of beneficial ownership. The presence of a significant stake by a well-known investment firm like ARK Investment Management can be perceived as a positive signal by the market, though the filing itself is purely informational and passive.

Positives

• A prominent investment firm, ARK Investment Management LLC, and its CEO, Catherine D. Wood, maintain a significant 8.14% stake in Personalis, Inc., which can be interpreted by the market as a signal of confidence in the company's long-term prospects.
• The filing confirms the shares are held in the ordinary course of business, indicating a passive investment strategy rather than an activist intent to influence company control.

Key Dates

Keywords

Personalis Inc., ARK Investment Management LLC, Catherine D. Wood, Schedule 13G, Beneficial Ownership, Common Stock, Investment Management, Institutional Investor, SEC Filing, Genomic Revolution ETF