Security Snapshot

Serve Robotics Inc. /DE/ - Common Stock, par value $0.0001 per share (SERV) Institutional Ownership

CUSIP: 81758H106

13F Institutional Holders and Ownership History from Q2 2024 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

195

Shares (Excl. Options)

31,071,269

Price

$8.44

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+1,356,977
Value change
+$8,298,616
Number of holders
195
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
77,348,066
SEC-reported price per share
$9.49
Insider filing price
$9.49
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • SERV - Serve Robotics Inc. /DE/ - Common Stock, par value $0.0001 per share is tracked under CUSIP 81758H106.
  • 195 institutions reported positions in Q1 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 184 to 195 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $308,541,774 to $262,622,587.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 195 institutions filings for Q1 2026.

Open SEC evidence

Security key

81758H106

Latest holder period

Q1 2026

13F holders

195

13D/G owners

5

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
5
Security
SERV
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Khosla Ventures VI, L.P. 7.5% $50,125,823 4,801,324 VK Services, LLC 15 Aug 2025
BlackRock, Inc. 5.9% $41,431,708 3,562,455 BlackRock, Inc. 30 Sep 2025
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 3.6% $24,164,000 2,800,000 Davidson Kempner Capital Management LP 01 Jun 2026
SUSQUEHANNA SECURITIES, LLC 2.8% -52% $30,548,770 -$20,184,554 2,118,500 -40% G1 Execution Services, LLC 31 Dec 2025
Uber Technologies, Inc 3.4% $23,294,576 2,070,629 Uber Technologies, Inc. 19 Sep 2025

As of 31 Mar 2026, 195 institutional investors reported holding 31,071,269 shares of Serve Robotics Inc. /DE/ - Common Stock, par value $0.0001 per share (SERV). This represents 40% of the company’s total 77,348,066 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
32%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 6.3% 4,850,232 +1.5% 0% $40,935,957
VANGUARD CAPITAL MANAGEMENT LLC 3.6% 2,771,761 0% 0% $23,393,663
Uber Technologies, Inc 2.7% 2,070,629 0% 0.49% $17,476,109
EXCHANGE TRADED CONCEPTS, LLC 2.1% 1,597,252 +28% 0.1% $13,480,807
GEODE CAPITAL MANAGEMENT, LLC 2% 1,546,666 +6.1% 0% $13,056,979
STATE STREET CORP 1.7% 1,287,944 +3.4% 0% $10,870,247
Legal & General Group Plc 1.4% 1,107,859 +32% 0% $9,794,439
FIRST TRUST ADVISORS LP 1.2% 958,853 -6.2% 0.01% $8,092,719
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.1% 834,878 -1.1% 0.01% $7,046,370
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1% 801,047 +3.5% 0.01% $6,626,036
AMERIPRISE FINANCIAL INC 1% 786,046 0% $6,634,229
CAPTRUST FINANCIAL ADVISORS 0.98% 761,136 +7.7% 0.01% $6,422,720
MORGAN STANLEY 0.89% 686,951 +59% 0% $5,797,867
Nuveen, LLC 0.79% 608,765 +0.09% 0% $5,137,976
NORTHERN TRUST CORP 0.69% 532,771 +8.7% 0% $4,496,588
CITADEL ADVISORS LLC 0.67% 516,886 -25% 0% $4,362,518
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.66% 511,464 +3.3% 0% $4,316,756
UBS Group AG 0.62% 481,818 -9.8% 0% $4,066,544
VANGUARD FIDUCIARY TRUST CO 0.54% 415,888 0% 0% $3,510,095
VANGUARD PORTFOLIO MANAGEMENT LLC 0.5% 387,000 0% 0% $3,266,280
NATIONAL BANK OF CANADA /FI/ 0.44% 338,424 +9.5% 0% $2,856,383
Creek Drive Management Group LLC 0.43% 335,000 -29% 1.8% $2,827,400
CAPITAL FUND MANAGEMENT S.A. 0.41% 318,346 -56% 0.02% $2,686,840
Grange Capital, LLC 0.37% 287,427 2.4% $2,425,884
LPL Financial LLC 0.33% 256,073 +68% 0% $2,161,256

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
8
Latest
Q1 2026
Rows shown
1-8 of 8
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 31,071,269 $262,622,587 +$8,298,616 $8.44 195
2025 Q4 29,709,837 $308,541,774 +$35,775,822 $10.38 184
2025 Q3 25,421,037 $295,850,400 +$48,309,416 $11.63 148
2025 Q2 21,270,112 $242,574,192 +$51,307,849 $11.44 132
2025 Q1 17,537,798 $101,660,618 +$23,179,475 $5.75 117
2024 Q4 11,897,768 $161,691,526 -$738,191 $13.50 92
2024 Q3 8,553,618 $68,096,876 +$15,317,883 $7.95 53
2024 Q2 8,450,505 $16,476,835 +$16,476,835 $1.95 22
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