Sera Prognostics Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | 05/15/2026 | 5.50 M | $11.16 M | 0.00% | 11.54% |
| WHETSTONE CAPITAL ADVISORS, LLC | 05/15/2026 | 3.31 M | $6.71 M | -4.42% | 6.94% |
| ABRDN PLC | 04/29/2026 | 2.55 M | $5.18 M | 11.89% | 5.35% |
| 04/17/2026 | 2.40 M | $4.87 M | 100.00% | 5.03% | |
| VIVO CAPITAL, LLC | 05/20/2026 | 1.65 M | $3.35 M | 0.00% | 3.46% |
| 05/15/2026 | 1.20 M | $2.44 M | 100.00% | 2.53% | |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 536.76 K | $1.09 M | 0.00% | 1.13% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 363.62 K | $738.51 K | 8.66% | 0.76% |
| SANDERS MORRIS HARRIS LLC | 04/09/2026 | 314.95 K | $639.35 K | 100.00% | 0.66% |
| CITADEL ADVISORS LLC | 05/15/2026 | 248.91 K | $505.29 K | -64.82% | 0.52% |
| AWM INVESTMENT COMPANY, INC. | 05/15/2026 | 207.38 K | $420.99 K | 0.00% | 0.44% |
| BLACKROCK, INC. | 05/13/2026 | 196.11 K | $398.09 K | 5.01% | 0.41% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 169.66 K | $344.41 K | 100.00% | 0.36% |
| STATE STREET CORP | 05/15/2026 | 124.79 K | $253.33 K | 0.00% | 0.26% |
| MORGAN STANLEY | 05/15/2026 | 105.02 K | $213.18 K | 29.70% | 0.22% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 104.97 K | $213.00 K | -2.11% | 0.22% |
| SEGALL BRYANT & HAMILL, LLC | 05/15/2026 | 100.00 K | $193.00 K | 100.00% | 0.21% |
| NORTHERN TRUST CORP | 05/14/2026 | 96.54 K | $195.97 K | 0.00% | 0.20% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 91.50 K | $185.75 K | -19.15% | 0.19% |
| PERIGON WEALTH MANAGEMENT, LLC | 04/10/2026 | 72.69 K | $147.55 K | 0.00% | 0.15% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 60.93 K | $123.68 K | -19.05% | 0.13% |
| REQUISITE CAPITAL MANAGEMENT, LLC | 05/14/2026 | 55.65 K | $112.97 K | 0.00% | 0.12% |
| JANE STREET GROUP, LLC | 05/12/2026 | 53.91 K | $109.43 K | -21.67% | 0.11% |
| BALLENTINE PARTNERS, LLC | 05/14/2026 | 49.66 K | $100.82 K | 0.00% | 0.10% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 45.71 K | $92.78 K | 0.00% | 0.10% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 04/14/2026 | 43.39 K | $88.08 K | 0.00% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 42.23 K | $85.74 K | 0.00% | 0.09% |
| BARCLAYS PLC | 05/15/2026 | 31.97 K | $64.89 K | -12.95% | 0.07% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 31.43 K | $63.80 K | -13.47% | 0.07% |
| BIRCH HILL INVESTMENT ADVISORS LLC | 04/29/2026 | 27.29 K | $55.41 K | 0.00% | 0.06% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 25.00 K | $50.75 K | 0.00% | 0.05% |
| CATALYST FUNDS MANAGEMENT PTY LTD | 05/11/2026 | 23.56 K | $47.84 K | 100.00% | 0.05% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 21.96 K | $44.59 K | 0.00% | 0.05% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 19.92 K | $40.43 K | -31.28% | 0.04% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 19.54 K | $39.26 K | -14.82% | 0.04% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 18.47 K | $37.50 K | -35.41% | 0.04% |
| XTX TOPCO LTD | 05/15/2026 | 16.49 K | $33.48 K | 100.00% | 0.03% |
| UBS GROUP AG | 05/05/2026 | 14.87 K | $30.18 K | -40.98% | 0.03% |
| CITADEL ADVISORS LLC | 05/15/2026 | 14.80 K | $30.04 K | 100.00% | 0.03% |
| RIVERVIEW CAPITAL ADVISERS, LLC | 05/14/2026 | 12.67 K | $25.72 K | 0.00% | 0.03% |
| WAGNER WEALTH MANAGEMENT, LLC | 04/24/2026 | 12.40 K | $25.17 K | -2.25% | 0.03% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 12.40 K | $25.17 K | 100.00% | 0.03% |
| COLONY GROUP, LLC | 05/15/2026 | 12.16 K | $24.68 K | 0.00% | 0.03% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 12.09 K | $24.53 K | 0.00% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 11.17 K | $22.67 K | 100.00% | 0.02% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 10.80 K | $21.92 K | 38.46% | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 10.56 K | $21.22 K | -0.76% | 0.02% |
| FMR LLC | 05/15/2026 | 6.57 K | $13.34 K | -55.72% | 0.01% |
| CWM, LLC | 05/14/2026 | 1.00 K | $2.04 K | -0.30% | 0.00% |
| OPTIVER HOLDING B.V. | 06/02/2026 | 412 | $836 | 0.00% | 0.00% |
Sera Prognostics Inc institutional Ownership - FAQ's
During the previous two years, 75 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: 2.55 M
Vivo Capital, LLC: 1.65 M
CAPTRUST FINANCIAL ADVISORS: 536,761
GEODE CAPITAL MANAGEMENT, LLC: 363,617
42.06% of Sera Prognostics Inc stock is owned by institutional investors.
Institutional investors have bought a total of 21.77 M shares in the last 24 months. This purchase volume represents approximately $42.02 M in transactions.