SERA PROGNOSTICS, INC. - Class A Common Stock, par value $0.0001 per share (SERA)

Historical Holders from Q3 2021 to Q4 2025

Type / Class
Equity / Class A Common Stock, par value $0.0001 per share
Symbol
SERA on Nasdaq
Shares outstanding
36,690,616
Price per share
$2.96
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
18,156,273
Total reported value
$55,563,958
% of total 13F portfolios
0%
Share change
-486,347
Value change
-$1,352,147
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
61
Price from insider filings
$3.00
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SERA PROGNOSTICS, INC. - Class A Common Stock, par value $0.0001 per share (SERA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BAKER BROS. ADVISORS LP 16% $17,869,052 5,498,170 Baker Bros. Advisors LP 12 Feb 2025
Whetstone Capital Advisors, LLC 9.9% $9,444,165 3,632,371 Whetstone Capital Advisors, LLC 30 Jun 2025
Chione Ltd 7.6% $8,467,391 2,605,351 Chione Ltd. 11 Feb 2025
Aberdeen Group plc 6.1% $4,944,755 2,227,367 Aberdeen Group plc 30 Jun 2025
Vivo Capital IX, LLC 4.5% $5,363,930 1,650,440 Vivo Capital IX, LLC 31 Mar 2025
As of 30 Sep 2025, SERA PROGNOSTICS, INC. - Class A Common Stock, par value $0.0001 per share (SERA) has 61 institutional shareholders filing 13F forms. They hold 18,156,273 shares. of 36,690,616 outstanding shares (49%) .

Top 25 institutional shareholders own 48% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
BAKER BROS. ADVISORS LP 15% 5,498,170 0% 0.12% $16,824,400
Whetstone Capital Advisors, LLC 9.9% 3,632,371 0% 3.1% $11,115,055
Aberdeen Group plc 6.2% 2,279,699 +2.3% 0.01% $6,975,879
Vivo Capital, LLC 4.5% 1,650,440 0% 0.41% $5,050,346
VANGUARD GROUP INC 3.3% 1,217,190 +4.6% 0% $3,724,601
CITADEL ADVISORS LLC 1.8% 653,746 +3.9% 0% $2,000,462
CAPTRUST FINANCIAL ADVISORS 1.6% 602,336 +0.01% 0% $1,843,148
GEODE CAPITAL MANAGEMENT, LLC 0.9% 331,115 +9.5% 0% $1,013,527
SANDERS MORRIS HARRIS LLC 0.72% 263,600 0% 0.11% $806,616
AWM Investment Company, Inc. 0.57% 207,382 -70% 0.06% $634,589
BlackRock, Inc. 0.49% 178,977 +23% 0% $547,670
MILLENNIUM MANAGEMENT LLC 0.35% 127,287 -31% 0% $389,498
STATE STREET CORP 0.34% 124,792 +2.6% 0% $381,864
Corient Private Wealth LLC 0.27% 100,000 0% 0% $306,000
Squarepoint Ops LLC 0.25% 93,063 +8.9% 0% $284,773
NORTHERN TRUST CORP 0.24% 88,483 -3.4% 0% $270,758
Balentine LLC 0.23% 84,475 0.01% $258,494
MORGAN STANLEY 0.23% 84,014 -8.1% 0% $257,082
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.21% 78,855 0% 0% $241,297
Bank of New York Mellon Corp 0.21% 75,267 -1.9% 0% $230,317
Perigon Wealth Management, LLC 0.2% 72,685 0% 0% $222,416
GSA CAPITAL PARTNERS LLP 0.18% 65,190 +4.2% 0.02% $199,000
Requisite Capital Management, LLC 0.15% 55,648 0% 0.03% $170,283
GOLDMAN SACHS GROUP INC 0.15% 54,839 +19% 0% $167,807
Ballentine Partners, LLC 0.14% 49,664 0% 0% $151,972

Institutional Holders of SERA PROGNOSTICS, INC. - Class A Common Stock, par value $0.0001 per share (SERA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q4 10,639 $31,491 -$775,125 296% 1
2025 Q3 18,156,273 $55,563,958 -$1,352,147 306% 61
2025 Q2 18,609,445 $51,523,609 -$7,499,381 277% 57
2025 Q1 20,231,342 $74,421,348 +$7,360,507 368% 70
2024 Q4 18,080,486 $147,052,653 +$674,040 814% 71
2024 Q3 17,992,458 $140,341,705 +$11,126,796 780% 59
2024 Q2 16,578,359 $98,177,958 +$11,499,052 592% 65
2024 Q1 14,410,216 $131,132,861 +$31,997,314 910% 51
2023 Q4 10,917,569 $65,287,321 +$31,837,654 598% 45
2023 Q3 8,863,155 $16,485,265 -$2,039,478 186% 27
2023 Q2 9,516,701 $31,357,944 -$107,403 329.5% 32
2023 Q1 9,529,218 $36,496,581 +$11,033,414 383% 35
2022 Q4 7,042,649 $8,861,321 -$2,402,178 126% 29
2022 Q3 8,696,925 $13,914,096 +$63,962 159.99% 31
2022 Q2 8,646,310 $14,182,000 -$4,558,515 164.03% 26
2022 Q1 9,625,282 $36,450,601 +$1,332,254 378.99% 38
2021 Q4 9,273,215 $63,752,000 -$394,663 687.02% 35
2021 Q3 8,651,053 $96,148,000 +$96,147,845 1,110.98% 35