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SERV

SERV Quarterly Institutional 13F Update

Serve Robotics INC

-$32.8M

Net Activity

Data as of: 2026-03-31

Institutions Holding

199

Popularity Rank

#2898

Avg Weight

0.04%

Total Value

$316.0M

Ownership Trend

199 institutions currently hold SERV, with 116 net buyers and 75 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

75

Net Buying Institutions

116

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$40.9M
SI
Susquehanna International Group, LLP
$24.5M
VC
Vanguard Capital Management LLC
$23.4M
CA
Citadel Advisors LLC
$21.9M
UT
Uber Technologies, Inc
$17.5M

Top 5 by Conviction

GC
Grange Capital, LLC
2.42%
CD
Creek Drive Management Group LLC
0.64%
UT
Uber Technologies, Inc
0.49%
HT
Headlands Technologies LLC
0.21%
CF
Crawford Fund Management, LLC
0.18%
View all 199 holding institutions

Across its top 20 institutional holders, SERV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 25/100).

Quarterly Activity

Recent Activity

+$203.4M

Total Buy Value

$119.1M

Total Sell Value

New buy40
Trim43
Add76
Sold out32

116

Net Buyers

75

Net Sellers

Smart Money Convergence

SERV 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.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/SERV

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

7

Filings (90d)

$272K

Total Est. Value

38K shares

Planned Shares

Last Filed 2026-06-16
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
Goldberg David MichaelDirector2026-06-1611K shares$76K
Armenta AnthonyOfficer2026-06-153K shares$24K
Abraham EuanOfficer2026-06-101K shares$11K
Parang TourajOfficer, Director2026-06-104K shares$31K
Read BrianOfficer2026-06-101K shares$11K
Kashani AliOfficer, Director2026-06-1016K shares$115K
Dunn EvanOfficer2026-06-08568 shares$4K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

81758H106

FAQ

Who are the top institutional investors holding SERVE ROBOTICS INC (SERV)?
Major stakeholders currently include BlackRock, Inc. ($40.9M), Susquehanna International Group, LLP ($24.5M), Vanguard Capital Management LLC ($23.4M). Based on the latest 13F filings, there are a total of 199 tracked investment funds and institutions maintaining positions in SERV.
What is the overall institutional sentiment toward SERV recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $32.8M, driven by 116 managers accumulating shares while 75 reduced their exposure.
Which institutions have been selling or reducing their SERV positions?
In the latest period, 43 funds trimmed their holdings, and 32 managers completely exited their positions. The aggregate reported sell value was $119.1M.
Are there any notable investors adding SERV to their portfolios?
Yes, buying activity remains notable. 40 institutions opened new positions in {ticker}, and 76 existing holders added to their shares. The total reported buy value for the quarter amounted to $203.4M.

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Developer Access

Access SERV's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/SERV

CLI

npx alphasmo stocks get SERV
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