Sera Prognostics Ownership | Who Owns Sera Prognostics?


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Sera Prognostics Ownership Summary


Sera Prognostics is owned by 42.03% institutional investors, 11.68% insiders, and 46.29% retail investors. Baker bros. advisors lp is the largest institutional shareholder, holding 11.54% of SERA shares. abrdn Healthcare Investors is the top mutual fund, with 3.31% of its assets in Sera Prognostics shares.

SERA Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSera Prognostics42.03%11.68%46.29%
SectorHealthcare Stocks 35.58%11.87%52.55%
IndustryDiagnostics & Research Stocks50.92%10.77%38.30%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Baker bros. advisors lp5.50M11.54%$11.16M
Whetstone capital advisors3.31M6.94%$6.71M
Abrdn2.55M5.35%$5.18M
Blackrock1.41M4.38%$8.35M
Vivo capital1.65M3.46%$3.35M
Vanguard group1.24M2.50%$3.66M
Captrust financial advisors536.76K1.13%$1.09M
Geode capital management363.62K0.76%$738.51K
Sanders morris harris314.95K0.66%$639.35K
Citadel advisors248.91K0.52%$505.29K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Whetstone capital advisors3.31M2.33%$6.71M
Vivo capital1.65M0.28%$3.35M
Sanders morris harris314.95K0.10%$639.35K
Baker bros. advisors lp5.50M0.06%$11.16M
Awm investment company207.38K0.05%$420.99K
Requisite capital management55.65K0.02%$112.97K
Twelve points wealth management43.39K0.02%$88.08K
Gsa capital partners llp104.97K0.01%$213.00K
Riverview capital advisers12.67K0.01%$25.72K
Abrdn2.55M0.01%$5.18M

Top Buyers

HolderShares% AssetsChange
Blackrock1.41M0.00%1.29M
Sanders morris harris314.95K0.10%314.95K
Abrdn2.55M0.01%271.08K
Vanguard fiduciary trust169.66K0.00%169.66K
Segall bryant & hamill100.00K0.00%100.00K

Top Sellers

HolderShares% AssetsChange
Ra capital management---3.03M
Citadel advisors248.91K0.00%-458.70K
Whetstone capital advisors3.31M2.33%-152.82K
Perkins capital management---131.00K
Ensign peak advisors---102.16K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust169.66K0.00%169.66K$344.41K
Segall bryant & hamill100.00K0.00%100.00K$193.00K
Wellington management group llp27.68K-27.68K$163.88K
Catalyst funds management pty23.56K0.01%23.56K$47.84K
Xtx topco16.49K0.00%16.49K$33.48K

Sold Out

HolderChange
Sterling capital management-28.00
Gamma investing-40.00
Ronald blue trust-90.00
Rise advisors-172.00
Citigroup-200.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202655-1.79%20,032,38113.56%423.31%15-25.00%1730.77%
Dec 31, 202518-70.49%3,975,447-78.10%80.59%7-75.86%2-80.00%
Sep 30, 202525-53.70%4,390,411-75.39%80.68%12-52.00%3-86.96%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
abrdn Healthcare Investors1.30M3.31%-
abrdn Healthcare Opportunities1.25M3.21%-
Vanguard Total Stock Mkt Idx Inv887.02K2.27%-
Invesco Dorsey Wright SmallCap Momt ETF603.77K1.79%1.09K
iShares Russell 2000 ETF671.86K1.78%-
abrdn Healthcare Opportunities Fund640.00K1.70%151.54K
Vanguard Institutional Extnd Mkt Idx Tr381.46K0.97%76.21K
Fidelity Small Cap Index288.83K0.77%-
iShares Russell 2000 Growth ETF236.00K0.63%-
JPMorgan US Small Company L199.43K0.53%-77.13K

Recent Insider Transactions


DateNameRoleActivityValue
Jun 11, 2026Anderson Dyaarl Lee Jr. Chief Commercial OfficerSell$9.53K
Jun 11, 2026Aerts Austin Chief Financial OfficerSell$4.09K
Jun 11, 2026Lindgardt Zhenya Chief Executive OfficerSell$14.05K
Jun 11, 2026Inglis Tiffany Eul Davis Chief Medical OfficerSell$727.62
Jun 11, 2026Jackson Benjamin General CounselSell$4.38K

Insider Transactions Trends


DateBuySell
2026 Q2-3
2026 Q1-16
2025 Q4-24
2025 Q3-23
2025 Q2-17

SERA Ownership FAQ


Who Owns Sera Prognostics?

Sera Prognostics shareholders are primarily institutional investors at 42.03%, followed by 11.68% insiders and 46.29% retail investors. The average institutional ownership in Sera Prognostics's industry, Diagnostics & Research Stocks, is 50.92%, 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, 11.54%), Whetstone capital advisors (3.31M shares, 6.94%), and Abrdn (2.55M shares, 5.35%). Together, they hold 23.83% 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 2.33% of its assets in 3.31M Sera Prognostics shares, valued at 6.71M$.

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

abrdn Healthcare Investors is the top mutual fund holder of Sera Prognostics shares, with 3.31% of its total shares outstanding invested in 1.3M Sera Prognostics shares.

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