Serve Robotics Inc.

SERV

Exchange: Nasdaq
Industry: General Industrial Machinery & Equipment, NEC
SEC CIK: 0001832483

SEC filings (opens in a new tab)

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.

Q4 2025 vs. Q3 2025

How the institutions holding Serve Robotics Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of SERV: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	149	1	187	+39
Shares	25.4M	51.5K	30.0M	+4.60M (+18.1%)
Value	$296.0M	$603.3K	$311.4M	+$16.0M (+5.4%)

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (62)

Institutions that held Serve Robotics Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to SERV in Q4 2025
Institution	Shares	Value	% of portfolio
Creek Drive Management Group LLC	473,200	$4.91M	3.62%
Point72 Asset Management, L.P.	264,477	$2.75M	0.00%
PensionDanmark Pensionsforsikringsaktieselskab	242,000	$2.51M	0.02%
Davidson Kempner Capital Management LP	200,000	$2.08M	0.03%
VARCOV Co.	168,672	$1.75M	0.69%
UBS Asset Management Americas Inc	139,670	$1.45M	0.00%
Jupiter Asset Management Ltd	137,477	$1.43M	0.01%
Swiss National Bank	112,000	$1.16M	0.00%
HSBC Holdings PLC	102,250	$1.06M	0.00%
Deeter Investments LLP	80,503	$835.6K	0.18%
Sphera Management Technology Funds Ltd	80,000	$830.4K	0.43%
AlphaCentric Advisors LLC	75,000	$778.5K	0.78%
Scientech Research LLC	54,095	$561.5K	0.35%
Themes Management Co LLC	40,326	$418.6K	0.33%
Zurcher Kantonalbank (Zurich Cantonalbank)	31,730	$329.4K	0.00%
WCG Wealth Advisors LLC	30,562	$317.2K	0.01%
IFP Advisors, Inc	29,809	$309.4K	0.01%
Janus Henderson Group PLC	28,400	$294.9K	0.00%
Aquatic Capital Management LLC	24,079	$249.9K	0.01%
Purpose Unlimited Inc.	22,804	$236.7K	0.01%
Polen Capital Management LLC	21,833	$226.6K	0.00%
Axq Capital, LP	21,565	$223.8K	0.05%
Quantbot Technologies LP	19,662	$204.1K	0.01%
Laffer Tengler Investments	18,355	$190.5K	0.03%
International Assets Investment Management, LLC	17,550	$182.2K	0.01%
McAdam, LLC	16,955	$176.0K	0.01%
Sanctuary Advisors, LLC	16,361	$169.8K	0.00%
Arizona State Retirement System	15,733	$163.3K	0.00%
KLP Kapitalforvaltning AS	12,100	$125.6K	0.00%
Quest Partners LLC	12,063	$125.2K	0.01%
Foundations Investment Advisors, LLC	11,868	$123.2K	0.00%
HighTower Advisors, LLC	11,508	$119.5K	0.00%
ProShare Advisors LLC	11,423	$118.6K	0.00%
Walser Wealth Management Company, A Ltd Liability Co	11,050	$114.7K	0.06%
Voya Investment Management LLC	10,772	$111.8K	0.00%
Stifel Financial Corp	10,685	$110.9K	0.00%
Mercer Global Advisors Inc	10,259	$106.5K	0.00%
Sigma Planning Corp	10,146	$105.3K	0.00%
AdvisorShares Investments LLC	10,082	$104.7K	0.02%
Strategic Investment Solutions, Inc.	0	$96.8K	0.02%
Kestra Advisory Services, LLC	3,755	$39.0K	0.00%
Quadrant Capital Group LLC	3,000	$31.1K	0.00%
Aster Capital Management (DIFC) Ltd	1,642	$17.0K	0.01%
MAI Capital Management	1,500	$15.6K	0.00%
The PNC Financial Services Group, Inc.	1,239	$12.9K	0.00%
Atlantic Trust, LLC	1,007	$10.5K	0.00%
Tucker Asset Management LLC	826	$8.57K	0.00%
Geneos Wealth Management Inc.	513	$5.33K	0.00%
Bank of Jackson Hole Trust	490	$5.09K	0.00%
CIBC Private Wealth Group, LLC	447	$4.64K	0.00%
IFC & Insurance Marketing, Inc.	350	$4.00K	0.00%
Hurley Capital, LLC	331	$3.44K	0.00%
Los Angeles Capital Management LLC	233	$3.04K	0.00%
Gen-Wealth Partners Inc	196	$2.03K	0.00%
Nvest Wealth Strategies, Inc.	152	$1.58K	0.00%
Hollencrest Capital Management	146	$1.51K	0.00%
Sound Income Strategies, LLC	100	$1.48K	0.00%
Strengthening Families & Communities, LLC	80	$830	0.00%
ORG Partners LLC	80	$830	0.00%
SWAN Capital LLC	50	$519	0.00%
Gordian Capital Singapore Pte Ltd	3,010	$165	0.00%
Modus Advisors, LLC	12	$125	0.00%

Sold out (23)

Institutions that held Serve Robotics Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of SERV in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Wellington Management Group LLP	251,408	$2.92M
Tudor Investment Corp Et Al	61,348	$713.5K
Jump Financial, LLC	53,100	$617.6K
Prelude Capital Management, LLC	50,016	$581.7K
XTX Topco Ltd	49,736	$578.4K
Prosperity Wealth Management, Inc.	42,000	$488.5K
Gsa Capital Partners LLP	33,784	$393.0K
Change Path, LLC	30,289	$352.3K
Chico Wealth RIA	29,473	$342.8K
Quadrature Capital Ltd	12,847	$149.4K
Independent Financial Group, LLC	12,833	$149.2K
Bridgewater Associates, LP	12,779	$148.6K
Strategic Wealth Partners, Ltd.	1,347	$15.7K
Armstrong Advisory Group, Inc	697	$8.11K
Wealthspire Advisors, LLC	516	$6.00K
Principal Securities, Inc.	363	$4.22K
CoreCap Advisors, LLC	250	$2.91K
Tradewinds Capital Management, LLC	180	$2.09K
Crowley Wealth Management, Inc.	120	$1.40K
Silver Oak Securities, Inc	100	$1.16K
Ameritas Advisory Services, LLC	100	$1.16K
Arlington Trust Co LLC	100	$1.16K
Fortitude Family Office, LLC	48	$558

Not filed for Q4 2025 yet (1)

Institutions that held Serve Robotics Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SERV in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Wolverine Trading, LLC	51,472	$603.3K