Sera Prognostics Ownership | Who Owns Sera Prognostics?

Overview RevenueFinancials Chart Transcripts

Sera Prognostics Ownership Summary

Sera Prognostics is owned by 53.67% institutional investors, 11.99% insiders, and 34.34% retail investors. Baker bros. advisors lp is the largest institutional shareholder, holding 16.87% of SERA shares. iShares Russell 2000 ETF is the top mutual fund, with 2.16% of its assets in Sera Prognostics shares.

SERA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sera Prognostics	53.67%	11.99%	34.34%
Sector	Healthcare Stocks	88.01%	8.90%	3.09%
Industry	Diagnostics & Research Stocks	53.64%	8.31%	38.05%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Baker bros. advisors lp	5.43M	16.87%	$32.17M
Ra capital management	3.03M	9.41%	$17.95M
Vivo capital	1.65M	5.12%	$9.77M
Blackrock	1.41M	4.38%	$8.35M
Vanguard group	1.11M	3.43%	$6.55M
Geode capital management	538.87K	1.67%	$3.19M
Awm investment company	521.31K	1.62%	$3.09M
Captrust financial advisors	477.20K	1.48%	$2.83M
State street	390.61K	1.21%	$2.31M
Morgan stanley	249.10K	0.77%	$1.47M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Vivo capital	1.65M	0.90%	$9.77M
Awm investment company	521.31K	0.42%	$3.09M
Baker bros. advisors lp	5.43M	0.41%	$32.17M
Ra capital management	3.03M	0.24%	$17.95M
Sanders morris harris	90.60K	0.11%	$724.80K
Twelve points wealth management	43.39K	0.10%	$353.18K
Requisite capital management	55.65K	0.09%	$452.98K
Bridgeway capital management	86.11K	0.01%	$509.74K
Perigon wealth management	72.69K	0.01%	$479.72K
Captrust financial advisors	477.20K	0.01%	$2.83M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	1.41M	0.00%	1.29M
Ra capital management	3.03M	0.24%	1.01M
Geode capital management	538.87K	0.00%	331.09K
State street	390.61K	0.00%	315.52K
Vanguard group	1.11M	0.00%	210.54K

Top Sellers

Holder	Shares	% Assets	Change
Invesco	13.32K	-	-608.51K
Millennium management	64.91K	0.00%	-224.55K
Susquehanna group, llp	10.57K	-	-145.53K
Jane street group	11.40K	-	-113.55K
Goldman sachs group	43.86K	-	-103.52K

New Positions

Holder	Shares	% Assets	Change	Value
Nuveen asset management	37.42K	0.00%	37.42K	$221.51K
Rhumbline advisers	32.17K	0.00%	32.17K	$190.42K
Wellington management group llp	27.68K	-	27.68K	$163.88K
New york state common retirement fund	17.50K	0.00%	17.50K	$104.00K
Corebridge financial	14.85K	0.00%	14.85K	$88.06K

Sold Out

Holder	Change
Federated hermes	-231.00
Allspring global investments	-649.00
Macquarie group	-882.00
Entrypoint capital	-2.55K
Tower research capital llc (trc)	-3.61K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	60	-10.45%	17,992,458	8.53%	53	2.03%	30	-31.82%	12	-14.29%
Jun 30, 2024	67	28.85%	16,578,359	15.04%	51	2.41%	44	22.22%	14	100.00%
Mar 31, 2024	52	13.04%	14,411,098	31.39%	46	3.76%	36	-	7	-
Dec 31, 2023	46	76.92%	10,968,338	24.75%	35	4.38%	36	350.00%	7	40.00%
Sep 30, 2023	26	-18.75%	8,792,567	-6.92%	28	3.05%	8	14.29%	5	-28.57%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	729.21K	2.16%	-2.80K
Vanguard Total Stock Mkt Idx Inv	684.41K	2.03%	-
Invesco Dorsey Wright SmallCap Momt ETF	603.77K	1.79%	1.09K
Vanguard Institutional Extnd Mkt Idx Tr	322.30K	0.95%	38.85K
JPMorgan US Small Company L	311.22K	0.92%	-11.60K
Fidelity Small Cap Index	282.73K	0.84%	-202.00
iShares Russell 2000 Growth ETF	253.06K	0.75%	-
Fidelity Extended Market Index	138.23K	0.41%	-911.00
Vanguard Russell 2000 ETF	135.09K	0.40%	6.00K
State St Russell Sm Cap® Indx SL Cl I	122.90K	0.36%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 10, 2025	Phillips Joshua	-	Sell	$7.40K
Jan 10, 2025	Phillips Joshua	-	Sell	$19.33K
Jan 10, 2025	Phillips Joshua	-	Sell	$13.44K
Jan 10, 2025	Phillips Joshua	-	Sell	$35.15K
Jan 10, 2025	Phillips Joshua	-	Sell	$13.51K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	11
2024 Q3	-	10
2024 Q2	-	9
2024 Q1	-	17
2023 Q4	-	2

SERA Ownership FAQ

Who Owns Sera Prognostics?

Sera Prognostics shareholders are primarily institutional investors at 53.67%, followed by 11.99% insiders and 34.34% retail investors. The average institutional ownership in Sera Prognostics's industry, Diagnostics & Research Stocks, is 53.64%, which Sera Prognostics exceeds.

Who owns the most shares of Sera Prognostics?

Sera Prognostics’s largest shareholders are Baker bros. advisors lp (5.43M shares, 16.87%), Ra capital management (3.03M shares, 9.41%), and Vivo capital (1.65M shares, 5.12%). Together, they hold 31.40% of Sera Prognostics’s total shares outstanding.

Does Blackrock own Sera Prognostics?

Yes, BlackRock owns 4.38% of Sera Prognostics, totaling 1.41M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 8.35M$. In the last quarter, BlackRock increased its holdings by 1.29M shares, a 1085.12% change.

Who is Sera Prognostics’s biggest shareholder by percentage of total assets invested?

Vivo capital is Sera Prognostics’s biggest shareholder by percentage of total assets invested, with 0.90% of its assets in 1.65M Sera Prognostics shares, valued at 9.77M$.

Who is the top mutual fund holder of Sera Prognostics shares?

iShares Russell 2000 ETF is the top mutual fund holder of Sera Prognostics shares, with 2.16% of its total shares outstanding invested in 729.2K Sera Prognostics shares.

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