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 2026
Institutional positions in Serve Robotics Inc. as of Mar 31, 2026. 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
- 198
- +15 vs. Q4 2025
- Shares held
- 31.3M
- +4.95M (+18.8%) vs. Q4 2025
- Total value
- $264.8M
- −$9.24M (−3.4%) vs. Q4 2025
- New holders
- 47
- 76 more added
- Sold out
- 32
- 42 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Serve Robotics Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 18,339 | $154.8K | 0.00% | −58,605−76.2% | Reduced |
| Sanctuary Advisors, LLC | 19,185 | $161.9K | 0.00% | +2,824+17.3% | Added |
| SG Americas Securities, LLC | 19,364 | $163.0K | 0.00% | +19,364 | New |
| Wedbush Securities Inc | 20,380 | $172.0K | 0.01% | −6,500−24.2% | Reduced |
| Oppenheimer & Co Inc | 20,608 | $173.9K | 0.00% | +4,258+26.0% | Added |
| Creative Planning | 20,659 | $174.4K | 0.00% | +2,340+12.8% | Added |
| International Assets Investment Management, LLC | 21,210 | $178.4K | 0.01% | +3,660+20.9% | Added |
| Barclays PLC | 22,576 | $190.5K | 0.00% | −74,849−76.8% | Reduced |
| Purpose Unlimited Inc. | 22,804 | $192.7K | 0.01% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 23,000 | $194.1K | 0.11% | +23,000 | New |
| Vanguard Global Advisers, LLC | 23,909 | $201.8K | 0.00% | +23,909 | New |
| Thoroughbred Financial Services, LLC | 24,250 | $204.0K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 25,235 | $213.0K | 0.00% | +25,235 | New |
| Envestnet Asset Management Inc | 25,255 | $213.2K | 0.00% | +5,097+25.3% | Added |
| Jones Financial Companies LLLP | 26,346 | $219.2K | 0.00% | +9,642+57.7% | Added |
| Next Capital Management LLC | 26,425 | $223.0K | 0.07% | +10,000+60.9% | Added |
| Axq Capital, LP | 27,193 | $229.5K | 0.03% | +5,628+26.1% | Added |
| BNP Paribas Arbitrage, SA | 27,662 | $233.5K | 0.00% | +14,399+108.6% | Added |
| Laffer Tengler Investments | 28,292 | $238.8K | 0.04% | +9,937+54.1% | Added |
| Janus Henderson Group PLC | 28,400 | $240.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 28,732 | $242.5K | 0.00% | −5,235−15.4% | Reduced |
| WCG Wealth Advisors LLC | 29,670 | $250.4K | 0.01% | −892−2.9% | Reduced |
| Squarepoint Ops LLC | 29,911 | $252.4K | 0.00% | +29,911 | New |
| Quantinno Capital Management LP | 31,983 | $269.9K | 0.00% | +31,983 | New |
| Daiwa Securities Group Inc. | 33,400 | $281.9K | 0.00% | +33,400 | New |
| Schonfeld Strategic Advisors LLC | 34,687 | $292.8K | 0.00% | +34,687 | New |
| MetLife Investment Management | 35,393 | $298.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 37,972 | $320.5K | 0.00% | +37,972 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,201 | $330.9K | 0.00% | +7,471+23.5% | Added |
| Royal Bank of Canada | 39,318 | $332.0K | 0.00% | −1,317−3.2% | Reduced |
| JPMorgan Chase & Co | 46,331 | $358.1K | 0.00% | +1,718+3.9% | Added |
| American Century Companies Inc | 43,578 | $367.8K | 0.00% | −1,391−3.1% | Reduced |
| Advisory Services Network, LLC | 48,030 | $405.4K | 0.01% | +924+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 48,146 | $406.0K | 0.00% | −9,520−16.5% | Reduced |
| White Pine Capital LLC | 51,466 | $434.4K | 0.12% | +12,897+33.4% | Added |
| Two Sigma Investments, LP | 52,147 | $440.1K | 0.00% | −60,500−53.7% | Reduced |
| California State Teachers Retirement System | 54,647 | $461.2K | 0.00% | −254−0.5% | Reduced |
| Deutsche Bank AG | 56,323 | $475.4K | 0.00% | +487+0.9% | Added |
| Group One Trading, L.P. | 57,870 | $488.4K | 0.02% | −208,244−78.3% | Reduced |
| Price T Rowe Associates Inc | 58,526 | $494.0K | 0.00% | +14,442+32.8% | Added |
| PFG Investments, LLC | 60,071 | $507.0K | 0.02% | +9,305+18.3% | Added |
| CWM Advisors, LLC | 62,065 | $523.8K | 0.03% | +16,927+37.5% | Added |
| Vontobel Holding Ltd. | 62,673 | $529.0K | 0.00% | +33,325+113.6% | Added |
| Invesco Ltd. | 65,828 | $555.6K | 0.00% | +30,395+85.8% | Added |
| Citigroup Inc | 66,140 | $558.2K | 0.00% | +32,882+98.9% | Added |
| Alliancebernstein L.P. | 55,200 | $573.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 70,589 | $595.8K | 0.00% | −14,426−17.0% | Reduced |
| Rhumbline Advisers | 72,894 | $615.2K | 0.00% | +4,935+7.3% | Added |
| Cambria Investment Management, L.P. | 74,978 | $632.8K | 0.04% | +15,343+25.7% | Added |
| AlphaCentric Advisors LLC | 75,000 | $633.0K | 0.63% | 00.0% | Unchanged |
| Sphera Management Technology Funds Ltd | 80,000 | $675.2K | 0.38% | 00.0% | Unchanged |
| Themes Management Co LLC | 84,703 | $714.9K | 0.44% | +44,377+110.0% | Added |
| UBS Asset Management Americas Inc | 100,870 | $851.3K | 0.00% | −38,800−27.8% | Reduced |
| Brevan Howard Capital Management LP | 114,606 | $967.3K | 0.01% | +88,776+343.7% | Added |
| Swiss National Bank | 117,800 | $994.2K | 0.00% | +5,800+5.2% | Added |
| Longaeva Partners L.P. | 129,367 | $1.09M | 0.05% | +129,367 | New |
| Mirae Asset Securities (USA) Inc. | 147,826 | $1.25M | 0.06% | +147,826 | New |
| Balyasny Asset Management LLC | 149,452 | $1.26M | 0.00% | +135,060+938.4% | Added |
| Aquatic Capital Management LLC | 149,822 | $1.26M | 0.04% | +125,743+522.2% | Added |
| Walleye Capital LLC | 150,962 | $1.27M | 0.01% | +7,759+5.4% | Added |
| Bank of America Corp | 154,849 | $1.31M | 0.00% | +46,017+42.3% | Added |
| HRT Financial LP | 166,714 | $1.41M | 0.00% | +166,714 | New |
| HSBC Holdings PLC | 169,304 | $1.43M | 0.00% | +67,054+65.6% | Added |
| Bank of New York Mellon Corp | 179,781 | $1.52M | 0.00% | +27,881+18.4% | Added |
| DnB Asset Management AS | 182,371 | $1.54M | 0.01% | −56,834−23.8% | Reduced |
| Commonwealth Equity Services, LLC | 188,080 | $1.59M | 0.00% | +13,900+8.0% | Added |
| Goldman Sachs Group Inc | 195,534 | $1.65M | 0.00% | +42,968+28.2% | Added |
| Raymond James Financial Inc | 198,616 | $1.68M | 0.00% | −143,155−41.9% | Reduced |
| Toronto Dominion Bank | 200,000 | $1.69M | 0.00% | +200,000 | New |
| Landscape Capital Management, L.L.C. | 211,406 | $1.78M | 0.11% | +211,406 | New |
| Sculptor Capital LP | 219,300 | $1.85M | 0.02% | +127,200+138.1% | Added |
| Headlands Technologies LLC | 221,394 | $1.87M | 0.21% | +77,741+54.1% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 242,000 | $2.04M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 256,073 | $2.16M | 0.00% | +103,545+67.9% | Added |
| Grange Capital, LLC | 287,427 | $2.43M | 2.42% | +287,427 | New |
| Capital Fund Management S.A. | 318,346 | $2.69M | 0.02% | −404,615−56.0% | Reduced |
| Creek Drive Management Group LLC | 335,000 | $2.83M | 1.77% | −138,200−29.2% | Reduced |
| National Bank of Canada | 338,424 | $2.86M | 0.00% | +29,489+9.5% | Added |
| Vanguard Portfolio Management LLC | 387,000 | $3.27M | 0.00% | +387,000 | New |
| Vanguard Fiduciary Trust Co | 415,888 | $3.51M | 0.00% | +415,888 | New |
| UBS Group AG | 481,818 | $4.07M | 0.00% | −52,088−9.8% | Reduced |
| Charles Schwab Investment Management Inc | 511,464 | $4.32M | 0.00% | +16,465+3.3% | Added |
| Citadel Advisors LLC | 516,886 | $4.36M | 0.00% | −174,854−25.3% | Reduced |
| Northern Trust Corp | 532,771 | $4.50M | 0.00% | +42,452+8.7% | Added |
| Nuveen, LLC | 608,765 | $5.14M | 0.00% | +560+0.1% | Added |
| Morgan Stanley | 686,951 | $5.80M | 0.00% | +256,032+59.4% | Added |
| Captrust Financial Advisors | 761,136 | $6.42M | 0.01% | +54,134+7.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 801,047 | $6.63M | 0.01% | +26,961+3.5% | Added |
| Ameriprise Financial Inc | 786,046 | $6.63M | 0.00% | +786,046 | New |
| Susquehanna International Group, LLP | 834,878 | $7.05M | 0.01% | −9,422−1.1% | Reduced |
| First Trust Advisors LP | 958,853 | $8.09M | 0.01% | −63,606−6.2% | Reduced |
| Legal & General Group Plc | 1,107,859 | $9.79M | 0.00% | +267,926+31.9% | Added |
| State Street Corp | 1,287,944 | $10.9M | 0.00% | +42,533+3.4% | Added |
| Geode Capital Management, LLC | 1,546,666 | $13.1M | 0.00% | +88,701+6.1% | Added |
| Exchange Traded Concepts, LLC | 1,597,252 | $13.5M | 0.10% | +349,693+28.0% | Added |
| Uber Technologies, Inc | 2,070,629 | $17.5M | 0.49% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 2,771,761 | $23.4M | 0.00% | +2,771,761 | New |
| BlackRock, Inc. | 4,850,232 | $40.9M | 0.00% | +71,471+1.5% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −264,477−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −213,003−100.0% | Sold out |