Sera Prognostics Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | 02/17/2026 | 5.50 M | $16.22 M | 0.00% | 11.10% |
| WHETSTONE CAPITAL ADVISORS, LLC | 02/13/2026 | 3.46 M | $10.21 M | -4.75% | 6.99% |
| ABRDN PLC | 01/16/2026 | 2.28 M | $6.73 M | 0.00% | 4.60% |
| VIVO CAPITAL, LLC | 02/13/2026 | 1.65 M | $4.87 M | 0.00% | 3.33% |
| VANGUARD GROUP INC | 01/29/2026 | 1.24 M | $3.66 M | 1.83% | 2.50% |
| CITADEL ADVISORS LLC | 02/17/2026 | 707.61 K | $2.09 M | 8.24% | 1.43% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 536.77 K | $1.58 M | -10.89% | 1.08% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 334.64 K | $987.47 K | 1.06% | 0.68% |
| AWM INVESTMENT COMPANY, INC. | 02/13/2026 | 207.38 K | $611.78 K | 0.00% | 0.42% |
| BLACKROCK, INC. | 02/12/2026 | 186.75 K | $550.92 K | 4.34% | 0.38% |
| STATE STREET CORP | 02/13/2026 | 124.79 K | $368.14 K | 0.00% | 0.25% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 113.18 K | $333.88 K | -11.08% | 0.23% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 107.24 K | $316.00 K | 64.50% | 0.22% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 100.00 K | $290.00 K | 0.00% | 0.20% |
| NORTHERN TRUST CORP | 02/17/2026 | 96.54 K | $284.78 K | 9.10% | 0.19% |
| MORGAN STANLEY | 02/13/2026 | 80.97 K | $238.86 K | -3.63% | 0.16% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 75.27 K | $222.04 K | 0.00% | 0.15% |
| PERIGON WEALTH MANAGEMENT, LLC | 01/16/2026 | 72.69 K | $214.42 K | 0.00% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 71.53 K | $211.02 K | 219.74% | 0.14% |
| JANE STREET GROUP, LLC | 02/12/2026 | 68.83 K | $203.04 K | 100.00% | 0.14% |
| REQUISITE CAPITAL MANAGEMENT, LLC | 02/05/2026 | 55.65 K | $164.16 K | 0.00% | 0.11% |
| BALLENTINE PARTNERS, LLC | 02/03/2026 | 49.66 K | $146.51 K | 0.00% | 0.10% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 45.71 K | $134.83 K | 0.00% | 0.09% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 01/23/2026 | 43.39 K | $160.10 K | 0.00% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 42.23 K | $124.59 K | 0.00% | 0.09% |
| BARCLAYS PLC | 02/13/2026 | 36.72 K | $108.33 K | 267.37% | 0.07% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 36.32 K | $107.15 K | -60.97% | 0.07% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 28.98 K | $85.50 K | 20.34% | 0.06% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 28.60 K | $84.37 K | -47.85% | 0.06% |
| BIRCH HILL INVESTMENT ADVISORS LLC | 01/27/2026 | 27.29 K | $80.51 K | 0.00% | 0.06% |
| UBS GROUP AG | 01/29/2026 | 25.20 K | $74.33 K | 2.74% | 0.05% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 25.00 K | $73.75 K | 100.00% | 0.05% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 22.93 K | $67.47 K | 2.27% | 0.05% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 21.96 K | $64.79 K | -30.79% | 0.04% |
| LIDO ADVISORS, LLC | 02/10/2026 | 16.62 K | $50.26 K | -25.00% | 0.03% |
| FMR LLC | 02/17/2026 | 14.85 K | $43.79 K | 0.00% | 0.03% |
| WAGNER WEALTH MANAGEMENT, LLC | 01/30/2026 | 12.69 K | $37.42 K | 2.31% | 0.03% |
| RIVERVIEW CAPITAL ADVISERS, LLC | 02/17/2026 | 12.67 K | $37.37 K | -0.50% | 0.03% |
| COLONY GROUP, LLC | 02/13/2026 | 12.16 K | $35.86 K | 0.00% | 0.02% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 12.09 K | $35.65 K | -0.06% | 0.02% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 11.40 K | $33.64 K | 100.00% | 0.02% |
| ABEL HALL, LLC | 02/17/2026 | 11.04 K | $32.56 K | 0.00% | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 10.64 K | $31.49 K | 100.00% | 0.02% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 8.73 K | $25.75 K | 0.00% | 0.02% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 7.80 K | $23.01 K | 73.33% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 4.67 K | $13.78 K | -14.22% | 0.01% |
| CWM, LLC | 01/26/2026 | 1.01 K | $3.00 K | -0.10% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 945 | $2.79 K | 100.00% | 0.00% |
| OPTIVER HOLDING B.V. | 02/17/2026 | 412 | $1.22 K | 0.00% | 0.00% |
| 01/30/2026 | 389 | $1.15 K | 100.00% | 0.00% |
Sera Prognostics Inc institutional Ownership - FAQ's
During the previous two years, 73 institutional investors and hedge funds held shares of Sera Prognostics Inc. The most heavily invested institutionals were:
abrdn plc: 2.55 M
SANDERS MORRIS HARRIS LLC: 314,950
Perigon Wealth Management, LLC: 72,685
Bank of New York Mellon Corp: 60,927
Twelve Points Wealth Management LLC: 43,388
HighTower Advisors, LLC: 42,234
35.62% of Sera Prognostics Inc stock is owned by institutional investors.
Institutional investors have bought a total of 22.41 M shares in the last 24 months. This purchase volume represents approximately $43.25 M in transactions.