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Serve Robotics Inc. /DE/ hedge fund holdings

SERVNASDAQ
$4.88+0.27 (+5.74% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SERV · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-67.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20257350$75M$26.5M125Aug 14, 2025
Q3 20258843$91.3M$53.8M141Nov 14, 2025
Q4 202510945$61.3M$34.7M176Feb 14, 2026
Q1 20268858$27.9M$25.1M189May 15, 2026
Q2 202610858$50.9M$18.5M187Aug 14, 2026

Quarterly action breakdown

Q2 2026
187 filers
New position
44
$13.7M+2.08M sh
Increased
64
$37.2M+5.66M sh
Reduced
23
-$4.56M-694K sh
Out / sold
35
-$13.9M-2.11M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Creek Drive Management Group LLCSell 100%-$2.83M$00.00%Aug 13, 2026
Capital Fund Management S.A.Sell 100%-$2.69M$00.00%Aug 13, 2026
Grange Capital, LLCSell 100%-$2.43M$00.00%Jul 28, 2026
PensionDanmark PensionsforsikringsaktieselskabSell 100%-$2.04M$00.00%Jul 8, 2026
IMC-Chicago, LLCNew Buy+$1.66M$1.66M0.00%Aug 6, 2026
First Trust Advisors LPAdded 21.78%+$1.37M$7.68M0.00%Aug 11, 2026
Mirae Asset Securities (Usa) Inc.Sell 100%-$1.25M$00.00%Aug 5, 2026
Daiwa Securities Group Inc.Added 542.22%+$1.19M$1.41M0.00%Jul 31, 2026
Longaeva Partners L.P.Sell 100%-$1.09M$00.00%Aug 14, 2026
Themes Management Co LLCAdded 180.43%+$1.01M$1.56M1.04%Jul 21, 2026
Exchange Traded Concepts, LLCReduce 4.67%-$491K$10M0.05%Aug 11, 2026
Capstone Capital Management LtdNew Buy+$428K$428K0.19%Jul 20, 2026
Snowden Capital Advisors LLCNew Buy+$406K$406K0.01%Aug 13, 2026
Jain Global LLCNew Buy+$269K$269K0.00%Aug 14, 2026
Inspire Investing, LLCAdded 65.12%+$266K$674K0.03%Aug 12, 2026
Bluespring Wealth Management, LLCNew Buy+$255K$255K0.00%Aug 11, 2026
WCG Wealth Advisors LLCSell 100%-$250K$00.00%Aug 14, 2026
Gruss & Co., LLCNew Buy+$234K$234K0.57%Aug 5, 2026
Axq Capital, LPSell 100%-$230K$00.00%Aug 6, 2026
Arlington Capital Management, Inc.Sell 100%-$194K$00.00%Jul 24, 2026
Harbour Capital Advisors, LLCNew Buy+$155K$155K0.03%Jul 15, 2026
Walser Wealth Management Company, A Ltd Liability CoSell 100%-$135K$00.00%Jul 24, 2026
McAdam, LLCSell 100%-$133K$00.00%Aug 4, 2026
DNB Asset Management ASReduce 11.05%-$133K$1.07M0.00%Aug 11, 2026
Allstate CorpNew Buy+$118K$118K0.00%Aug 13, 2026
Independent Financial Group, LLCNew Buy+$114K$114K0.00%Jul 15, 2026
Polymer Capital Management (US) LLCSell 100%-$100K$00.00%Aug 14, 2026
White Pine Capital LLCAdded 13.88%+$85K$697K0.16%Aug 5, 2026
Sage Capital Management, LLCNew Buy+$82.2K$82.2K0.03%Jul 20, 2026
Laffer Tengler Investments, Inc.Added 42.81%+$79.7K$266K0.03%Jul 21, 2026
Concurrent Investment Advisors, LLCNew Buy+$71.3K$71.3K0.00%Jul 27, 2026
Wedbush Securities IncAdded 52.75%+$70.8K$205K0.01%Jul 28, 2026
Independent Advisor AllianceNew Buy+$69.9K$69.9K0.00%Aug 12, 2026
Venture Visionary Partners LLCNew Buy+$67.1K$67.1K0.00%Jul 27, 2026
PFG Investments, LLCAdded 15.73%+$62.2K$457K0.02%Jul 23, 2026
Viawealth, LLCAdded 46.52%+$41.8K$132K0.07%Aug 11, 2026
FORA Capital, LLCReduce 35.32%-$41.4K$75.8K0.01%Aug 13, 2026
AdvisorShares Investments LLCSell 100%-$40.7K$00.00%Aug 11, 2026
Vontobel Holding Ltd.Added 8.38%+$34.5K$447K0.00%Aug 3, 2026
Quantinno Capital Management LPAdded 12.68%+$26.7K$237K0.00%Aug 13, 2026
Bogart Wealth, LLCAdded 329.04%+$26.2K$34.2K0.00%Jul 24, 2026
EFG International AGAdded 47.78%+$24.7K$76.3K0.00%Aug 14, 2026
Oppenheimer & Co IncReduce 13.71%-$18.6K$117K0.00%Aug 3, 2026
ST Germain D J Co IncSell 100%-$10.8K$00.00%Jul 21, 2026
Vermillion Wealth Management, Inc.New Buy+$9.87K$9.87K0.00%Jul 16, 2026
Sigma Planning CorpAdded 13.64%+$9.38K$78.1K0.00%Aug 7, 2026
Tradewinds Capital Management, LLCNew Buy+$7.23K$7.23K0.00%Jul 24, 2026
2UniFi BankSell 100%-$6.14K$0Not reportedAug 14, 2026
Vanguard Capital Wealth AdvisorsReduce 5.59%-$5.26K$88.8K0.06%Jul 23, 2026
Wealthfront Advisers LLCAdded 4.60%+$4.48K$102K0.00%Aug 7, 2026
Geneos Wealth Management Inc.Added 97.47%+$3.29K$6.67K0.00%Aug 6, 2026
Thoroughbred Financial Services, LLCReduce 2.06%-$3.28K$156K0.01%Aug 11, 2026
TD Capital Management LLCSell 100%-$3.01K$00.00%Aug 6, 2026
Barrett & Company, Inc.New Buy+$2.04K$2.04K0.00%Jul 24, 2026
Roble, Belko & Company, IncSell 100%-$2K$00.00%Jul 24, 2026
IFG Advisory, LLCNew Buy+$1.97K$1.97K0.00%Aug 14, 2026
Quarry LPNew Buy+$1.59K$1.59K0.00%Aug 14, 2026
Harborfront Financial Group LLCNew Buy+$1.32K$1.32K0.01%Aug 7, 2026
Golden State Wealth Management, LLCSell 100%-$1.22K$00.00%Jul 22, 2026
Summit Securities Group LLCReduce 21.66%-$1.12K$4.05K0.00%Aug 3, 2026
Hazlett, Burt & Watson, Inc.New Buy+$1K$1K0.00%Jul 30, 2026
Forum Finance Group S.A.Sell 100%-$1K$00.00%Aug 14, 2026
Hollencrest Capital ManagementSell 100%-$954$00.00%Aug 13, 2026
Sound Income Strategies, LLCSell 100%-$841$00.00%Jul 20, 2026
Acumen Wealth Advisors, LLCNew Buy+$658$6580.00%Aug 3, 2026
Silver Grove Financial Group, Inc.New Buy+$513$5130.00%Aug 13, 2026
Bare Financial Services, IncSell 100%-$447$00.00%Jul 27, 2026
Aspect Partners, LLCAdded 28.50%+$362$1.63K0.00%Jul 16, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 2.47%-$197$7.8K0.00%Aug 13, 2026
Rialto Wealth Management, LLCAdded 51.92%+$178$5200.00%Aug 11, 2026
Continuum Advisory, LLCNew Buy+$151$1510.00%Aug 6, 2026
Pinnacle Wealth Planning Services, Inc.Sell 100%-$118$00.00%Aug 7, 2026
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE LtdNew Buy+$66$660.00%Aug 13, 2026

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