Smart Money · Holder IQ
52.3 / 100
Below median holder quality (percentile 43.7 this quarter).
SERV
Serve Robotics Inc. Common StockNASDAQ
$2.91-8.21%
Close Nov 12, 2026
Reading stored signals…
Industrials • Integrated Freight & Logistics
Factor tilt: Micro-Cap Value
People-network credibilityUncalibrated
No reporting owner has a RED or GREEN connection distinguishable from zero in this publication.
Show all 10 reporting owners
- Euan AbrahamChief Hardware & Mftg Offcr — as filedRED 0 · GREEN 0 · Net 0
- Anthony ArmentaChief Software & Data Officer — as filedRED 0 · GREEN 0 · Net 0
- Evan DunnGeneral Counsel — as filedRED 0 · GREEN 0 · Net 0
- David Michael GoldbergDirector — as filedRED 0 · GREEN 0 · Net 0
- Ali KashaniChief Executive Officer · Director — as filedRED 0 · GREEN 0 · Net 0
- Andreas LieberDirector — as filedRED 0 · GREEN 0 · Net 0
- Touraj ParangPresident & COO · Director — as filedRED 0 · GREEN 0 · Net 0
- Brian ReadChief Financial Officer — as filedRED 0 · GREEN 0 · Net 0
- Lily SarafanDirector — as filedRED 0 · GREEN 0 · Net 0
- Olivier VincentDirector — as filedRED 0 · GREEN 0 · Net 0
How this is measured
A connection is distinguishable from zero here only when its RED or GREEN published interval has a lower bound above zero. A person with an admitted finding is always listed first, even with a zero score. Connections are then ordered by the larger of RED and GREEN. A zero tied with other owners is not given a percentile.
RED measures graph connections to people with admitted adjudications; GREEN measures connections to repeat value creators and stewards of qualifying compounders and long-term shareholder-return leaders. Net is GREEN minus RED on a −1 to 1 scale, not a probability or expected return. Connections alone do not establish conduct. These measures are separate from insider trading performance and Company Quality Grade.
The publication is uncalibrated. Its intervals are published bands, not a claim of calibrated confidence or a tested forecast.
Admitted findings are published guilty pleas, convictions and litigated SEC judgments or orders. Settlements and open cases are not findings. A positive net does not erase an admitted finding. Absence of a finding is not a clearance or a complete regulatory-history search.
Reporting owners who filed from after Oct 9, 2025 through Oct 9, 2026: a 12-month window ending at the publication date. This can include former officers and directors; it is not a verified roster of today's employees.
Link an account to see your stake, watchlist and past holdings. use the cited filings to check the reported role and evidence alongside your investment thesis. A connection alone does not tell you to increase or reduce a holding.
Medians across all 10 scored reporting owners at this company as of Oct 9, 2026: RED 0, GREEN 0, net 0. Highest RED: 0; highest GREEN: 0.
- Issuer CIK
- 0001832483
- Publication as of
- Oct 9, 2026; known by Oct 9, 2026
- Retrieved
- Nov 13, 2026; a new publication can take up to six hours to appear here
- RED source refresh state
- fresh within 8d
- Method
- epg.signed_credibility.raw-uncalibrated.v1
- Population identity
- sha256:733e7e30f755f296f1d478ccb2c8674cb0adf04ebbe89319e08bc8255dddb9c5
- Graph identity
- c6521b138848011b775d9a6dfb7ac59989b2082fdc729ef4f41456a4e2037f60
- Source
- SEC Forms 3, 4 and 5 for roles; the Midas Edge API's active immutable people-network publication for credibility and admitted findings. GREEN seed evidence can include vendor price histories. No portfolio or account data is sent to this product.
Euan Abraham · SEC CIK 0001983554
Read the Form 4 filed Mar 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 72e29cfc0b2023f04c5d7d44ae30e1173e1b6738d8192afe227a2fb4dcce1fdd
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Anthony Armenta · SEC CIK 0002044520
Read the Form 4 filed Mar 16, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 162744e6b767d277833f8bb261f52cf542f29f6157032dbe49e28998b608605b
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Evan Dunn · SEC CIK 0002040436
Read the Form 4 filed Mar 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 886822621a3ea34a4b524a9559cb3d2205b4acc0fae516b3f5723a58c7dfc05f
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
David Michael Goldberg · SEC CIK 0002031782
Read the Form 4 filed Jun 18, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 469cb948c64b3cb34c7e376e6efa6a10b3198399f35403c7e1c201b9c9854c62
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Ali Kashani · SEC CIK 0001983489
Read the Form 4 filed Oct 6, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 786fcd97383ab832b85825adb50a7c49268e9747e4031a46e07d0a9fadfd9aa5
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Andreas Lieber · SEC CIK 0002141890
Read the Form 4 filed Jun 25, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 4a6e70e75c1e12e839330b262b5c9fde9a942b03f16c897e05c350bf6e0a79b1
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Touraj Parang · SEC CIK 0001983441
Read the Form 4 filed Oct 6, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: a8e1a5b42906e4c5fb77b047be7a5cfc1a23937e73cfdf76a8557c6347e1b00b
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Brian Read · SEC CIK 0002021854
Read the Form 4 filed Oct 6, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: ee076c64e36a7ad078a59e8813af1160a2ddd480b884e045b53447b7de0a3dc3
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Lily Sarafan · SEC CIK 0001736341
Read the Form 4 filed Jun 18, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: dbf37801bda8d414fc558be545c16cd1d098a0ef2baa88cb7d5242f698cc033a
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Olivier Vincent · SEC CIK 0001983424
Read the Form 4 filed Jun 18, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: a70ecf03ae06ad044522d088b6880f6ec5fab014113e0601854e96736d248d43
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
- Market cap
- $252.54M
- 1 month
- -15.6%
- 3 months
- -41.8%
- 1 year
- -71.9%
- 52-week range
- $2.32$15.41
More market facts
- Dividend
- No dividends on record
- Short interest
- 38.5% of float31.8M shares · settled Oct 30, 2026 · +2.0% since Oct 15, 2026 · FINRA
Fundamentals · trailing 12 months to Sep 30, 2026
- Revenue
- $9.94M
- Net income
- -$206.63M
- Free cash flow
- -$177.4M
- Book value
- $305.24M
- Total debt
- $9.47M
- P/E
- —
- Price / sales
- 25.4×
- Price / book
- 0.8×
- FCF yield
- -70.2%
- Net margin
- -2,079.0%
Trailing twelve-month statements · as of Nov 12, 2026
End-of-day close from stored market data, not a live quote.
About Serve Robotics Inc. Common Stock
Serve Robotics Inc. designs, develops, and operates low-emission robots that serve people in public and commercial spaces for food delivery activity in the United States. It builds self-driving delivery robots. Serve Robotics Inc. was founded in 2017 and is based in San Carlos, California.
- Website
- serverobotics.com
- Headquarters
- San Carlos, CA, United States
- Employees
- 370
- Listed
- Mar 7, 2024
- Fiscal year ends
- December
Company profile stored Nov 11, 2026.
Quarterly results
The last 8 fiscal quarters from the latest stored normalized financial statements. These may include restatements. Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Sep 2026filed Nov 5, 2026 | $2.8M | +312.9% | -266.5% | -$61.2M | -$59.2M |
| Jun 2026filed Aug 6, 2026 | $3.2M | +404.4% | -271.1% | -$66.1M | -$64.1M |
| Mar 2026filed May 7, 2026 | $3.0M | +577.5% | -301.6% | -$51.8M | -$49.0M |
| Dec 2025filed Mar 12, 2026 | $882.0K | +401.6% | -756.8% | -$40.3M | -$34.3M |
| Sep 2025filed Nov 14, 2025 | $686.5K | +209.9% | -637.9% | -$34.8M | -$33.0M |
| Jun 2025filed Aug 8, 2025 | $642.0K | +37.1% | -445.3% | -$22.6M | -$20.9M |
| Mar 2025filed May 8, 2025 | $440.5K | -53.5% | -333.4% | -$15.0M | -$13.2M |
| Dec 2024filed Mar 6, 2025 | $175.8K | +311.6% | -373.1% | -$13.6M | -$13.1M |
Balance sheet · cash, debt and near-term obligations
What resources sit beside the obligations? These are balances at each fiscal quarter end, not cash earned during the quarter. Amounts are in USD, the reporting currency.
As of
- Reported cash
- $50.8M
- Reported total debt
- $9.5M
- Current assets
- $208.0M
- Current liabilities
- $19.2M
Vendor filing date:
As of
- Reported cash
- $79.1M
- Reported total debt
- $9.7M
- Current assets
- $247.3M
- Current liabilities
- $19.3M
Vendor filing date:
As of
- Reported cash
- $47.1M
- Reported total debt
- $4.8M
- Current assets
- $201.1M
- Current liabilities
- $19.7M
Vendor filing date:
As of
- Reported cash
- $106.2M
- Reported total debt
- $5.3M
- Current assets
- $241.1M
- Current liabilities
- $13.3M
Vendor filing date:
Link an account to see your stake, watchlist and past holdings. Compare cash and debt across dates when reviewing its reliance on financing. Current assets can include receivables and inventory; current liabilities include bills as well as borrowings. They are not all spendable cash or all debt. These figures alone do not establish the ability to repay.
Source: the latest stored normalized balance sheets, matched to the same security and fiscal end as these income periods. They may include restatements and are not an originally-filed or knowledge-time history. No net debt, coverage ratio or replacement balance is calculated. Read the SEC guide to financial statements for the distinction between balances and cash flows.
Short-interest history
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Share of float
Adjusted close · USD
Settlement records · 61 observations
Settlement Oct 30, 2026
31,830,184 shares short
+613,058 shares (+2%) vs Oct 15, 2026
38.5% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
31,217,126 shares short
+1,355,799 shares (+4.5%) vs Sep 30, 2026
37.7% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
29,861,327 shares short
-2,221,984 shares (-6.9%) vs Sep 15, 2026
36.1% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
32,083,311 shares short
+1,429,275 shares (+4.7%) vs Aug 31, 2026
45.4% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
30,654,036 shares short
+3,487,780 shares (+12.8%) vs Aug 14, 2026
43.3% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
27,166,256 shares short
+687,791 shares (+2.6%) vs Jul 31, 2026
38.4% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
26,478,465 shares short
+2,176,645 shares (+9%) vs Jul 15, 2026
37.4% of the stored float. Published Aug 11, 2026.
Settlement Jul 15, 2026
24,301,820 shares short
+2,050,397 shares (+9.2%) vs Jun 30, 2026
34.4% of the stored float. Published Jul 24, 2026.
Settlement Jun 30, 2026
22,251,423 shares short
-127,777 shares (-0.6%) vs Jun 15, 2026
31.5% of the stored float. Published Jul 10, 2026.
Settlement Jun 15, 2026
22,379,200 shares short
+1,169,826 shares (+5.5%) vs May 29, 2026
31.6% of the stored float. Published Jun 25, 2026.
Settlement May 29, 2026
21,209,374 shares short
-211,703 shares (-1%) vs May 15, 2026
30% of the stored float. Published Jun 9, 2026.
Settlement May 15, 2026
21,421,077 shares short
+26,437 shares (+0.1%) vs Apr 30, 2026
30.3% of the stored float. Published May 27, 2026.
Settlement Apr 30, 2026
21,394,640 shares short
+190,385 shares (+0.9%) vs Apr 15, 2026
30.2% of the stored float. Published May 11, 2026.
Settlement Apr 15, 2026
21,204,255 shares short
+1,162,201 shares (+5.8%) vs Mar 31, 2026
30% of the stored float. Published Apr 24, 2026.
Settlement Mar 31, 2026
20,042,054 shares short
+1,068,620 shares (+5.6%) vs Mar 13, 2026
28.3% of the stored float. Published Apr 10, 2026.
Settlement Mar 13, 2026
18,973,434 shares short
+1,415,584 shares (+8.1%) vs Feb 27, 2026
26.8% of the stored float. Published Mar 24, 2026.
Settlement Feb 27, 2026
17,557,850 shares short
-322,153 shares (-1.8%) vs Feb 13, 2026
24.8% of the stored float. Published Mar 10, 2026.
Settlement Feb 13, 2026
17,880,003 shares short
+798,278 shares (+4.7%) vs Jan 30, 2026
25.3% of the stored float. Published Feb 25, 2026.
Settlement Jan 30, 2026
17,081,725 shares short
+1,430,273 shares (+9.1%) vs Jan 15, 2026
24.1% of the stored float. Published Feb 10, 2026.
Settlement Jan 15, 2026
15,651,452 shares short
+371,019 shares (+2.4%) vs Dec 31, 2025
22.1% of the stored float. Published Jan 27, 2026.
Settlement Dec 31, 2025
15,280,433 shares short
+1,641,413 shares (+12%) vs Dec 15, 2025
21.6% of the stored float. Published Jan 12, 2026.
Settlement Dec 15, 2025
13,639,020 shares short
-993,418 shares (-6.8%) vs Nov 28, 2025
19.3% of the stored float. Published Dec 24, 2025.
Settlement Nov 28, 2025
14,632,438 shares short
+1,058,390 shares (+7.8%) vs Nov 14, 2025
20.7% of the stored float. Published Dec 9, 2025.
Settlement Nov 14, 2025
13,574,048 shares short
+1,055,610 shares (+8.4%) vs Oct 31, 2025
19.2% of the stored float. Published Nov 25, 2025.
Settlement Oct 31, 2025
12,518,438 shares short
+513,086 shares (+4.3%) vs Oct 15, 2025
17.7% of the stored float. Published Nov 11, 2025.
Settlement Oct 15, 2025
12,005,352 shares short
-2,147,572 shares (-15.2%) vs Sep 30, 2025
17% of the stored float. Published Oct 24, 2025.
Settlement Sep 30, 2025
14,152,924 shares short
+2,495,215 shares (+21.4%) vs Sep 15, 2025
20% of the stored float. Published Oct 9, 2025.
Settlement Sep 15, 2025
11,657,709 shares short
-95,197 shares (-0.8%) vs Aug 29, 2025
16.5% of the stored float. Published Sep 24, 2025.
Settlement Aug 29, 2025
11,752,906 shares short
+316,084 shares (+2.8%) vs Aug 15, 2025
16.6% of the stored float. Published Sep 10, 2025.
Settlement Aug 15, 2025
11,436,822 shares short
+675,354 shares (+6.3%) vs Jul 31, 2025
16.2% of the stored float. Published Aug 26, 2025.
Settlement Jul 31, 2025
10,761,468 shares short
+498,340 shares (+4.9%) vs Jul 15, 2025
15.2% of the stored float. Published Aug 11, 2025.
Settlement Jul 15, 2025
10,263,128 shares short
+901,524 shares (+9.6%) vs Jun 30, 2025
14.5% of the stored float. Published Jul 24, 2025.
Settlement Jun 30, 2025
9,361,604 shares short
+1,276,811 shares (+15.8%) vs Jun 13, 2025
13.2% of the stored float. Published Jul 10, 2025.
Settlement Jun 13, 2025
8,084,793 shares short
-825,535 shares (-9.3%) vs May 30, 2025
11.4% of the stored float. Published Jun 25, 2025.
Settlement May 30, 2025
8,910,328 shares short
+457,183 shares (+5.4%) vs May 15, 2025
12.6% of the stored float. Published Jun 10, 2025.
Settlement May 15, 2025
8,453,145 shares short
-762,549 shares (-8.3%) vs Apr 30, 2025
11.9% of the stored float. Published May 27, 2025.
Settlement Apr 30, 2025
9,215,694 shares short
+1,670,004 shares (+22.1%) vs Apr 15, 2025
13% of the stored float. Published May 9, 2025.
Settlement Apr 15, 2025
7,545,690 shares short
-560,613 shares (-6.9%) vs Mar 31, 2025
10.7% of the stored float. Published Apr 25, 2025.
Settlement Mar 31, 2025
8,106,303 shares short
+1,501,225 shares (+22.7%) vs Mar 14, 2025
11.5% of the stored float. Published Apr 9, 2025.
Settlement Mar 14, 2025
6,605,078 shares short
-87,311 shares (-1.3%) vs Feb 28, 2025
9.3% of the stored float. Published Mar 25, 2025.
Settlement Feb 28, 2025
6,692,389 shares short
+797,670 shares (+13.5%) vs Feb 14, 2025
9.5% of the stored float. Published Mar 11, 2025.
Settlement Feb 14, 2025
5,894,719 shares short
+838,427 shares (+16.6%) vs Jan 31, 2025
8.3% of the stored float. Published Feb 26, 2025.
Settlement Jan 31, 2025
5,056,292 shares short
-1,439,650 shares (-22.2%) vs Jan 15, 2025
7.1% of the stored float. Published Feb 11, 2025.
Settlement Jan 15, 2025
6,495,942 shares short
+2,699,251 shares (+71.1%) vs Dec 31, 2024
9.2% of the stored float. Published Jan 27, 2025.
Settlement Dec 31, 2024
3,796,691 shares short
+1,307,094 shares (+52.5%) vs Dec 13, 2024
5.4% of the stored float. Published Jan 10, 2025.
Settlement Dec 13, 2024
2,489,597 shares short
-1,466,880 shares (-37.1%) vs Nov 29, 2024
3.5% of the stored float. Published Dec 24, 2024.
Settlement Nov 29, 2024
3,956,477 shares short
+263,269 shares (+7.1%) vs Nov 15, 2024
5.6% of the stored float. Published Dec 10, 2024.
Settlement Nov 15, 2024
3,693,208 shares short
+514,946 shares (+16.2%) vs Oct 31, 2024
5.2% of the stored float. Published Nov 26, 2024.
Settlement Oct 31, 2024
3,178,262 shares short
-1,993,071 shares (-38.5%) vs Oct 15, 2024
4.5% of the stored float. Published Nov 11, 2024.
Settlement Oct 15, 2024
5,171,333 shares short
+537,415 shares (+11.6%) vs Sep 30, 2024
7.3% of the stored float. Published Oct 24, 2024.
Settlement Sep 30, 2024
4,633,918 shares short
+750,859 shares (+19.3%) vs Sep 13, 2024
6.6% of the stored float. Published Oct 9, 2024.
Settlement Sep 13, 2024
3,883,059 shares short
+46,622 shares (+1.2%) vs Aug 30, 2024
5.5% of the stored float. Published Sep 24, 2024.
Settlement Aug 30, 2024
3,836,437 shares short
-399,096 shares (-9.4%) vs Aug 15, 2024
5.4% of the stored float. Published Sep 11, 2024.
Settlement Aug 15, 2024
4,235,533 shares short
-50,552 shares (-1.2%) vs Jul 31, 2024
6% of the stored float. Published Aug 26, 2024.
Settlement Jul 31, 2024
4,286,085 shares short
+2,604,838 shares (+154.9%) vs Jul 15, 2024
6.1% of the stored float. Published Aug 9, 2024.
Settlement Jul 15, 2024
1,681,247 shares short
+390,462 shares (+30.2%) vs Jun 28, 2024
2.4% of the stored float. Published Jul 24, 2024.
Settlement Jun 28, 2024
1,290,785 shares short
+324,567 shares (+33.6%) vs Jun 14, 2024
1.8% of the stored float. Published Jul 10, 2024.
Settlement Jun 14, 2024
966,218 shares short
+288,032 shares (+42.5%) vs May 31, 2024
1.4% of the stored float. Published Jun 26, 2024.
Settlement May 31, 2024
678,186 shares short
+404,450 shares (+147.8%) vs May 15, 2024
1% of the stored float. Published Jun 11, 2024.
Settlement May 15, 2024
273,736 shares short
+148,130 shares (+117.9%) vs Apr 30, 2024
0.4% of the stored float. Published May 24, 2024.
Settlement Apr 30, 2024
125,606 shares short
0.2% of the stored float. Published May 9, 2024.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
Through Nov 13, 2026
Recorded amounts and dates, not confirmation of cash received.
View all 1 split
| Ex-date | Event | Recorded detail |
|---|---|---|
| Oct 1, 2018 | Forward split | 1493 for 1000Each 1000 pre-split shares become 1493 post-split shares. |
Cash bars retain the event's recorded currency and share basis. The yield line divides recorded cash in the preceding 365 days, adjusted for intervening splits, by a verified raw close in the same currency. Special dividends are included. Future ex-dates are excluded from yield. A split changes share count, not investment value. For long shares, past entitlement depends on when you held them; short shares can create a dividend payment obligation.
Source: recorded cash-dividend and split events.
Portfolio context
Link an account to see your stake, watchlist and past holdings.
We’ll show you if SERV is in your portfolio and how much it contributes.
Sign inMarket context
Smart money context
Holder IQ: MEDIUM
25 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Oct 29, 2026
Insider context
Sentiment: bearish
Last trade: sell 86 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 3
Largest 13-F holders · Q2 2026
196 filers reported a long position in SERV for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
63%
of the 32.5M shares 13-F filers reported
Moves vs Q1 2026
9 added1 trimmed
Net shares held
+24.4%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $39.7M · 6M shares | 6M | +24.5% |
| 2 | Vanguard Capital Management LLC | $19.3M · 2.9M shares | 2.9M | +5.8% |
| 3 | State Street Corp | $16.2M · 2.5M shares | 2.5M | +90.7% |
| 4 | Geode Capital Management, LLC | $11.6M · 1.8M shares | 1.8M | +13.5% |
| 5 | Susquehanna International Group, LLP | $10.1M · 1.5M shares | 1.5M | +84.6% |
| 6 | Exchange Traded Concepts, LLC | $10M · 1.5M shares | 1.5M | -4.7% |
| 7 | Legal & General Group Plc | $8.4M · 1.4M shares | 1.4M | +23.8% |
| 8 | First Trust Advisors LP | $7.7M · 1.2M shares | 1.2M | +21.8% |
| 9 | Morgan Stanley | $5.6M · 857.3K shares | 857.3K | +24.8% |
| 10 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $5.3M · 815.9K shares | 815.9K | +1.9% |
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Sign in5% holder filings (13D / 13G)
Holders of more than 5% of SERV file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Jul 30, 2026 | BlackRock, Inc.13G · passive · amended | 7.7% |
| Jun 8, 2026 | Davidson Kempner Capital Management LP13G · passive | 3.62%under 5% |
Moves the factor model did not explain
How much of SERV’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
- Market
- -0.41%
- Style leanings
- -1.92%
- Unexplained residual
- -14.44%
- Stock move
- -16.76%
Window contributions are percentage points of starting stock value. The market bar is the fitted common intercept, not an index return. Market + styles + residual = stock move; opposite signs can offset. Source: daily_returns, dated security_factor_exposures × barra_factor_returns, and stored security_specific_returns; 2026-10-15–2026-11-12, model v1.2.0. Returns are dimensionless on the USD listing; no currency conversion.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Dated model observations (20)
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-13T15:27:47.458Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| -7.45% | -1.05% | -6.52% | +0.13% | |
| -4.64% | +0.36% | +2.63% | -7.63% | |
| -0.97% | +0.43% | +1.96% | -3.36% | |
| +0.33% | +0.49% | +2.38% | -2.55% | |
| -5.88% | -1.09% | -7.96% | +3.17% | |
| -3.47% | -0.46% | +2.99% | -6.00% | |
| -5.04% | +0.50% | +1.21% | -6.75% | |
| +11.36% | +0.68% | +6.25% | +4.43% | |
| +2.72% | +0.37% | +3.87% | -1.51% | |
| -5.96% | -0.46% | +0.68% | -6.19% | |
| -8.45% | -1.77% | -11.38% | +4.70% | |
| -3.46% | -0.24% | -5.08% | +1.85% | |
| +3.98% | +0.35% | +2.24% | +1.40% | |
| +1.53% | +1.75% | -10.21% | +9.99% | |
| -12.45% | -3.95% | -13.01% | +4.51% | |
| +38.79% | +0.71% | +9.92% | +28.16% | |
| +5.28% | +2.42% | +8.81% | -5.95% | |
| -8.26% | -0.29% | +2.94% | -10.91% | |
| +1.77% | +1.19% | +6.34% | -5.76% | |
| -8.21% | -0.45% | -1.04% | -6.73% |
How this split is calculated
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
What insiders reported owning
Reading dated filing evidence…
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