Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Serve Robotics Inc (SERV)

195 + Investors. Track Smart Money conviction in SERV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
8Q ▲
Buyers last Q
59%

Smart Money Signals — SERV

Based on 196 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added SERV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
196 hedge funds hold SERV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +57% more funds vs a year ago

fund count last 6Q
+71 new funds entered over the past year (+57% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

122 buying86 selling
Last quarter: 122 funds bought or added vs 86 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 46 → 41 → 63 → 45. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 39% long-term, 38% new

■ 39% conviction (2yr+) ■ 23% medium ■ 38% new
Of the 196 current holders: 76 (39%) held >2 years, 46 held 1–2 years, and 74 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +4%, value -16%

Value
-16%
Shares
+4%
Last quarter: funds added +4% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

57 → 46 → 41 → 63 → 45 new funds/Q
New funds entering each quarter: 46 → 41 → 63 → 45. A growing number of institutions are discovering SERV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 46% veterans vs 44% newcomers

■ 46% veterans ■ 9% 1-2yr ■ 44% new
Entry-cohort mix of 209 holders: 97 (46%) are 2+ year veterans, 19 entered 1–2 years ago, and 93 (44%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
38 of 192 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SERV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SERV

In 2026 Q1, 122 hedge funds were net buyers of SERV (45 opened a new position, 77 added to an existing one), while 86 reduced or exited (46 trimmed, 40 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in SERV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 196.

Hedge Fund Ownership: SERV

How many hedge funds hold SERV — quarterly history vs. share price
Quarterly hedge fund ownership of SERV vs. share price

Market Analysis: SERV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SERV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Serve Robotics Inc (SERV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SERV has moved relative to its sector benchmark (XLI) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 46d ago
SERV
-24.2%
XLI
+0.7%

SERV outperformed XLI by -24.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
SERV
+0.0%
XLI
+0.0%

Since the filing became public, SERV outperformed XLI by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 1 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: SERV
2026 Q2 Stats Unlock in 4 days 195 + Investors

Track Smart Money conviction in SERV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 195 190 2.63%
13F Shares 37M 36M 3.95%
Total Value $309M $371M -16.67%
New Positions 44 63 -19
Increased Positions 74 81 -7
Closed Positions 39 25 +14
Reduced Positions 44 27 +17
Total Calls 7 10 -30.0%
Total Puts 10 7 42.86%
PUT/CALL Ratio 1.43 0.7 Bearish

Statistics: SERV

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

195 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SERV. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SERV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Themes Management Co LLC 1.04% 237,530 $1.6M
2 Gruss & Co., LLC 0.57% 35,600 $234K
3 AlphaCentric Advisors LLC 0.56% 100,000 $658K
4 Capstone Capital Management Ltd 0.19% 65,076 $428K
5 Sphera Management Technology Funds Ltd 0.18% 80,000 $526K
6 White Pine Capital LLC 0.16% 105,970 $697K
7 Crawford Fund Management, LLC 0.16% 160,000 $1.1M
8 Landscape Capital Management, L.L.C. 0.12% 271,781 $1.8M
9 Viawealth, LLC 0.07% 20,000 $132K
10 Next Capital Management LLC 0.05% 26,425 $174K
11 Exchange Traded Concepts, LLC 0.05% 1,522,616 $10.0M
12 Laffer Tengler Investments, INC. 0.03% 40,404 $266K
13 Sage Capital Management, LLC 0.03% 12,485 $82K
14 Harbour Capital Advisors, LLC 0.03% 26,190 $155K
15 Inspire Investing, LLC 0.03% 102,484 $674K
16 XTX Topco Ltd 0.02% 242,265 $1.6M
17 PFG Investments, LLC 0.02% 69,521 $457K
18 Atom Investors LP 0.01% 23,116 $152K
19 ExodusPoint Capital Management, LP 0.01% 266,693 $1.8M
20 Arete Wealth Advisors, LLC 0.01% 46,930 $309K
21 Snowden Capital Advisors LLC 0.01% 61,690 $406K
22 Advisory Services Network, LLC 0.01% 122,539 $806K
23 International Assets Investment Management, LLC 0.01% 23,400 $153K
24 Captrust Financial Advisors 0.01% 788,465 $5.2M
25 Archford Capital Strategies, LLC 0.01% 10,200 $67K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Serve Robotics Inc (SERV)

What does the Smart Money Trend signal show for SERV?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added SERV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SERV?

Slight buying edge — 59% buying: Last quarter: 122 funds bought or added vs 86 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SERV holders?

Elite ownership — 52% AUM from top-100 funds: 38 of 192 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SERV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SERV?

Mixed — 39% long-term, 38% new: Of the 196 current holders: 76 (39%) held >2 years, 46 held 1–2 years, and 74 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Serve Robotics Inc (SERV) following the 2026 Q2 hedge fund 13F filings?

As of today, SERV has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SERV has gained -24.2% vs +0.7% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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