Sera Prognostics Inc (SERA) Ownership

2.22 ↑0.10 (4.72%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Baker Bros Advisors LP is the biggest individual institutional holder of Sera Prognostics Inc (SERA), owning a total of 5.4 million shares. Combined, the top 59 institutional holders of SERA own 64.69% of the company with a total of 23.3 million shares.

In the latest ownership report on March 31st 2025, the top 59 institutional holders decreased their combined ownership of SERA by 55 thousand shares. 1 institutions bought 3,600 total additional shares and increased their ownership by an average of 3.97%. However 1 institutions sold 59,081 total shares and decreased their ownership by an average of 37.43%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Sera Prognostics decreased by a net total of -55,481 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Wealth Enhancement Advisory Services, LLC	0.262%	-37.430%	98,764	-59,081	2025-03-31
SMH Capital Inc.	0.250%	3.974%	94,200	3,600	2025-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Baker Bros Advisors LP	14.429%	0.000%	5,434,399	0	2024-12-31
RA Capital Management, LLC	8.052%	0.000%	3,032,808	0	2024-12-31
InterWest Venture Management Co	7.452%	0.000%	2,416,241	0	2023-09-30
Vivo Capital, LLC	4.382%	0.000%	1,650,440	0	2024-12-31
BlackRock Inc	4.153%	1.560%	1,564,310	24,029	2024-12-31
Vanguard Group Inc	3.327%	4.449%	1,252,871	53,362	2024-12-31
JPMorgan Chase & Co	2.060%	-56.159%	775,871	-993,863	2024-12-31
Geode Capital Management, LLC	1.592%	2.192%	599,702	12,865	2024-12-31
Amvescap Plc.	1.754%	4,345.920%	592,197	578,877	2024-09-30
Awm Investment Company Inc	1.554%	12.242%	585,134	63,820	2024-12-31
Fosun International Ltd	1.768%	0.000%	554,148	0	2023-09-30
CapTrust Financial Advisors	1.295%	2.237%	487,894	10,673	2024-12-31
State Street Corp	1.157%	2.494%	435,693	10,600	2024-12-31
Skye Global Management LP	1.071%	-36.787%	332,500	-193,500	2022-12-31
Wells Fargo & Co	1.006%	-0.059%	312,255	-185	2022-12-31
Northern Trust Corp	0.725%	11.829%	272,860	28,863	2024-12-31
Morgan Stanley - Brokerage Accounts	0.482%	-19.215%	181,472	-43,164	2024-12-31
T. Rowe Price Associates, Inc.	0.466%	0.000%	151,933	151,933	2023-12-31
Parian Global Management LP	0.468%	-78.930%	151,698	-568,288	2022-09-30
Goldman Sachs Group Inc	0.374%	240.476%	141,008	99,593	2024-12-31
Bank of New York Mellon Corp	0.348%	0.191%	130,912	250	2024-12-31
Acuitas Investments, LLC	0.372%	-29.988%	121,258	-51,937	2023-12-31
Citadel Advisors Llc	0.324%	0.000%	109,157	109,157	2024-06-30
Riverview Capital Advisers LLC	0.328%	0.000%	102,731	0	2023-06-30
Susquehanna International Group, LLP	0.272%	230.473%	102,460	71,456	2024-12-31
Ensign Peak Advisors Inc	0.303%	-14.870%	102,156	-17,844	2024-06-30
Wealth Enhancement Advisory Services, LLC	0.262%	-37.430%	98,764	-59,081	2025-03-31
EAM Investors, LLC	0.297%	13.414%	97,079	11,482	2024-03-31
SMH Capital Inc.	0.250%	3.974%	94,200	3,600	2025-03-31
Bridgeway Capital Management, LLC	0.233%	-2.768%	87,805	-2,500	2024-12-31
Man Group PLC	0.250%	104.148%	81,541	41,599	2024-03-31
Charles Schwab Investment Management Inc	0.216%	5.336%	81,228	4,115	2024-12-31
Resolute Capital Asset Partners LLC	0.240%	-54.286%	80,000	-95,000	2024-06-30
State Street Corporation	0.225%	15.540%	75,092	10,100	2024-03-31
Perigon Wealth Management, LLC	0.193%	-9.353%	72,685	-7,500	2024-12-31
Millennium Management LLC	0.202%	0.000%	70,747	70,747	2024-12-31
Commonwealth Equity Services Inc	0.216%	0.000%	70,588	0	2023-12-31
Citigroup Inc	0.213%	0.000%	69,349	69,349	2023-12-31
Qube Research & Technologies	0.204%	23.693%	67,946	13,015	2024-03-31
Lexington Partners	0.200%	0.000%	65,415	65,415	2023-12-31
683 Capital Management LLC	0.172%	0.000%	56,169	56,169	2023-12-31
Requisite Capital Management, LLC	0.165%	0.000%	55,648	0	2024-12-31
OMERS Administration Corp.	0.172%	0.000%	53,900	53,900	2023-12-31
Ballentine Finn & Company Inc	0.147%	0.000%	49,664	0	2024-12-31
HB Wealth Management, LLC	0.154%	-13.557%	47,792	-7,495	2023-03-31
Vanderbilt University	0.152%	0.000%	47,574	47,574	2023-12-31
CI Private Wealth LLC	0.141%	0.000%	47,500	0	2024-09-30
Resource Consulting Group Inc	0.141%	0.000%	44,234	44,234	2023-12-31
Marquette Asset Management Inc.	0.114%	0.000%	35,687	0	2023-09-30
JANE STREET GROUP, LLC	0.098%	0.000%	30,507	30,507	2023-03-31
Renaissance Technologies Corp	0.085%	-60.796%	26,400	-40,940	2022-12-31
Prime Capital Investment Advisors, LLC	0.067%	0.000%	21,000	0	2023-09-30
UBS Group AG	0.067%	-9.972%	21,000	-2,326	2023-09-30
Dimensional Fund Advisors, Inc.	0.064%	0.000%	19,921	19,921	2023-03-31
Frontier Wealth Management, LLC	0.058%	49.924%	17,841	5,941	2022-06-30
Mccormack Advisors International	0.054%	0.000%	16,989	0	2023-09-30
Lesa Sroufe & Company Inc	0.053%	0.000%	16,506	0	2022-09-30
Aspiriant, LLC	0.053%	0.000%	16,472	0	2022-09-30
Tower Research Capital LLC	0.026%	125.149%	7,923	4,404	2022-06-30

Mutual Fund Ownership

iShares Russell 2000 ETF is the biggest individual fund holder of Sera Prognostics Inc (SERA), owning a total of 711 thousand shares. Combined, the top 71 mutual fund holders of SERA own 20.29% of the company with a total of 7.3 million shares.

In the latest ownership report on March 31st 2025, the top 71 fund holders increased their combined ownership of SERA by 287 thousand shares. 4 funds bought 296,721 total additional shares and increased their ownership by an average of 16.09%. However 4 funds sold 9,997 total shares and decreased their ownership by an average of 1.48%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Sera Prognostics increased by a net total of 286,724 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	1.888%	-0.859%	711,173	-6,160	2025-03-31
Vanguard Total Stock Mkt Idx Inv	1.817%	0.015%	684,512	100	2025-03-31
abrdn Healthcare Opportunities Fund	1.699%	31.023%	640,000	151,536	2025-03-31
abrdn Healthcare Investors	1.593%	31.029%	600,000	142,085	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	0.971%	0.000%	365,866	0	2025-03-31
iShares Russell 2000 Growth ETF	0.644%	-0.474%	242,651	-1,156	2025-03-31
Vanguard Russell 2000 ETF	0.352%	2.313%	132,689	3,000	2025-03-31
State St Russell Sm Cap® Indx SL Cl I	0.326%	0.000%	122,900	0	2025-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.273%	0.000%	102,865	0	2025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I	0.290%	0.000%	102,865	0	2025-03-31
Schwab Small Cap Index	0.184%	0.000%	69,228	0	2025-03-31
NT R2000 Index Fund - NL	0.177%	-1.264%	66,731	-854	2025-03-31
iShares Micro-Cap ETF	0.169%	0.000%	63,721	0	2025-03-31
NT R2000 Index Fund - DC - NL - 2	0.142%	-3.314%	53,309	-1,827	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	1.888%	-0.859%	711,173	-6,160	2025-03-31
Vanguard Total Stock Mkt Idx Inv	1.817%	0.015%	684,512	100	2025-03-31
abrdn Healthcare Opportunities Fund	1.699%	31.023%	640,000	151,536	2025-03-31
Invesco Dorsey Wright SmallCap Momt ETF	1.788%	0.182%	603,771	1,094	2024-12-31
abrdn Healthcare Investors	1.593%	31.029%	600,000	142,085	2025-03-31
abrdn Healthcare Opportunities	1.379%	0.000%	488,464	488,464	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	0.971%	0.000%	365,866	0	2025-03-31
JPMorgan US Small Company L	0.749%	-2.643%	282,251	-7,662	2025-02-28
Fidelity Small Cap Index	0.744%	-1.838%	280,067	-5,245	2025-01-31
iShares Russell 2000 Growth ETF	0.644%	-0.474%	242,651	-1,156	2025-03-31
Vanguard Extended Market Index Investor	0.479%	11.519%	149,775	15,470	2023-08-31
Fidelity Extended Market Index	0.356%	-0.633%	134,216	-855	2025-02-28
Vanguard Russell 2000 ETF	0.352%	2.313%	132,689	3,000	2025-03-31
State St Russell Sm Cap® Indx SL Cl I	0.326%	0.000%	122,900	0	2025-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.273%	0.000%	102,865	0	2025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I	0.290%	0.000%	102,865	0	2025-03-31
Fidelity® Extended Market Index	0.315%	0.000%	98,752	0	2023-11-30
Bridgeway Ultra-Small Company Market	0.229%	0.000%	86,105	0	2024-12-31
NT R2000 Growth Index Fund - NL	0.200%	0.000%	70,891	0	2024-12-31
EAM Ultra Micro Cap	0.214%	-28.162%	69,740	-27,339	2024-05-31
Schwab Small Cap Index	0.184%	0.000%	69,228	0	2025-03-31
NT R2000 Index Fund - NL	0.177%	-1.264%	66,731	-854	2025-03-31
iShares Micro-Cap ETF	0.169%	0.000%	63,721	0	2025-03-31
Northern Trust Russell 2000 Growth Index	0.176%	6.124%	62,468	3,605	2024-12-31
NT R2000 Growth Index Fund - L	0.176%	6.124%	62,468	3,605	2024-12-31
LVIP JPMorgan Small Cap Core Standard	0.155%	-7.658%	58,435	-4,846	2024-12-31
JPMCB U.S. Small Company Equity CF	0.147%	-12.281%	55,390	-7,755	2024-12-31
iShares Russell 2000 Small-Cap Idx Instl	0.165%	0.000%	55,032	0	2024-09-30
NT R2000 Index Fund - DC - NL - 2	0.142%	-3.314%	53,309	-1,827	2025-03-31
Pleiades Small Cap Equity A	0.156%	9.403%	50,857	4,371	2024-03-31
VY® JPMorgan Small Cap Core Equity S	0.133%	-2.180%	49,936	-1,113	2025-02-28
Russell 2000 Index Non-Lendable Fund E	0.139%	-13.388%	46,223	-7,145	2024-09-30
The Vanguard Russell 2000 Growth Index	0.134%	0.000%	44,619	0	2024-08-31
US SMID CAP EQ INDEX	0.127%	0.199%	42,307	84	2024-09-30
BlackRock Extended Equity Market K	0.127%	-0.043%	42,276	-18	2024-09-30
BlackRock Russell 2500™ Index F	0.127%	0.000%	42,223	42,223	2024-06-30
Nuveen Small Cap Blend Idx R6	0.112%	0.000%	37,417	0	2024-07-31
Fidelity Total Market Index	0.105%	-0.148%	35,091	-52	2024-08-31
Fidelity® Total Market Index	0.104%	0.000%	32,638	0	2023-11-30
EQ/2000 Managed Volatility IB	0.097%	0.000%	32,192	0	2024-07-31
BlackRock Russell 2000® Index NL F	0.088%	0.000%	29,409	29,409	2024-06-30
Fidelity Series Total Market Index	0.078%	0.000%	26,120	0	2024-06-30
Vanguard Russell 2000 Growth ETF	0.076%	0.000%	25,420	25,420	2024-06-30
Avantis US Small Cap Equity ETF	0.066%	0.000%	21,907	0	2024-07-31
LVIP SSgA Small Cap Index Std	0.067%	0.000%	21,800	21,800	2024-06-30
Fidelity® Series Total Market Index	0.064%	0.000%	20,060	0	2023-11-30
Fidelity Nasdaq Composite Index	0.054%	0.000%	17,687	0	2024-05-31
Northern Trust Extended Eq Market Idx	0.050%	0.000%	16,413	0	2024-03-31
NT Ext Equity Mkt Idx Fd - L	0.050%	0.000%	16,413	0	2024-03-31
Fidelity® NASDAQ Composite Index®	0.051%	0.000%	16,037	0	2023-10-31
NT Ext Equity Mkt Idx Fd - NL	0.047%	0.000%	15,319	0	2024-03-31
Dimensional US Small Cap ETF	0.046%	0.000%	14,849	0	2024-06-28
Vanguard Instl Ttl Stck Mkt Idx Tr	0.041%	-46.729%	13,486	-11,830	2024-03-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls	0.041%	0.000%	13,486	0	2024-05-31
iShares Nasdaq US Biotech ETF USD Acc	0.042%	4.359%	13,071	546	2022-11-30
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.038%	0.057%	12,310	7	2024-03-31
Schwab Total Stock Market Index	0.036%	0.000%	12,000	0	2024-03-31
Vanguard Balanced Index Inv	0.037%	-53.537%	11,848	-13,652	2024-02-29
Spartan Total Market Index Pool E	0.037%	0.000%	11,657	0	2024-01-31
Spartan Extended Market Index Pool E	0.024%	136.369%	7,474	4,312	2023-12-31
Vanguard U.S. Eq Idx £ Acc	0.021%	0.000%	6,600	0	2024-01-31
DFA US Small Cap I	0.016%	0.000%	4,942	0	2023-06-30
1290 VT Micro Cap K	0.014%	0.000%	4,331	0	2023-11-30
Utah Focus Fund Institutional	0.010%	0.000%	3,000	0	2023-11-30
Dimensional Global Trgtd Value USD Acc	0.008%	0.000%	2,491	2,491	2023-03-31
ProShares Ultra Nasdaq Biotechnology	0.008%	8.134%	2,486	187	2022-07-31
SSgA U.S. Extended Market Index Class I	0.006%	0.000%	2,000	0	2022-12-31
State St US Extended Mkt Indx NL Cl C	0.006%	0.000%	2,000	0	2023-03-31
BlackRock Small Cap Index V.I. I	0.003%	0.000%	1,035	0	2022-03-31
GF NASDAQ Bio-Tech Idx QDII RMB A	0.003%	157.705%	786	481	2022-06-30
SSgA U.S. Total Market Index Strategy	0.002%	1.939%	631	12	2022-12-31