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Sera Prognostics (SERA) Institutional Ownership

Sera Prognostics logo
$1.78 +0.02 (+1.14%)
As of 01:45 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
24
Total
Institutional Inflows
(last 12 months)
$5.76M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.08M
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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
5/19/2026 Arkadios Wealth Advisors12,400$25K0.0%N/A0.032%
5/5/2026 Bank of New York Mellon Corp60,927$124K0.0%-19.1%0.156%
2/18/2026 Millennium Management LLC113,178$334K0.0%-11.1%0.293%
2/17/2026 Cetera Investment Advisers25,000$74K0.0%N/A0.065%
2/17/2026 Captrust Financial Advisors536,766$1.58M0.0%-10.9%1.391%
2/16/2026 Squarepoint Ops LLC36,322$107K0.0%-61.0%0.094%
2/16/2026 Whetstone Capital Advisors LLC3,459,713$10.21M3.2%-4.8%8.963%
2/16/2026 Barclays PLC36,722$108K0.0%+267.4%0.095%
2/12/2026 Jane Street Group LLC68,826$203K0.0%N/A0.178%
2/10/2026 Lido Advisors LLC16,623$50K0.0%-25.0%0.043%
2/10/2026 Goldman 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%
11/17/2025 Qube Research & Technologies Ltd24,083$74K0.0%-27.9%0.064%
11/17/2025 Millennium Management LLC127,287$389K0.0%-31.0%0.338%
11/17/2025 Lido Advisors LLC22,164$68K0.0%N/A0.059%
11/17/2025 Citadel Advisors LLC653,746$2M0.0%+1.9%1.735%
11/14/2025 Two Sigma Investments LP31,736$97K0.0%N/A0.084%
11/14/2025 Squarepoint 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%
10/31/2025 Vanguard Personalized Indexing Management LLC12,561$38K0.0%N/A0.033%
10/23/2025 Birch Hill Investment Advisors LLC27,293$84K0.0%N/A0.072%
9/26/2025 Corient Private Wealth LLC100,000$277K0.0%+73.9%0.265%
8/15/2025 Corient Private Wealth LLC100,000$277K0.0%+73.9%0.265%
8/15/2025 Captrust Financial Advisors602,277$1.67M0.0%+20.0%1.599%
8/15/2025 Bridgeway Capital Management LLC45,705$127K0.0%-49.6%0.121%
8/15/2025 AWM Investment Company Inc.680,931$1.89M0.2%-21.4%1.808%
8/14/2025 Qube Research & Technologies Ltd33,382$92K0.0%N/A0.089%
8/13/2025 Riverview Capital Advisers LLC12,733$35K0.0%N/A0.034%
8/8/2025 Geode 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%
6/27/2025 Goldman Sachs Group Inc.63,027$232K0.0%-55.3%0.167%
5/16/2025Goldman Sachs Group Inc.63,027$232K0.0%-55.3%0.167%
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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%
8/12/2024Resolute Capital Asset Partners LLC80,000$474K0.3%-54.3%0.245%
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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%
5/16/2024AWM Investment Company Inc.584,664$5.32M0.7%+56.0%1.803%


SERA Institutional Ownership - Frequently Asked Questions

During the previous two years, 66 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 58 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 ($245.20K), 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 2,039,997 shares in the last 24 months. This purchase volume represents approximately $5.76M in transactions.

Of the 11 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: Geode Capital Management LLC ($331.84K), AWM Investment Company Inc. ($185.91K), Whetstone Capital Advisors LLC ($172.66K), Goldman Sachs Group Inc. ($104.22K), Millennium Management LLC ($71.39K), Captrust Financial Advisors ($65.57K), and Squarepoint Ops LLC ($56.74K).

Institutional investors have sold a total of 1,062,504 shares in the last 24 months. This volume of shares sold represents approximately $3.08M in transactions.


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This page (NASDAQ:SERA) was last updated on 5/21/2026 by MarketBeat.com Staff.
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