Sera Prognostics Ownership | Who Owns Sera Prognostics?


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Sera Prognostics Ownership Summary


Sera Prognostics is owned by 37.93% institutional investors, 10.87% insiders, and 51.21% retail investors. Baker bros. advisors lp is the largest institutional shareholder, holding 11.21% of SERA shares. abrdn Healthcare Opportunities is the top mutual fund, with 2.98% of its assets in Sera Prognostics shares.

SERA Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSera Prognostics37.93%10.87%51.21%
SectorHealthcare Stocks 488.17%11.08%-399.26%
IndustryDiagnostics & Research Stocks57.60%10.69%31.72%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Baker bros. advisors lp5.50M11.21%$15.23M
Whetstone capital advisors3.63M7.40%$10.06M
Abrdn2.23M4.54%$6.17M
Blackrock1.41M4.38%$8.35M
Vanguard group1.25M3.74%$10.20M
Vivo capital1.65M3.36%$4.57M
Jpmorgan chase775.87K2.31%$6.32M
Geode capital management599.70K1.79%$4.88M
Awm investment company680.93K1.39%$1.89M
Captrust financial advisors602.28K1.23%$1.67M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Whetstone capital advisors3.63M2.84%$10.06M
Vivo capital1.65M0.47%$4.57M
Perkins capital management131.00K0.36%$362.87K
Awm investment company680.93K0.21%$1.89M
Sanders morris harris263.60K0.17%$730.17K
Baker bros. advisors lp5.50M0.15%$15.23M
Requisite capital management55.65K0.03%$154.15K
Twelve points wealth management43.39K0.03%$120.19K
Bridgeway capital management87.81K0.02%$714.73K
Abel hall11.04K0.01%$30.57K

Top Buyers

HolderShares% AssetsChange
Whetstone capital advisors3.63M2.84%3.63M
Blackrock1.41M0.00%1.29M
Abrdn2.23M0.01%987.37K
State street390.61K0.00%315.52K
Sanders morris harris263.60K0.17%169.40K

Top Sellers

HolderShares% AssetsChange
Ra capital management---3.03M
Blackrock funding, inc. /de145.28K--1.39M
Awm investment company680.93K0.21%-185.91K
Jpmorgan chase775.87K0.00%-109.00K
Ensign peak advisors---102.16K

New Positions

HolderShares% AssetsChangeValue
Whetstone capital advisors3.63M2.84%3.63M$10.06M
Cliftonlarsonallen wealth advisors78.86K0.00%78.86K$218.43K
Y-intercept (hong kong)67.69K0.00%67.69K$187.51K
Acadian asset management37.38K0.00%37.38K$102.00K
Qube research33.38K0.00%33.38K$92.47K

Sold Out

HolderChange
Sterling capital management-28.00
Gamma investing-40.00
Ronald blue trust-90.00
Federated hermes-231.00
Group one trading-400.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202558-18.31%18,609,445-7.56%371.65%27-18.18%2426.32%
Mar 31, 202572-7.69%20,231,38011.75%481.65%34-27.66%1946.15%
Dec 31, 20247423.33%16,911,303-6.01%501.75%4343.33%138.33%
Sep 30, 202460-10.45%17,992,4588.53%532.03%30-31.82%12-14.29%
Jun 30, 20246728.85%16,578,35915.04%512.41%4422.22%14100.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
abrdn Healthcare Opportunities1.13M2.98%-
abrdn Healthcare Investors1.09M2.88%-
Vanguard Total Stock Mkt Idx Inv744.38K1.96%-16.44K
Invesco Dorsey Wright SmallCap Momt ETF603.77K1.79%1.09K
iShares Russell 2000 ETF671.86K1.78%-
abrdn Healthcare Opportunities Fund640.00K1.70%151.54K
Fidelity Small Cap Index288.83K0.77%-
Vanguard Institutional Extnd Mkt Idx Tr278.89K0.73%-86.97K
iShares Russell 2000 Growth ETF236.00K0.63%-
JPMorgan US Small Company L199.43K0.53%-77.13K

Recent Insider Transactions


DateNameRoleActivityValue
Sep 11, 2025Lindgardt Zhenya Chief Executive OfficerSell$10.16K
Sep 11, 2025Kearney Paul Chief Data OfficerSell$3.98K
Sep 11, 2025Jackson Benjamin General CounselSell$2.92K
Sep 11, 2025Harrison Robert Gardner Chief Information OfficerSell$2.02K
Sep 11, 2025Boniface John J. Chief Scientific OfficerSell$4.37K

Insider Transactions Trends


DateBuySell
2025 Q3-23
2025 Q2-17
2025 Q1-42
2024 Q4-11
2024 Q3-10

SERA Ownership FAQ


Who Owns Sera Prognostics?

Sera Prognostics shareholders are primarily institutional investors at 37.93%, followed by 10.87% insiders and 51.20% retail investors. The average institutional ownership in Sera Prognostics's industry, Diagnostics & Research Stocks, is 57.60%, which Sera Prognostics falls below.

Who owns the most shares of Sera Prognostics?

Sera Prognostics’s largest shareholders are Baker bros. advisors lp (5.5M shares, 11.21%), Whetstone capital advisors (3.63M shares, 7.40%), and Abrdn (2.23M shares, 4.54%). Together, they hold 23.15% of Sera Prognostics’s total shares outstanding.

Does Blackrock own Sera Prognostics?

Yes, BlackRock owns 4.38% of Sera Prognostics, totaling 1.41M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 8.35M$. In the last quarter, BlackRock increased its holdings by 1.29M shares, a 1085.12% change.

Who is Sera Prognostics’s biggest shareholder by percentage of total assets invested?

Whetstone capital advisors is Sera Prognostics’s biggest shareholder by percentage of total assets invested, with 2.84% of its assets in 3.63M Sera Prognostics shares, valued at 10.06M$.

Who is the top mutual fund holder of Sera Prognostics shares?

abrdn Healthcare Opportunities is the top mutual fund holder of Sera Prognostics shares, with 2.98% of its total shares outstanding invested in 1.13M Sera Prognostics shares.

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