Sera Prognostics Ownership | Who Owns Sera Prognostics?
Sera Prognostics Ownership Summary
Sera Prognostics is owned by 48.21% institutional investors, 11.09% insiders, and 40.70% retail investors. Baker bros. advisors lp is the largest institutional shareholder, holding 16.21% of SERA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.02% of its assets in Sera Prognostics shares.
SERA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sera Prognostics | 48.21% | 11.09% | 40.70% |
| Sector | Healthcare Stocks | 279.19% | 10.58% | -189.76% |
| Industry | Diagnostics & Research Stocks | 47.99% | 9.06% | 42.96% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Baker bros. advisors lp | 5.43M | 16.21% | $44.24M |
| Ra capital management | 3.03M | 9.05% | $24.69M |
| Vivo capital | 1.65M | 4.92% | $13.43M |
| Blackrock funding, inc. /de | 1.56M | 4.67% | $12.73M |
| Blackrock | 1.41M | 4.38% | $8.35M |
| Vanguard group | 1.25M | 3.74% | $10.20M |
| Jpmorgan chase | 775.87K | 2.31% | $6.32M |
| Geode capital management | 599.70K | 1.79% | $4.88M |
| Awm investment company | 521.31K | 1.62% | $3.09M |
| Captrust financial advisors | 487.89K | 1.46% | $3.97M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Vivo capital | 1.65M | 1.51% | $13.43M |
| Baker bros. advisors lp | 5.43M | 0.47% | $44.24M |
| Awm investment company | 521.31K | 0.42% | $3.09M |
| Ra capital management | 3.03M | 0.33% | $24.69M |
| Sanders morris harris | 90.60K | 0.11% | $724.80K |
| Twelve points wealth management | 43.39K | 0.10% | $353.18K |
| Requisite capital management | 55.65K | 0.09% | $452.98K |
| Bridgeway capital management | 87.81K | 0.02% | $714.73K |
| Perigon wealth management | 72.69K | 0.01% | $479.72K |
| Captrust financial advisors | 487.89K | 0.01% | $3.97M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.41M | 0.00% | 1.29M |
| State street | 390.61K | 0.00% | 315.52K |
| Goldman sachs group | 141.01K | 0.00% | 99.59K |
| Morgan stanley | 249.10K | 0.00% | 93.06K |
| Susquehanna group, llp | 102.46K | 0.00% | 71.46K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 13.71K | - | -578.49K |
| Jpmorgan chase | 775.87K | 0.00% | -109.00K |
| Ensign peak advisors | - | - | -102.16K |
| Eam investors | - | - | -97.08K |
| Resolute capital asset partners | - | - | -80.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wellington management group llp | 27.68K | - | 27.68K | $163.88K |
| Squarepoint ops | 16.76K | 0.00% | 16.76K | $136.46K |
| Townsquare capital | 16.00K | 0.00% | 16.00K | $130.24K |
| Pallas capital advisors | 13.85K | 0.00% | 13.85K | $112.75K |
| Voya investment management | 10.23K | 0.00% | 10.23K | $60.57K |
Sold Out
| Holder | Change |
|---|---|
| Gamma investing | -40.00 |
| Ronald blue trust | -90.00 |
| Federated hermes | -231.00 |
| Allspring global investments | -649.00 |
| Nelson, van denburg & campbell wealth management group | -2.05K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 72 | -7.69% | 20,231,380 | 11.75% | 48 | 1.65% | 34 | -27.66% | 19 | 46.15% |
| Dec 31, 2024 | 74 | 23.33% | 16,911,303 | -6.01% | 50 | 1.75% | 43 | 43.33% | 13 | 8.33% |
| Sep 30, 2024 | 60 | -10.45% | 17,992,458 | 8.53% | 53 | 2.03% | 30 | -31.82% | 12 | -14.29% |
| Jun 30, 2024 | 67 | 28.85% | 16,578,359 | 15.04% | 51 | 2.41% | 44 | 22.22% | 14 | 100.00% |
| Mar 31, 2024 | 52 | 13.04% | 14,411,098 | 31.39% | 46 | 3.76% | 36 | - | 7 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 760.81K | 2.02% | 76.30K |
| iShares Russell 2000 ETF | 686.09K | 1.82% | 336.00 |
| Invesco Dorsey Wright SmallCap Momt ETF | 603.77K | 1.79% | 1.09K |
| abrdn Healthcare Opportunities Fund | 640.00K | 1.70% | 151.54K |
| abrdn Healthcare Opportunities | 640.00K | 1.70% | - |
| abrdn Healthcare Investors | 600.00K | 1.59% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 365.87K | 0.97% | - |
| Fidelity Small Cap Index | 286.85K | 0.76% | 6.79K |
| JPMorgan US Small Company L | 276.56K | 0.73% | -5.69K |
| iShares Russell 2000 Growth ETF | 237.45K | 0.63% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 06, 2025 | Mirza Mansoor Raza | - | Sell | $169.06 |
| May 08, 2025 | Mirza Mansoor Raza | - | Sell | $258.64 |
| May 08, 2025 | Lindgardt Zhenya | Chief Executive Officer | Sell | $22.95K |
| May 08, 2025 | Kearney Paul | Chief Data Officer | Sell | $17.30K |
| May 08, 2025 | Jackson Benjamin | General Counsel | Sell | $17.28K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 9 |
| 2025 Q1 | - | 42 |
| 2024 Q4 | - | 11 |
| 2024 Q3 | - | 10 |
| 2024 Q2 | - | 9 |
SERA Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools