undamentalytics Newsletter

Serve Robotics Inc.: which funds bought and sold

Institutions that bought and sold Serve Robotics shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 126 institutions that filed 13F reports for both quarters added to or opened positions in Serve Robotics, and 83 cut or closed them. Together they added a net 3.2M shares, +11.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 341K shares (−19.1%); index fund managers were net buyers of 2.9M shares (+23.5%). 50 opened a new position and 50 sold out entirely.

Bought, Q2 2026 126 institutions, 50 of them new holders Sold, Q2 2026 83 institutions, 50 of them sold out
Net change, all compared +3.2M shares (+11.1%)
Net change, active managers −341K shares (−19.1%), 10 bought, 12 sold

Buyers versus sellers

institutions compared, 241
Active managers and hedge funds 10 bought · 12 sold · −341K
Index fund managers 8 bought · 1 sold · +2.9M
Other institutions 108 bought · 70 sold · +673K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +1.2M +24.5% 6.0M $39.7M
State Street Corp Index funds +1.2M +90.7% 2.5M $16.2M
Susquehanna International Group, LLP +706K +84.6% 1.5M $10.1M
Tudor Investment Corp Et Al Hedge fund +272K New position 272K $1.8M
Exoduspoint Capital Management, LP Hedge fund +267K New position 267K $1.8M
Dimensional Fund Advisors LP +266K New position 266K $1.7M
Legal & General Group PLC +264K +23.8% 1.4M $8.4M
Imc-Chicago, LLC +252K New position 252K $1.7M
Xtx Topco Ltd +242K New position 242K $1.6M
UBS Group AG +213K +44.3% 695K $4.6M
First Trust Advisors LP +209K +21.8% 1.2M $7.7M
Geode Capital Management, LLC Index funds +208K +13.5% 1.8M $11.6M
Daiwa Securities Group Inc. +181K +542.2% 215K $1.4M
Morgan Stanley +170K +24.8% 857K $5.6M
Vanguard Capital Management LLC Index funds +160K +5.8% 2.9M $19.3M
Themes Management Co LLC +153K +180.4% 238K $1.6M
Simplex Trading, LLC +137K New position 137K $901,492
Millennium Management LLC Hedge fund +133K New position 133K $873,653
Mitsubishi Ufj Asset Management Co., Ltd. +131K New position 131K $859,328
Walleye Trading LLC +127K New position 127K $834,370

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Ameriprise Financial Inc −786K Sold out 0 —
Creek Drive Management Group LLC −335K Sold out 0 —
Capital Fund Management S.A. Hedge fund −318K Sold out 0 —
Grange Capital, LLC −287K Sold out 0 —
Pensiondanmark Pensionsforsikringsaktieselskab −242K Sold out 0 —
National Bank Of Canada −241K −71.2% 97K $640,530
Headlands Technologies LLC −221K Sold out 0 —
Sculptor Capital LP Hedge fund −200K −91.3% 19K $125,020
Toronto Dominion Bank −200K Sold out 0 —
HSBC Holdings PLC −169K Sold out 0 —
HRT Financial LP −167K Sold out 0 —
Citadel Advisors LLC Hedge fund −159K −30.7% 358K $2.4M
Raymond James Financial Inc −157K −79.2% 41K $272,024
Walleye Capital LLC Hedge fund −151K Sold out 0 —
Aquatic Capital Management LLC −150K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −149K Sold out 0 —
Mirae Asset Securities (USA) Inc. −148K Sold out 0 —
Longaeva Partners L.P. −129K Sold out 0 —
Brevan Howard Capital Management LP Hedge fund −93K −81.5% 21K $139,503
Cambria Investment Management, L.P. −75K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Tudor Investment Corp Et AlHedge fund 272K $1.8M
Exoduspoint Capital Management, LPHedge fund 267K $1.8M
Dimensional Fund Advisors LP 266K $1.7M
Imc-Chicago, LLC 252K $1.7M
Xtx Topco Ltd 242K $1.6M
Simplex Trading, LLC 137K $901,492
Millennium Management LLCHedge fund 133K $873,653
Mitsubishi Ufj Asset Management Co., Ltd. 131K $859,328
Walleye Trading LLC 127K $834,370
Capstone Capital Management Ltd 65K $428,200

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Ameriprise Financial Inc 786K $6.6M
Creek Drive Management Group LLC 335K $2.8M
Capital Fund Management S.A.Hedge fund 318K $2.7M
Grange Capital, LLC 287K $2.4M
Pensiondanmark Pensionsforsikringsaktieselskab 242K $2M
Headlands Technologies LLC 221K $1.9M
Toronto Dominion Bank 200K $1.7M
HSBC Holdings PLC 169K $1.4M
HRT Financial LP 167K $1.4M
Walleye Capital LLCHedge fund 151K $1.3M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
194
Ten largest holders
62.9%
of 13F-reported shares
Index fund managers
47.0%
of 13F-reported shares
Active managers and hedge funds
4.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 10 12 6 7 −341K −19.1%
Index fund managers 8 1 0 0 +2.9M +23.5%
Other institutions 108 70 44 43 +673K +4.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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