$SER

$1.67 -$0.04 (2.34%) Close

$SER Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 25.4M shares outstanding

Who owns SER?

By type of holder

Institutions 5.5% Insiders 35.5% Everyone else 58.9%

Concentration Top 10 holders own 57.2%

Bailey Gregory 33.7% · Juvenescence Limited 17.3%

Institutional ownership

5.5%

-0.3 pts vs last qtr

Institutional holders

+1 vs last qtr

Net shares bought

−65.9K

by institutions in Q2 2026

New / sold out

5 / 4

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Northern Trust Corp NEW +20.8K
Vanguard Capital Management LLC +3.1K

Biggest sellers in Q2 2026

BlackRock, Inc. −55.9K
Jane Street Group, LLC −24.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$279K

1 notice from 1 person

Shares covered

91.0K

0.36% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Moreadith Randall Officer 10b5-1 $279K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

+38.5%

+38.47% a year

Each share's claim on the business

−27.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $2.6M

over 2 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years14% 3–5 years0% 1–3 years10% Under 1 year76%

Quarterly turnover

4.2%

of institutional shares changed hands

Top 10 managers, median time held

1.8 years

Super Investors

Investment managers reporting SER on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
SC Sio Capital Management, LLC	1.0M	3.94%	Unchanged	Q1 '26	0.3%
Shares held by quarter Peak holding1.0M (Q1'26) Change over 8 quarters+1.0M Share of the company3.940% Sio Capital Management, LLC's full portfolio →
VC Vanguard Capital Management LLC	162.2K	0.64%	+3.1K (+1.9%)	≤2021	0.0%
Shares held by quarter Peak holding162.2K (Q2'26) Change over 8 quarters+162.2K Share of the company0.640% Vanguard Capital Management LLC's full portfolio →

Sio Capital Management, LLC

1.0M

% of company

3.94%

Change vs last qtr

Unchanged

Held since

Q1 '26

Vanguard Capital Management LLC

162.2K

% of company

0.64%

Change vs last qtr

+3.1K (+1.9%)

Held since

≤2021

27 more super investors behind a free account

See every manager holding Serina Therapeutics, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SER on Form N-PORT; together they hold 0.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$244K	125.8K	0.50%	0.00%	June 30, 2026
FE Fidelity Extended Market Index Fund Fidelity Concord Street Trust	$100K	41.4K	0.16%	0.00%	August 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$244K

% of company

0.50%

% of the fund

0.00%

As of

June 30, 2026

Fidelity Extended Market Index Fund

Fidelity Concord Street Trust

Position value

$100K

% of company

0.16%

% of the fund

0.00%

As of

August 31, 2026

6 more funds behind a free account

See every fund holding Serina Therapeutics, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BG Bailey Gregory Insider	8.6M	33.72%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company33.720% Bailey Gregory's insider activity →
JL Juvenescence Limited 5%+ holder 13D · 27.3%	4.4M	17.33%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company17.330% Disclosed stake13D · 27.3% View the 13D/G filing →

Bailey Gregory

Insider

8.6M

% of company

33.72%

Change vs last qtr

—

Held since

—

Juvenescence Limited

5%+ holder13D · 27.3%

4.4M

% of company

17.33%

Change vs last qtr

—

Held since

—

5 more holders behind a free account

See every insider and 5%+ holder of Serina Therapeutics, Inc..

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