SERV Institutional Ownership
Serve Robotics Inc.
1W: -3.6%
1M: -33.6%
3M: -32.7%
YTD: -75.2%
1Y: -78.8%
$2.94
+0.30 (+11.36%)
Weekly Expected Move ±9.2%
$2
$3
$3
$3
$3
Credit Risk of going bust: higher than 54% of companies Debt: 3.7% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.02 (down 99.4%), Serve Robotics Inc. would be worth roughly what it owes.
Total debt $9.7M against a stock market value of $254.9M.
Distance to default 4.78 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $4.8M (short-term plus half of long-term), stock volatility 79.3%; Altman Z 3.64. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.02 (down 99.4%), Serve Robotics Inc. would be worth roughly what it owes.
Total debt $9.7M against a stock market value of $254.9M.
Distance to default 4.78 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $4.8M (short-term plus half of long-term), stock volatility 79.3%; Altman Z 3.64. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — SERV
253
Institutional Holders
+19 vs prior quarter
0.0%
Ownership
+0.00pp
$216M
Total Invested
55
New Positions
75
Increased
85
Reduced
51
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (272 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6,040,854 | $18M | +1,190,622 | +24.5% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2,931,905 | $9M | +160,144 | +5.8% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 2,456,658 | $7M | +1,168,714 | +90.7% | 8Q | SEC ↗ |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 1,755,095 | $5M | +208,429 | +13.5% | 9Q | SEC ↗ |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,541,027 | $5M | +706,149 | +84.6% | 8Q | SEC ↗ |
| 6 | EXCHANGE TRADED CONCEPTS, LLC | 1,522,616 | $4M | -74,636 | -4.7% | 7Q | SEC ↗ |
| 7 | Legal & General Group Plc | 1,371,454 | $4M | +263,595 | +23.8% | 7Q | SEC ↗ |
| 8 | FIRST TRUST ADVISORS LP | 1,167,709 | $3M | +208,856 | +21.8% | 4Q | SEC ↗ |
| 9 | MORGAN STANLEY | 857,318 | $3M | +170,367 | +24.8% | 8Q | SEC ↗ |
| 10 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 815,926 | $2M | +14,879 | +1.9% | 7Q | SEC ↗ |
| 11 | CAPTRUST FINANCIAL ADVISORS | 788,465 | $2M | +27,329 | +3.6% | 7Q | SEC ↗ |
| 12 | UBS Group AG | 695,130 | $2M | +213,312 | +44.3% | 7Q | SEC ↗ |
| 13 | Nuveen, LLC | 614,892 | $2M | +6,127 | +1.0% | 5Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 606,373 | $2M | +73,602 | +13.8% | 9Q | SEC ↗ |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 504,252 | $1M | -7,212 | -1.4% | 7Q | SEC ↗ |
| 16 | Sixth Street Partners Management Compa NEW | 504,252 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 483,620 | $1M | +96,620 | +25.0% | 2Q | SEC ↗ |
| 18 | VANGUARD FIDUCIARY TRUST CO | 423,146 | $1M | +7,258 | +1.7% | 2Q | SEC ↗ |
| 19 | CITADEL ADVISORS LLC | 358,163 | $1M | -158,723 | -30.7% | 7Q | SEC ↗ |
| 20 | LPL Financial LLC | 280,996 | $826K | +24,923 | +9.7% | 7Q | SEC ↗ |
| 21 | TUDOR INVESTMENT CORP ET AL NEW | 272,448 | $801K | — | +0.0% | 1Q | SEC ↗ |
| 22 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 271,781 | $799K | +60,375 | +28.6% | 2Q | SEC ↗ |
| 23 | ExodusPoint Capital Management, LP NEW | 266,693 | $784K | — | +0.0% | 1Q | SEC ↗ |
| 24 | DIMENSIONAL FUND ADVISORS LP NEW | 265,773 | $781K | — | +0.0% | 1Q | SEC ↗ |
| 25 | IMC-Chicago, LLC NEW | 251,782 | $740K | — | +0.0% | 1Q | SEC ↗ |
| 26 | XTX Topco Ltd NEW | 242,265 | $712K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Themes Management Co LLC | 237,530 | $698K | +152,827 | +180.4% | 3Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 233,084 | $685K | +53,303 | +29.6% | 5Q | SEC ↗ |
| 29 | Daiwa Securities Group Inc. | 214,500 | $631K | +181,100 | +542.2% | 2Q | SEC ↗ |
| 30 | GROUP ONE TRADING LLC | 177,644 | $522K | +119,774 | +207.0% | 8Q | SEC ↗ |
| 31 | GOLDMAN SACHS GROUP INC | 175,024 | $515K | -20,510 | -10.5% | 7Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 174,574 | $513K | -13,506 | -7.2% | 7Q | SEC ↗ |
| 33 | DNB Asset Management AS | 162,225 | $477K | -20,146 | -11.0% | 8Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 156,229 | $459K | +109,898 | +237.2% | 9Q | SEC ↗ |
| 35 | BANK OF AMERICA CORP /DE | 145,137 | $427K | -9,712 | -6.3% | 9Q | SEC ↗ |
| 36 | SIMPLEX TRADING, LLC NEW | 137,005 | $403K | — | +0.0% | 1Q | SEC ↗ |
| 37 | MILLENNIUM MANAGEMENT LLC NEW | 132,774 | $390K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Mitsubishi UFJ Asset Management Co., L NEW | 130,597 | $384K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Walleye Trading LLC NEW | 126,804 | $373K | — | +0.0% | 1Q | SEC ↗ |
| 40 | WELLS FARGO & COMPANY/MN | 123,162 | $362K | +52,573 | +74.5% | 9Q | SEC ↗ |
| 41 | Advisory Services Network, LLC | 122,539 | $360K | +74,509 | +155.1% | 5Q | SEC ↗ |
| 42 | Swiss National Bank | 121,500 | $357K | +3,700 | +3.1% | 3Q | SEC ↗ |
| 43 | UBS AM, a distinct business unit of UB | 114,835 | $338K | +13,965 | +13.8% | 3Q | SEC ↗ |
| 44 | WHITE PINE CAPITAL LLC | 105,970 | $312K | +54,504 | +105.9% | 4Q | SEC ↗ |
| 45 | Inspire Investing, LLC | 102,484 | $301K | +40,419 | +65.1% | 4Q | SEC ↗ |
| 46 | CITIGROUP INC | 102,324 | $301K | +36,184 | +54.7% | 8Q | SEC ↗ |
| 47 | Squarepoint Ops LLC | 100,903 | $297K | +70,992 | +237.3% | 2Q | SEC ↗ |
| 48 | AlphaCentric Advisors LLC | 100,000 | $294K | +25,000 | +33.3% | 3Q | SEC ↗ |
| 49 | NATIONAL BANK OF CANADA /FI | 97,345 | $286K | -241,079 | -71.2% | 7Q | SEC ↗ |
| 50 | RHUMBLINE ADVISERS | 84,291 | $248K | +11,397 | +15.6% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 504,252 | $1M |
| TUDOR INVESTMENT CORP ET AL | 272,448 | $801K |
| ExodusPoint Capital Management, LP | 266,693 | $784K |
| DIMENSIONAL FUND ADVISORS LP | 265,773 | $781K |
| IMC-Chicago, LLC | 251,782 | $740K |
| XTX Topco Ltd | 242,265 | $712K |
| SIMPLEX TRADING, LLC | 137,005 | $403K |
| MILLENNIUM MANAGEMENT LLC | 132,774 | $390K |
| Mitsubishi UFJ Asset Management Co. | 130,597 | $384K |
| Walleye Trading LLC | 126,804 | $373K |
| Capstone Capital Management Ltd | 65,076 | $191K |
| Snowden Capital Advisors LLC | 61,690 | $181K |
| Arete Wealth Advisors, LLC | 46,930 | $138K |
| Jain Global LLC | 40,818 | $120K |
| Bluespring Wealth Management, LLC | 38,735 | $114K |
| PEAK6 LLC | 38,721 | $114K |
| Gruss & Co., LLC | 35,600 | $105K |
| Engineers Gate Manager LP | 32,465 | $95K |
| Jupiter Topco LLC | 28,400 | $83K |
| Harbour Capital Advisors, LLC | 26,190 | $77K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Uber Technologies, Inc | 2,070,629 | $6M |
| AMERIPRISE FINANCIAL INC | 786,046 | $2M |
| Creek Drive Management Group LLC | 335,000 | $985K |
| CAPITAL FUND MANAGEMENT S.A. | 318,346 | $936K |
| Grange Capital, LLC | 287,427 | $845K |
| Point72 Asset Management, L.P. | 264,477 | $778K |
| PensionDanmark Pensionsforsikringsa | 242,000 | $711K |
| Headlands Technologies LLC | 221,394 | $651K |
| Davidson Kempner Capital Management | 200,000 | $588K |
| TORONTO DOMINION BANK | 200,000 | $588K |
| HSBC HOLDINGS PLC | 169,304 | $498K |
| VARCOV Co. | 168,672 | $496K |
| Main Management ETF Advisors, LLC | 166,779 | $490K |
| HRT FINANCIAL LP | 166,714 | $490K |
| Walleye Capital LLC | 150,962 | $444K |
| Aquatic Capital Management LLC | 149,822 | $440K |
| Balyasny Asset Management L.P. | 149,452 | $439K |
| MIRAE ASSET SECURITIES (USA) INC. | 147,826 | $435K |
| JUPITER ASSET MANAGEMENT LTD | 137,477 | $404K |
| Longaeva Partners L.P. | 129,367 | $380K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +1,190,622 | +24.5% | 6,040,854 |
| STATE STREET CORP | +1,168,714 | +90.7% | 2,456,658 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +706,149 | +84.6% | 1,541,027 |
| Legal & General Group Plc | +263,595 | +23.8% | 1,371,454 |
| UBS Group AG | +213,312 | +44.3% | 695,130 |
| FIRST TRUST ADVISORS LP | +208,856 | +21.8% | 1,167,709 |
| GEODE CAPITAL MANAGEMENT, LLC | +208,429 | +13.5% | 1,755,095 |
| Daiwa Securities Group Inc. | +181,100 | +542.2% | 214,500 |
| MORGAN STANLEY | +170,367 | +24.8% | 857,318 |
| VANGUARD CAPITAL MANAGEMENT LLC | +160,144 | +5.8% | 2,931,905 |
| Themes Management Co LLC | +152,827 | +180.4% | 237,530 |
| GROUP ONE TRADING LLC | +119,774 | +207.0% | 177,644 |
| JPMORGAN CHASE & CO | +109,898 | +237.2% | 156,229 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +96,620 | +25.0% | 483,620 |
| Advisory Services Network, LLC | +74,509 | +155.1% | 122,539 |
| NORTHERN TRUST CORP | +73,602 | +13.8% | 606,373 |
| Squarepoint Ops LLC | +70,992 | +237.3% | 100,903 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | +60,375 | +28.6% | 271,781 |
| WHITE PINE CAPITAL LLC | +54,504 | +105.9% | 105,970 |
| Bank of New York Mellon Corp | +53,303 | +29.6% | 233,084 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NATIONAL BANK OF CANADA /FI | -241,079 | -71.2% | 97,345 |
| Sculptor Capital LP | -200,300 | -91.3% | 19,000 |
| CITADEL ADVISORS LLC | -158,723 | -30.7% | 358,163 |
| RAYMOND JAMES FINANCIAL INC | -157,275 | -79.2% | 41,341 |
| Brevan Howard Capital Management LP | -93,405 | -81.5% | 21,201 |
| EXCHANGE TRADED CONCEPTS, LLC | -74,636 | -4.7% | 1,522,616 |
| Invesco Ltd. | -27,466 | -41.7% | 38,362 |
| ALLIANCEBERNSTEIN L.P. | -21,100 | -38.2% | 34,100 |
| GOLDMAN SACHS GROUP INC | -20,510 | -10.5% | 175,024 |
| DNB Asset Management AS | -20,146 | -11.0% | 162,225 |
| Zurcher Kantonalbank (Zurich Canton | -19,530 | -49.8% | 19,671 |
| BNP PARIBAS FINANCIAL MARKETS | -16,683 | -60.3% | 10,979 |
| COMMONWEALTH EQUITY SERVICES, LLC | -13,506 | -7.2% | 174,574 |
| BARCLAYS PLC | -11,655 | -51.6% | 10,921 |
| ROYAL BANK OF CANADA | -11,488 | -29.2% | 27,830 |
| BANK OF AMERICA CORP /DE | -9,712 | -6.3% | 145,137 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -7,212 | -1.4% | 504,252 |
| FORA Capital, LLC | -6,282 | -35.3% | 11,506 |
| NFSG Corp | -5,370 | -46.4% | 6,200 |
| NISA INVESTMENT ADVISORS, LLC | -5,169 | -89.7% | 591 |