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Disclosery

SERV SERVE ROBOTICS INC

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COM (common), issuer CIK 1832483

95 managers (95 13F filers) reported a position in SERV shares at 2024-12-31, 11,943,701 shares in all. 50 filers opened a position and 14 filers sold out during the quarter.

Managers
95
13F filers
95
New
50
Added
19
Reduced
11
Sold out
14
Shares held by filers
11,943,701

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Read Brianofficer (Chief Financial Officer)2026-10-02+167,144 A$0Form 4
Parang Tourajdirector, officer (President & COO)2026-10-02+241,252 A$0Form 4
Kashani Alidirector, officer (Chief Executive Officer)2026-10-02+344,440 A$0Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Uber Technologies, Inc5,298,833$71.5M1.47%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VANGUARD GROUP INCin group VANGUARD GROUP INC1,274,303$17.2M<0.01%+544,53713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/733,100$9.9M0.01%new13F-HRTimelineGroup
Yong Rong (HK) Asset Management Ltd704,000$9.5M4.16%-508,00013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC671,545$9.07M0.18%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.528,083$7.13M<0.01%+193,01813F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc447,164$6.63M<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS271,994$3.67M0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG249,992$3.37M<0.01%new13F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC178,780$2.41M<0.01%+47,92713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC146,492$1.98M<0.01%13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC109,185$1.47M<0.01%+12,55913F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…94,712$1.45M<0.01%new13F-HRTimelineGroup
Schonfeld Strategic Advisors LLC100,309$1.35M0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY91,447$1.23M<0.01%+74,04013F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC78,120$1.05M<0.01%new13F-HRTimelineGroup
Harbour Capital Advisors, LLC50,365$958K0.21%+25,47513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP60,404$815K<0.01%new13F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP56,718$766K<0.01%+14,81813F-HRTimelineGroup
683 Capital Management, LLCin group 683 Capital Management, LLC52,500$709K0.07%new13F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC51,846$700K0.01%+18,94813F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC46,067$622K<0.01%-94,81013F-HRTimelineGroup
Man Group plcin group Man Group plc34,556$467K<0.01%new13F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC34,440$465K0.02%new13F-HRTimelineGroup
PFG Investments, LLC32,498$439K0.03%-14,00013F-HRTimeline
OMERS ADMINISTRATION Corp31,900$431K<0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP31,633$427K<0.01%+20,25313F-HRTimelineGroup
LPL Financial LLC21,765$294K<0.01%new13F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS21,356$288K<0.01%+7,33613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,777$280K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,013$270K<0.01%-33,63213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,171$259K<0.01%-313,12713F-HRTimelineGroup
Engineers Gate Manager LP18,761$253K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,354$248K<0.01%new13F-HRTimeline
Corton Capital Inc.17,466$236K0.14%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.17,200$232K<0.01%+4,00013F-HR/ATimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…17,200$232K0.1%new13F-HRTimelineGroup
CHOREO, LLC14,977$229K<0.01%new13F-HRTimeline
Compound Planning, Inc.15,474$209K0.01%new13F-HRTimeline
Clare Market Investments LLC15,200$205K0.05%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC14,485$196K0.01%13F-HRTimelineGroup
GROUP ONE TRADING LLC13,496$182K0.01%-34,04713F-HR/ATimeline
PRELUDE CAPITAL MANAGEMENT, LLC13,000$176K0.01%new13F-HRTimeline
Scientech Research LLC11,574$156K0.04%+21413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,567$156K<0.01%new13F-HRTimelineGroup
One Wealth Management Investment & Advi…11,380$154K0.24%new13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co11,183$151K<0.01%new13F-HRTimelineGroup
Balboa Wealth Partners11,145$150K0.03%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,855$147K<0.01%+8,10013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…10,550$142K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,400$140K<0.01%new13F-HRTimeline
Belvedere Trading LLC9,590$129K0.01%new13F-HRTimeline
SG Americas Securities, LLC8,450$114K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,481$101K<0.01%+6,28313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,219$84K<0.01%-2,93613F-HRTimelineGroup
BFSG, LLC4,750$64.1K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,286$58K<0.01%-18,47213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,726$50.3K<0.01%+2,66213F-HR/ATimelineGroup
Larson Financial Group LLC3,300$44.5K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,513$42.2K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC2,725$36.8K<0.01%new13F-HRTimeline
Blue Trust, Inc.2,000$27K<0.01%new13F-HR/ATimeline
AlphaMark Advisors, LLC1,665$22K0.01%-84513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,500$20.2K<0.01%+72513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,250$16.9K<0.01%013F-HRTimelineGroup
Allworth Financial LP900$16.1K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,150$15.5K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC1,128$15.2K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO855$11.5K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC826$11.2K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC697$9.41K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…615$8.3K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…550$7.42K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.500$6.75K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC500$6K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…325$5.82K<0.01%+10013F-HRTimeline
Physician Wealth Advisors, Inc.417$5.63K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300$4.04K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC280$3.78K<0.01%013F-HRTimeline
Parallel Advisors, LLC256$3.46K<0.01%+24613F-HRTimeline
NFSG Corp250$3.38K<0.01%013F-HRTimeline
Missouri Trust & Investment Co250$3.38K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC219$2.96K<0.01%new13F-HRTimelineGroup
Capital A Wealth Management, LLC215$2.9K<0.01%13F-HRTimeline
Avior Wealth Management, LLC197$2.66K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/160$2.16K<0.01%-350,28813F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…93$1.42K<0.01%-8,50013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC100$1.35K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIGNATUREFD, LLC100$1.35K<0.01%+8813F-HRTimeline
Stonebridge Financial Group, LLC100$1.35K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC100$1K<0.01%new13F-HRTimelineGroup
Roble, Belko & Company, Inc67$1K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC48$648<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5$68<0.01%new13F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD44,708$604new13F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.

Events

  • Read Brian acquired 167,144 SERV shares on 2026-10-02, Form 4 filed 2026-10-06. 0002021854-26-000024

    Accepted , ingested

  • Parang Touraj acquired 241,252 SERV shares on 2026-10-02, Form 4 filed 2026-10-06. 0001983441-26-000018

    Accepted , ingested

  • Kashani Ali acquired 344,440 SERV shares on 2026-10-02, Form 4 filed 2026-10-06. 0001983489-26-000018

    Accepted , ingested