Serve Robotics Inc. 13F holders
196 funds reported a position in Serve Robotics Inc. in their 13F for the quarter ended 30 June 2026, together 32.5 million shares worth $213.5 million. Against the quarter before, 44 opened a position, 77 added, 33 trimmed and 52 sold out; together they bought a net 1.1 million shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and State Street Corp.
Funds holding196-3 on Q1 2026
Shares they held32.5Mworth $213.5 million
Net bought on the quarter1.1M sharesabout $7.0 million at the funds' values
Funds buying to selling121 to 85opened or added, to cut or sold
Opened 44Added 77Held 39Trimmed 33Sold out 52
What each fund did in SERV against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in SERV in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 38 reported a position in Serve Robotics Inc.: 4 opened one, 15 added, 8 trimmed and 15 sold out, a net 560,671 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 4 reported a position in Serve Robotics Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 1.8 million shares worth $11.6 million, 0.0% of its reported book. New this quarter: Millennium Management. Sold out: Two Sigma Investments. In the quarter, 2 funds added or opened a position and 3 trimmed or sold out; together they bought a net 127,829 shares, about $841,156 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 1,755,095 | $11.6 million | 0.0% | +208,429 | added | 30 June 2026 | 13F |
| Citadel Advisors | 358,163 | $2.4 million | 0.0% | -158,723 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 132,774 | $873,653 | 0.0% | +132,774 | new | 30 June 2026 | 13F |
| FMR LLC | 4,929 | $32,436 | 0.0% | -2,504 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 0 | $0 | 0.0% | -52,147 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 6,040,854 | 18.56% | $39.7 million | 0.00% | +1,190,622 | 13F |
| Vanguard Capital Management LLC | 2,931,905 | 9.01% | $19.3 million | 0.00% | +160,144 | 13F |
| State Street Corp. | 2,456,658 | 7.55% | $16.2 million | 0.00% | +1,168,714 | 13F |
| Geode Capital Management, LLC | 1,755,095 | 5.39% | $11.6 million | 0.00% | +208,429 | 13F |
| Susquehanna International Group, LLP | 1,541,027 | 4.74% | $10.1 million | 0.01% | +706,149 | 13F |
| Exchange Traded Concepts, LLC | 1,522,616 | 4.68% | $10.0 million | 0.05% | -74,636 | 13F |
| Legal & General Group Plc | 1,371,454 | 4.21% | $8.4 million | 0.00% | +263,595 | 13F |
| First Trust Advisors LP | 1,167,709 | 3.59% | $7.7 million | 0.01% | +208,856 | 13F |
| Morgan Stanley | 857,318 | 2.63% | $5.6 million | 0.00% | +170,367 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 815,926 | 2.51% | $5.3 million | 0.01% | +14,879 | 13F |
| Captrust Financial Advisors | 788,465 | 2.42% | $5.2 million | 0.01% | +27,329 | 13F |
| UBS Group AG | 695,130 | 2.14% | $4.6 million | 0.00% | +213,312 | 13F |
| Nuveen, LLC | 614,892 | 1.89% | $4.0 million | 0.00% | +6,127 | 13F |
| Northern Trust Corp. | 606,373 | 1.86% | $4.0 million | 0.00% | +73,602 | 13F |
| Charles Schwab Investment Management Inc. | 504,252 | 1.55% | $3.3 million | 0.00% | -7,212 | 13F |
| Vanguard Portfolio Management LLC | 483,620 | 1.49% | $3.2 million | 0.00% | +96,620 | 13F |
| Vanguard Fiduciary Trust Co. | 423,146 | 1.30% | $2.8 million | 0.00% | +7,258 | 13F |
| Citadel Advisors LLC | 358,163 | 1.10% | $2.4 million | 0.00% | -158,723 | 13F |
| LPL Financial LLC | 280,996 | 0.86% | $1.8 million | 0.00% | +24,923 | 13F |
| Tudor Investment Corp. Et Al | 272,448 | 0.84% | $1.8 million | 0.01% | new | 13F |
| Landscape Capital Management, L.l.c. | 271,781 | 0.84% | $1.8 million | 0.12% | +60,375 | 13F |
| ExodusPoint Capital Management, LP | 266,693 | 0.82% | $1.8 million | 0.02% | new | 13F |
| Dimensional Fund Advisors LP | 265,773 | 0.82% | $1.7 million | 0.00% | new | 13F |
| IMC-Chicago, LLC | 251,782 | 0.77% | $1.7 million | 0.01% | new | 13F |
| XTX Topco Ltd | 242,265 | 0.74% | $1.6 million | 0.02% | new | 13F |
| Themes Management Co LLC | 237,530 | 0.73% | $1.6 million | 1.04% | +152,827 | 13F |
| Bank of New York Mellon Corp | 233,084 | 0.72% | $1.5 million | 0.00% | +53,303 | 13F |
| Daiwa Securities Group Inc. | 214,500 | 0.66% | $1.4 million | 0.00% | +181,100 | 13F |
| Group One Trading LLC | 177,644 | 0.55% | $1.2 million | 0.03% | +119,774 | 13F |
| Goldman Sachs Group Inc. | 175,024 | 0.54% | $1.2 million | 0.00% | -20,510 | 13F |
| Commonwealth Equity Services, LLC | 174,574 | 0.54% | $1.1 million | 0.00% | -13,506 | 13F |
| DNB Asset Management AS | 162,225 | 0.50% | $1.1 million | 0.00% | -20,146 | 13F |
| JPMorgan Chase & Co. | 156,229 | 0.48% | $992,055 | 0.00% | +109,898 | 13F |
| Bank of America Corp. | 145,137 | 0.45% | $955,001 | 0.00% | -9,712 | 13F |
| Simplex Trading, LLC | 137,005 | 0.42% | $901,492 | 0.02% | new | 13F |
| Millennium Management LLC | 132,774 | 0.41% | $873,653 | 0.00% | new | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 130,597 | 0.40% | $859,328 | 0.00% | new | 13F |
| Walleye Trading LLC | 126,804 | 0.39% | $834,370 | 0.01% | new | 13F |
| Wells Fargo & Company | 123,162 | 0.38% | $810,406 | 0.00% | +52,573 | 13F |
| Advisory Services Network, LLC | 122,539 | 0.38% | $806,305 | 0.01% | +74,509 | 13F |
| Swiss National Bank | 121,500 | 0.37% | $799,470 | 0.00% | +3,700 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 114,835 | 0.35% | $755,615 | 0.00% | +13,965 | 13F |
| White Pine Capital LLC | 105,970 | 0.33% | $697,283 | 0.17% | +12,913 | 13F |
| Inspire Investing, LLC | 102,484 | 0.31% | $674,345 | 0.03% | +40,419 | 13F |
| Citigroup Inc. | 102,324 | 0.31% | $673,292 | 0.00% | +36,184 | 13F |
| Squarepoint Ops LLC | 100,903 | 0.31% | $663,942 | 0.00% | +70,992 | 13F |
| AlphaCentric Advisors LLC | 100,000 | 0.31% | $658,000 | 0.56% | +25,000 | 13F |
| National Bank of Canada | 97,345 | 0.30% | $640,530 | 0.00% | -241,079 | 13F |
| Cambridge Investment Research Advisors, Inc. | 88,824 | 0.27% | $584,000 | 0.00% | +40,678 | 13F |
| Rhumbline Advisers | 84,291 | 0.26% | $554,625 | 0.00% | +11,397 | 13F |
The 50 largest of the 196 funds that reported a position in SERV in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on SERV
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 1,489,700 | $9.8 million | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 980,500 | $6.5 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 30 July 2026 | 13G/A | BlackRock, Inc. and 1 other | 5.9 million | 7.7% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 8 June 2026 | 13G | M.H. Davidson & Co. and 7 others | 2.8 million | 3.6% | 1 June 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 13 February 2026 | 13G/A | G1 Execution Services, LLC and 3 others | 2.1 million | 2.8% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 13 November 2025 | 13G | G1 Execution Services, LLC and 3 others | 3.5 million | 5.9% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 26,852 | $5.03 | SEC |
| 28 August 2026 | 14,595 | $4.88 | SEC |
| 27 August 2026 | 135,565 | $4.78 | SEC |
| 26 August 2026 | 422,967 | $4.88 | SEC |
| 25 August 2026 | 534,240 | $4.67 | SEC |
| 24 August 2026 | 125,557 | $4.98 | SEC |
| 21 August 2026 | 80,207 | $4.74 | SEC |
| 20 August 2026 | 115,161 | $4.78 | SEC |
| 19 August 2026 | 117,127 | $4.55 | SEC |
| 18 August 2026 | 395,086 | $4.90 | SEC |
| 17 August 2026 | 110,869 | $4.99 | SEC |
| 14 August 2026 | 50,086 | $4.94 | SEC |
| 13 August 2026 | 22,452 | $4.83 | SEC |
| 12 August 2026 | 315,073 | $4.90 | SEC |
| 11 August 2026 | 84,345 | $4.92 | SEC |
| 10 August 2026 | 97,331 | $5.09 | SEC |
| 7 August 2026 | 110,482 | $5.68 | SEC |
| 6 August 2026 | 18,308 | $5.66 | SEC |
| 5 August 2026 | 173,811 | $5.69 | SEC |
| 4 August 2026 | 175,646 | $5.65 | SEC |
| 3 August 2026 | 14,849 | $4.78 | SEC |
| 31 July 2026 | 73 | $4.81 | SEC |
| 30 July 2026 | 332,939 | $4.37 | SEC |
| 29 July 2026 | 150,526 | $4.70 | SEC |
| 28 July 2026 | 17,268 | $4.78 | SEC |
| 24 July 2026 | 37,725 | $5.04 | SEC |
| 23 July 2026 | 588 | $5.31 | SEC |
| 22 July 2026 | 1,551 | $5.38 | SEC |
| 21 July 2026 | 7,492 | $5.19 | SEC |
| 17 July 2026 | 510 | $5.27 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.