$SERV

$2.94 +$0.30 (11.36%) Close

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

Ownership

13F as of Q2 2026 · 86.7M shares outstanding

Who owns SERV?

By type of holder

Institutions 35.7% Insiders 8.4% Everyone else 55.9%

Concentration Top 10 holders own 26.8%

BlackRock, Inc. 7.0% · Kashani Ali 4.1%

Institutional ownership

35.7%

-0.4 pts vs last qtr

Institutional holders

193

-5 vs last qtr

Net shares bought

−356.1K

by institutions in Q2 2026

New / sold out

52 / 57

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +1.2M
State Street Corp +1.2M

Biggest sellers in Q2 2026

Uber Technologies, Inc SOLD OUT −2.1M
Susquehanna International Group, LLP SOLD OUT −834.9K

Who is planning to sell?

Notices of proposed sale, last 12 months

$5.03M

81 notices from 7 people

Shares covered

564.8K

0.65% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Kashani Ali Officer $1.66M
Parang Touraj Officer $839K

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, FY2022–FY2025

+803.1%

+108.25% a year

Each share's claim on the business

−88.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $36.5M

over 4 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+ years0% 3–5 years0% 1–3 years82% Under 1 year18%

Quarterly turnover

24.7%

of institutional shares changed hands

Top 10 managers, median time held

1.8 years

Super Investors

Investment managers reporting SERV on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	6.0M	6.97%	+1.2M (+24.5%)	2024	0.0%
Shares held by quarter Peak holding6.0M (Q2'26) Change over 8 quarters+5.7M Share of the company6.970% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	2.9M	3.38%	+160.1K (+5.8%)	2024	0.0%
Shares held by quarter Peak holding2.9M (Q2'26) Change over 8 quarters+2.9M Share of the company3.380% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

6.0M

% of company

6.97%

Change vs last qtr

+1.2M (+24.5%)

Held since

2024

Vanguard Capital Management LLC

2.9M

% of company

3.38%

Change vs last qtr

+160.1K (+5.8%)

Held since

2024

28 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting SERV on Form N-PORT; together they hold 16.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$14.2M	2.2M	2.50%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$12.1M	1.8M	2.12%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$14.2M

% of company

2.50%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$12.1M

% of company

2.12%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Serve Robotics 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
KA Kashani Ali Insider	3.6M	4.14%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company4.140% Kashani Ali's insider activity →
PT Parang Touraj Insider	1.5M	1.73%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.730% Parang Touraj's insider activity →

Kashani Ali

Insider

3.6M

% of company

4.14%

Change vs last qtr

—

Held since

—

Parang Touraj

Insider

1.5M

% of company

1.73%

Change vs last qtr

—

Held since

—

9 more holders behind a free account

See every insider and 5%+ holder of Serve Robotics Inc..

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