Serve Robotics Inc.
SERV- Exchange
- Nasdaq
- Industry
- General Industrial Machinery & Equipment, NEC
- SEC CIK
- 0001832483
In the last 90 days, Serve Robotics Inc. insiders filed 0 open-market purchases and 3 sales; 195 institutions reported holding it in 13F filings for Q2 2026, worth $213.2M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Serve Robotics Inc. as of Mar 31, 2025. 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
- 119
- +25 vs. Q4 2024
- Shares held
- 17.5M
- +5.60M (+46.9%) vs. Q4 2024
- Total value
- $101.7M
- −$60.0M (−37.1%) vs. Q4 2024
- New holders
- 54
- 41 more added
- Sold out
- 29
- 14 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SERV 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 195 | $213.2M |
| Q1 2026 | 198 | $264.8M |
| Q4 2025 | 187 | $311.4M |
| Q3 2025 | 149 | $296.0M |
| Q2 2025 | 132 | $242.9M |
| Q1 2025 | 119 | $101.7M |
| Q4 2024 | 95 | $161.7M |
| Q3 2024 | 54 | $68.5M |
| Q2 2024 | 23 | $16.5M |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Serve Robotics Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 353 | $2.03K | 0.00% | +253+253.0% | Added |
| Valley National Advisers Inc | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 281 | $2.00K | 0.00% | +281 | New |
| Parallel Advisors, LLC | 308 | $1.94K | 0.00% | +52+20.3% | Added |
| Spire Wealth Management | 300 | $1.72K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 272 | $1.56K | 0.00% | +272 | New |
| GWM Advisors LLC | 260 | $1.50K | 0.00% | +260 | New |
| Missouri Trust & Investment Co | 250 | $1.44K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 200 | $1.15K | 0.00% | +200 | New |
| Tradewinds Capital Management, LLC | 190 | $1.09K | 0.00% | +190 | New |
| Hazlett, Burt & Watson, Inc. | 170 | $1.00K | 0.00% | +170 | New |
| Sierra Ocean, LLC | 107 | $615 | 0.00% | +107 | New |
| Salem Investment Counselors Inc | 100 | $575 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 80 | $460 | 0.00% | +80 | New |
| City State Bank | 70 | $403 | 0.00% | +70 | New |
| Hoey Investments, Inc | 48 | $276 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 35 | $198 | 0.00% | +35 | New |
| Headlands Technologies LLC | 28 | $161 | 0.00% | +28 | New |
| Roble, Belko & Company, Inc | 67 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Yong Rong (HK) Asset Management Ltd | 0 | $0 | 0.00% | −704,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −109,185−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −100,309−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −52,500−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −51,846−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −34,556−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −20,777−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −18,761−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −17,466−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −11,574−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −11,567−100.0% | Sold out |
| One Wealth Management Investment & Advisory Services, LLC | 0 | $0 | 0.00% | −11,380−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −10,550−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −9,590−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,450−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,513−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −1,128−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −44,708−100.0% | Sold out |
| AlphaMark Advisors, LLC | – | – | – | – | Not filed |