SERV
Serve Robotics Inc. /DE/Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q1 2025(8Q snapshot) | 5Q | $14 | $8.23 | -41% |
| Two Sigma Investments | Q1 2025(8Q snapshot) | 5Q | $14 | $8.23 | -41% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw | Q4 2025 | Q2 2026 | → $8.24 | -12% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | → $8.24 | -11% |
| Bridgewater Associates | Q4 2025 | Q1 2026 | → $9.56 | +1% |
| Millennium Management | Q3 2024 | Q4 2025 | → $9.34 | -18% |
| Renaissance Technologies | Q2 2025 | Q3 2025 | → $10 | +16% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Serve Robotics Inc. /DE/. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40002021854-26-000018May 8, 2026
- Form 40001983441-26-000012May 8, 2026
- Form 40001983489-26-000012May 8, 2026
- Form 40002021854-26-000016May 4, 2026
- Form 40002021854-26-000014Apr 9, 2026
- Form 40001983441-26-000010Apr 9, 2026
- Form 40001983489-26-000010Apr 9, 2026
- Form 40002021854-26-000012Apr 1, 2026
- Form 40002044520-26-000008Mar 16, 2026
- Form 40001983554-26-000008Mar 11, 2026
- Form 40002021854-26-000010Mar 11, 2026
- Form 40001983441-26-000008Mar 11, 2026
- Form 40001983489-26-000008Mar 11, 2026
- Form 40002040436-26-000008Mar 9, 2026
- Form 40002021854-26-000008Mar 4, 2026
Fundamentals
XBRL · Serve Robotics Inc. /DE/Annual figures sourced directly from Serve Robotics Inc. /DE/'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Serve Robotics Inc. /DE/ — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- S-3REGISTRATION STATEMENTMay 11, 2026
- 8-KCURRENT REPORTMay 11, 2026
- 10-QQuarterly reportMay 7, 2026
- 8-KMaterial eventMay 7, 2026
- DEF 14AProxy statementApr 24, 2026
- 8-K/AAMENDMENT NO. 1 TO FORM 8-KApr 14, 2026
- 10-KAnnual reportMar 12, 2026
- 8-KMaterial eventMar 11, 2026
- 8-KCURRENT REPORTFeb 20, 2026
- 8-KCURRENT REPORTJan 29, 2026
- 8-KCURRENT REPORTJan 21, 2026
- 10-QQuarterly reportNov 14, 2025
- 8-KMaterial eventNov 12, 2025
- 8-KCURRENT REPORTOct 10, 2025
- 8-KMaterial eventOct 9, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q1 2026 | Q2 2026 | $9.27 | $8.24 | -11% |
| D.E. Shaw | Q4 2025 | Q2 2026 | $9.34 | $8.24 | -12% |
| Bridgewater Associates | Q4 2025 | Q1 2026 | $9.42 | $9.56 | +1% |
| Renaissance Technologies | Q2 2025 | Q3 2025 | $9.03 | $10 | +16% |
| Citadel Advisors | Q1 2025 | open | $14 | $8.23 | -41% |
| Two Sigma Investments | Q1 2025 | open | $14 | $8.23 | -41% |
| Millennium Management | Q3 2024 | Q4 2025 | $11 | $9.34 | -18% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.