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, Q4 2025
Institutional positions in Serve Robotics Inc. as of Dec 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
- 187
- +39 vs. Q3 2025
- Shares held
- 30.0M
- +4.60M (+18.1%) vs. Q3 2025
- Total value
- $311.4M
- +$16.0M (+5.4%) vs. Q3 2025
- New holders
- 62
- 82 more added
- Sold out
- 23
- 26 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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, Q4 2025
Shares, value and share of portfolio for each institution holding Serve Robotics Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 20,158 | $209.2K | 0.00% | +8,297+70.0% | Added |
| Axq Capital, LP | 21,565 | $223.8K | 0.05% | +21,565 | New |
| Polen Capital Management LLC | 21,833 | $226.6K | 0.00% | +21,833 | New |
| Purpose Unlimited Inc. | 22,804 | $236.7K | 0.01% | +22,804 | New |
| Aquatic Capital Management LLC | 24,079 | $249.9K | 0.01% | +24,079 | New |
| Thoroughbred Financial Services, LLC | 24,250 | $251.0K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 25,830 | $268.1K | 0.01% | +2,893+12.6% | Added |
| Wedbush Securities Inc | 26,880 | $279.0K | 0.01% | +6,680+33.1% | Added |
| Janus Henderson Group PLC | 28,400 | $294.9K | 0.00% | +28,400 | New |
| Vontobel Holding Ltd. | 29,348 | $304.6K | 0.00% | +6,921+30.9% | Added |
| IFP Advisors, Inc | 29,809 | $309.4K | 0.01% | +29,809 | New |
| WCG Wealth Advisors LLC | 30,562 | $317.2K | 0.01% | +30,562 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,730 | $329.4K | 0.00% | +31,730 | New |
| Citigroup Inc | 33,258 | $345.2K | 0.00% | +19,131+135.4% | Added |
| Advisor Group Holdings, Inc. | 33,967 | $352.6K | 0.00% | +12,922+61.4% | Added |
| MetLife Investment Management | 35,393 | $367.4K | 0.00% | +6,488+22.4% | Added |
| Invesco Ltd. | 35,433 | $367.8K | 0.00% | +10,678+43.1% | Added |
| White Pine Capital LLC | 38,569 | $400.3K | 0.11% | +21,476+125.6% | Added |
| Himension Fund | 39,619 | $411.2K | 0.03% | −115−0.3% | Reduced |
| Themes Management Co LLC | 40,326 | $418.6K | 0.33% | +40,326 | New |
| Royal Bank of Canada | 40,635 | $421.0K | 0.00% | +7,762+23.6% | Added |
| Price T Rowe Associates Inc | 44,084 | $458.0K | 0.00% | +19,271+77.7% | Added |
| Harbour Capital Advisors, LLC | 38,810 | $459.1K | 0.09% | −6,725−14.8% | Reduced |
| JPMorgan Chase & Co | 44,613 | $463.1K | 0.00% | +6,191+16.1% | Added |
| American Century Companies Inc | 44,969 | $466.8K | 0.00% | +18,907+72.5% | Added |
| CWM Advisors, LLC | 45,138 | $468.5K | 0.04% | +5,311+13.3% | Added |
| Advisory Services Network, LLC | 47,106 | $489.0K | 0.01% | +658+1.4% | Added |
| PFG Investments, LLC | 50,766 | $527.0K | 0.02% | +6,775+15.4% | Added |
| Caitong International Asset Management Co., Ltd | 52,874 | $548.8K | 0.13% | +44,442+527.1% | Added |
| Scientech Research LLC | 54,095 | $561.5K | 0.35% | +54,095 | New |
| California State Teachers Retirement System | 54,901 | $569.9K | 0.00% | +51,974+1,775.7% | Added |
| Alliancebernstein L.P. | 55,200 | $573.0K | 0.00% | +34,100+161.6% | Added |
| Deutsche Bank AG | 55,836 | $579.6K | 0.00% | +20,319+57.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 57,666 | $599.0K | 0.00% | −14,506−20.1% | Reduced |
| Cambria Investment Management, L.P. | 59,635 | $619.0K | 0.04% | −14,756−19.8% | Reduced |
| Rhumbline Advisers | 67,959 | $705.4K | 0.00% | +2,881+4.4% | Added |
| AlphaCentric Advisors LLC | 75,000 | $778.5K | 0.78% | +75,000 | New |
| Verition Fund Management LLC | 76,944 | $798.7K | 0.00% | −50,571−39.7% | Reduced |
| Sphera Management Technology Funds Ltd | 80,000 | $830.4K | 0.43% | +80,000 | New |
| Deeter Investments LLP | 80,503 | $835.6K | 0.18% | +80,503 | New |
| Wells Fargo & Company | 85,015 | $882.5K | 0.00% | +49,488+139.3% | Added |
| Sculptor Capital LP | 92,100 | $956.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 96,112 | $997.6K | 0.03% | +59,347+161.4% | Added |
| Barclays PLC | 97,425 | $1.01M | 0.00% | +30,838+46.3% | Added |
| HSBC Holdings PLC | 102,250 | $1.06M | 0.00% | +102,250 | New |
| Bank of America Corp | 108,832 | $1.13M | 0.00% | −260,297−70.5% | Reduced |
| Swiss National Bank | 112,000 | $1.16M | 0.00% | +112,000 | New |
| Two Sigma Investments, LP | 112,647 | $1.17M | 0.00% | −3,343−2.9% | Reduced |
| D. E. Shaw & Co., Inc. | 114,935 | $1.19M | 0.00% | −277,470−70.7% | Reduced |
| IMC-Chicago, LLC | 130,571 | $1.36M | 0.02% | +44,601+51.9% | Added |
| Jupiter Asset Management Ltd | 137,477 | $1.43M | 0.01% | +137,477 | New |
| UBS Asset Management Americas Inc | 139,670 | $1.45M | 0.00% | +139,670 | New |
| Walleye Capital LLC | 143,203 | $1.49M | 0.01% | +125,379+703.4% | Added |
| Headlands Technologies LLC | 143,653 | $1.49M | 0.12% | +30,779+27.3% | Added |
| Bank of New York Mellon Corp | 151,900 | $1.58M | 0.00% | +24,560+19.3% | Added |
| LPL Financial LLC | 152,528 | $1.58M | 0.00% | +50,746+49.9% | Added |
| Goldman Sachs Group Inc | 152,566 | $1.58M | 0.00% | −30,409−16.6% | Reduced |
| Main Management ETF Advisors, LLC | 166,779 | $1.73M | 0.06% | +1,704+1.0% | Added |
| VARCOV Co. | 168,672 | $1.75M | 0.69% | +168,672 | New |
| Commonwealth Equity Services, LLC | 174,180 | $1.81M | 0.00% | +681+0.4% | Added |
| Davidson Kempner Capital Management LP | 200,000 | $2.08M | 0.03% | +200,000 | New |
| Walleye Trading LLC | 213,003 | $2.21M | 0.04% | +165,762+350.9% | Added |
| DnB Asset Management AS | 239,205 | $2.48M | 0.01% | +153,436+178.9% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 242,000 | $2.51M | 0.02% | +242,000 | New |
| Point72 Asset Management, L.P. | 264,477 | $2.75M | 0.00% | +264,477 | New |
| Group One Trading, L.P. | 266,114 | $2.76M | 0.08% | +9,960+3.9% | Added |
| National Bank of Canada | 308,935 | $3.21M | 0.00% | +121,526+64.8% | Added |
| Raymond James Financial Inc | 341,771 | $3.55M | 0.00% | +28,969+9.3% | Added |
| Morgan Stanley | 430,919 | $4.47M | 0.00% | −57,737−11.8% | Reduced |
| Creek Drive Management Group LLC | 473,200 | $4.91M | 3.62% | +473,200 | New |
| Northern Trust Corp | 490,319 | $5.09M | 0.00% | +114,816+30.6% | Added |
| Charles Schwab Investment Management Inc | 494,999 | $5.14M | 0.00% | +93,474+23.3% | Added |
| UBS Group AG | 533,906 | $5.54M | 0.00% | −163,729−23.5% | Reduced |
| Nuveen, LLC | 608,205 | $6.31M | 0.00% | +203,212+50.2% | Added |
| Citadel Advisors LLC | 691,740 | $7.18M | 0.00% | −902,938−56.6% | Reduced |
| Captrust Financial Advisors | 707,002 | $7.34M | 0.01% | +117,561+19.9% | Added |
| Capital Fund Management S.A. | 722,961 | $7.50M | 0.07% | +242,675+50.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 774,086 | $7.99M | 0.01% | +30,424+4.1% | Added |
| Susquehanna International Group, LLP | 844,300 | $8.76M | 0.01% | −792,175−48.4% | Reduced |
| Legal & General Group Plc | 839,933 | $8.86M | 0.00% | +88,099+11.7% | Added |
| First Trust Advisors LP | 1,022,459 | $10.6M | 0.01% | +262,348+34.5% | Added |
| State Street Corp | 1,245,411 | $12.9M | 0.00% | +283,497+29.5% | Added |
| Exchange Traded Concepts, LLC | 1,247,559 | $12.9M | 0.11% | +138,558+12.5% | Added |
| Geode Capital Management, LLC | 1,457,965 | $15.1M | 0.00% | +328,405+29.1% | Added |
| Uber Technologies, Inc | 2,070,629 | $21.5M | 0.51% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,605,911 | $37.4M | 0.00% | +1,011,042+39.0% | Added |
| BlackRock, Inc. | 4,778,761 | $49.6M | 0.00% | +1,080,861+29.2% | Added |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −251,408−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −61,348−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −53,100−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −50,016−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −49,736−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −33,784−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −30,289−100.0% | Sold out |
| Chico Wealth RIA | 0 | $0 | 0.00% | −29,473−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −12,847−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −12,833−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −12,779−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −1,347−100.0% | Sold out |