Sera Prognostics Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | 08/14/2026 | 5.50 M | $10.01 M | 0.00% | 10.89% |
| WHETSTONE CAPITAL ADVISORS, LLC | 08/14/2026 | 3.31 M | $6.02 M | 0.00% | 6.55% |
| ABRDN PLC | 07/31/2026 | 2.75 M | $5.01 M | 7.95% | 5.46% |
| VIVO CAPITAL, LLC | 08/14/2026 | 1.65 M | $3.00 M | 0.00% | 3.27% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.30 M | $2.36 M | 7.78% | 2.57% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 535.76 K | $975.07 K | -0.19% | 1.06% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 348.97 K | $635.47 K | -4.03% | 0.69% |
| BLACKROCK, INC. | 08/07/2026 | 221.37 K | $402.89 K | 12.88% | 0.44% |
| AWM INVESTMENT COMPANY, INC. | 08/14/2026 | 207.38 K | $377.44 K | 0.00% | 0.41% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 170.91 K | $311.05 K | 0.74% | 0.34% |
| STATE STREET CORP | 08/07/2026 | 124.79 K | $227.12 K | 0.00% | 0.25% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 73.99 K | $134.66 K | -19.14% | 0.15% |
| PERIGON WEALTH MANAGEMENT, LLC | 08/07/2026 | 72.69 K | $132.29 K | 0.00% | 0.14% |
| NORTHERN TRUST CORP | 08/13/2026 | 68.60 K | $124.84 K | -28.94% | 0.14% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 60.93 K | $110.89 K | 0.00% | 0.12% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 55.71 K | $101.38 K | 21.88% | 0.11% |
| REQUISITE CAPITAL MANAGEMENT, LLC | 08/07/2026 | 55.65 K | $101.28 K | 0.00% | 0.11% |
| MORGAN STANLEY | 08/13/2026 | 50.97 K | $92.77 K | -51.46% | 0.10% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 50.87 K | $92.59 K | 155.42% | 0.10% |
| BALLENTINE PARTNERS, LLC | 07/17/2026 | 49.66 K | $90.39 K | 0.00% | 0.10% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 08/07/2026 | 43.39 K | $78.97 K | 0.00% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 42.23 K | $76.87 K | 0.00% | 0.08% |
| CITADEL ADVISORS LLC | 09/02/2026 | 41.41 K | $75.37 K | -83.36% | 0.08% |
| CATALYST FUNDS MANAGEMENT PTY LTD | 08/10/2026 | 38.89 K | $70.78 K | 65.04% | 0.08% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 32.54 K | $59.23 K | 76.16% | 0.06% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 29.50 K | $53.65 K | 51.01% | 0.06% |
| BIRCH HILL INVESTMENT ADVISORS LLC | 07/21/2026 | 27.29 K | $49.67 K | 0.00% | 0.05% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 25.00 K | $45.50 K | 0.00% | 0.05% |
| XTX TOPCO LTD | 08/14/2026 | 16.81 K | $30.59 K | 1.92% | 0.03% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 16.22 K | $29.52 K | -26.15% | 0.03% |
| RIVERVIEW CAPITAL ADVISERS, LLC | 08/13/2026 | 12.67 K | $23.06 K | 0.00% | 0.03% |
| WAGNER WEALTH MANAGEMENT, LLC | 07/24/2026 | 12.40 K | $22.57 K | 0.00% | 0.02% |
| COLONY GROUP, LLC | 08/12/2026 | 12.16 K | $22.12 K | 0.00% | 0.02% |
| UBS GROUP AG | 08/13/2026 | 11.31 K | $20.58 K | -23.94% | 0.02% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 11.17 K | $20.33 K | 0.00% | 0.02% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 10.80 K | $19.66 K | 0.00% | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 10.50 K | $20.69 K | -0.51% | 0.02% |
| BARCLAYS PLC | 08/14/2026 | 3.18 K | $5.79 K | -90.06% | 0.01% |
| FMR LLC | 08/13/2026 | 2.54 K | $4.62 K | -61.37% | 0.01% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 1.00 K | $1.82 K | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 222 | $402 | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 186 | $339 | -21.19% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 08/10/2026 | 129 | $235 | 0.00% | 0.00% |
| SILICON VALLEY CAPITAL PARTNERS | 09/21/2026 | 57 | $104 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 4 | $7 | -42.86% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 4 | $7 | 0.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 3 | $5 | 100.00% | 0.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| SEGALL BRYANT & HAMILL, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| SANDERS MORRIS HARRIS LLC | 07/07/2026 | 0 | $0 | -100.00% | 0.00% |
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Sera Prognostics Inc institutional Ownership - FAQ's
During the previous two years, 69 institutional investors and hedge funds held shares of Sera Prognostics Inc. The most heavily invested institutionals were:
BAKER BROS. ADVISORS LP: 5.5 M
Whetstone Capital Advisors, LLC: 3.31 M
abrdn plc: 2.75 M
Vivo Capital, LLC: 1.65 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.3 M
CAPTRUST FINANCIAL ADVISORS: 535,755
33.79% of Sera Prognostics Inc stock is owned by institutional investors.
Institutional investors have bought a total of 22.39 M shares in the last 24 months. This purchase volume represents approximately $43.21 M in transactions.