2026-08-27
AI summary pending
View Full Filing (SEC EDGAR)Serina Therapeutics Inc.
$2.63-2.6%
-$85.4K
Net Activity
-3.06% total shares
Institutions Holding
28
Popularity Rank
#7630
Avg Weight
0.01%
Total Value
$2.7M
Market Cap
$26.8M
28 institutions currently hold SER, with 12 net buyers and 7 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
7
Net Buying Institutions
12
Top 5 by Value
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Across its top 20 institutional holders, SER's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 31/100).
SER ranks #7630 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
28 institutions disclose a position in SER, but none treat it as a major bet — even Sio Capital Management, LLC, its most concentrated holder, allocates just 0.3% of its own portfolio to it.
Tower Research Capital LLC has added to its SER position for two straight quarters, increasing it by $4.1K to reach $5.0K today.
Pacifica Partners Inc. has trimmed its SER position for two straight quarters, cutting it by $2.0 while still holding $15.0.
SER reported a net loss of $21.2M over the trailing twelve months.
+$62.5K
Total Buy Value
$183.7K
Total Sell Value
12
Net Buyers
7
Net Sellers
SER
Q2 2026
Top 5 Institutional Movers
-$108.4K
-$47.0K
+$41.7K
+$40.3K
-$27.1K
SER does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Juvenescence Limited | 13D/A | 2026-07-22 | 27.3% |
4
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)Serina Therapeutics entered into an amended employment agreement with CEO Steve Ledger on July 19, 2026. The new contract boosts his base salary to $500,000 and sets a target annual bonus of 50% of salary. It also spells out severance terms: 12 months of salary plus prorated bonus if he's let go without cause (or resigns for good reason), and 1.5x salary plus bonus, accelerated stock vesting, and up to 18 months of COBRA if a change in control triggers the departure. The deal includes two-year non-compete and 18-month non-solicit clauses.
View Full Filing (SEC EDGAR)Serina Therapeutics announced the appointment of Farrell Simon, Pharm.D., to its Board of Directors, effective July 22, 2026. Dr. Simon will also serve on the Audit and Compensation Committees. He is currently Chief Commercial Officer at Trevi Therapeutics and previously held senior roles at Pfizer, with a background in commercial strategy and business development. The company issued a press release detailing this board change.
View Full Filing (SEC EDGAR)81751A108
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
6,141
Total reported value
$2.9T
Held by 6141 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,806
Total reported value
$1.8T
Held by 5806 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,251
Total reported value
$1.3T
Held by 5251 institutions — one of the most-tracked stocks on AlphaSMO
Access SER's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SERCLI
npx alphasmo stocks get SER