Sera Prognostics, Inc. (SERA)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | $10.0M | 5,498,170 | 0.05% | 20q | HELD |
| Whetstone Capital Advisors, LLC | $6.0M | 3,306,889 | 1.58% | 5q | HELD |
| Aberdeen Group plc | $5.0M | 2,753,525 | 0.01% | 6q | +7.9%+$369.0K |
| Vivo Capital, LLC | $3.0M | 1,650,440 | 0.27% | 20q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.4M | 1,297,792 | 0.00% | 2q | +7.8%+$170.5K |
| CAPTRUST FINANCIAL ADVISORS | $975.1K | 535,755 | 0.00% | 16q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $635.5K | 348,967 | 0.00% | 20q | -4.0%-$26.7K |
| BlackRock, Inc. | $402.9K | 221,369 | 0.00% | 8q | +12.9%+$46.0K |
| AWM Investment Company, Inc. | $377.4K | 207,382 | 0.03% | 11q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $311.1K | 170,908 | 0.00% | 2q | +0.7%+$2.3K |
| STATE STREET CORP | $227.1K | 124,792 | 0.00% | 14q | HELD |
| MILLENNIUM MANAGEMENT LLC | $134.7K | 73,986 | 0.00% | 7q | -19.1%-$31.9K |
| Perigon Wealth Management, LLC | $132.3K | 72,685 | 0.00% | 11q | HELD |
| NORTHERN TRUST CORP | $124.8K | 68,595 | 0.00% | 16q | -28.9%-$50.9K |
| Bank of New York Mellon Corp | $110.9K | 60,927 | 0.00% | 14q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $101.4K | 55,705 | 0.00% | 14q | +21.9%+$18.2K |
| Requisite Capital Management, LLC | $101.3K | 55,648 | 0.02% | 14q | HELD |
| MORGAN STANLEY | $92.8K | 50,972 | 0.00% | 20q | -51.5%-$98.4K |
| Qube Research & Technologies Ltd | $92.6K | 50,871 | 0.00% | 5q | +155.4%+$56.3K |
| Ballentine Partners, LLC | $90.4K | 49,664 | 0.00% | 9q | HELD |
| Twelve Points Wealth Management LLC | $79.0K | 43,388 | 0.02% | 9q | HELD |
| HighTower Advisors, LLC | $76.9K | 42,234 | 0.00% | 10q | HELD |
| CITADEL ADVISORS LLC | $75.4K | 41,411 | 0.00% | 7q | -83.4%-$377.6K |
| Catalyst Funds Management Pty Ltd | $70.8K | 38,890 | 0.00% | 2q | +65.0%+$27.9K |
| GOLDMAN SACHS GROUP INC | $59.2K | 32,541 | 0.00% | 10q | +76.2%+$25.6K |
| DIMENSIONAL FUND ADVISORS LP | $53.7K | 29,499 | 0.00% | 14q | +51.0%+$18.1K |
| Birch Hill Investment Advisors LLC | $49.7K | 27,293 | 0.00% | 4q | HELD |
| Cetera Investment Advisers | $45.5K | 25,000 | 0.00% | 3q | HELD |
| XTX Topco Ltd | $30.6K | 16,808 | 0.00% | 2q | +1.9% |
| TWO SIGMA INVESTMENTS, LP | $29.5K | 16,221 | 0.00% | 4q | -26.1%-$10.5K |
| Riverview Capital Advisers, LLC | $23.1K | 12,669 | 0.01% | 5q | HELD |
| Wagner Wealth Management, LLC | $22.6K | 12,400 | 0.00% | 5q | HELD |
| Focus Partners Wealth | $22.1K | 12,156 | 0.00% | 7q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.7K | 10,504 | 0.00% | 3q | -0.5% |
| UBS Group AG | $20.6K | 11,309 | 0.00% | 14q | -23.9%-$6.5K |
| Vanguard Global Advisers, LLC | $20.3K | 11,169 | 0.00% | 2q | HELD |
| Geneos Wealth Management Inc. | $19.7K | 10,800 | 0.00% | 4q | HELD |
| BARCLAYS PLC | $5.8K | 3,179 | 0.00% | 9q | -90.1%-$52.4K |
| FMR LLC | $4.6K | 2,539 | 0.00% | 8q | -61.4%-$7.3K |
| Global Retirement Partners, LLC | $1.8K | 1,000 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $402 | 222 | 0.00% | 20q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $339 | 186 | 0.00% | 7q | -21.2% |
| NISA INVESTMENT ADVISORS, LLC | $235 | 129 | 0.00% | 8q | HELD |
| Silicon Valley Capital Partners | $104 | 57 | 0.00% | 2q | HELD |
| SBI Securities Co., Ltd. | $7 | 4 | 0.00% | 7q | -42.9% |
| Caitong International Asset Management Co., Ltd | $7 | 4 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $0 | 45 | 0.00% | 2q | +4.7% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-19 | 2026-08-14 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 12 | $6.0M | 2,856,087 | 5 | 0 | 0 | 0.0% |
| Q2 2026 | 47 | $31.0M | 17,056,699 | 1 | 11 | 12 | 0.0% |
| Q1 2026 | 56 | $40.5M | 19,944,881 | 9 | 5 | 15 | 0.1% |
| Q4 2025 | 56 | $52.4M | 17,740,480 | 5 | 15 | 12 | 0.0% |
| Q3 2025 | 62 | $55.6M | 18,156,495 | 11 | 15 | 11 | 0.0% |
| Q2 2025 | 59 | $51.6M | 18,609,447 | 15 | 12 | 23 | 0.1% |
| Q1 2025 | 70 | $74.4M | 20,231,342 | 8 | 21 | 18 | 0.0% |
| Q4 2024 | 72 | $147.9M | 18,104,761 | 16 | 25 | 11 | 0.4% |
| Q3 2024 | 60 | $148.2M | 18,877,325 | 13 | 16 | 12 | 0.6% |
| Q2 2024 | 65 | $98.5M | 16,590,224 | 24 | 18 | 15 | 0.2% |
| Q1 2024 | 51 | $134.5M | 14,781,084 | 16 | 18 | 8 | 0.0% |
| Q4 2023 | 47 | $67.3M | 11,121,502 | 24 | 12 | 7 | 0.0% |
| Q3 2023 | 27 | $16.5M | 8,863,155 | 1 | 7 | 4 | 0.0% |
| Q2 2023 | 33 | $31.4M | 9,516,869 | 3 | 4 | 7 | 0.0% |
| Q1 2023 | 35 | $36.5M | 9,529,218 | 15 | 8 | 2 | 0.0% |
| Q4 2022 | 29 | $8.9M | 7,042,649 | 6 | 1 | 11 | 0.0% |
| Q3 2022 | 31 | $13.9M | 8,696,047 | 7 | 10 | 5 | 0.0% |
| Q2 2022 | 28 | $14.2M | 8,656,032 | 6 | 8 | 7 | 0.0% |
| Q1 2022 | 42 | $36.5M | 9,626,862 | 7 | 16 | 8 | 0.0% |
| Q4 2021 | 36 | $63.8M | 9,279,515 | 4 | 12 | 8 | 0.0% |
| Q3 2021 | 35 | $96.1M | 8,651,053 | 35 | 0 | 0 | 0.0% |