SERVE ROBOTICS INC (SERV)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
Institutions report 32,817,294 shares against 86,707,507 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $39.7M | 6,040,854 | 0.00% | 8q | +24.5%+$7.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $32.0M incl. $21.9M options CALL+PUT | 1,541,027 | 0.00% | 8q | +84.6%+$14.7M |
| GROUP ONE TRADING LLC | $21.5M incl. $20.3M options CALL+PUT | 177,644 | 0.03% | 8q | +207.0%+$14.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $19.3M | 2,931,905 | 0.00% | 2q | +5.8%+$1.1M |
| CITADEL ADVISORS LLC | $18.6M incl. $16.3M options CALL+PUT | 358,163 | 0.00% | 8q | -30.7%-$8.2M |
| STATE STREET CORP | $16.2M | 2,456,658 | 0.00% | 8q | +90.7%+$7.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $11.6M | 1,755,095 | 0.00% | 9q | +13.5%+$1.4M |
| EXCHANGE TRADED CONCEPTS, LLC | $10.0M | 1,522,616 | 0.05% | 7q | -4.7%-$491.1K |
| JANE STREET GROUP, LLC | $9.2M CALL+PUT | options only | 0.00% | 9q | OPTIONS |
| IMC-Chicago, LLC | $9.2M incl. $7.5M options CALL+PUT | 251,782 | 0.00% | 7q | HELD |
| Legal & General Group Plc | $8.4M | 1,371,454 | 0.00% | 7q | +23.8%+$1.6M |
| FIRST TRUST ADVISORS LP | $7.7M | 1,167,709 | 0.00% | 4q | +21.8%+$1.4M |
| MORGAN STANLEY | $5.6M | 857,318 | 0.00% | 8q | +24.8%+$1.1M |
| Walleye Trading LLC | $5.5M incl. $4.6M options CALL+PUT | 126,804 | 0.01% | 6q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $5.3M | 815,926 | 0.01% | 7q | +1.9%+$97.2K |
| CAPTRUST FINANCIAL ADVISORS | $5.2M | 788,465 | 0.01% | 7q | +3.6%+$179.8K |
| SIMPLEX TRADING, LLC | $5.0M incl. $4.1M options CALL+PUT | 137,005 | 0.00% | 8q | HELD |
| UBS Group AG | $4.6M | 695,130 | 0.00% | 7q | +44.3%+$1.4M |
| Nuveen, LLC | $4.0M | 614,892 | 0.00% | 5q | +1.0%+$40.3K |
| NORTHERN TRUST CORP | $4.0M | 606,373 | 0.00% | 9q | +13.8%+$484.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.3M | 504,252 | 0.00% | 7q | -1.4%-$47.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.2M | 483,620 | 0.00% | 2q | +25.0%+$635.8K |
| Daiwa Securities Group Inc. | $2.8M incl. $1.4M options PUT | 214,500 | 0.01% | 2q | +542.2%+$2.4M |
| VANGUARD FIDUCIARY TRUST CO | $2.8M | 423,146 | 0.00% | 2q | +1.7%+$47.8K |
| TUDOR INVESTMENT CORP ET AL | $2.6M incl. $834.3K options CALL | 272,448 | 0.00% | new | NEW |
| Clear Street Group Inc. | $2.4M CALL | options only | 0.01% | new | OPTIONS |
| LPL Financial LLC | $1.8M | 280,996 | 0.00% | 7q | +9.7%+$164.0K |
| HRT FINANCIAL LP | $1.8M incl. $1.8M options OPT | 273,900 | 0.00% | new | NEW |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1.8M | 271,781 | 0.12% | 2q | +28.6%+$397.3K |
| ExodusPoint Capital Management, LP | $1.8M | 266,693 | 0.01% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $1.7M | 265,773 | 0.00% | new | NEW |
| XTX Topco Ltd | $1.6M | 242,265 | 0.02% | new | NEW |
| Themes Management Co LLC | $1.6M | 237,530 | 1.04% | 3q | +180.4%+$1.0M |
| Bank of New York Mellon Corp | $1.5M | 233,084 | 0.00% | 5q | +29.6%+$350.7K |
| NATIONAL BANK OF CANADA /FI/ | $1.2M incl. $563.2K options PUT | 97,345 | 0.00% | 7q | -71.2%-$3.0M |
| GOLDMAN SACHS GROUP INC | $1.2M | 175,024 | 0.00% | 7q | -10.5%-$135.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 174,574 | 0.00% | 7q | -7.2%-$88.9K |
| DNB Asset Management AS | $1.1M | 162,225 | 0.00% | 8q | -11.0%-$132.6K |
| Crawford Fund Management, LLC | $1.1M PUT | options only | 0.16% | 2q | OPTIONS |
| JPMORGAN CHASE & CO | $992.1K | 156,229 | 0.00% | 9q | +237.2%+$697.9K |
| BANK OF AMERICA CORP /DE/ | $955.0K | 145,137 | 0.00% | 9q | -6.3%-$63.9K |
| PEAK6 LLC | $936.5K incl. $681.7K options CALL | 38,721 | 0.00% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $873.7K | 132,774 | 0.00% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $859.3K | 130,597 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $820.1K incl. $13.8K options CALL | 122,539 | 0.01% | 5q | +155.1%+$498.7K |
| WELLS FARGO & COMPANY/MN | $810.4K | 123,162 | 0.00% | 9q | +74.5%+$345.9K |
| Swiss National Bank | $799.5K | 121,500 | 0.00% | 3q | +3.1%+$24.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $755.6K | 114,835 | 0.00% | 3q | +13.8%+$91.9K |
| Walleye Capital LLC | $717.2K CALL+PUT | options only | 0.00% | 6q | OPTIONS |
| WHITE PINE CAPITAL LLC | $697.3K | 105,970 | 0.16% | 4q | +13.9%+$85.0K |
| Inspire Investing, LLC | $674.3K | 102,484 | 0.03% | 4q | +65.1%+$266.0K |
| CITIGROUP INC | $673.3K | 102,324 | 0.00% | 8q | +54.7%+$238.1K |
| Squarepoint Ops LLC | $663.9K | 100,903 | 0.00% | 3q | +237.3%+$467.1K |
| AlphaCentric Advisors LLC | $658.0K | 100,000 | 0.56% | 3q | +33.3%+$164.5K |
| Cambridge Investment Research Advisors, Inc. | $584.0K | 88,824 | 0.00% | 7q | +84.5%+$267.4K |
| RHUMBLINE ADVISERS | $554.6K | 84,291 | 0.00% | 5q | +15.6%+$75.0K |
| Sphera Management Technology Funds Ltd | $526.4K | 80,000 | 0.18% | 3q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $507.3K | 77,103 | 0.00% | 6q | +41.1%+$147.8K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $507.0K | 77,009 | 0.00% | 5q | +31.6%+$121.7K |
| DEUTSCHE BANK AG\ | $468.5K | 71,196 | 0.00% | 5q | +26.4%+$97.9K |
| PFG Investments, LLC | $457.4K | 69,521 | 0.02% | 9q | +15.7%+$62.2K |
| Vontobel Holding Ltd. | $446.9K | 67,922 | 0.00% | 5q | +8.4%+$34.5K |
| Capstone Capital Management Ltd | $428.2K | 65,076 | 0.19% | new | NEW |
| D. E. Shaw & Co., Inc. | $427.7K CALL | options only | 0.00% | new | OPTIONS |
| Verition Fund Management LLC | $409.9K CALL+PUT | options only | 0.00% | 6q | OPTIONS |
| Snowden Capital Advisors LLC | $405.9K | 61,690 | 0.01% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $365.7K | 55,575 | 0.00% | 5q | +27.5%+$78.9K |
| ALLIANCEBERNSTEIN L.P. | $287.8K | 34,100 | 0.00% | 4q | -38.2%-$178.1K |
| MetLife Investment Management, LLC | $283.3K | 43,057 | 0.00% | 5q | +21.7%+$50.4K |
| RAYMOND JAMES FINANCIAL INC | $272.0K | 41,341 | 0.00% | 7q | -79.2%-$1.0M |
| Jain Global LLC | $268.6K | 40,818 | 0.00% | new | NEW |
| LAFFER TENGLER INVESTMENTS, INC. | $265.9K | 40,404 | 0.03% | 3q | +42.8%+$79.7K |
| Bluespring Wealth Management, LLC | $254.9K | 38,735 | 0.00% | new | NEW |
| Invesco Ltd. | $252.4K | 38,362 | 0.00% | 5q | -41.7%-$180.7K |
| Sculptor Capital LP | $250.0K incl. $125.0K options PUT | 19,000 | 0.00% | 6q | -91.3%-$2.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $249.9K | 37,972 | 0.00% | 2q | HELD |
| Quantinno Capital Management LP | $237.1K | 36,037 | 0.00% | 2q | +12.7%+$26.7K |
| Gruss & Co., LLC | $234.2K | 35,600 | 0.57% | new | NEW |
| TD Waterhouse Canada Inc. | $228.6K | 35,040 | 0.00% | 2q | +1336.1%+$212.6K |
| Engineers Gate Manager LP | $213.6K | 32,465 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $206.0K | 31,307 | 0.00% | 3q | +63.2%+$79.8K |
| JONES FINANCIAL COMPANIES LLLP | $205.8K | 34,246 | 0.00% | 8q | +30.0%+$47.5K |
| WEDBUSH SECURITIES INC | $205.0K | 31,130 | 0.01% | 4q | +52.7%+$70.8K |
| Jupiter Topco LLC | $187.0K | 28,400 | 0.00% | new | FIRST |
| Russell Investments Group, Ltd. | $186.6K | 28,360 | 0.00% | 4q | +160.5%+$115.0K |
| ROYAL BANK OF CANADA | $183.0K | 27,830 | 0.00% | 8q | -29.2%-$75.5K |
| ENVESTNET ASSET MANAGEMENT INC | $179.2K | 27,228 | 0.00% | 4q | +7.8%+$13.0K |
| Next Capital Management LLC | $173.9K | 26,425 | 0.05% | 5q | HELD |
| Summit Trail Advisors, LLC | $166.0K | 25,235 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $164.4K | 24,993 | 0.00% | 9q | -13.0%-$24.6K |
| Police & Firemen's Retirement System of New Jersey | $158.5K | 24,093 | 0.00% | 5q | +43.6%+$48.2K |
| Vanguard Global Advisers, LLC | $157.3K | 23,909 | 0.00% | 2q | HELD |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $156.0K | 23,750 | 0.01% | 5q | -2.1%-$3.3K |
| Harbour Capital Advisors, LLC | $155.0K | 26,190 | 0.03% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $152.8K | 23,400 | 0.01% | 3q | +10.3%+$14.3K |
| Purpose Unlimited Inc. | $152.7K | 22,804 | 0.01% | 3q | HELD |
| Atom Investors LP | $152.1K | 23,116 | 0.01% | new | NEW |
| SG Americas Securities, LLC | $149.0K | 22,720 | 0.00% | 2q | +17.3%+$22.0K |
| Brevan Howard Capital Management LP | $139.5K | 21,201 | 0.00% | 6q | -81.5%-$614.6K |
| Creative Planning | $134.1K | 20,385 | 0.00% | 6q | -1.3%-$1.8K |
Showing the largest 100 of 204 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-18 | Kashani Ali | Chief Executive Officer | Sold | 45,158 | $205.9K |
| 2026-08-18 | Parang Touraj | President & COO | Sold | 37,993 | $172.7K ×2 |
| 2026-08-17 | Read Brian | Chief Financial Officer | Sold | 25,240 | $132.3K |
| 2026-06-10 | Kashani Ali | Chief Executive Officer | Sold | 15,885 | $115.0K |
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 | 35 | $15.3M | 3,072,885 | 8 | 14 | 8 | 10.5% |
| Q2 2026 | 204 | $307.9M | 32,817,294 | 54 | 77 | 35 | 30.7% |
| Q1 2026 | 205 | $331.1M | 31,365,514 | 41 | 74 | 44 | 19.9% |
| Q4 2025 | 193 | $402.8M | 30,082,222 | 55 | 80 | 28 | 22.4% |
| Q3 2025 | 157 | $445.7M | 25,490,798 | 41 | 62 | 26 | 33.4% |
| Q2 2025 | 141 | $313.5M | 21,481,715 | 47 | 42 | 30 | 22.1% |
| Q1 2025 | 126 | $127.6M | 17,540,199 | 56 | 42 | 14 | 20.3% |
| Q4 2024 | 99 | $234.8M | 11,899,094 | 52 | 19 | 13 | 31.1% |
| Q3 2024 | 56 | $84.3M | 8,605,363 | 44 | 6 | 6 | 18.8% |
| Q2 2024 | 23 | $18.5M | 8,659,439 | 23 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $40.4M | 993,901 | 1 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $3.0K | 64 | 0 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $3.0K | 64 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $3.0K | 64 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $3.0K | 64 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 233 | $9.1B | 227,293,550 | 42 | 68 | 86 | 0.3% |
| Q2 2020 | 255 | $5.1B | 142,357,607 | 65 | 87 | 76 | 0.7% |
| Q1 2020 | 226 | $4.1B | 149,953,007 | 32 | 94 | 76 | 0.5% |
| Q4 2019 | 272 | $5.3B | 135,885,318 | 59 | 90 | 76 | 1.2% |
| Q3 2019 | 260 | $13.2B | 236,152,340 | 23 | 89 | 88 | 0.3% |
| Q2 2019 | 275 | $12.9B | 246,239,312 | 42 | 90 | 99 | 0.4% |
| Q1 2019 | 277 | $11.6B | 247,242,922 | 46 | 82 | 103 | 0.4% |
| Q4 2018 | 262 | $9.5B | 257,892,963 | 7 | 2 | 7 | 0.1% |
