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Sera Prognostics, Inc.

SERA
Exchange
Nasdaq
Industry
Services-Medical Laboratories
SEC CIK
0001534969

In the last 90 days, Sera Prognostics, Inc. insiders filed 0 open-market purchases and 5 sales; 47 institutions reported holding it in 13F filings for Q2 2026, worth $31.0M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Sera Prognostics, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
47
+20 vs. Q3 2023
Shares held
11.0M
+4.59M (+71.2%) vs. Q3 2023
Total value
$66.8M
+$54.8M (+456.9%) vs. Q3 2023
New holders
23
13 more added
Sold out
3
7 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SERA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 47 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 36 institutionsQ4 2021: 37 institutionsQ1 2022: 45 institutionsQ2 2022: 30 institutionsQ3 2022: 35 institutionsQ4 2022: 29 institutionsQ1 2023: 35 institutionsQ2 2023: 33 institutionsQ3 2023: 28 institutionsQ4 2023: 47 institutionsQ1 2024: 52 institutionsQ2 2024: 65 institutionsQ3 2024: 61 institutionsQ4 2024: 73 institutionsQ1 2025: 71 institutionsQ2 2025: 59 institutionsQ3 2025: 62 institutionsQ4 2025: 57 institutionsQ1 2026: 56 institutionsQ2 2026: 47 institutions
Value heldQ4 2023: $66.8M
Q1 2021: $0Q2 2021: $0Q3 2021: $96.1MQ4 2021: $63.8MQ1 2022: $36.6MQ2 2022: $14.2MQ3 2022: $13.9MQ4 2022: $8.86MQ1 2023: $36.5MQ2 2023: $31.4MQ3 2023: $16.5MQ4 2023: $66.8MQ1 2024: $131.1MQ2 2024: $98.2MQ3 2024: $140.3MQ4 2024: $147.2MQ1 2025: $74.4MQ2 2025: $51.5MQ3 2025: $55.6MQ4 2025: $52.1MQ1 2026: $40.5MQ2 2026: $31.0M
Institutions holding SERA and their total value by quarter
QuarterHoldersValue
Q2 202647$31.0M
Q1 202656$40.5M
Q4 202557$52.1M
Q3 202562$55.6M
Q2 202559$51.5M
Q1 202571$74.4M
Q4 202473$147.2M
Q3 202461$140.3M
Q2 202465$98.2M
Q1 202452$131.1M
Q4 202347$66.8M
Q3 202328$16.5M
Q2 202333$31.4M
Q1 202335$36.5M
Q4 202229$8.86M
Q3 202235$13.9M
Q2 202230$14.2M
Q1 202245$36.6M
Q4 202137$63.8M
Q3 202136$96.1M
Q2 20210$0
Q1 20210$0

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Sera Prognostics, Inc.; share changes are against Q3 2023.

Institutions holding SERA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company147$8790.00%+10+7.3%Added
Royal Bank of Canada99$1.00K0.00%+16+19.3%Added
StepStone Group LP10,241$61.2K0.01%+10,241New
Boothbay Fund Management, LLC11,290$67.5K0.00%+11,290New
Charles Schwab Investment Management Inc12,000$71.8K0.00%00.0%Unchanged
Bank of America Corp12,338$73.8K0.00%+12,338New
Y-Intercept (Hong Kong) Ltd13,191$78.9K0.01%+13,191New
Sterling Investment Advisors, Ltd.13,489$80.7K0.03%+13,489New
Jane Street Group, LLC14,717$88.0K0.00%+14,717New
Dimensional Fund Advisors LP14,979$89.6K0.00%00.0%Unchanged
UBS Group AG16,242$97.1K0.00%−4,758−22.7%Reduced
MAI Capital Management16,737$100.1K0.00%−252−1.5%Reduced
HighVista Strategies LLC20,480$122.5K0.04%+20,480New
Morgan Stanley26,787$160.2K0.00%+22,768+566.5%Added
Susquehanna International Group, LLP29,913$178.9K0.00%+29,913New
CI Private Wealth, LLC30,000$179.4K0.00%+30,000New
Marquette Asset Management, LLC32,139$192.2K0.04%−3,548−9.9%Reduced
Mission Creek Capital Partners, Inc.32,574$194.8K0.05%+32,574New
Northern Trust Corp32,842$196.4K0.00%+5,651+20.8%Added
Man Group plc39,942$238.9K0.00%+39,942New
CWM, LLC40,524$242.0K0.00%+40,524New
Resource Consulting Group Inc44,234$264.5K0.05%+44,234New
Railway Pension Investments Ltd47,574$284.5K0.00%+47,574New
Vanderbilt University47,574$284.5K0.07%+47,574New
Omers Administration Corp53,900$322.3K0.00%+53,900New
Qube Research & Technologies Ltd54,931$328.5K0.00%+54,927+1,373,175.0%Added
Requisite Capital Management, LLC55,648$332.8K0.08%00.0%Unchanged
JPMorgan Chase & Co55,789$333.6K0.00%+54,830+5,717.4%Added
683 Capital Management, LLC56,169$335.9K0.03%+56,169New
State Street Corp64,992$388.7K0.00%+14,800+29.5%Added
Lexington Partners L.P.65,415$391.2K0.26%+65,415New
Citigroup Inc69,349$414.7K0.00%+69,349New
Commonwealth Equity Services, LLC70,588$422.0K0.00%00.0%Unchanged
Perigon Wealth Management, LLC85,185$509.4K0.02%+85,185New
EAM Investors, LLC85,597$511.9K0.09%+85,597New
Bridgeway Capital Management, LLC86,105$514.9K0.01%−10,000−10.4%Reduced
Bank of New York Mellon Corp86,655$518.2K0.00%+73,658+566.7%Added
BlackRock Inc.87,958$526.0K0.00%+30,329+52.6%Added
Price T Rowe Associates Inc151,933$909.0K0.00%+151,933New
Geode Capital Management, LLC202,595$1.21M0.00%+24,305+13.6%Added
Acuitas Investments, LLC121,258$1.49M0.78%−51,937−30.0%Reduced
Ensign Peak Advisors, Inc255,980$1.53M0.00%+237,872+1,313.6%Added
AWM Investment Company, Inc.374,902$2.24M0.29%+374,902New
Captrust Financial Advisors399,583$2.39M0.01%−23,216−5.5%Reduced
Vanguard Group Inc909,502$5.44M0.00%+122,710+15.6%Added
Vivo Capital, LLC1,650,440$9.87M0.81%−205,571−11.1%Reduced
Baker Bros. Advisors LP5,434,399$32.5M0.37%+3,919,057+258.6%Added
Fosun International Ltd0$00.00%−554,148−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−445,105−100.0%Sold out
Prime Capital Investment Advisors, LLC0$00.00%−21,000−100.0%Sold out
Interwest Venture Management Co––––Not filed