SERVNasdaqGeneral Industrial Machinery & Equipment, NECFiscal year ends December 31
Serve Robotics Inc. /DE/
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$3.08−0.15 (-4.64%)
Close on Oct 19, 2026
- Market cap
- $247.36M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
37.5%
33M of 87M shares
Institutional holders
195
53 new, 51 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 69 sales
Net sold $4.20M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 5,922,044 | 7.70% | 13G (passive) amendment | Jun 30, 2026 |
| Vinod Khosla | 4,801,324 | 7.50% | 13G (passive) | Aug 15, 2025 |
| Susquehanna Securities, LLC | 3,518,261 | 5.90% | 13G (passive) | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SERV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,040,854 | 6.97% | $39.75M | +1,190,622 | 0.00% |
| Vanguard Capital Management LLC | 2,931,905 | 3.38% | $19.29M | +160,144 | 0.00% |
| State Street Corp | 2,456,658 | 2.83% | $16.16M | +1,168,714 | 0.00% |
| Geode Capital Management, LLC | 1,755,095 | 2.02% | $11.55M | +208,429 | 0.00% |
| Susquehanna International Group, Llp | 1,541,027 | 1.78% | $10.14M | +706,149 | 0.00% |
| Exchange Traded Concepts, LLC | 1,522,616 | 1.76% | $10.02M | −74,636 | 0.05% |
| Legal & General Group Plc | 1,371,454 | 1.58% | $8.41M | +263,595 | 0.00% |
| First Trust Advisors LP | 1,167,709 | 1.35% | $7.68M | +208,856 | 0.00% |
| Morgan Stanley | 857,318 | 0.99% | $5.64M | +170,367 | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 815,926 | 0.94% | $5.33M | +14,879 | 0.01% |
| Captrust Financial Advisors | 788,465 | 0.91% | $5.19M | +27,329 | 0.01% |
| UBS Group AG | 695,130 | 0.80% | $4.57M | +213,312 | 0.00% |
| Nuveen, LLC | 614,892 | 0.71% | $4.05M | +6,127 | 0.00% |
| Northern Trust Corp | 606,373 | 0.70% | $3.99M | +73,602 | 0.00% |
| Charles Schwab Investment Management Inc | 504,252 | 0.58% | $3.32M | −7,212 | 0.00% |
| Vanguard Portfolio Management LLC | 483,620 | 0.56% | $3.18M | +96,620 | 0.00% |
| Vanguard Fiduciary Trust Co | 423,146 | 0.49% | $2.78M | +7,258 | 0.00% |
| Citadel Advisors LLC | 358,163 | 0.41% | $2.36M | −158,723 | 0.00% |
| LPL Financial LLC | 280,996 | 0.32% | $1.85M | +24,923 | 0.00% |
| Tudor Investment Corp Et Al | 272,448 | 0.31% | $1.79M | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 195 | 33M | 37.5% | 53 / 77 | 33 / 51 | 8M | 7M |
| Q1 2026 | 197 | 31M | 36.2% | 46 / 75 | 43 / 30 | 8M | 3M |
| Q4 2025 | 186 | 30M | 34.7% | 61 / 81 | 28 / 23 | 8M | 3M |
| Q3 2025 | 149 | 25M | 29.4% | 40 / 63 | 25 / 23 | 9M | 5M |
| Q2 2025 | 132 | 21M | 24.7% | 44 / 41 | 28 / 31 | 7M | 3M |
| Q1 2025 | 119 | 18M | 20.2% | 54 / 41 | 14 / 29 | 8M | 3M |
| Q4 2024 | 95 | 12M | 13.8% | 55 / 19 | 12 / 14 | 10M | 6M |
| Q3 2024 | 54 | 9M | 9.9% | 39 / 6 | 6 / 7 | 4M | 4M |
| Q2 2024 | 23 | 9M | 10.0% | 23 / 0 | 0 / 0 | 9M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SERV | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,163,769 | 2.50% | $14.24M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,841,852 | 2.12% | $12.12M | 0.01% | Jun 30, 2026 |
| ROBO Global Robotics and Automation Index ETF | 1,574,723 | 1.82% | $7.53M | 0.38% | Jul 31, 2026 |
| First Trust Nasdaq Artificial Intelligence and Robotics ETF | 1,167,709 | 1.35% | $7.68M | 1.05% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 929,475 | 1.07% | $6.12M | 0.21% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 787,117 | 0.91% | $3.76M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 704,074 | 0.81% | $4.63M | 0.00% | Jun 30, 2026 |
| Global X Robotics & Artificial Intelligence ETF | 561,779 | 0.65% | $5.25M | 0.14% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 489,072 | 0.56% | $3.22M | 0.02% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 337,386 | 0.39% | $3.15M | 0.02% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 311,593 | 0.36% | $2.91M | 0.01% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 282,704 | 0.33% | $2.64M | 0.01% | May 31, 2026 |
| iShares Micro-Cap ETF | 241,301 | 0.28% | $1.59M | 0.10% | Jun 30, 2026 |
| Themes Humanoid Robotics ETF | 237,530 | 0.27% | $1.56M | 2.46% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 185,815 | 0.21% | $1.22M | 0.01% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Touraj Parang | President & COO, Director | 1,280,061 | 1.48% | Aug 19, 2026 |
| Ali Kashani | Chief Executive Officer, Director | 3,249,003 | 3.75% | Aug 19, 2026 |
| Brian Read | Chief Financial Officer | 276,002 | 0.32% | Aug 19, 2026 |
| Anthony Armenta | Chief Software & Data Officer | 540,919 | 0.62% | Mar 16, 2026 |
| Euan Abraham | Chief Hardware & Mftg Offcr | 235,647 | 0.27% | Mar 11, 2026 |
| Evan Dunn | General Counsel | 202,294 | 0.23% | Mar 9, 2026 |
| Andreas Lieber | Director | 20,000 | 0.02% | Jun 25, 2026 |
| David Michael Goldberg | Director | 55,125 | 0.06% | Jun 18, 2026 |
| Olivier Vincent | Director | 49,928 | 0.06% | Jun 18, 2026 |
| Lily Sarafan | Director | 78,402 | 0.09% | Jun 18, 2026 |
| Ali Pourdad | Director | 31,283 | 0.04% | Mar 10, 2025 |
| James Buckly Jordan | Director | 497,380 | 0.57% | Dec 10, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brian Read Chief Financial Officer | Aug 19, 2026 | Sale | −9,700 | $4.80 | $46.56K | 276,002 |
| Brian Read Chief Financial Officer | Aug 18, 2026 | Sale | −6,129 | $4.56 | $27.95K | 285,702 |
| Touraj Parang President & COO, Director | Aug 18, 2026 | Sale | −18,183 | $4.53 | $82.37K | 1,280,061 |
| Touraj Parang President & COO, Director | Aug 18, 2026 | Sale | −19,810 | $4.56 | $90.33K | 1,260,251 |
| Ali Kashani Chief Executive Officer, Director | Aug 18, 2026 | Sale | −45,158 | $4.56 | $205.92K | 3,232,933 |
| Brian Read Chief Financial Officer | Aug 17, 2026 | Sale | −25,240 | $5.24 | $132.26K | 291,831 |
| Andreas Lieber Director | Jun 22, 2026 | Award | +20,000 | – | – | 20,000 |
| Lily Sarafan Director | Jun 17, 2026 | Award | +20,000 | – | – | 78,402 |
| David Michael Goldberg Director | Jun 17, 2026 | Award | +20,000 | – | – | 55,125 |
| Olivier Vincent Director | Jun 17, 2026 | Award | +20,000 | – | – | 49,928 |
| David Michael Goldberg Director | Jun 16, 2026 | Sale(10b5-1 plan) | −10,600 | $7.20 | $76.32K | 35,125 |
| Brian Read Chief Financial Officer | Jun 10, 2026 | Sale | −1,496 | $7.24 | $10.83K | 317,071 |
| Touraj Parang President & COO, Director | Jun 10, 2026 | Sale | −4,219 | $7.24 | $30.55K | 1,298,244 |
| Ali Kashani Chief Executive Officer, Director | Jun 10, 2026 | Sale | −15,885 | $7.24 | $115.01K | 3,278,091 |
| Ali Kashani Chief Executive Officer, Director | May 7, 2026 | Sale | −14,644 | $9.26 | $135.60K | 3,293,976 |
| Touraj Parang President & COO, Director | May 7, 2026 | Sale | −3,888 | $9.26 | $36.00K | 1,302,463 |
| Brian Read Chief Financial Officer | May 7, 2026 | Sale | −201 | $9.26 | $1.86K | 318,567 |
| Ali Kashani Chief Executive Officer, Director | May 6, 2026 | Sale | −11,753 | $9.29 | $109.19K | 3,308,620 |
| Touraj Parang President & COO, Director | May 6, 2026 | Sale | −5,993 | $9.29 | $55.67K | 1,306,351 |
| Brian Read Chief Financial Officer | May 6, 2026 | Sale | −2,790 | $9.29 | $25.92K | 318,768 |
| Brian Read Chief Financial Officer | May 1, 2026 | Sale | −1,179 | $9.29 | $10.95K | 321,558 |
| Ali Kashani Chief Executive Officer, Director | Apr 8, 2026 | Sale | −14,541 | $8.62 | $125.34K | 3,320,373 |
| Brian Read Chief Financial Officer | Apr 8, 2026 | Sale | −200 | $8.62 | $1.72K | 322,737 |
| Touraj Parang President & COO, Director | Apr 8, 2026 | Sale | −3,861 | $8.62 | $33.28K | 1,312,344 |
| Brian Read Chief Financial Officer | Mar 31, 2026 | Sale | −1,263 | $8.03 | $10.14K | 322,937 |
| Anthony Armenta Chief Software & Data Officer | Mar 13, 2026 | Sale | −3,567 | $9.82 | $35.03K | 540,919 |
| Touraj Parang President & COO, Director | Mar 10, 2026 | Sale | −3,922 | $9.72 | $38.12K | 1,316,205 |
| Euan Abraham Chief Hardware & Mftg Offcr | Mar 10, 2026 | Sale | −1,390 | $9.72 | $13.51K | 235,647 |
| Brian Read Chief Financial Officer | Mar 10, 2026 | Sale | −203 | $9.72 | $1.97K | 324,200 |
| Ali Kashani Chief Executive Officer, Director | Mar 10, 2026 | Sale | −13,500 | $9.72 | $131.22K | 3,334,914 |
| Evan Dunn General Counsel | Mar 6, 2026 | Sale | −538 | $9.44 | $5.08K | 202,294 |
| Brian Read Chief Financial Officer | Mar 3, 2026 | Sale | −1,268 | $9.61 | $12.19K | 324,403 |
| Anthony Armenta Chief Software & Data Officer | Feb 13, 2026 | Sale | −3,432 | $9.38 | $32.19K | 544,486 |
| Ali Kashani Chief Executive Officer, Director | Feb 11, 2026 | Sale | −9,259 | $10.17 | $94.16K | 3,348,414 |
| Euan Abraham Chief Hardware & Mftg Offcr | Feb 11, 2026 | Sale | −1,375 | $10.17 | $13.98K | 237,037 |
| Brian Read Chief Financial Officer | Feb 11, 2026 | Sale | −185 | $10.17 | $1.88K | 325,671 |
| Touraj Parang President & COO, Director | Feb 11, 2026 | Sale | −3,558 | $10.17 | $36.18K | 1,320,127 |
| Evan Dunn General Counsel | Feb 6, 2026 | Sale | −688 | $9.56 | $6.58K | 202,832 |
| Evan Dunn General Counsel | Feb 4, 2026 | Sale | −2,700 | $10.33 | $27.89K | 203,520 |
| Anthony Armenta Chief Software & Data Officer | Feb 4, 2026 | Sale | −3,223 | $10.33 | $33.29K | 547,918 |
| Ali Kashani Chief Executive Officer, Director | Feb 4, 2026 | Sale | −8,101 | $10.33 | $83.68K | 3,357,673 |
| Brian Read Chief Financial Officer | Feb 4, 2026 | Sale | −3,185 | $10.33 | $32.90K | 325,856 |
| Euan Abraham Chief Hardware & Mftg Offcr | Feb 4, 2026 | Sale | −3,284 | $10.33 | $33.92K | 238,412 |
| Touraj Parang President & COO, Director | Feb 4, 2026 | Sale | −5,998 | $10.33 | $61.96K | 1,323,685 |
| Brian Read Chief Financial Officer | Feb 3, 2026 | Sale | −1,547 | $10.83 | $16.75K | 329,041 |
| Anthony Armenta Chief Software & Data Officer | Jan 13, 2026 | Sale | −3,893 | $14.27 | $55.55K | 551,141 |
| Brian Read Chief Financial Officer | Jan 8, 2026 | Sale(10b5-1 plan) | −4,528 | $15.88 | $71.90K | 330,588 |
| Brian Read Chief Financial Officer | Jan 8, 2026 | Sale(10b5-1 plan) | −220 | $14.30 | $3.15K | 335,116 |
| Ali Kashani Chief Executive Officer, Director | Jan 8, 2026 | Sale | −9,088 | $14.30 | $129.96K | 3,365,774 |
| Touraj Parang President & COO, Director | Jan 8, 2026 | Sale | −4,008 | $14.30 | $57.31K | 1,329,683 |
| Euan Abraham Chief Hardware & Mftg Offcr | Jan 8, 2026 | Sale | −1,171 | $14.30 | $16.75K | 241,696 |
| Evan Dunn General Counsel | Jan 6, 2026 | Sale | −598 | $12.81 | $7.66K | 206,220 |
| Brian Read Chief Financial Officer | Dec 31, 2025 | Sale | −1,863 | $10.37 | $19.32K | 335,336 |
| Anthony Armenta Chief Software & Data Officer | Dec 15, 2025 | Sale | −5,003 | $11.96 | $59.84K | 555,034 |
| Brian Read Chief Financial Officer | Dec 12, 2025 | Sale | −6,700 | $13.15 | $88.11K | 337,199 |
| Touraj Parang President & COO, Director | Dec 12, 2025 | Sale | −5,000 | $13.07 | $65.35K | 1,333,691 |
| Ali Kashani Chief Executive Officer, Director | Dec 11, 2025 | Sale | −16,730 | $11.87 | $198.59K | 3,374,862 |
| Euan Abraham Chief Hardware & Mftg Offcr | Dec 11, 2025 | Sale | −1,917 | $11.87 | $22.75K | 242,867 |
| Brian Read Chief Financial Officer | Dec 11, 2025 | Sale | −371 | $11.87 | $4.40K | 343,899 |
| Touraj Parang President & COO, Director | Dec 11, 2025 | Sale | −6,300 | $11.87 | $74.78K | 1,338,691 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Brian Read Officer | Aug 19, 2026 | 9,700 | $46.51K | Aug 19, 2026 | Restricted Stock Vesting |
| Brian Read Officer | Aug 18, 2026 | 6,129 | $27.95K | Aug 18, 2026 | Restricted Stock Vesting |
| Ali Kashani Officer, Director | Aug 18, 2026 | 45,158 | $205.94K | Aug 18, 2026 | Restricted Stock Vesting |
| Touraj Parang Officer, Director | Aug 18, 2026 | 19,810 | $90.34K | Aug 18, 2026 | Restricted Stock Vesting |
| Touraj Parang Officer, Director | Aug 18, 2026 | 18,183 | $82.36K | Aug 18, 2026 | Restricted Stock Vesting |
| Brian Read Officer | Aug 17, 2026 | 25,240 | $132.26K | Aug 17, 2026 | Restricted Stock Vesting |
| Brian Read Officer | Aug 17, 2026 | 25,240 | $132.26K | Aug 17, 2026 | Restricted Stock Vesting |
| David Michael Goldberg Director | Jun 16, 2026 | 10,600 | $76.32K | Jun 16, 2026 | Restricted Stock Vesting |
| Anthony Armenta Officer | Jun 15, 2026 | 3,321 | $24.48K | Jun 15, 2026 | Restricted Stock Vesting |
| Ali Kashani Officer, Director | Jun 10, 2026 | 15,885 | $114.93K | Jun 10, 2026 | Restricted Stock Vesting |
| Touraj Parang Officer, Director | Jun 10, 2026 | 4,219 | $30.53K | Jun 10, 2026 | Restricted Stock Vesting |
| Brian Read Officer | Jun 10, 2026 | 1,496 | $10.82K | Jun 10, 2026 | Restricted Stock Vesting |
| Euan Abraham Officer | Jun 10, 2026 | 1,496 | $10.82K | Jun 10, 2026 | Restricted Stock Vesting |
| Evan Dunn Officer | Jun 8, 2026 | 568 | $4.38K | Jun 8, 2026 | Restricted Stock Vesting |
| Euan Abraham Officer | May 29, 2026 | 54,378 | $509.03K | May 29, 2026 | Restricted Stock Vesting |