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 | 10,006 | 0.05% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whetstone Capital Advisors, LLC | History | No change | 3,306,889 | 6,018 | 1.58% | 2.33% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | Added to | 2,753,525 | 5,011 | 0.01% | 0.01% | 3 | +202,750 | 7.95% | Q2 2026 | Jul 31, 2026 |
| Vivo Capital, LLC | History | No change | 1,650,440 | 3,003 | 0.27% | 0.28% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,297,792 | 2,361 | 0.0% | 0.0% | 5 | +93,677 | 7.78% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 535,755 | 975 | 0.0% | 0.0% | 6 | -1,006 | -0.19% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 348,967 | 635 | 0.0% | 0.0% | 7 | -14,650 | -4.03% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | Added to | 221,369 | 402 | 0.0% | 0.0% | 8 | +25,264 | 12.88% | Q2 2026 | Aug 07, 2026 |
| AWM Investment Company, Inc. | History | No change | 207,382 | 377 | 0.03% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 170,908 | 311 | 0.0% | 0.0% | 10 | +1,247 | 0.73% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 124,792 | 227 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 73,986 | 134 | 0.0% | 0.0% | 12 | -17,518 | -19.14% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 72,685 | 132 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 68,595 | 124 | 0.0% | 0.0% | 14 | -27,940 | -28.94% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 60,927 | 110 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 55,705 | 101 | 0.0% | 0.0% | 16 | +10,000 | 21.88% | Q2 2026 | Aug 14, 2026 |
| Requisite Capital Management, LLC | History | No change | 55,648 | 101 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Reduced | 50,972 | 92 | 0.0% | 0.0% | 18 | -54,045 | -51.46% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 50,871 | 92 | 0.0% | 0.0% | 19 | +30,954 | 155.41% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 49,664 | 90 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 43,388 | 78 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 42,234 | 76 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 41,411 | 75 | 0.0% | 0.0% | 23 | -222,298 | -84.3% | Q2 2026 | Sep 02, 2026 |
| Catalyst Funds Management Pty Ltd | History | Added to | 38,890 | 70 | 0.0% | 0.01% | 24 | +15,326 | 65.04% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 32,541 | 59 | 0.0% | 0.0% | 25 | +14,069 | 76.16% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 29,499 | 53 | 0.0% | 0.0% | 26 | +9,964 | 51.01% | Q2 2026 | Aug 11, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 27,293 | 49 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | No change | 25,000 | 45 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Added to | 16,808 | 30 | 0.0% | 0.0% | 29 | +317 | 1.92% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 16,221 | 29 | 0.0% | 0.0% | 30 | -5,743 | -26.15% | Q2 2026 | Aug 14, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 12,669 | 23 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 12,156 | 22 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wagner Wealth Management, LLC | History | No change | 12,400 | 22 | 0.0% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | Reduced | 11,309 | 20 | 0.0% | 0.0% | 34 | -3,560 | -23.94% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,504 | 20 | 0.0% | 0.0% | 35 | -54 | -0.51% | Q2 2026 | Jul 15, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 11,169 | 20 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 10,800 | 19 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | Reduced | 3,179 | 5 | 0.0% | 0.0% | 38 | -28,788 | -90.06% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 2,539 | 4 | 0.0% | 0.0% | 39 | -4,034 | -61.37% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 1,003 | 2 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | New | 1,000 | 1 | 0.0% | — | 41 | +1,000 | New | Q2 2026 | Aug 06, 2026 |
| PSP Research LLC | History | Closed out | 0 | 0 | — | 3.44% | — | -2,396,685 | -100.0% | Q2 2026 | Jul 09, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -314,950 | -100.0% | Q2 2026 | Jul 07, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -104,973 | -100.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,908 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,428 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -12,400 | -100.0% | Q2 2026 | Aug 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,085 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | — | — | -412 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 186 | 0 | — | — | — | -50 | -21.19% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4 | 0 | — | — | — | -3 | -42.86% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 45 | 0 | — | — | — | +2 | 4.65% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 222 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 129 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Silicon Valley Capital Partners | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |