Serve Robotics Inc (SERV) Hedge Fund Ownership (Q2 2026)

Serve Robotics Inc (SERV)

193 + Investors. Track Smart Money conviction in SERV. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SERV

Based on 202 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q

For 9 consecutive quarters, more hedge funds added SERV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

202 hedge funds hold SERV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +44% more funds vs a year ago

fund count last 6Q

+62 new funds entered over the past year (+44% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 61% buying

140 buying90 selling

Last quarter: 140 funds were net buyers (59 opened a brand new position + 81 added to an existing one). Only 90 were sellers (36 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter

Funds opening a new SERV position: 41 → 64 → 45 → 59. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 39% long-term, 33% new

■ 39% conviction (2yr+) ■ 29% medium ■ 33% new

Of the 202 current holders: 78 (39%) held >2 years, 58 held 1–2 years, and 66 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~59 new funds/quarter

46 → 41 → 64 → 45 → 59 new funds/Q

New funds entering each quarter: 41 → 64 → 45 → 59. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 49% veterans vs 35% newcomers

■ 49% veterans ■ 17% 1-2yr ■ 35% new

Entry-cohort mix of 218 holders: 106 (49%) are 2+ year veterans, 36 entered 1–2 years ago, and 76 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds

42 of 196 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in SERV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	193	197	-2.03%
13F Shares	42M	37M	11.92%
Total Value	$272M	$309M	-12.25%
New Positions	58	45	+13
Increased Positions	77	74	+3
Closed Positions	56	39	+17
Reduced Positions	33	44	-11
Total Calls	12	7	71.43%
Total Puts	10	10	-
PUT/CALL Ratio	0.83	1.43	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

193

197

-2.03%

13F Shares

42M

37M

11.92%

Total Value

$272M

$309M

-12.25%

New Positions

+13

Increased Positions

Closed Positions

+17

Reduced Positions

-11

Total Calls

71.43%

Total Puts

PUT/CALL Ratio

0.83

1.43

Neutral

Institutional Holders (2026 Q2)

193 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SERV. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SERV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Themes Management Co LLC	1.04%	237,530	$1.6M
2	Gruss & Co., LLC	0.57%	35,600	$234K
3	AlphaCentric Advisors LLC	0.56%	100,000	$658K
4	Capstone Capital Management Ltd	0.19%	65,076	$428K
5	Sphera Management Technology Funds Ltd	0.18%	80,000	$526K
6	Deeter Investments LLP	0.18%	80,503	$836K
7	White Pine Capital LLC	0.16%	105,970	$697K
8	Crawford Fund Management, LLC	0.16%	160,000	$1.1M
9	Landscape Capital Management, L.L.C.	0.12%	271,781	$1.8M
10	Viawealth, LLC	0.07%	20,000	$132K
11	Next Capital Management LLC	0.05%	26,425	$174K
12	Exchange Traded Concepts, LLC	0.05%	1,522,616	$10.0M
13	Laffer Tengler Investments, INC.	0.03%	40,404	$266K
14	Sage Capital Management, LLC	0.03%	12,485	$82K
15	Harbour Capital Advisors, LLC	0.03%	26,190	$155K
16	Inspire Investing, LLC	0.03%	102,484	$674K
17	XTX Topco Ltd	0.02%	242,265	$1.6M
18	PFG Investments, LLC	0.02%	69,521	$457K
19	Atom Investors LP	0.01%	23,116	$152K
20	ExodusPoint Capital Management, LP	0.01%	266,693	$1.8M
21	Arete Wealth Advisors, LLC	0.01%	46,930	$309K
22	Snowden Capital Advisors LLC	0.01%	61,690	$406K
23	Advisory Services Network, LLC	0.01%	122,539	$806K
24	International Assets Investment Management, LLC	0.01%	23,400	$153K
25	Captrust Financial Advisors	0.01%	788,465	$5.2M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Serve Robotics Inc (SERV)

What does the Smart Money Trend signal show for SERV?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added SERV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SERV?

More buyers than sellers — 61% buying: Last quarter: 140 funds were net buyers (59 opened a brand new position + 81 added to an existing one). Only 90 were sellers (36 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SERV holders?

Elite ownership — 69% AUM from top-100 funds: 42 of 196 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in SERV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SERV?

Mixed — 39% long-term, 33% new: Of the 202 current holders: 78 (39%) held >2 years, 58 held 1–2 years, and 66 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Serve Robotics Inc (SERV)

Smart Money Signals — SERV

Buying streak — 9 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +44% more funds vs a year ago

More buyers than sellers — 61% buying

More new buyers each quarter (+14 vs last Q)

Mixed — 39% long-term, 33% new

Steady discovery — ~59 new funds/quarter

Veteran-anchored — 49% veterans vs 35% newcomers

Elite ownership — 69% AUM from top-100 funds

Institutional Sentiment Summary — SERV

Hedge Fund Ownership: SERV

Market Analysis: SERV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SERV

Hedge Fund Positioning: SERV

Statistics: SERV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Serve Robotics Inc (SERV)

Welcome to 13Foresight!