SERA · Company research
Sera Prognostics, Inc. (SERA): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
64records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1607278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3306889 | 6018538 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10504 | 20693 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11169 | 20328 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170908 | 311053 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 5 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23533 | 42830 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 1820 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Wagner Wealth Management, LLC | 1728657 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12400 | 22568 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| BAKER BROS. ADVISORS LP | 1263508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5498170 | 10006669 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45 | 0 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 279927 | 509821 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Birch Hill Investment Advisors LLC | 1424177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27293 | 49673 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Vivo Capital, LLC | 1674712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1650440 | 3003801 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1297792 | 2361981 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42234 | 76866 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Catalyst Funds Management Pty Ltd | 1896150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38890 | 70780 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3179 | 5786 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2539 | 4621 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32541 | 59225 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58960 | 107307 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124792 | 227121 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 7 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Ballentine Partners, LLC | 1374889 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49664 | 90388 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16808 | 30591 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112037 | 203907 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Riverview Capital Advisers, LLC | 1962933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12669 | 23058 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50972 | 92769 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Aberdeen Group plc | 1716774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2753525 | 5011416 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68595 | 124843 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Perigon Wealth Management, LLC | 1575239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72685 | 132287 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16221 | 29522 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 186 | 339 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11269 | 20510 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41411 | 75368 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129 | 235 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50871 | 92585 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55705 | 101383 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Twelve Points Wealth Management LLC | 1877090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43388 | 78966 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 7 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 535755 | 975074 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Requisite Capital Management, LLC | 1730573 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55648 | 101279 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124792 | 227121000 | — | — | — | Sep 22, 2026 | SEC_13F_HR |
| Goldman Sachs Group Inc. | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32541 | 59225000 | — | — | — | Aug 14, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68595 | 124843000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6973 | 12691000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| Geneos Wealth Management Inc. | 1764754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10800 | 19656 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| AWM Investment Company, Inc. | 1535264 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 207382 | 377435 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73986 | 134655 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12156 | 22124 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25000 | 45500 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 222 | 402 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 412 | 836 | — | — | — | Jun 2, 2026 | SEC_13F_DATASET |
| Goldman Sachs Group Inc. | 886982 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18472 | 37498000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124792 | 253328000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96535 | 195966000 | — | — | — | May 14, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5379 | 10919000 | — | — | — | May 13, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 96535 | 284778000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 124792 | 368136000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 590000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 5379 | 15868000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| Goldman Sachs Group Inc. | 886982 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 40074 | 122626000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| State Street Corporation | 93751 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 124792 | 381864000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 4625 | 14153000 | — | — | — | Nov 12, 2025 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 15000 | — | — | — | Nov 10, 2025 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.