Serve Robotics Ownership 2024 | Who Owns Serve Robotics Now?


OverviewRevenueFinancialsChart

Institutional Ownership

4.02%

0

Institutional Holders

1.00

Serve Robotics Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
TAX MANAGED SMALL CAP PORTFOLIO1.76%92,595--Jan 31, 2024
WESTERN ASSET CORPORATE LOAN FUND INC.1.64%397,301--Sep 30, 2020
Gabelli ESG Fund, Inc.1.59%13,000--Dec 29, 2023
T. Rowe Price New Horizons Fund, Inc.1.21%6,055,263--Mar 31, 2024
AQUILA FUNDS TRUST1.17%1,100,000--Mar 28, 2024
American Beacon Apollo Total Return Fund1.06%250,000--Mar 31, 2021
CRM Mutual Fund Trust1.03%520,020--Mar 31, 2024
BRIDGES INVESTMENT FUND INC0.99%30,000--Dec 31, 2022
Tax-Managed Multi-Cap Growth Portfolio0.79%21,179--Jan 31, 2024
NICHOLAS HIGH INCOME FUND, INC.0.74%673,000--Jun 30, 2020
FIRST TRUST HIGH INCOME LONG/SHORT FUND0.71%3,805,000--Jan 31, 2024
EATON VANCE GROWTH TRUST0.69%7,570,911--Feb 29, 2024
T. Rowe Price Mid-Cap Growth Fund, Inc.0.50%7,600,000--Mar 31, 2024
WESTERN ASSET CORPORATE LOAN FUND INC.0.48%115,454--Sep 30, 2020
PIONEER MID CAP VALUE FUND0.47%81,864--Jan 31, 2024
MFS INTERMEDIATE HIGH INCOME FUND0.41%210,000--Feb 29, 2024
Invesco High Income Trust II0.37%424,000--Feb 29, 2024
DEUTSCHE DWS VARIABLE SERIES I0.37%132,810--Mar 31, 2024
Neuberger Berman High Yield Strategies Fund Inc.0.36%1,115,000--Jan 31, 2024
MFS SPECIAL VALUE TRUST0.35%70,000--Jan 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.31%999,363--Mar 31, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.0.26%91,000--Mar 31, 2024
RMB INVESTORS TRUST0.22%115,418--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.21%1,782,112--Mar 31, 2024
STATE STREET INSTITUTIONAL FUNDS0.20%158,548--Mar 31, 2024
FIDELITY TREND FUND0.19%118,600--Mar 31, 2024
COMMERCE FUNDS0.19%3,781,839-10,000-0.26%Jan 31, 2024
RBB Fund Trust0.18%174,125--Feb 29, 2024
T. Rowe Price Equity Funds, Inc.0.18%1,942,269--Mar 31, 2024
GABELLI ASSET FUND0.17%60,000--Dec 29, 2023
Invesco Dynamic Credit Opportunities Fund0.15%1,273,032--Aug 31, 2021
BUFFALO FUNDS0.15%1,000,000--Mar 31, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.0.14%498,000--Mar 31, 2024
Natixis ETF Trust II0.14%2,407--Mar 31, 2024
HARBOR FUNDS0.13%3,093,289--Jan 31, 2024
T. Rowe Price Tax-Efficient Funds, Inc.0.13%11,900--Feb 29, 2024
GROWTH FUND OF AMERICA0.12%2,993,302--Feb 29, 2024
Nushares ETF Trust0.12%850,000--Jan 31, 2024
AQUILA FUNDS TRUST0.11%104,707--Mar 28, 2024
VIRTUS EQUITY TRUST0.11%873,006--Mar 28, 2024
MARSICO INVESTMENT FUND0.10%122,349--Mar 31, 2024
MFS SERIES TRUST III0.10%8,215,000--Jan 31, 2024
T. Rowe Price Balanced Fund, Inc.0.09%1,559,773-4,087-0.26%Mar 31, 2024
DEUTSCHE DWS INVESTMENT TRUST0.09%279,052--Jan 31, 2024
CALVERT VARIABLE SERIES INC0.09%172,063-455-0.26%Mar 31, 2024
EATON VANCE FLOATING RATE PORTFOLIO/MA0.09%5,050,000--Jan 31, 2024
Intrepid Capital Management Funds Trust0.09%1,151,000--Mar 31, 2024
T. Rowe Price High Yield Fund, Inc.0.08%6,785,000--Feb 29, 2024
T. Rowe Price Spectrum Funds II, Inc.0.08%1,195,156-3,132-0.26%Feb 29, 2024
Core Bond Portfolio0.08%617,348-1,632-0.26%Mar 31, 2024
CALVERT IMPACT FUND INC0.08%928,934--Mar 31, 2024
CALVERT VARIABLE SERIES INC0.08%152,219-402-0.26%Mar 31, 2024
GABELLI EQUITY TRUST INC0.08%96,700--Dec 29, 2023
SENIOR DEBT PORTFOLIO0.08%5,875,000--Jan 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.08%252,095--Jan 31, 2024
AMERICAN HIGH INCOME TRUST0.07%13,942,000--Mar 31, 2024
T. Rowe Price Equity Series, Inc.0.07%118,530--Mar 31, 2024
SARATOGA ADVANTAGE TRUST0.07%4,375--Feb 29, 2024
T. Rowe Price Global Allocation Fund, Inc.0.07%124,018-325-0.26%Jan 31, 2024
Core Bond Portfolio0.07%529,457-1,400-0.26%Mar 31, 2024
Forethought Variable Insurance Trust0.07%300,000--Mar 28, 2024
EATON VANCE VARIABLE TRUST0.07%400,000--Mar 31, 2024
EATON VANCE VARIABLE TRUST0.06%373,636--Mar 31, 2024
THRIVENT SERIES FUND INC0.06%7,095,000--Mar 28, 2024
CALVERT FUND0.06%3,613,547-9,555-0.26%Mar 31, 2024
BlackRock Private Investments Fund0.06%100,000--Mar 31, 2024
EATON VANCE FLOATING RATE PORTFOLIO/MA0.06%3,385,540--Jan 31, 2024
CALVERT SOCIAL INVESTMENT FUND0.06%2,666,982-7,052-0.26%Mar 31, 2024
Guggenheim Variable Funds Trust0.06%236,975-625-0.26%Dec 31, 2023
ALGER PORTFOLIOS0.06%21,686--Dec 31, 2023
DBX ETF TRUST0.06%4,306,000--Feb 29, 2024
VIRTUS ASSET TRUST0.05%1,430,000--Mar 28, 2024
ALGER INSTITUTIONAL FUNDS0.05%13,624--Jan 31, 2024
BLACKROCK Ltd DURATION INCOME TRUST0.05%598,000--Mar 31, 2024
Brown Advisory Funds0.05%1,910,000--Mar 31, 2024
CALVERT SOCIAL INVESTMENT FUND0.05%2,241,685-5,927-0.26%Mar 31, 2024
Invesco Senior Income Trust0.05%519,383--Feb 29, 2024
VIRTUS VARIABLE INSURANCE TRUST0.05%76,798--Mar 28, 2024
GUGGENHEIM FUNDS TRUST0.05%27,926,793-73,654-0.26%Dec 31, 2023
FIRST INVESTORS EQUITY FUNDS0.05%259,400259,400-Sep 30, 2019
THRIVENT MUTUAL FUNDS0.05%4,530,000--Mar 28, 2024
GABELLI DIVIDEND & INCOME TRUST0.05%80,000--Dec 29, 2023
EATON VANCE SPECIAL INVESTMENT TRUST0.05%80,555--Mar 31, 2024
TIAA-CREF LIFE FUNDS0.05%123,750--Mar 31, 2024
BlackRock Multi-Sector Income Trust0.04%326,000--Mar 31, 2024
LAZARD FUNDS INC0.04%1,800,000--Mar 31, 2024
T. Rowe Price Floating Rate Fund, Inc.0.04%1,561,087--Feb 29, 2024
Transparent Value Trust0.04%674--Dec 31, 2023
ADVISORS SERIES TRUST0.04%1,925,000--Jan 31, 2024
GABELLI EQUITY SERIES FUNDS INC0.04%32,500--Dec 29, 2023
JOHN HANCOCK SOVEREIGN BOND FUND0.04%11,860,200--Feb 29, 2024
AMG Funds IV0.04%120,000--Jan 31, 2024
BLACKROCK FLOATING RATE INCOME TRUST0.04%156,930--Mar 31, 2024
Calvert Management Series0.04%403,687-1,067-0.26%Mar 31, 2024
AIM FUNDS GROUP (INVESCO FUNDS GROUP)0.04%198,863--Mar 31, 2024
GUGGENHEIM FUNDS TRUST0.04%21,850,475-57,625-0.26%Dec 31, 2023
BlackRock Series Fund II, Inc.0.04%8,000--Mar 31, 2024
MASSMUTUAL PREMIER FUNDS0.04%1,000,000--Dec 31, 2023
NEW AMERICA HIGH INCOME FUND INC0.03%95,000--Mar 31, 2024
BlackRock Funds II0.03%3,282,000--Mar 31, 2024

Serve Robotics's largest mutual fund holder by % of total assets is "TAX MANAGED SMALL CAP PORTFOLIO", owning 92.59K shares, compromising 1.76% of its total assets.

Serve Robotics Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 221-
30 Sep, 211-
30 Jun, 211-
31 Mar, 211-50.00%
31 Dec, 202-99.19%
30 Sep, 20246-9.89%
30 Jun, 2027313.75%
31 Mar, 20240-18.64%
31 Dec, 192958.06%
30 Sep, 19273-4.88%
30 Jun, 192870.35%
31 Mar, 192867.12%
31 Dec, 18267-11.59%
30 Sep, 1830212.69%
30 Jun, 182689.39%
31 Mar, 18245-1.21%
31 Dec, 172480.81%
30 Sep, 172468.85%
30 Jun, 172261.80%
31 Mar, 172220.45%
31 Dec, 16221-12.30%
30 Sep, 16252-2.33%
30 Jun, 162585.74%
31 Mar, 162446.09%
31 Dec, 1523011.65%
30 Sep, 152064.57%
30 Jun, 1519726.28%
31 Mar, 1515648.57%
31 Dec, 1410528.05%
30 Sep, 14821071.43%
30 Jun, 147-

As of 30 Jun 22, 1 institutions are holding Serve Robotics's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 22993,901-
30 Sep, 2164-
30 Jun, 2164-
31 Mar, 2164-99.91%
31 Dec, 2074,222-99.94%
30 Sep, 20127,529,126-5.62%
30 Jun, 20135,122,258-2.14%
31 Mar, 20138,080,896-0.24%
31 Dec, 19138,411,047-0.51%
30 Sep, 19139,116,736-0.97%
30 Jun, 19140,475,849-1.36%
31 Mar, 19142,412,9862.52%
31 Dec, 18138,916,0248.61%
30 Sep, 18127,902,958-6.27%
30 Jun, 18136,464,610-0.35%
31 Mar, 18136,940,1750.76%
31 Dec, 17135,909,598-0.29%
30 Sep, 17136,309,377-1.25%
30 Jun, 17138,036,405-2.48%
31 Mar, 17141,540,5081.97%
31 Dec, 16138,803,059-1.44%
30 Sep, 16140,830,401-1.33%
30 Jun, 16142,728,0972.36%
31 Mar, 16139,431,5912.36%
31 Dec, 15136,219,213-0.89%
30 Sep, 15137,439,6051.41%
30 Jun, 15135,531,2090.29%
31 Mar, 15135,134,122-0.36%
31 Dec, 14135,618,1802.63%
30 Sep, 14132,145,9861638.75%
30 Jun, 147,600,063-

Serve Robotics (SERV) has 993.90K shares outstanding as of 30 Jun 22, up 0.00% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 224.02%-
30 Sep, 210.00%333333.33%
30 Jun, 210.00%333333.33%
31 Mar, 210.00%0.30%
31 Dec, 200.30%0.00%
30 Sep, 20515.96%0.17%
30 Jun, 20546.68%0.18%
31 Mar, 20558.65%0.18%
31 Dec, 19559.99%0.18%
30 Sep, 19562.84%0.17%
30 Jun, 19568.34%0.17%
31 Mar, 19576.18%0.18%
31 Dec, 18562.03%0.21%
30 Sep, 18517.47%0.17%
30 Jun, 18552.11%0.18%
31 Mar, 18554.04%0.18%
31 Dec, 17549.87%0.18%
30 Sep, 17551.48%0.18%
30 Jun, 17558.47%0.17%
31 Mar, 17572.65%0.18%
31 Dec, 16561.57%0.17%
30 Sep, 16569.77%0.17%
30 Jun, 16577.45%0.18%
31 Mar, 16564.12%0.19%
31 Dec, 15551.12%0.18%
30 Sep, 15556.06%0.18%
30 Jun, 15548.33%0.18%
31 Mar, 15546.73%0.18%
31 Dec, 14548.69%0.19%
30 Sep, 14534.64%56.55%
30 Jun, 1430.75%-

As of 30 Jun 22, Serve Robotics is held by 4.02% institutional shareholders, representing a 0.00% growth compared to 30 Sep 21.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 221-
30 Sep, 21--
30 Jun, 21--
31 Mar, 21--
31 Dec, 20--100.00%
30 Sep, 20118-24.36%
30 Jun, 2015621.88%
31 Mar, 20128-26.44%
31 Dec, 1917434.88%
30 Sep, 19129-6.52%
30 Jun, 19138-0.72%
31 Mar, 19139-9.15%
31 Dec, 18153-10.00%
30 Sep, 1817018.06%
30 Jun, 1814423.08%
31 Mar, 18117-10.69%
31 Dec, 17131-
30 Sep, 171312.34%
30 Jun, 171289.40%
31 Mar, 1711719.39%
31 Dec, 1698-17.65%
30 Sep, 16119-14.39%
30 Jun, 16139-1.42%
31 Mar, 16141-15.06%
31 Dec, 1516639.50%
30 Sep, 15119-19.05%
30 Jun, 1514726.72%
31 Mar, 1511663.38%
31 Dec, 1471-8.97%
30 Sep, 14781014.29%
30 Jun, 147-

1 institutional shareholders have increased their position in SERV stock as of 30 Jun 22 compared to - in the previous quarter (a 0.00% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 22--
30 Sep, 21--
30 Jun, 21--
31 Mar, 21--
31 Dec, 20--100.00%
30 Sep, 208920.27%
30 Jun, 2074-10.84%
31 Mar, 20839.21%
31 Dec, 1976-21.65%
30 Sep, 1997-9.35%
30 Jun, 19107-2.73%
31 Mar, 1911032.53%
31 Dec, 1883-4.60%
30 Sep, 1887-6.45%
30 Jun, 1893-5.10%
31 Mar, 189822.50%
31 Dec, 1780-2.44%
30 Sep, 178218.84%
30 Jun, 17699.52%
31 Mar, 1763-32.26%
31 Dec, 1693-7.00%
30 Sep, 161009.89%
30 Jun, 169113.75%
31 Mar, 168050.94%
31 Dec, 1553-19.70%
30 Sep, 156669.23%
30 Jun, 153939.29%
31 Mar, 152812.00%
31 Dec, 14252400.00%
30 Sep, 141-
30 Jun, 14--

- institutional shareholders have reduced their position in SERV stock as of 30 Jun 22 compared to - in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 221-993,901-4.02%-1---
30 Sep, 211-64-0.00%333333.33%----
30 Jun, 211-64-0.00%333333.33%----
31 Mar, 211-50.00%64-99.91%0.00%0.30%----
31 Dec, 202-99.19%74,222-99.94%0.30%0.00%--100.00%--100.00%
30 Sep, 20246-9.89%127,529,126-5.62%515.96%0.17%118-24.36%8920.27%
30 Jun, 2027313.75%135,122,258-2.14%546.68%0.18%15621.88%74-10.84%
31 Mar, 20240-18.64%138,080,896-0.24%558.65%0.18%128-26.44%839.21%
31 Dec, 192958.06%138,411,047-0.51%559.99%0.18%17434.88%76-21.65%
30 Sep, 19273-4.88%139,116,736-0.97%562.84%0.17%129-6.52%97-9.35%
30 Jun, 192870.35%140,475,849-1.36%568.34%0.17%138-0.72%107-2.73%
31 Mar, 192867.12%142,412,9862.52%576.18%0.18%139-9.15%11032.53%
31 Dec, 18267-11.59%138,916,0248.61%562.03%0.21%153-10.00%83-4.60%
30 Sep, 1830212.69%127,902,958-6.27%517.47%0.17%17018.06%87-6.45%
30 Jun, 182689.39%136,464,610-0.35%552.11%0.18%14423.08%93-5.10%
31 Mar, 18245-1.21%136,940,1750.76%554.04%0.18%117-10.69%9822.50%
31 Dec, 172480.81%135,909,598-0.29%549.87%0.18%131-80-2.44%
30 Sep, 172468.85%136,309,377-1.25%551.48%0.18%1312.34%8218.84%
30 Jun, 172261.80%138,036,405-2.48%558.47%0.17%1289.40%699.52%
31 Mar, 172220.45%141,540,5081.97%572.65%0.18%11719.39%63-32.26%
31 Dec, 16221-12.30%138,803,059-1.44%561.57%0.17%98-17.65%93-7.00%
30 Sep, 16252-2.33%140,830,401-1.33%569.77%0.17%119-14.39%1009.89%
30 Jun, 162585.74%142,728,0972.36%577.45%0.18%139-1.42%9113.75%
31 Mar, 162446.09%139,431,5912.36%564.12%0.19%141-15.06%8050.94%
31 Dec, 1523011.65%136,219,213-0.89%551.12%0.18%16639.50%53-19.70%
30 Sep, 152064.57%137,439,6051.41%556.06%0.18%119-19.05%6669.23%
30 Jun, 1519726.28%135,531,2090.29%548.33%0.18%14726.72%3939.29%
31 Mar, 1515648.57%135,134,122-0.36%546.73%0.18%11663.38%2812.00%
31 Dec, 1410528.05%135,618,1802.63%548.69%0.19%71-8.97%252400.00%
30 Sep, 14821071.43%132,145,9861638.75%534.64%56.55%781014.29%1-
30 Jun, 147-7,600,063-30.75%-7---

Serve Robotics Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 18, 2024NVIDIA CORP10 percent owner-P-PurchaseBuy62,500$4.00$250.00K2,676,904
Mar 11, 2020Caplan Deborah Hdirector-P-PurchaseBuy2,000$33.33$66.65K3,747
Mar 10, 2020TOMKINS MARK Edirector-P-PurchaseBuy1,000$33.66$33.66K19,398
Mar 10, 2020Sedita Stephen Jdirector-P-PurchaseBuy1,000$35.35$35.35K20,253
Mar 05, 2020TOMKINS MARK Edirector-P-PurchaseBuy1,000$35.71$35.71K18,398

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 18, 2024NVIDIA CORP10 percent owner-P-PurchaseBuy62,500$4.00$250.00K2,676,904
Mar 11, 2020Caplan Deborah Hdirector-P-PurchaseBuy2,000$33.33$66.65K3,747
Mar 10, 2020TOMKINS MARK Edirector-P-PurchaseBuy1,000$33.66$33.66K19,398
Mar 10, 2020Sedita Stephen Jdirector-P-PurchaseBuy1,000$35.35$35.35K20,253
Mar 05, 2020TOMKINS MARK Edirector-P-PurchaseBuy1,000$35.71$35.71K18,398

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 18, 2024NVIDIA CORP10 percent owner-Sell---2,614,404
Feb 20, 2020Dastidar Pratipofficer SVP. Chief TransformationF-InKindSell1,678$36.74$61.65K8,510
Feb 20, 2020Dastidar Pratipofficer SVP. Chief TransformationM-ExemptSell3,147--3,148

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 18, 2024NVIDIA CORP10 percent owner-J-OtherBuy1,050,129$2.42$2.54M3,727,033
Jul 18, 2024NVIDIA CORP10 percent owner-P-PurchaseBuy62,500$4.00$250.00K2,676,904
Jul 18, 2024NVIDIA CORP10 percent owner-Sell---2,614,404
Sep 16, 2020Ponton Brettofficer CEOA-AwardBuy22,142$40.67$900.52K22,142
Sep 16, 2020Ponton Brettofficer CEOA-AwardBuy5,194--5,194
Sep 15, 2020Ponton Brettofficer-Buy----
May 27, 2020Goldman Laurie Anndirector-A-AwardBuy4,120--13,863
May 27, 2020TOMKINS MARK Edirector-A-AwardBuy4,120--23,518
May 27, 2020Caplan Deborah Hdirector-A-AwardBuy4,120--7,867
May 27, 2020Sedita Stephen Jdirector-A-AwardBuy4,120--24,373
Mar 11, 2020Caplan Deborah Hdirector-P-PurchaseBuy2,000$33.33$66.65K3,747
Mar 10, 2020TOMKINS MARK Edirector-P-PurchaseBuy1,000$33.66$33.66K19,398
Mar 10, 2020Sedita Stephen Jdirector-P-PurchaseBuy1,000$35.35$35.35K20,253
Mar 06, 2020Dastidar Pratipofficer SVP & CTOA-AwardBuy10,616$36.35$385.89K10,616
Mar 06, 2020Dastidar Pratipofficer SVP & CTOA-AwardBuy2,201--2,201
Mar 05, 2020TOMKINS MARK Edirector-P-PurchaseBuy1,000$35.71$35.71K18,398
Feb 20, 2020Dastidar Pratipofficer SVP. Chief TransformationM-ExemptBuy708--10,188
Feb 20, 2020Dastidar Pratipofficer SVP. Chief TransformationM-ExemptBuy3,147--9,480
Feb 20, 2020Dastidar Pratipofficer SVP. Chief TransformationF-InKindSell1,678$36.74$61.65K8,510
Feb 20, 2020Dastidar Pratipofficer SVP. Chief TransformationM-ExemptSell3,147--3,148

The last insider sell of Serve Robotics's stock was made by NVIDIA CORP on Jul 18 2024, selling - shares at - per share (valued at -). The last insider buy of SERV was made by NVIDIA CORP on Jul 18 2024, buying 62,500 shares at $4.00 per share (worth $250.00K).

Serve Robotics Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio

SERV Ownership FAQ


Serve Robotics is owned by institutional shareholders (4.02%), insiders (0.00%), and public (95.98%). The largest institutional shareholder of Serve Robotics is (0% of total shares) and the top mutual fund owner is TAX MANAGED SMALL CAP PORTFOLIO (1.76% of total shares).

As of Jun 2022, there are 1 institutional shareholders of Serve Robotics.