SERVE ROBOTICS INC SERV

US Industrials General Industrial Machinery & Equipment, NEC
$6.31
-3.4%
52w: $5.90 – $17.68

Latest 13F among current holders filed 32 days ago (Jun 3, 2026)

Price — last 12 months

research preview data
5.9011.7917.68
Jun 20, 2025 Jul 2, 2026
Institutional holders
196
+11 QoQ
13F value
$262.6M
-15.1% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
1.2×
$28.0M calls / $24.1M puts

Institutional value by quarter

$18.5M
Q2 2024
$68.5M
Q3 2024
$161.7M
Q4 2024
$101.7M
Q1 2025
$242.9M
Q2 2025
$296.6M
Q3 2025
$309.2M
Q4 2025
$262.6M
Q1 2026

Number of holders

24
Q2 2024
54
Q3 2024
95
Q4 2024
120
Q1 2025
133
Q2 2025
149
Q3 2025
185
Q4 2025
196
Q1 2026

Who owns SERV?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BlackRock, Inc. Index provider4.9M$40.9M0.0%+1.5%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical2.8M$23.4M0.0%
Uber Technologies, Inc ★2Fundamental diversified2.1M$17.5M0.5%Held
EXCHANGE TRADED CONCEPTS, LLC Index provider1.6M$13.5M0.1%+28.0%
GEODE CAPITAL MANAGEMENT, LLC Index provider1.5M$13.1M0.0%+6.1%
STATE STREET CORP Index provider1.3M$10.9M0.0%+3.4%
Legal & General Group Plc Diversified mechanical1.1M$9.8M0.0%+31.9%
FIRST TRUST ADVISORS LP Index provider958.9K$8.1M0.0%-6.2%
SUSQUEHANNA INTERNATIONAL GROUP, LLP Market maker834.9K$7.0M0.0%-1.1%
AMERIPRISE FINANCIAL INC Bank broker786.0K$6.6M0.0%New
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Index provider801.0K$6.6M0.0%+3.5%
CAPTRUST FINANCIAL ADVISORS Wealth advisor761.1K$6.4M0.0%+7.7%
MORGAN STANLEY Bank broker687.0K$5.8M0.0%+59.4%
Nuveen, LLC Diversified mechanical608.8K$5.1M0.0%+0.1%
NORTHERN TRUST CORP Index provider532.8K$4.5M0.0%+8.7%
CITADEL ADVISORS LLC Multistrat pod516.9K$4.4M0.0%-25.3%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider511.5K$4.3M0.0%+3.3%
UBS Group AG Bank broker481.8K$4.1M0.0%-9.8%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical415.9K$3.5M0.0%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical387.0K$3.3M0.0%
NATIONAL BANK OF CANADA /FI/ Diversified mechanical338.4K$2.9M0.0%+9.5%
Creek Drive Management Group LLC ★2Fundamental concentrated335.0K$2.8M1.8%-29.2%
CAPITAL FUND MANAGEMENT S.A. Other318.3K$2.7M0.0%-56.0%
Grange Capital, LLC Wealth advisor287.4K$2.4M2.4%New
LPL Financial LLC Bank broker256.1K$2.2M0.0%+67.9%
Headlands Technologies LLC Quant stat arb221.4K$1.9M0.2%+54.1%
Sculptor Capital LP Other219.3K$1.9M0.0%+138.1%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Quant stat arb211.4K$1.8M0.1%New
TORONTO DOMINION BANK Bank broker200.0K$1.7M0.0%New
RAYMOND JAMES FINANCIAL INC Bank broker198.6K$1.7M0.0%-41.9%
GOLDMAN SACHS GROUP INC Bank broker195.5K$1.7M0.0%+28.2%
COMMONWEALTH EQUITY SERVICES, LLC Wealth advisor188.1K$1.6M0.0%+8.0%
DNB Asset Management AS Other182.4K$1.5M0.0%-23.8%
Bank of New York Mellon Corp Diversified mechanical179.8K$1.5M0.0%+18.4%
HSBC HOLDINGS PLC Bank broker169.3K$1.4M0.0%-17.2%
HRT FINANCIAL LP Diversified mechanical166.7K$1.4M0.0%New
BANK OF AMERICA CORP /DE/ Bank broker154.8K$1.3M0.0%+42.3%
Walleye Capital LLC Multistrat pod151.0K$1.3M0.0%+5.4%
Aquatic Capital Management LLC Diversified mechanical149.8K$1.3M0.0%+522.2%
Balyasny Asset Management L.P. Multistrat pod149.5K$1.3M0.0%+938.4%
MIRAE ASSET SECURITIES (USA) INC. Wealth advisor147.8K$1.2M0.1%New
Longaeva Partners L.P. ★2Fundamental diversified129.4K$1.1M0.1%New
Swiss National Bank Index provider117.8K$994K0.0%+5.2%
Brevan Howard Capital Management LP Diversified mechanical114.6K$967K0.0%+343.7%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Bank broker100.9K$851K0.0%-27.8%
Themes Management Co LLC Other84.7K$715K0.4%+110.0%
Sphera Management Technology Funds Ltd ★2Fundamental diversified80.0K$675K0.4%Held
AlphaCentric Advisors LLC Other75.0K$633K0.6%Held
Cambria Investment Management, L.P. Other75.0K$633K0.0%+25.7%
RHUMBLINE ADVISERS Diversified mechanical72.9K$615K0.0%+7.3%

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