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 | 11,161 | 0.06% | 0.09% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Whetstone Capital Advisors, LLC | History | Reduced | 3,306,889 | 6,712 | 2.33% | 3.18% | 2 | -152,824 | -4.42% | Q1 2026 | May 15, 2026 |
| Aberdeen Group plc | History | Added to | 2,550,775 | 5,178 | 0.01% | 0.01% | 3 | +271,076 | 11.89% | Q1 2026 | Apr 29, 2026 |
| PSP Research LLC | History | New | 2,396,685 | 4,865 | 3.44% | — | 4 | +2,396,685 | New | Q1 2026 | Apr 17, 2026 |
| VANGUARD GROUP INC | History | No change | 1,239,449 | 3,656 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vivo Capital, LLC | History | No change | 1,650,440 | 3,350 | 0.28% | 0.31% | 6 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,204,115 | 2,444 | 0.0% | — | 7 | +1,204,115 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 536,761 | 1,089 | 0.0% | 0.0% | 8 | -5 | -0.0% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 363,617 | 738 | 0.0% | 0.0% | 9 | +28,978 | 8.66% | Q1 2026 | May 15, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 314,950 | 639 | 0.1% | — | 10 | +314,950 | New | Q1 2026 | Apr 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 263,709 | 535 | 0.0% | 0.0% | 11 | -443,905 | -62.73% | Q1 2026 | May 15, 2026 |
| AWM Investment Company, Inc. | History | No change | 207,382 | 420 | 0.05% | 0.06% | 12 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 196,105 | 398 | 0.0% | 0.0% | 13 | +9,354 | 5.01% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 169,661 | 344 | 0.0% | — | 14 | +169,661 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | No change | 124,792 | 253 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 105,017 | 213 | 0.0% | 0.0% | 16 | +24,049 | 29.7% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 104,973 | 213 | 0.01% | 0.03% | 17 | -2,262 | -2.11% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | No change | 96,535 | 195 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 91,504 | 185 | 0.0% | 0.0% | 19 | -21,674 | -19.15% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | No change | 72,685 | 147 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 60,927 | 123 | 0.0% | 0.0% | 21 | -14,340 | -19.05% | Q1 2026 | May 05, 2026 |
| Requisite Capital Management, LLC | History | No change | 55,648 | 112 | 0.02% | 0.03% | 22 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 53,908 | 109 | 0.0% | 0.0% | 23 | -14,918 | -21.67% | Q1 2026 | May 12, 2026 |
| Ballentine Partners, LLC | History | No change | 49,664 | 100 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 45,705 | 92 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 43,388 | 88 | 0.02% | 0.04% | 26 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HighTower Advisors, LLC | History | No change | 42,234 | 85 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Reduced | 31,967 | 64 | 0.0% | 0.0% | 28 | -4,755 | -12.95% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 31,428 | 63 | 0.0% | 0.0% | 29 | -4,894 | -13.47% | Q1 2026 | May 15, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 27,293 | 55 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | No change | 25,000 | 50 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 23,564 | 47 | 0.01% | — | 32 | +23,564 | New | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 21,964 | 44 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 19,917 | 40 | 0.0% | 0.0% | 34 | -9,065 | -31.28% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 19,535 | 39 | 0.0% | 0.0% | 35 | -3,399 | -14.82% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 18,472 | 37 | 0.0% | 0.0% | 36 | -10,127 | -35.41% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 16,491 | 33 | 0.0% | — | 37 | +16,491 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 14,869 | 30 | 0.0% | 0.0% | 38 | -10,326 | -40.98% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | New | 12,400 | 25 | 0.0% | — | 41 | +12,400 | New | Q1 2026 | May 18, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 12,400 | 25 | 0.01% | 0.01% | 39 | -286 | -2.25% | Q1 2026 | Apr 24, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 12,669 | 25 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 12,085 | 24 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | No change | 12,156 | 24 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 11,169 | 22 | 0.0% | — | 44 | +11,169 | New | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 10,800 | 21 | 0.0% | 0.0% | 46 | +3,000 | 38.46% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,558 | 21 | 0.0% | 0.0% | 45 | -81 | -0.76% | Q1 2026 | Apr 08, 2026 |
| FMR LLC | History | Reduced | 6,573 | 13 | 0.0% | 0.0% | 47 | -8,272 | -55.72% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 1,003 | 2 | 0.0% | 0.0% | 48 | -3 | -0.3% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -71,532 | -100.0% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,623 | -100.0% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,403 | -100.0% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,037 | -100.0% | Q1 2026 | Apr 28, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -8,729 | -100.0% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -4,670 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -945 | -100.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -389 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -301 | -100.0% | Q1 2026 | Apr 15, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q1 2026 | May 11, 2026 |
| Silicon Valley Capital Partners | History | New | 57 | 0 | — | — | — | +57 | New | Q1 2026 | May 19, 2026 |
| Advisory Services Network, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 43 | 0 | — | — | — | +3 | 7.5% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 222 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 129 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 236 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Optiver Holding B.V. | History | No change | 412 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |