| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Khosla Ventures VI, L.P. | 7.5% | $42,731,784 | 4,801,324 | VK Services, LLC | 15 Aug 2025 | |||
| BlackRock, Inc. | 5.9% | $41,431,708 | 3,562,455 | BlackRock, Inc. | 30 Sep 2025 | |||
| SUSQUEHANNA SECURITIES, LLC | 5.9% | $40,918,431 | 3,518,261 | G1 Execution Services, LLC | 30 Sep 2025 | |||
| Uber Technologies, Inc | 3.4% | $23,294,576 | 2,070,629 | Uber Technologies, Inc. | 19 Sep 2025 |
As of 30 Sep 2025, 148 institutional investors reported holding 25,421,037 shares of Serve Robotics Inc. /DE/ - Common Stock, $0.0001 par value per share (SERV). This represents 43% of the company’s total 59,631,542 outstanding shares.
The largest institutional shareholders of Serve Robotics Inc. /DE/ - Common Stock, $0.0001 par value per share (SERV) together control 38% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6.2% | 3,697,900 | +56% | 0% | $43,006,576 |
| VANGUARD GROUP INC | 4.4% | 2,594,869 | +25% | 0% | $30,178,326 |
| Uber Technologies, Inc | 3.5% | 2,070,629 | -56% | 0.44% | $24,081,415 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.7% | 1,636,475 | +280% | 0.03% | $19,032,204 |
| CITADEL ADVISORS LLC | 2.7% | 1,594,678 | +1004% | 0.01% | $18,546,105 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 1,129,560 | +29% | 0% | $13,139,638 |
| EXCHANGE TRADED CONCEPTS, LLC | 1.9% | 1,109,001 | +11% | 0.12% | $12,897,682 |
| STATE STREET CORP | 1.6% | 961,914 | +41% | 0% | $11,187,060 |
| FIRST TRUST ADVISORS LP | 1.3% | 760,111 | 0.01% | $8,840,090 | |
| Legal & General Group Plc | 1.3% | 751,834 | +8.3% | 0% | $8,815,722 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.2% | 743,662 | +3% | 0.01% | $8,663,182 |
| UBS Group AG | 1.2% | 697,635 | -22% | 0% | $8,113,496 |
| CAPTRUST FINANCIAL ADVISORS | 0.99% | 589,441 | +23% | 0.01% | $6,855,194 |
| MORGAN STANLEY | 0.82% | 488,656 | -45% | 0% | $5,683,070 |
| CAPITAL FUND MANAGEMENT S.A. | 0.81% | 480,286 | -13% | 0.06% | $5,585,726 |
| Nuveen, LLC | 0.68% | 404,993 | +283% | 0% | $4,710,068 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.67% | 401,525 | +207% | 0% | $4,669,736 |
| D. E. Shaw & Co., Inc. | 0.66% | 392,405 | 0% | $4,563,670 | |
| NORTHERN TRUST CORP | 0.63% | 375,503 | +14% | 0% | $4,367,100 |
| BANK OF AMERICA CORP /DE/ | 0.62% | 369,129 | -8.1% | 0% | $4,292,970 |
| RAYMOND JAMES FINANCIAL INC | 0.52% | 312,802 | +11% | 0% | $3,637,887 |
| GROUP ONE TRADING LLC | 0.43% | 256,154 | +0.94% | 0.09% | $2,979,071 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.42% | 251,408 | 0% | $2,923,875 | |
| NATIONAL BANK OF CANADA /FI/ | 0.31% | 187,409 | +3372% | 0% | $2,179,587 |
| GOLDMAN SACHS GROUP INC | 0.31% | 182,975 | -71% | 0% | $2,127,999 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,287,380 | $13,419,281 | +$1,351,226 | $10.38 | 6 |
| 2025 Q3 | 25,421,037 | $295,850,400 | +$48,309,663 | $11.63 | 148 |
| 2025 Q2 | 21,270,112 | $242,574,192 | +$51,307,816 | $11.44 | 132 |
| 2025 Q1 | 17,537,798 | $101,660,618 | +$23,179,471 | $5.75 | 117 |
| 2024 Q4 | 11,895,847 | $161,665,593 | -$764,129 | $13.50 | 92 |
| 2024 Q3 | 8,553,618 | $68,096,876 | +$15,317,888 | $7.95 | 54 |
| 2024 Q2 | 8,450,505 | $16,476,835 | +$16,476,835 | $1.95 | 22 |