Sera Prognostics, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | 11/14/2025 | 5.50 M | $16.82 M | 0.00% | 11.21% |
| WHETSTONE CAPITAL ADVISORS, LLC | 11/14/2025 | 3.63 M | $11.12 M | 0.00% | 7.40% |
| ABRDN PLC | 11/07/2025 | 2.28 M | $6.98 M | 2.35% | 4.65% |
| VIVO CAPITAL, LLC | 11/14/2025 | 1.65 M | $5.05 M | 0.00% | 3.36% |
| VANGUARD GROUP INC | 11/07/2025 | 1.22 M | $3.72 M | 4.64% | 2.48% |
| CITADEL ADVISORS LLC | 11/14/2025 | 653.75 K | $2.00 M | 3.93% | 1.33% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 602.34 K | $1.84 M | 0.01% | 1.23% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 331.12 K | $1.01 M | 9.49% | 0.67% |
| SANDERS MORRIS HARRIS LLC | 10/07/2025 | 263.60 K | $806.62 K | 0.00% | 0.54% |
| AWM INVESTMENT COMPANY, INC. | 11/13/2025 | 207.38 K | $634.59 K | -69.54% | 0.42% |
| BLACKROCK, INC. | 11/12/2025 | 178.98 K | $547.67 K | 23.20% | 0.36% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 127.29 K | $389.50 K | -31.03% | 0.26% |
| STATE STREET CORP | 11/14/2025 | 124.79 K | $381.86 K | 2.63% | 0.25% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 100.00 K | $306.00 K | 0.00% | 0.20% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 93.06 K | $284.77 K | 8.95% | 0.19% |
| NORTHERN TRUST CORP | 11/14/2025 | 88.48 K | $270.76 K | -3.44% | 0.18% |
| BALENTINE LLC | 11/07/2025 | 84.48 K | $258.49 K | 100.00% | 0.17% |
| MORGAN STANLEY | 11/14/2025 | 84.01 K | $257.08 K | -8.06% | 0.17% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10/14/2025 | 78.86 K | $241.30 K | 0.00% | 0.16% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 75.27 K | $230.32 K | -1.94% | 0.15% |
| PERIGON WEALTH MANAGEMENT, LLC | 10/17/2025 | 72.69 K | $222.42 K | 0.00% | 0.15% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 65.19 K | $199.00 K | 4.25% | 0.13% |
| REQUISITE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 55.65 K | $170.28 K | 0.00% | 0.11% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 54.84 K | $167.81 K | 19.44% | 0.11% |
| BALLENTINE PARTNERS, LLC | 11/03/2025 | 49.66 K | $151.97 K | 0.00% | 0.10% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 45.71 K | $139.86 K | 0.00% | 0.09% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 10/22/2025 | 43.39 K | $132.77 K | 0.00% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 42.23 K | $129.24 K | -1.74% | 0.09% |
| CAPROCK GROUP, LLC | 11/06/2025 | 33.52 K | $108.28 K | 100.00% | 0.07% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 31.74 K | $97.11 K | 100.00% | 0.06% |
| BIRCH HILL INVESTMENT ADVISORS LLC | 10/23/2025 | 27.29 K | $83.52 K | 100.00% | 0.06% |
| UBS GROUP AG | 11/13/2025 | 24.52 K | $75.04 K | 2,292.49% | 0.05% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 24.08 K | $73.69 K | -27.86% | 0.05% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 22.42 K | $68.58 K | 0.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 22.37 K | $68.46 K | -8.48% | 0.05% |
| LIDO ADVISORS, LLC | 11/14/2025 | 22.16 K | $67.82 K | 100.00% | 0.05% |
| FMR LLC | 11/13/2025 | 14.85 K | $45.43 K | 0.00% | 0.03% |
| PALLAS CAPITAL ADVISORS LLC | 11/07/2025 | 13.71 K | $41.96 K | 0.00% | 0.03% |
| RIVERVIEW CAPITAL ADVISERS, LLC | 11/12/2025 | 12.73 K | $38.96 K | 0.00% | 0.03% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 10/31/2025 | 12.56 K | $38.44 K | 100.00% | 0.03% |
| WAGNER WEALTH MANAGEMENT, LLC | 10/21/2025 | 12.40 K | $37.94 K | 0.00% | 0.03% |
| COLONY GROUP, LLC | 11/14/2025 | 12.16 K | $37.20 K | 0.00% | 0.02% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 12.09 K | $37.00 K | 0.00% | 0.02% |
| ABEL HALL, LLC | 11/17/2025 | 11.04 K | $33.77 K | 0.00% | 0.02% |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 11/14/2025 | 10.26 K | $31.40 K | -25.65% | 0.02% |
| BARCLAYS PLC | 11/12/2025 | 10.00 K | $30.59 K | 100.00% | 0.02% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 8.73 K | $26.71 K | 0.00% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 5.44 K | $16.66 K | 40.78% | 0.01% |
| GENEOS WEALTH MANAGEMENT INC. | 10/22/2025 | 4.50 K | $13.77 K | 100.00% | 0.01% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 2.33 K | $7.12 K | 100.00% | 0.00% |
Sera Prognostics, Inc. institutional Ownership - FAQ's
During the previous two years, 77 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: 3.63 M
abrdn plc: 2.28 M
Vivo Capital, LLC: 1.65 M
VANGUARD GROUP INC: 1.22 M
CITADEL ADVISORS LLC: 653,746
37.00% of Sera Prognostics, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 22.23 M shares in the last 24 months. This purchase volume represents approximately $66.26 M in transactions.