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Sera Prognostics (SERA) Institutional Ownership

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$2.01 -0.06 (-2.90%)
As of 01:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Sera Prognostics (NASDAQ:SERA)

Current
Institutional Ownership
Percentage
54.64%
Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$2.29M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.88M
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SERA Institutional Buying and Selling by Quarter

Sera Prognostics Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Segall Bryant & Hamill LLC100,000$193K0.0%N/A0.255%
5/19/2026Arkadios Wealth Advisors12,400$25K0.0%N/A0.032%
5/5/2026 Bank of New York Mellon Corp60,927$124K0.0%-19.1%0.156%
2/18/2026Millennium Management LLC113,178$334K0.0%-11.1%0.293%
2/17/2026Cetera Investment Advisers25,000$74K0.0%N/A0.065%
2/17/2026Captrust Financial Advisors536,766$1.58M0.0%-10.9%1.391%
2/16/2026Squarepoint Ops LLC36,322$107K0.0%-61.0%0.094%
2/16/2026Whetstone Capital Advisors LLC3,459,713$10.21M3.2%-4.8%8.963%
2/16/2026Barclays PLC36,722$108K0.0%+267.4%0.095%
2/12/2026Jane Street Group LLC68,826$203K0.0%N/A0.178%
2/10/2026 Lido Advisors LLC16,623$50K0.0%-25.0%0.043%
2/10/2026Goldman Sachs Group Inc.28,599$84K0.0%-47.8%0.074%
1/8/2026 Wealth Enhancement Advisory Services LLC10,639$31K0.0%N/A0.028%
11/17/2025Qube Research & Technologies Ltd24,083$74K0.0%-27.9%0.064%
11/17/2025Millennium Management LLC127,287$389K0.0%-31.0%0.338%
11/17/2025 Lido Advisors LLC22,164$68K0.0%N/A0.059%
11/17/2025Citadel Advisors LLC653,746$2M0.0%+1.9%1.735%
11/14/2025Two Sigma Investments LP31,736$97K0.0%N/A0.084%
11/14/2025Squarepoint Ops LLC93,063$285K0.0%+8.9%0.247%
11/7/2025 Balentine LLC84,475$258K0.0%N/A0.224%
11/7/2025Vanguard Group Inc.1,217,190$3.73M0.0%+4.6%3.231%
11/7/2025 Aberdeen Group plc2,279,699$6.98M0.0%+2.3%6.052%
11/6/2025 Caprock Group LLC33,523$108K0.0%N/A0.089%
10/31/2025Vanguard Personalized Indexing Management LLC12,561$38K0.0%N/A0.033%
10/23/2025 Birch Hill Investment Advisors LLC27,293$84K0.0%N/A0.072%
9/26/2025Corient Private Wealth LLC100,000$277K0.0%+73.9%0.265%
8/15/2025Corient Private Wealth LLC100,000$277K0.0%+73.9%0.265%
8/15/2025Captrust Financial Advisors602,277$1.67M0.0%+20.0%1.599%
8/15/2025Bridgeway Capital Management LLC45,705$127K0.0%-49.6%0.121%
8/15/2025AWM Investment Company Inc.680,931$1.89M0.2%-21.4%1.808%
8/14/2025Qube Research & Technologies Ltd33,382$92K0.0%N/A0.089%
8/13/2025Riverview Capital Advisers LLC12,733$35K0.0%N/A0.034%
8/8/2025Geode Capital Management LLC302,410$838K0.0%-52.3%0.803%
8/1/2025 Y Intercept Hong Kong Ltd67,692$188K0.0%N/A0.180%
7/30/2025 Sanders Morris Harris LLC263,600$730K0.2%+179.8%0.700%
7/24/2025 Aberdeen Group plc2,227,367$6.17M0.0%+79.6%5.913%
7/23/2025 Abel Hall LLC11,037$31K0.0%N/A0.029%
7/21/2025 Cliftonlarsonallen Wealth Advisors LLC78,855$218K0.0%N/A0.209%
7/17/2025 Wagner Wealth Management LLC12,400$34K0.0%N/A0.033%
6/27/2025Goldman Sachs Group Inc.63,027$232K0.0%-55.3%0.167%
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5/16/2025Goldman Sachs Group Inc.63,027$232K0.0%-55.3%0.167%
5/16/2025AWM Investment Company Inc.866,837$3.19M0.4%+48.1%2.302%
5/15/2025Baker BROS. Advisors LP5,498,170$20.23M0.2%+1.2%14.598%
5/15/2025Ghisallo Capital Management LLC100,000$368K0.0%N/A0.266%
5/13/2025Aberdeen Group plc1,240,000$4.56M0.0%N/A3.292%
5/12/2025Nuveen LLC37,417$138K0.0%N/A0.099%
5/8/2025XTX Topco Ltd10,496$39K0.0%N/A0.028%
5/7/2025Perkins Capital Management Inc.150,000$522K0.6%N/A0.398%
4/29/2025Bank of New York Mellon Corp135,582$499K0.0%+3.6%0.360%
4/16/2025Wealth Enhancement Advisory Services LLC98,764$363K0.0%-37.4%0.262%
4/9/2025Sanders Morris Harris LLC94,200$347K0.1%+4.0%0.250%
4/8/2025Rhumbline Advisers39,970$147K0.0%+10.7%0.106%
3/17/2025Wealth Enhancement Advisory Services LLC157,845$1.29M0.0%N/A0.467%
2/18/2025AWM Investment Company Inc.585,134$4.76M0.6%+12.2%1.733%
2/17/2025Squarepoint Ops LLC16,764$136K0.0%N/A0.050%
2/17/2025Millennium Management LLC70,747$576K0.0%N/A0.209%
2/17/2025Gotham Asset Management LLC11,752$96K0.0%N/A0.035%
2/17/2025Focus Partners Wealth12,523$102K0.0%N/A0.037%
2/17/2025Deutsche Bank AG35,358$288K0.0%+4,743.6%0.105%
2/17/2025Bridgeway Capital Management LLC87,805$715K0.0%-2.8%0.260%
2/17/2025Captrust Financial Advisors487,894$3.97M0.0%+2.2%1.445%
2/17/2025Bank of America Corp DE27,880$227K0.0%+38.9%0.083%
2/17/2025BNP Paribas Financial Markets3,449$28K0.0%N/A0.010%
2/14/2025Northern Trust Corp272,860$2.22M0.0%+11.8%0.808%
2/14/2025Price T Rowe Associates Inc. MD11,333$93K0.0%N/A0.034%
2/13/2025Walleye Capital LLC11,999$98K0.0%N/A0.036%
2/13/2025Barclays PLC44,722$364K0.0%+13.4%0.132%
2/13/2025Townsquare Capital LLC16,000$130K0.0%N/A0.047%
2/13/2025Invesco Ltd.13,708$112K0.0%-97.7%0.041%
2/13/2025Wells Fargo & Company MN13,192$107K0.0%+55.2%0.039%
2/12/2025Geode Capital Management LLC599,702$4.88M0.0%+2.2%1.776%
2/12/2025JPMorgan Chase & Co.775,871$6.32M0.0%-12.3%2.298%
2/6/2025Charles Schwab Investment Management Inc.81,228$661K0.0%+5.3%0.241%
1/30/2025Rhumbline Advisers36,101$294K0.0%+10.6%0.107%
1/22/2025Perigon Wealth Management LLC72,685$592K0.0%-9.4%0.215%
1/15/2025Sanders Morris Harris LLC90,600$725K0.1%+165.7%0.268%
1/13/2025Pallas Capital Advisors LLC13,851$113K0.0%N/A0.041%
12/26/2024JPMorgan Chase & Co.884,867$6.90M0.0%+7,357.8%2.620%
11/19/2024Barclays PLC39,450$308K0.0%+321.6%0.117%
11/16/2024Geode Capital Management LLC586,837$4.58M0.0%+8.9%1.759%
11/15/2024Barclays PLC39,450$308K0.0%+321.6%0.118%
11/15/2024Jane Street Group LLC14,225$111K0.0%+24.8%0.043%
11/15/2024State Street Corp425,093$3.32M0.0%+8.8%1.274%
11/14/2024MetLife Investment Management LLC17,254$135K0.0%+129.1%0.052%
11/7/2024Quest Partners LLC6,430$50K0.0%+533.5%0.019%
11/5/2024Prime Capital Investment Advisors LLC13,282$104K0.0%N/A0.040%
10/3/2024SG Americas Securities LLC10,007$78K0.0%N/A0.030%
8/15/2024The Manufacturers Life Insurance Company11,427$68K0.0%N/A0.035%
8/14/2024Marshall Wace LLP23,922$142K0.0%-40.5%0.073%
8/13/2024Ensign Peak Advisors Inc102,156$605K0.0%-14.9%0.313%
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8/12/2024Resolute Capital Asset Partners LLC80,000$474K0.3%-54.3%0.245%
8/9/2024Renaissance Technologies LLC27,400$162K0.0%N/A0.084%
8/8/2024American Century Companies Inc.25,682$152K0.0%+12.7%0.079%
8/6/2024Ballentine Partners LLC49,664$294K0.0%N/A0.152%
8/6/2024Lake Street Advisors Group LLC24,292$144K0.0%N/A0.074%
8/1/2024Rhumbline Advisers32,166$190K0.0%N/A0.099%
7/26/2024Bank of New York Mellon Corp150,708$892K0.0%+100.2%0.462%
7/12/2024Twelve Points Wealth Management LLC43,388$257K0.1%N/A0.133%
7/12/2024Sanders Morris Harris LLC34,800$206K0.0%+82.2%0.107%
5/17/2024RA Capital Management L.P.2,024,221$18.42M0.2%N/A6.242%


SERA Institutional Ownership - Frequently Asked Questions

During the previous two years, 62 institutional investors and hedge funds held shares of Sera Prognostics. The most heavily invested institutionals were Baker BROS. Advisors LP ($20.23M), Whetstone Capital Advisors LLC ($10.21M), Aberdeen Group plc ($6.98M), JPMorgan Chase & Co. ($6.32M), Vanguard Group Inc. ($3.73M), State Street Corp ($3.32M), and Northern Trust Corp ($2.22M).Learn more on Sera Prognostics' institutional investors.

54.64% of Sera Prognostics' stock is owned by institutional investors. Learn more on SERA's institutional investor holdings.

Of the 54 institutional investors that purchased Sera Prognostics' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Aberdeen Group plc ($2.28M), JPMorgan Chase & Co. ($873.00K), AWM Investment Company Inc. ($345.52K), Sanders Morris Harris LLC ($229.50K), Wealth Enhancement Advisory Services LLC ($168.48K), Perkins Capital Management Inc. ($150K), and Captrust Financial Advisors ($111.04K).

Institutional investors have bought a total of 813,246 shares in the last 24 months. This purchase volume represents approximately $2.29M in transactions.

Of the 10 institutional investors that sold Sera Prognostics' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AWM Investment Company Inc. ($185.91K), Whetstone Capital Advisors LLC ($172.66K), Millennium Management LLC ($71.39K), Captrust Financial Advisors ($65.57K), Squarepoint Ops LLC ($56.74K), Bridgeway Capital Management LLC ($45K), and Goldman Sachs Group Inc. ($26.24K).

Institutional investors have sold a total of 652,681 shares in the last 24 months. This volume of shares sold represents approximately $1.88M in transactions.


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Institutional ownership data for NASDAQ:SERA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/22/2026. New 13F filings are added each quarter as they're published.
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