PSNL Personalis, Inc. Common Stock
XNAS
15.90
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
PSNL
$15.90
—
Key stats
$15.90
Pre-market
$15.84
-0.38%
- 52-Week Range
- $4.96 – $18.89
- YTD
- +102.55%
- IV Rank (30D)
- 21.59
- Straddle Price
- $3.10
- P/C Vol Ratio
- 0.19
- Market Cap
- $1.7B
- Open
- $15.76
- Day Range
- $15.76 – $16.11
- Volume
- 2,792,190
- Prev Close
- $15.94
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 1.58 |
| Cost of Equity (CAPM) | 13.82% (VRP-adj) |
| WACC | 13.84% |
| Volatility Risk Premium | +152.0pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-0.1B |
| Return on Equity (TTM) | -45.6% |
| Book / Price | 15.3% |
| Gross Margin (TTM) | 12.7% |
| FCF Margin (TTM) | -144.9% |
| Debt / Equity | 0.00 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $16.18 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $16.09 |
| Bollinger Width / SMA20 | 37.6% (drives anchor stability) |
| Net Debt | $-0.1B |
| Market Cap | $2B |
Peers used for multiples: CDNA, CRSP, GH, MRNA, NTRA, TECH, TWST, VRTX
60-Day Conviction
98%
20-Day Fair Value
≈ by Nov 20, 2026
$16.12
α +1.4%
rank 88%
conviction
75%
40-Day Fair Value
≈ by Dec 21, 2026
$16.52
α +3.9%
rank 84%
conviction
94%
60-Day Fair Value
≈ by Jan 19, 2027
$16.80
α +5.7%
rank 82%
conviction
98%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 32.2× · 3 peers |
| Peer EV/EBITDA | n/a | 0% | median 32.4× · 3 peers |
| Peer P/B | $20.41 | 50% | median 8.4× · 7 peers |
| Peer P/S | $15.84 | 50% | median 20.0× · 8 peers |
| Market Anchor (SMA50) | $16.18 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $16.69 | 0% | 7 strikes · skew -0.67 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- SERVICES-MEDICAL LABORATORIES (8071) · industry map
- Exchange
- XNAS
- Market Cap
- $1.7B
- Employees
- 260
- List Date
- 2019-06-20
- CIK
- 0001527753
- Next Earnings
- 2026-11-03 (Pre-Market)
- EPS Forecast
- ($0.26) (1 est.)
- Headquarters
- Fremont, CA
- Homepage
- https://www.personalis.com
Personalis Inc is a provider of genomic sequencing and analytics solutions to support the development of personalized cancer vaccines and other next-generation cancer immunotherapies. It has one segment, the sale of sequencing and data analysis services. The company' products include ImmunoID NeXT, NeXT Personal, NeXT Dx Test, and other pharma research solutions.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 10.61% | -20.35% | 16.92% | -34.31% | -16.75% | 19.36% | -4.09% |
| Feb | -23.97% | -10.64% | 19.44% | 20.16% | -15.34% | -3.10% | -2.24% |
| Mar | -24.30% | -19.47% | 5.34% | -11.83% | -14.60% | -29.69% | -15.76% |
| Apr | 2.11% | -35.85% | -18.57% | 2.80% | 9.57% | -15.85% | -9.30% |
| May | -2.26% | -32.42% | -22.41% | -16.13% | 19.95% | 97.23% | 7.33% |
| Jun | 17.57% | -4.83% | -2.08% | -19.31% | 35.82% | 19.01% | 7.70% |
| Jul | -19.42% | 8.53% | 26.88% | 188.70% | -16.59% | -7.73% | 30.06% |
| Aug | 1.78% | -9.32% | -19.11% | 52.38% | -9.28% | 27.12% | 7.26% |
| Sep | -12.11% | -10.54% | -34.59% | 3.07% | 35.55% | -4.57% | -3.87% |
| Oct | 0.93% | -20.54% | -23.63% | 2.43% | 39.51% | -1.67%* | -0.49% |
| Nov | -34.38% | -7.30% | 60.38% | -22.00% | 19.22% | -- | 3.18% |
| Dec | 9.18% | -27.47% | 42.86% | 48.21% | -17.77% | -- | 11.00% |
| Total | -61.06% | -88.88% | 6.91% | 159.96% | 50.72% | 76.79% | 24.07% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $16.09
SMA 50: $16.18
SMA 200: $11.04
Current: $15.90
EMA 12: $15.95
EMA 26: $16.01
MACD: -0.0642 | Signal: -0.0426
BEARISH
ADX (14): 18.36
RANGE
+DI: 14.60
−DI: 18.34
Momentum Oscillators
RSI (14): 47.24
NEUTRAL
Stoch %K: 37.26
Stoch %D: 30.62
Williams %R: -63.26
Volume & Volatility
BB Upper: $16.57
BB Lower: $15.60
NEUTRAL
OBV: 101,163,862
Vol SMA 20: 2,339,896
Vol ROC: -26.89%
ATR: $0.40
True Range: $0.36
HV 20: 15.0%
HV 30: 14.0%
HV 60: 48.3%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall assessment: BEARISH with confidence level (4/10)
Key drivers:
- Recent negative news headlines
- High volatility and beta
- Technical indicators showing mixed signals
Primary risks:
- High risk of further price decline due to recent negative news and market sentiment
- Potential for increased volatility and trading range expansion
Investment thesis:
PSNL's recent performance has been impacted by negative news headlines and high volatility. While the options market suggests a potential $1.50 move, the stock's technical indicators show mixed signals, indicating a lack of clear direction.
Recent news sentiment impact:
The recent news headlines have had a bearish impact on PSNL's price, with multiple negative articles being published. This has led to increased volatility and a decline in the stock's value.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): BEARISH, Medium-term (1-3 months): NEUTRAL, Long-term (3-12 months): BULLISH
Support/Resistance Levels: Key price levels from moving averages and technical patterns:
- SMA 20: $14.92
- SMA 50: $13.79
- Upper Bollinger Band: $18.25
Momentum Signals:
- RSI interpretation: Neutral (63.11) with a potential sell signal if it breaks below 30
- MACD signal: Bullish, but the recent decline in price has weakened this signal
- Bollinger Bands position: Squeeze, indicating a potential breakout or mean reversion
Volume Analysis: Volume trends and institutional interest signals:
- Volume SMA 20: 3717436.38
- On-Balance Volume (OBV): 94183455.44
- Volume Rate of Change: 322.90%
News & Sentiment Analysis
Recent Headlines Summary: Key themes from last 10 news articles:
- Negative news headlines regarding the proposed sale of PSNL to Tempus AI
- Increased volatility and trading range expansion
Sentiment Assessment: Aggregate news sentiment: NEGATIVE (4/5)
Catalyst Identification: Upcoming events, earnings, product launches, regulatory changes:
- No upcoming catalysts identified due to lack of earnings data availability
Risk & Volatility Assessment
Beta Interpretation: Risk relative to market (beta >1.2 = high risk, <0.8 = defensive):
- Beta: 2.97 (vs SPY), indicating high volatility and a high-risk stock
Volatility Regime: Current vs historical volatility levels:
- High volatility - stock moves more than market
Options Market Signals: IV rank, put/call ratios, unusual activity:
- IV Rank: 43.3% (Medium) indicating medium-high volatility
- Put/Call Volume Ratio: 0.14 (Bullish sentiment)
- Unusual activity: Increased call buying and options trading volume
Market Context & Positioning
Sector Performance: Relative strength vs sector/market:
- PSNL has underperformed the broader market and its sector peers
Institutional Activity: Volume patterns suggesting institutional interest:
- Institutional investors have been selling PSNL shares, contributing to the decline in price
Correlation Analysis: How stock moves relative to market (R-squared interpretation):
- Correlation: 0.41 indicating a moderate positive correlation with the broader market
Key Levels & Action Items
Critical Price Levels: Support/resistance to monitor:
- SMA 20: $14.92
- Upper Bollinger Band: $18.25
- Recent price low: $15.10
Breakout/Breakdown Levels: Technical levels that could trigger significant moves:
- Above the upper Bollinger Band: Potential breakout and uptrend continuation
- Below the SMA 20: Potential breakdown and downtrend acceleration
Time-Sensitive Catalysts: Earnings dates, FDA approvals, product launches:
- No upcoming catalysts identified due to lack of earnings data availability
Risk Management: Stop-loss levels and position sizing considerations:
- Set a stop-loss at $15.10 to limit potential losses
- Consider reducing position size or adjusting the stop-loss level based on changing market conditions
Generated
News
All PSNL news →
Earnings History
22 of 22 under expected move
Avg Expected Move
35.51%
Avg Actual Move
5.84%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-01-11 | Pre-Market | 11.78% | 5.39% | 0.46x | Within |
| 2021-02-25 | Pre-Market | 18.16% | 8.68% | 0.48x | Within |
| 2021-05-05 | Pre-Market | 14.23% | 2.77% | 0.19x | Within |
| 2021-08-04 | Pre-Market | 11.27% | 1.35% | 0.12x | Within |
| 2021-11-04 | Pre-Market | 16.47% | 6.04% | 0.37x | Within |
| 2022-02-24 | Pre-Market | 64.96% | 9.61% | 0.15x | Within |
| 2022-08-03 | Pre-Market | 60.20% | 10.07% | 0.17x | Within |
| 2023-01-04 | Pre-Market | 171.64% | 8.46% | 0.05x | Within |
| 2023-05-03 | Pre-Market | 29.55% | 10.00% | 0.34x | Within |
| 2023-08-08 | Pre-Market | 39.47% | 4.21% | 0.11x | Within |
| 2024-01-05 | Pre-Market | 24.00% | 7.00% | 0.29x | Within |
| 2024-08-07 | Pre-Market | 43.75% | 10.00% | 0.23x | Within |
| 2024-11-06 | Pre-Market | 22.61% | 1.06% | 0.05x | Within |
| 2025-01-07 | Pre-Market | 31.20% | 6.71% | 0.22x | Within |
| 2025-02-27 | Pre-Market | 26.23% | 5.36% | 0.20x | Within |
| 2025-05-06 | Pre-Market | 18.78% | 6.10% | 0.32x | Within |
| 2025-08-05 | Pre-Market | 48.47% | 1.26% | 0.03x | Within |
| 2025-11-04 | After-Close | 27.78% | 12.26% | 0.44x | Within |
| 2026-01-08 | Pre-Market | 31.28% | 10.43% | 0.33x | Within |
| 2026-02-26 | After-Close | 37.38% | 0.33% | 0.01x | Within |
| 2026-05-07 | Pre-Market | 18.12% | 1.32% | 0.07x | Within |
| 2026-08-04 | After-Close | 13.87% | 0.00% | 0.00x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
PSNL Options Activity & IV Rank
PSNL IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 67.2%
7-DTE IV: —
Expected Move: $3.10
7-DTE Move: $3.10
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 32
Put Volume: 6
P/C Volume: 0.188
BULLISH
Call OI: 254
Put OI: 292
P/C OI: 1.15
Total OI: 546
ATM Options Pricing
ATM Call: $2.67
ATM Put: $0.42
Call %: 16.8%
Put %: 2.7%
Chain Summary
Chain Volume: 1,726
Chain OI: 27,804
Last Updated: 10/21/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 88th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
88%
vs own history
GEX tilt
+0.92
OI-weighted, today
Vanna tilt
+0.95
δ-sensitivity to IV
Charm tilt
-0.97
δ-decay vs time
Vanna tilt +0.95: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.97: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 10 ATM contracts, 16k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · ATM 122.2% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)21.6LowOct 21
Straddle Price (30 DTE)$3.10Oct 21
Beta Analysis
Risk Metrics
Beta: 2.8166
Alpha: 44.50%
Correlation: 0.4193
R-Squared: 17.6%
Stock Volatility: 85.3%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own PSNL
2 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $6.0M | #1932 of 3716 | +7.4% | 13F | |
| Citadel Hedge fund Ken Griffin | $1.9M | #2953 of 6285 | new | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
PSNL Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 96,889,034 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
7 filers$8.25M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Goldman Sachs Group Inc Custodian | $3.20M | 38.77% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $1.94M | 23.51% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $1.17M | 14.13% | 2026-06-30 |
| 4 | STEMPOINT CAPITAL LP | $810.75K | 9.82% | 2026-06-30 |
| 5 | Citadel Advisors LLC Custodian | $795.96K | 9.64% | 2026-06-30 |
| 6 | Simplex Trading, LLC Custodian | $265.32K | 3.21% | 2026-06-30 |
| 7 | GROUP ONE TRADING LLC Custodian | $75.04K | 0.91% | 2026-06-30 |
5 filers$2.26M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $766.48K | 33.99% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $635.16K | 28.16% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $542.70K | 24.06% | 2026-06-30 |
| 4 | Simplex Trading, LLC Custodian | $270.68K | 12.00% | 2026-06-30 |
| 5 | GROUP ONE TRADING LLC Custodian | $40.20K | 1.78% | 2026-06-30 |
PSNL Insider Trading (Form 4)
Latest: 2026-09-22Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-22 | Christopher M Hall | Chief Executive Officer | Sell (S) | −7,459 | $16.22 | -$121.0K | EDGAR |
| 2026-09-22 | Richard Chen | President and CMO | Sell (S) | −3,998 | $16.22 | -$64.8K | EDGAR |
| 2026-09-22 | Aaron Tachibana | CFO AND COO | Sell (S) | −2,931 | $16.22 | -$47.5K | EDGAR |
| 2026-09-22 | Stephen Michael Moore | SVP and Chief Legal Officer | Sell (S) | −2,068 | $16.22 | -$33.5K | EDGAR |
| 2026-07-15 | Richard Chen | President and CMO | Mixed | — | $8.79 | -$1.27M | EDGAR |
| 2026-07-09 | Christopher M Hall | Chief Executive Officer | Mixed | — | $8.35 | -$1.35M | EDGAR |
| 2026-06-29 | Aaron Tachibana | CFO AND COO | Mixed | — | $9.66 | -$43.2K | EDGAR |
| 2026-06-26 | Christopher M Hall | Chief Executive Officer | Mixed | — | $7.38 | -$1.15M | EDGAR |
| 2026-06-26 | Aaron Tachibana | CFO AND COO | Mixed | — | $10.33 | -$292.1K | EDGAR |
| 2026-06-11 | Karin Eastham | Director | Award (A) | +6,250 | — | EDGAR | |
| 2026-06-05 | Aaron Tachibana | CFO AND COO | Mixed | — | $10.59 | -$114.0K | EDGAR |
| 2026-05-29 | Christopher M Hall | Chief Executive Officer | Mixed | — | $6.32 | -$941.0K | EDGAR |
| 2026-05-29 | Aaron Tachibana | CFO AND COO | Mixed | — | $10.37 | -$93.9K | EDGAR |
| 2026-05-14 | Lonnie Shoff | Director | Award (A) | +6,250 | — | EDGAR | |
| 2026-05-14 | A Blaine Bowman | Director | Award (A) | +6,250 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
PSNL Insider Holdings
11 insiders · @ $15.90
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Tempus AI, Inc. | 10%+ Owner | 12,843,022 | $204.20M | $20.48M | 2 | 2026-02-13 |
| 2 | Christopher M Hall | Chief Executive Officer | 228,527 | $3.63M | -$4.47M | 12 | 2026-09-22 |
| 3 | Aaron Tachibana | CFO AND COO | 195,902 | $3.11M | -$3.98M | 62 | 2026-09-22 |
| 4 | Richard Chen | President and CMO | 169,882 | $2.70M | -$9.08M | 72 | 2026-09-22 |
| 5 | Stephen Michael Moore | SVP and Chief Legal Officer | 90,257 | $1.44M | -$138.2K | 24 | 2026-09-22 |
| 6 | Lonnie Shoff | Director | 37,190 | $591.3K | $0 | 5 | 2026-05-14 |
| 7 | Woodrow A Myers Jr | Director | 32,366 | $514.6K | $16.7K | 8 | 2026-05-14 |
| 8 | Olivia Kyusuk Bloom | Director | 27,265 | $433.5K | $0 | 6 | 2026-05-14 |
| 9 | A Blaine Bowman | Director | 19,756 | $314.1K | $0 | 7 | 2026-05-14 |
| 10 | Karin Eastham | Director | 19,756 | $314.1K | $0 | 9 | 2026-06-11 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
PSNL Board & Officers
As of SEC filings through Sep 22, 2026Directors 7
- A Blaine Bowman · since Jun 19, 2019
- Karin Eastham · since Sep 9, 2019
- Woodrow A Myers Jr · since Mar 6, 2021
- Olivia Kyusuk Bloom · since Mar 1, 2022
- Lonnie Shoff · since Aug 2, 2022
- Christopher M Hall · listed since Mar 2023
- Kenneth J Widder · since Jun 13, 2023
Officers 4
- Christopher M Hall · Chief Executive Officer · listed since Mar 2026
- Richard Chen · President and CMO · listed since Mar 2026
- Aaron Tachibana · CFO and COO · listed since Mar 2023
- Stephen Michael Moore · SVP and Chief Legal Officer · listed since May 2024
10% owners 1
- Tempus AI, Inc. (entity) · since Nov 28, 2023
Changes in the last 10 years (53)
| Mar 17, 2026 | Richard Chen listed as President and CMO (previously Chief Medical Officer and EVP) in SEC filings |
| Mar 17, 2026 | Christopher M Hall listed as Chief Executive Officer (previously President and CEO) in SEC filings |
| Dec 19, 2024 | Merck Sharp & Dohme LLC became a 10% owner |
| Dec 19, 2024 | Merck & Co., Inc. became a 10% owner |
| May 2, 2024 | Stephen Michael Moore listed as SVP and Chief Legal Officer (previously General Counsel) in SEC filings |
| Nov 28, 2023 | Tempus AI, Inc. became a 10% owner |
| Nov 28, 2023 | Eric P Lefkofsky became a 10% owner |
| Jun 13, 2023 | Kenneth J Widder became a director |
| Jun 12, 2023 | The company announced the departure of Alan Colowick from the board in an SEC filing |
| Mar 17, 2023 | Richard Chen listed as Chief Medical Officer and EVP (previously Chief Medical Officer) in SEC filings |
| Mar 17, 2023 | Christopher M Hall listed as President and CEO (previously President) in SEC filings |
| Mar 17, 2023 | Christopher M Hall first listed as a director in an SEC filing |
| Mar 17, 2023 | Aaron Tachibana listed as CFO and COO (previously Chief Financial Officer) in SEC filings |
| Dec 31, 2022 | Christopher M Hall became President |
| Dec 9, 2022 | The company announced the departure of John Stephen West from the board in an SEC filing |
| Dec 9, 2022 | The company announced the departure of John Stephen West as President and CEO in an SEC filing |
| Aug 2, 2022 | Lonnie Shoff became a director |
| Mar 23, 2022 | The company announced the departure of Jonathan MacQuitty from the board in an SEC filing |
| Mar 1, 2022 | Olivia Kyusuk Bloom became a director |
| Feb 17, 2022 | Stephen Michael Moore became General Counsel |
| Nov 19, 2021 | Richard Chen listed as Chief Medical Officer (previously Chief Scientific Officer) in SEC filings |
| Mar 6, 2021 | Woodrow A Myers Jr became a director |
| Oct 21, 2020 | Abingworth LLP reported in an SEC filing no longer being a 10% owner |
| Jun 3, 2020 | Ravi Mhatre no longer listed as a 10% owner in SEC filings |
| Jun 3, 2020 | Jeremy Liew no longer listed as a 10% owner in SEC filings |
| Sep 9, 2019 | Karin Eastham became a director |
| Jun 19, 2019 | William W. Ericson became a 10% owner |
| Jun 19, 2019 | Richard Chen became Chief Scientific Officer |
| Jun 19, 2019 | Ravi Mhatre became a 10% owner |
| Jun 19, 2019 | Peter Nieh became a 10% owner |
| Jun 19, 2019 | Paul Ricci became a director |
| Jun 19, 2019 | Patrick J Balthrop became a director |
| Jun 19, 2019 | Ninth MDV Partners, L.L.C. became a 10% owner |
| Jun 19, 2019 | Mdv Ix LP became a 10% owner |
| Jun 19, 2019 | Mdv Enf Ix LP became a 10% owner |
| Jun 19, 2019 | Lightspeed Venture Partners Viii LP became a 10% owner |
| Jun 19, 2019 | Lightspeed Venture Partners Select, L.P. became a 10% owner |
| Jun 19, 2019 | Lightspeed Ultimate General Partner VIII, Ltd. became a 10% owner |
| Jun 19, 2019 | Lightspeed Ultimate General Partner Select, Ltd. became a 10% owner |
| Jun 19, 2019 | Lightspeed General Partner VIII, L.P. became a 10% owner |
| Jun 19, 2019 | Lightspeed General Partner Select, L.P. became a 10% owner |
| Jun 19, 2019 | Ken Ludlum became a director |
| Jun 19, 2019 | Jonathan MacQuitty became a director |
| Jun 19, 2019 | Jonathan D Feiber became a 10% owner |
| Jun 19, 2019 | John Stephen West became a director |
| Jun 19, 2019 | John Stephen West became President and CEO |
| Jun 19, 2019 | Jeremy Liew became a 10% owner |
| Jun 19, 2019 | Clinton Musil became Chief Business Officer |
| Jun 19, 2019 | Barry Eggers became a 10% owner |
| Jun 19, 2019 | Alan Colowick became a director |
| Jun 19, 2019 | Abingworth LLP became a 10% owner |
| Jun 19, 2019 | Aaron Tachibana became Chief Financial Officer |
| Jun 19, 2019 | A Blaine Bowman became a director |
Not reported recently (20)
- Merck & Co., Inc. · Last reported as a 10% owner in an SEC filing dated Dec 23, 2024
- Merck Sharp & Dohme LLC · Last reported as a 10% owner in an SEC filing dated Dec 23, 2024
- Eric P Lefkofsky · Last reported as a 10% owner in an SEC filing dated Jul 3, 2024
- Ken Ludlum · Last reported as a director in an SEC filing dated May 19, 2022
- Patrick J Balthrop · Last reported as a director in an SEC filing dated May 19, 2020
- Paul Ricci · Last reported as a director in an SEC filing dated May 19, 2020
- Clinton Musil · Last reported as Chief Business Officer in an SEC filing dated Mar 18, 2020
- Lightspeed Venture Partners Select, L.P. · Last reported as a 10% owner in an SEC filing dated Jun 26, 2019
- Lightspeed General Partner VIII, L.P. · Last reported as a 10% owner in an SEC filing dated Jun 26, 2019
- Lightspeed General Partner Select, L.P. · Last reported as a 10% owner in an SEC filing dated Jun 26, 2019
- Lightspeed Ultimate General Partner VIII, Ltd. · Last reported as a 10% owner in an SEC filing dated Jun 26, 2019
- Lightspeed Ultimate General Partner Select, Ltd. · Last reported as a 10% owner in an SEC filing dated Jun 26, 2019
- Lightspeed Venture Partners Viii LP · Last reported as a 10% owner in an SEC filing dated Jun 26, 2019
- Peter Nieh · Last reported as a 10% owner in an SEC filing dated Jun 26, 2019
- Barry Eggers · Last reported as a 10% owner in an SEC filing dated Jun 26, 2019
- William W. Ericson · Last reported as a 10% owner in an SEC filing dated Jun 26, 2019
- Ninth MDV Partners, L.L.C. · Last reported as a 10% owner in an SEC filing dated Jun 26, 2019
- Mdv Enf Ix LP · Last reported as a 10% owner in an SEC filing dated Jun 26, 2019
- Mdv Ix LP · Last reported as a 10% owner in an SEC filing dated Jun 26, 2019
- Jonathan D Feiber · Last reported as a 10% owner in an SEC filing dated Jun 26, 2019
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
PSNL Proposed Insider Sales (Form 144)
Latest: 2026-07-15
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-07-15 | RICHARD CHEN | Officer | 100,000 | $1.50M | 2026-07-15 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-07-09 | Chris Hall | Director, Officer | 100,000 | $1.41M | 2026-07-09 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-29 | AARON TACHIBANA | Officer | 4,982 | $64.9K | 2026-06-29 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-26 | AARON TACHIBANA | Officer | 51,251 | $645.3K | 2026-06-26 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-26 | Chris Hall | Director, Officer | 100,000 | $1.26M | 2026-06-26 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-04 | AARON TACHIBANA | Officer | 40,000 | $431.2K | 2026-06-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-05-29 | AARON TACHIBANA | Officer | 38,799 | $426.0K | 2026-05-29 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-05-28 | CHRISTOPHER HALL | Director, Officer | 100,000 | $949.0K | 2026-05-28 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-01-22 | AARON L TACHIBANA | Officer | 40,000 | $386.0K | 2026-01-22 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-11-25 | AARON L TACHIBANA | Officer | 103,668 | $1.04M | 2025-11-25 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
50 ETFs hold PSNL
25 shown · $142.88M total exposure · 0.02% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $39.9M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.04% | $29.3M | $75.1B | 2026-10-20 |
| 3 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $12.2M | — | 2026-09-30 |
| 4 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.08% | $10.7M | $13.7B | 2026-10-20 |
| 5 | IBB iShares Biotechnology ETF | iShares (BlackRock) | 0.08% | $8.8M | $11.0B | 2026-10-20 |
| 6 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.02% | $7.5M | — | 2026-10-20 |
| 7 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.04% | $6.9M | — | 2026-09-30 |
| 8 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.05% | $3.8M | — | 2026-10-20 |
| 9 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.29% | $3.5M | $1.2B | 2026-10-20 |
| 10 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.05% | $3.2M | $6.6B | 2026-10-20 |
| 11 | VHT Vanguard Health Care ETF | Vanguard | 0.01% | $2.8M | — | 2026-09-30 |
| 12 | IDNA iShares Genomics Immunology and Healthcare ETF | iShares (BlackRock) | 0.86% | $2.8M | $325.4M | 2026-10-20 |
| 13 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $2.4M | — | 2026-10-20 |
| 14 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $1.9M | $97.4B | 2026-10-20 |
| 15 | ETHO Amplify Etho Climate Leadership U.S. ETF | Amplify | 0.74% | $1.4M | $192.2M | 2026-10-20 |
| 16 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.08% | $1.1M | — | 2026-09-30 |
| 17 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $914,414 | — | 2026-10-20 |
| 18 | GNOM Global X Genomics & Biotechnology ETF | Global X | 0.80% | $875,581 | — | 2026-10-21 |
| 19 | RSSL Global X Russell 2000 ETF | Global X | 0.04% | $555,021 | — | 2026-10-21 |
| 20 | ONEQ Fidelity Nasdaq Composite Index ETF | Fidelity | 0.00% | $516,392 | $10.9B | 2026-10-20 |
| 21 | FHLC Fidelity MSCI Health Care Index ETF | Fidelity | 0.01% | $452,298 | $3.8B | 2026-10-20 |
| 22 | MRGR ProShares Merger ETF | ProShares | 2.74% | $435,803 | — | 2026-10-21 |
| 23 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.01% | $407,931 | — | 2026-07-31 |
| 24 | DFAU Dimensional US Core Equity Market ETF | Dimensional | 0.00% | $297,249 | $13.1B | 2026-10-20 |
| 25 | IWV iShares Russell 3000 ETF | iShares (BlackRock) | 0.00% | $291,415 | $20.6B | 2026-10-20 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
$-1.09
TTM Revenue
$69.67M
TTM Net Income
$-107.18M
TTM Op. Cash Flow
$-92.30M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $22.36M | $-31.68M | $-0.30 | $-25.77M |
| Q1 '26 | 2026-03-31 | $15.47M | $-30.03M | $-0.29 | $-22.48M |
| Q4 '25 | 2025-12-31 | $17.34M | $-23.81M | $-0.26 | $-22.25M |
| Q3 '25 | 2025-09-30 | $14.49M | $-21.65M | $-0.24 | $-21.80M |
| Q2 '25 | 2025-06-30 | $17.20M | $-20.06M | $-0.23 | $-12.94M |
| Q1 '25 | 2025-03-31 | $20.61M | $-15.75M | $-0.18 | $-17.96M |
| Q4 '24 | 2024-12-31 | $16.80M | $-16.43M | $-0.18 | $-7.80M |
| Q3 '24 | 2024-09-30 | $25.71M | $-39.09M | $-0.64 | $-6.20M |
| Q2 '24 | 2024-06-30 | $22.58M | $-12.80M | $-0.24 | $-15.51M |
| Q1 '24 | 2024-03-31 | $19.52M | $-12.97M | $-0.26 | $-15.65M |
| Q4 '23 | 2023-12-31 | $19.68M | $-26.58M | $-0.54 | $-13.42M |
| Q3 '23 | 2023-09-30 | $18.25M | $-29.10M | $-0.60 | $-16.68M |
Q2 2026 • period ending 2026-06-30 • filed 2026-08-04
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
6.55
P/S
22.11
EV/EBITDA
—
EV/Sales
20.76
ROE
-45.6%
ROA
-34.3%
Div Yield
0.00%
FCF Yield
-5.99%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$1.54B
as of 2026-10-21
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
8.43M
SI % of Float
12.53%
Days to Cover
4.33
Short Vol Ratio
53.0%
Free Float
67.27M
Float %
64.2%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-14