SERA PROGNOSTICS, INC. - SERA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | History | No change | 5,498,170 | 16,219 | 0.09% | 0.12% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Whetstone Capital Advisors, LLC | History | Reduced | 3,459,713 | 10,206 | 3.18% | 3.08% | 2 | -172,658 | -4.75% | Q4 2025 | Feb 13, 2026 |
| Aberdeen Group plc | History | No change | 2,279,699 | 6,725 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Vivo Capital, LLC | History | No change | 1,650,440 | 4,868 | 0.31% | 0.41% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,239,449 | 3,656 | 0.0% | 0.0% | 5 | +22,259 | 1.83% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 707,614 | 2,087 | 0.0% | 0.0% | 6 | +53,868 | 8.24% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 536,766 | 1,583 | 0.0% | 0.0% | 7 | -65,570 | -10.89% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 334,639 | 987 | 0.0% | 0.0% | 8 | +3,524 | 1.06% | Q4 2025 | Feb 09, 2026 |
| AWM Investment Company, Inc. | History | No change | 207,382 | 611 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 186,751 | 550 | 0.0% | 0.0% | 10 | +7,774 | 4.34% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | No change | 124,792 | 368 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 113,178 | 333 | 0.0% | 0.0% | 12 | -14,109 | -11.08% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 107,235 | 316 | 0.03% | 0.02% | 13 | +42,045 | 64.5% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | No change | 100,000 | 290 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| NORTHERN TRUST CORP | History | Added to | 96,535 | 284 | 0.0% | 0.0% | 15 | +8,052 | 9.1% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 80,968 | 238 | 0.0% | 0.0% | 16 | -3,046 | -3.63% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 75,267 | 222 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Perigon Wealth Management, LLC | History | No change | 72,685 | 214 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 71,532 | 211 | 0.0% | 0.0% | 19 | +49,160 | 219.74% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 68,826 | 203 | 0.0% | — | 20 | +68,826 | New | Q4 2025 | Feb 12, 2026 |
| Requisite Capital Management, LLC | History | No change | 55,648 | 164 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 43,388 | 160 | 0.04% | 0.03% | 22 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ballentine Partners, LLC | History | No change | 49,664 | 146 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 45,705 | 134 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | No change | 42,234 | 124 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Added to | 36,722 | 108 | 0.0% | 0.0% | 26 | +26,726 | 267.37% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 36,322 | 107 | 0.0% | 0.0% | 27 | -56,741 | -60.97% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 28,982 | 85 | 0.0% | 0.0% | 28 | +4,899 | 20.34% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 28,599 | 84 | 0.0% | 0.0% | 29 | -26,240 | -47.85% | Q4 2025 | Mar 25, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 27,293 | 80 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Added to | 25,195 | 74 | 0.0% | 0.0% | 31 | +672 | 2.74% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | New | 25,000 | 73 | 0.0% | — | 32 | +25,000 | New | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 22,934 | 67 | 0.0% | 0.0% | 33 | +510 | 2.27% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 21,964 | 64 | 0.0% | 0.0% | 34 | -9,772 | -30.79% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Reduced | 16,623 | 50 | 0.0% | 0.0% | 35 | -5,541 | -25.0% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | No change | 14,845 | 43 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 12,686 | 37 | 0.01% | 0.01% | 37 | +286 | 2.31% | Q4 2025 | Jan 30, 2026 |
| Riverview Capital Advisers, LLC | History | Reduced | 12,669 | 37 | 0.01% | 0.01% | 38 | -64 | -0.5% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 12,085 | 35 | 0.0% | 0.0% | 39 | -7 | -0.06% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | No change | 12,156 | 35 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 11,403 | 33 | 0.0% | — | 41 | +11,403 | New | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | No change | 11,037 | 32 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 10,639 | 31 | 0.0% | — | 43 | +10,639 | New | Q4 2025 | Jan 08, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 8,729 | 25 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 7,800 | 23 | 0.0% | 0.0% | 45 | +3,300 | 73.33% | Q4 2025 | Jan 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,670 | 13 | 0.0% | 0.0% | 46 | -774 | -14.22% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 1,006 | 3 | 0.0% | 0.0% | 47 | -1 | -0.1% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 945 | 2 | 0.0% | — | 48 | +945 | New | Q4 2025 | Feb 17, 2026 |
| Torren Management, LLC | History | New | 389 | 1 | 0.0% | — | 50 | +389 | New | Q4 2025 | Jan 30, 2026 |
| Optiver Holding B.V. | History | No change | 412 | 1 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -263,600 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Balentine LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -84,475 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78,855 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,523 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,711 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,561 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CITIGROUP INC | History | Added to | 200 | 0 | — | — | — | +195 | 3900.0% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -151 | -100.0% | Q3 2025 | Oct 24, 2025 |
| ROYAL BANK OF CANADA | History | New | 40 | 0 | — | — | — | +40 | New | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 7 | 0 | — | — | — | -1 | -12.5% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 222 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 129 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 236 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Fortitude Family Office, LLC | History | No change | 301 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |