Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Serve Robotics Inc (SERV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
8Q ▲
Buyers last Q
59%

Smart Money Signals — SERV

Based on 196 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
196 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 — +57% more funds vs a year ago

fund count last 6Q
+71 new funds entered over the past year (+57% 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.
🟡

Slight buying edge — 59% buying

122 buying85 selling
Last quarter: 122 funds bought or added vs 85 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 45 → 41 → 63 → 45. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 39% long-term, 38% new

■ 39% conviction (2yr+) ■ 23% medium ■ 38% new
Of the 196 current holders: 76 (39%) held >2 years, 46 held 1–2 years, and 74 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.
💎

Buying through price weakness — shares +4%, value -16%

Value
-16%
Shares
+4%
Last quarter: funds added +4% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

57 → 45 → 41 → 63 → 45 new funds/Q
New funds entering each quarter: 45 → 41 → 63 → 45. A growing number of institutions are discovering SERV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 46% veterans vs 44% newcomers

■ 46% veterans ■ 9% 1-2yr ■ 44% new
Entry-cohort mix of 209 holders: 97 (46%) are 2+ year veterans, 19 entered 1–2 years ago, and 93 (44%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
36 of 192 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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.

Institutional Sentiment Summary — SERV

In 2026 Q1, 122 hedge funds were net buyers of SERV (45 opened a new position, 77 added to an existing one), while 85 reduced or exited (46 trimmed, 39 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in SERV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 196.

Hedge Fund Ownership: SERV

How many hedge funds hold SERV — quarterly history vs. share price
Quarterly hedge fund ownership of SERV vs. share price

Market Analysis: SERV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SERV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Serve Robotics Inc (SERV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SERV has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
SERV
-24.1%
XLI
+10.2%

SERV outperformed XLI by -34.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
SERV
-22.2%
XLI
+3.9%

Since the filing became public, SERV outperformed XLI by -26.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 1 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: SERV
195 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 195 190 2.63%
13F Shares 37M 36M 3.95%
Total Value $309M $371M -16.67%
New Positions 44 63 -19
Increased Positions 74 81 -7
Closed Positions 39 25 +14
Reduced Positions 44 27 +17
Total Calls 7 10 -30.0%
Total Puts 10 7 42.86%
PUT/CALL Ratio 1.43 0.7 Bearish

Statistics: SERV

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Valuation Measures Data as of: --

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Enterprise Value --
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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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

195 + 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:
Top 25 SERV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grange Capital, LLC 2.42% 287,427 $2.4M
2 Creek Drive Management Group LLC 0.64% 335,000 $2.8M
3 AlphaCentric Advisors LLC 0.63% 75,000 $633K
4 Uber Technologies, Inc 0.49% 2,070,629 $17.5M
5 Themes Management Co LLC 0.44% 84,703 $715K
6 Sphera Management Technology Funds Ltd 0.38% 80,000 $675K
7 Headlands Technologies LLC 0.21% 221,394 $1.9M
8 Crawford Fund Management, LLC 0.18% 110,000 $928K
9 Bayesian Capital Management, LP 0.13% 12,300 $104K
10 Scientech Research LLC 0.12% 16,979 $143K
11 Landscape Capital Management, L.L.C. 0.11% 211,406 $1.8M
12 Arlington Capital Management, Inc. 0.11% 23,000 $194K
13 White Pine Capital LLC 0.10% 41,591 $351K
14 Exchange Traded Concepts, LLC 0.10% 1,597,252 $13.5M
15 Next Capital Management LLC 0.07% 26,425 $223K
16 Viawealth, LLC 0.06% 13,650 $115K
17 Walser Wealth Management Company, A Ltd Liability Co 0.06% 16,012 $135K
18 K2 Principal Fund, L.P. 0.06% 100,000 $844K
19 Mirae Asset Securities (usa) INC. 0.05% 150,000 $1.3M
20 Mirae Asset Securities (usa) INC. 0.05% 147,826 $1.2M
21 Inspire Investing, LLC 0.04% 62,065 $524K
22 Longaeva Partners L.P. 0.04% 129,367 $1.1M
23 Aquatic Capital Management LLC 0.04% 149,822 $1.3M
24 Cambria Investment Management, L.P. 0.04% 74,978 $633K
25 Laffer Tengler Investments, INC. 0.04% 28,292 $239K
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 — 8 quarters in a row: For 8 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?

Slight buying edge — 59% buying: Last quarter: 122 funds bought or added vs 85 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SERV holders?

Strong quality — 36% AUM from major funds: 36 of 192 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SERV?

Mixed — 39% long-term, 38% new: Of the 196 current holders: 76 (39%) held >2 years, 46 held 1–2 years, and 74 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.

Is it too late to buy Serve Robotics Inc (SERV) following the 2026 Q1 hedge fund 13F filings?

As of today, SERV has moved -22.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLI sector ETF — an outperformance of -26.1%. Since the quarter end (March 31, 2026), SERV has gained -24.1% vs +10.2% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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