HolderBook

SERA PROGNOSTICS INC (SERA)

Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.

47
Reporting holders
$31.0M
Reported value
0.0%
Held as options
-7
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
BAKER BROS. ADVISORS LP$10.0M5,498,1700.05%20qHELD
Whetstone Capital Advisors, LLC$6.0M3,306,8891.58%5qHELD
Aberdeen Group plc$5.0M2,753,5250.01%6q+7.9%+$369.0K
Vivo Capital, LLC$3.0M1,650,4400.27%20qHELD
VANGUARD CAPITAL MANAGEMENT LLC$2.4M1,297,7920.00%2q+7.8%+$170.5K
CAPTRUST FINANCIAL ADVISORS$975.1K535,7550.00%16qHELD
GEODE CAPITAL MANAGEMENT, LLC$635.5K348,9670.00%20q-4.0%-$26.7K
BlackRock, Inc.$402.9K221,3690.00%8q+12.9%+$46.0K
AWM Investment Company, Inc.$377.4K207,3820.03%11qHELD
VANGUARD FIDUCIARY TRUST CO$311.1K170,9080.00%2q+0.7%+$2.3K
STATE STREET CORP$227.1K124,7920.00%14qHELD
MILLENNIUM MANAGEMENT LLC$134.7K73,9860.00%7q-19.1%-$31.9K
Perigon Wealth Management, LLC$132.3K72,6850.00%11qHELD
NORTHERN TRUST CORP$124.8K68,5950.00%16q-28.9%-$50.9K
Bank of New York Mellon Corp$110.9K60,9270.00%14qHELD
BRIDGEWAY CAPITAL MANAGEMENT, LLC$101.4K55,7050.00%14q+21.9%+$18.2K
Requisite Capital Management, LLC$101.3K55,6480.02%14qHELD
MORGAN STANLEY$92.8K50,9720.00%20q-51.5%-$98.4K
Qube Research & Technologies Ltd$92.6K50,8710.00%5q+155.4%+$56.3K
Ballentine Partners, LLC$90.4K49,6640.00%9qHELD
Twelve Points Wealth Management LLC$79.0K43,3880.02%9qHELD
HighTower Advisors, LLC$76.9K42,2340.00%10qHELD
CITADEL ADVISORS LLC$75.4K41,4110.00%7q-83.4%-$377.6K
Catalyst Funds Management Pty Ltd$70.8K38,8900.00%2q+65.0%+$27.9K
GOLDMAN SACHS GROUP INC$59.2K32,5410.00%10q+76.2%+$25.6K
DIMENSIONAL FUND ADVISORS LP$53.7K29,4990.00%14q+51.0%+$18.1K
Birch Hill Investment Advisors LLC$49.7K27,2930.00%4qHELD
Cetera Investment Advisers$45.5K25,0000.00%3qHELD
XTX Topco Ltd$30.6K16,8080.00%2q+1.9%
TWO SIGMA INVESTMENTS, LP$29.5K16,2210.00%4q-26.1%-$10.5K
Riverview Capital Advisers, LLC$23.1K12,6690.01%5qHELD
Wagner Wealth Management, LLC$22.6K12,4000.00%5qHELD
Focus Partners Wealth$22.1K12,1560.00%7qHELD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$20.7K10,5040.00%3q-0.5%
UBS Group AG$20.6K11,3090.00%14q-23.9%-$6.5K
Vanguard Global Advisers, LLC$20.3K11,1690.00%2qHELD
Geneos Wealth Management Inc.$19.7K10,8000.00%4qHELD
BARCLAYS PLC$5.8K3,1790.00%9q-90.1%-$52.4K
FMR LLC$4.6K2,5390.00%8q-61.4%-$7.3K
Global Retirement Partners, LLC$1.8K1,0000.00%newNEW
JPMORGAN CHASE & CO$4022220.00%20qHELD
BNP PARIBAS FINANCIAL MARKETS$3391860.00%7q-21.2%
NISA INVESTMENT ADVISORS, LLC$2351290.00%8qHELD
SBI Securities Co., Ltd.$740.00%7q-42.9%
Caitong International Asset Management Co., Ltd$740.00%2qHELD
MERCER GLOBAL ADVISORS INC /ADV$530.00%newNEW
ROYAL BANK OF CANADA$0450.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-1513G/AAberdeen Group plcwith 1 co-filers7.2%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202647$31.0M17,056,645310120.0%
Q1 202654$40.3M19,839,86585140.1%
Q4 202554$52.0M17,632,239514120.0%
Q3 202560$55.4M18,090,2981114100.0%
Q2 202556$51.3M18,508,4181410230.1%
Q1 202566$74.3M20,190,531720180.0%
Q4 202467$147.2M18,029,2271324100.4%
Q3 202456$147.7M18,821,3971116120.6%
Q2 202460$97.4M16,419,2222118140.2%
Q1 202447$131.8M14,487,909141870.0%
Q4 202344$65.7M10,858,457221270.0%
Q3 202326$16.4M8,792,5671740.0%
Q2 202332$31.1M9,446,2813470.0%
Q1 202333$36.2M9,448,63015820.0%
Q4 202221$6.2M4,933,6326160.0%
Q3 202232$13.9M8,697,35781050.0%
Q2 202228$14.2M8,656,0326870.0%
Q1 202243$36.6M9,663,96071680.0%
Q4 202136$63.8M9,279,51541280.0%
Q3 202135$96.1M8,651,05335000.0%