SERA — SERA PROGNOSTICS INC
Reported value held$6.28M
Funds holding (latest)28
SectorHealth Care
Funds holding (Q2 2026)12
Institutional value$1.69M · 929.06K sh
New / Add / Cut / Exit1 / 2 / 8 / 1
Top-5 / Top-10 concentration83.3% / 99.7%
Institutional holdings change
Reducing -25.8%
(-322.32K sh)
Institutional value change
Down -33.4%
As of Q2 2026, 12 SEC-registered investment managers reported holding SERA (SERA PROGNOSTICS INC) in their latest 13F filings, with a combined reported value of $1.69M across 929.06K shares. That is -25.8% by share count (-322.32K shares) versus the previous quarter, while reported value moved -33.4%. Ownership is concentrated: the five largest holders account for 83.3% of reported value and the top ten for 99.7%.
Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 8 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SERA is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 348.97K | $635.47K | 0.00% | Reduce |
| BlackRock Inc history | 221.37K | $402.89K | 0.00% | Add |
| Millennium Management history | 73.99K | $134.66K | 0.00% | Reduce |
| Northern Trust Corp history | 68.59K | $124.84K | 0.00% | Reduce |
| BNY Mellon history | 60.93K | $110.89K | 0.00% | Hold |
| Morgan Stanley history | 50.97K | $92.77K | 0.00% | Reduce |
| Citadel Advisors history | 41.41K | $75.37K | 0.00% | Reduce |
| Goldman Sachs Group history | 32.54K | $59.23K | 0.00% | Add |
| Two Sigma Investments history | 16.22K | $29.52K | 0.00% | Reduce |
| UBS Group AG history | 11.31K | $20.58K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.54K | $4.62K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 222 | $402 | 0.00% | New |
Q1 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 363.62K | $738.51K | 0.00% | Add |
| Citadel Advisors history | 263.71K | $535.33K | 0.00% | Reduce |
| BlackRock Inc history | 196.10K | $398.09K | 0.00% | Add |
| Morgan Stanley history | 105.02K | $213.18K | 0.00% | Add |
| Northern Trust Corp history | 96.53K | $195.97K | 0.00% | Hold |
| Millennium Management history | 91.50K | $185.75K | 0.00% | Reduce |
| BNY Mellon history | 60.93K | $123.68K | 0.00% | Reduce |
| Two Sigma Investments history | 21.96K | $44.59K | 0.00% | Hold |
| Goldman Sachs Group history | 18.47K | $37.50K | 0.00% | Reduce |
| UBS Group AG history | 14.87K | $30.18K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 12.09K | $24.53K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 6.57K | $13.34K | 0.00% | Reduce |
Q4 2025 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.24M | $3.66M | 0.00% | Add |
| Citadel Advisors history | 707.61K | $2.09M | 0.00% | Add |
| Geode Capital Management history | 334.64K | $987.47K | 0.00% | Add |
| BlackRock Inc history | 186.75K | $550.91K | 0.00% | Add |
| Millennium Management history | 113.18K | $333.88K | 0.00% | Reduce |
| Northern Trust Corp history | 96.53K | $284.78K | 0.00% | Add |
| Morgan Stanley history | 80.97K | $238.86K | 0.00% | Reduce |
| BNY Mellon history | 75.27K | $222.04K | 0.00% | Hold |
| Goldman Sachs Group history | 28.60K | $84.37K | 0.00% | Reduce |
| UBS Group AG history | 25.20K | $74.33K | 0.00% | Add |
| Two Sigma Investments history | 21.96K | $64.79K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 14.85K | $43.79K | 0.00% | Hold |
| Charles Schwab Investment Management history | 12.09K | $35.65K | 0.00% | Hold |
| Point72 Asset Management history | 11.40K | $33.64K | 0.00% | New |
| Deutsche Bank AG history | 8.73K | $25.75K | 0.00% | Hold |
| Bank of America Corp history | 4.67K | $13.78K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 222 | $655 | 0.00% | Hold |
| Citigroup Inc history | 200 | $590 | 0.00% | Add |
Q3 2025 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.22M | $3.72M | 0.00% | Add |
| Citadel Advisors history | 653.75K | $2.00M | 0.00% | Add |
| Geode Capital Management history | 331.12K | $1.01M | 0.00% | Add |
| BlackRock Inc history | 178.98K | $547.67K | 0.00% | Add |
| Millennium Management history | 127.29K | $389.50K | 0.00% | Reduce |
| Northern Trust Corp history | 88.48K | $270.76K | 0.00% | Reduce |
| Morgan Stanley history | 84.01K | $257.08K | 0.00% | Reduce |
| BNY Mellon history | 75.27K | $230.32K | 0.00% | Reduce |
| Goldman Sachs Group history | 54.84K | $167.81K | 0.00% | Add |
| Two Sigma Investments history | 31.74K | $97.11K | 0.00% | New |
| UBS Group AG history | 24.52K | $75.04K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 14.85K | $45.43K | 0.00% | Hold |
| Charles Schwab Investment Management history | 12.09K | $37.00K | 0.00% | Hold |
| Deutsche Bank AG history | 8.73K | $26.71K | 0.00% | Hold |
| Bank of America Corp history | 5.44K | $16.66K | 0.00% | Add |
| JPMorgan Chase & Co history | 222 | $679 | 0.00% | Add |
| Citigroup Inc history | 5 | $15 | 0.00% | Hold |
Q2 2025 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.16M | $3.22M | 0.00% | Reduce |
| Citadel Advisors history | 641.31K | $1.78M | 0.00% | Add |
| Geode Capital Management history | 302.41K | $837.94K | 0.00% | Reduce |
| Millennium Management history | 184.56K | $511.24K | 0.00% | Add |
| BlackRock Inc history | 145.28K | $402.42K | 0.00% | Reduce |
| Northern Trust Corp history | 91.64K | $253.83K | 0.00% | Reduce |
| Morgan Stanley history | 91.38K | $253.13K | 0.00% | Add |
| BNY Mellon history | 76.76K | $212.62K | 0.00% | Reduce |
| Goldman Sachs Group history | 45.91K | $127.18K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 14.85K | $41.12K | 0.00% | Add |
| Charles Schwab Investment Management history | 12.09K | $33.49K | 0.00% | Reduce |
| Deutsche Bank AG history | 8.73K | $24.18K | 0.00% | Reduce |
| Bank of America Corp history | 3.87K | $10.71K | 0.00% | Reduce |
| UBS Group AG history | 1.02K | $2.84K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 146 | $404 | 0.00% | Reduce |
| Citigroup Inc history | 5 | $14 | 0.00% | Reduce |
Q1 2025 — 21 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.54M | $5.66M | 0.00% | Reduce |
| Vanguard Group history | 1.28M | $4.69M | 0.00% | Add |
| JPMorgan Chase & Co history | 719.22K | $2.65M | 0.00% | Reduce |
| Geode Capital Management history | 634.25K | $2.33M | 0.00% | Add |
| Citadel Advisors history | 628.51K | $2.31M | 0.00% | Add |
| Northern Trust Corp history | 264.94K | $974.99K | 0.00% | Reduce |
| BNY Mellon history | 135.58K | $498.94K | 0.00% | Add |
| UBS Group AG history | 86.78K | $319.37K | 0.00% | Add |
| Morgan Stanley history | 82.33K | $302.96K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 81.23K | $298.93K | 0.00% | Hold |
| Goldman Sachs Group history | 63.03K | $231.94K | 0.00% | Reduce |
| Deutsche Bank AG history | 34.03K | $125.22K | 0.00% | Reduce |
| Millennium Management history | 21.55K | $79.30K | 0.00% | Reduce |
| Citigroup Inc history | 20.34K | $74.86K | 0.00% | Reduce |
| Bank of America Corp history | 18.38K | $67.62K | 0.00% | Reduce |
| Wells Fargo & Co history | 13.66K | $50.26K | 0.00% | Add |
| Invesco Ltd history | 13.12K | $48.30K | 0.00% | Reduce |
| Manulife Financial history | 10.80K | $39.74K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 5.30K | $19.50K | 0.00% | Add |
| Legal & General Investment Management America history | 2.95K | $10.85K | 0.00% | Hold |
| T. Rowe Price Associates history | 11.33K | $42 | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 222 sh · $402
Fully Exited (vs previous quarter)
- Charles Schwab Investment Management sold 12.09K sh · $24.53K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Geode Capital Management | 348.97K | 363.62K | 334.64K | 331.12K | 302.41K | 634.25K | 599.70K | 586.84K | 538.87K | 207.78K | 202.59K | 178.29K | 145.49K | 145.49K | 123.57K | 123.85K | 29.02K | 91.23K | 61.23K | 51.97K |
| BlackRock Inc | 221.37K | 196.10K | 186.75K | 178.98K | 145.28K | 1.54M | 1.56M | 1.54M | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | 73.99K | 91.50K | 113.18K | 127.29K | 184.56K | 21.55K | 70.75K | — | 64.91K | 289.46K | — | — | — | — | 16.93K | 28.92K | 72.21K | 22.17K | 95.75K | 162.25K |
| Northern Trust Corp | 68.59K | 96.53K | 96.53K | 88.48K | 91.64K | 264.94K | 272.86K | 244.00K | 49.30K | 33.01K | 32.84K | 27.19K | 27.19K | 27.19K | 15.83K | 15.83K | — | 56.51K | 36.56K | 40.65K |
| BNY Mellon | 60.93K | 60.93K | 75.27K | 75.27K | 76.76K | 135.58K | 130.91K | 130.66K | 150.71K | 75.27K | 86.66K | 13.00K | 13.00K | 13.00K | — | — | — | 11.66K | 11.66K | — |
| Morgan Stanley | 50.97K | 105.02K | 80.97K | 84.01K | 91.38K | 82.33K | 181.47K | 224.64K | 249.10K | 156.04K | 26.79K | 4.02K | 3.77K | 5.58K | 3.19K | 10.25K | 9.56K | 9.29K | 6.30K | 255 |
| Citadel Advisors | 41.41K | 263.71K | 707.61K | 653.75K | 641.31K | 628.51K | 29.36K | — | 109.56K | — | — | — | 12.09K | 20.60K | — | 12.56K | — | — | 21.87K | 56.96K |
| Goldman Sachs Group | 32.54K | 18.47K | 28.60K | 54.84K | 45.91K | 63.03K | 141.01K | 41.41K | 43.86K | 147.38K | — | — | — | — | — | — | 10.12K | 10.82K | — | — |
| Two Sigma Investments | 16.22K | 21.96K | 21.96K | 31.74K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 11.31K | 14.87K | 25.20K | 24.52K | 1.02K | 86.78K | 67.05K | 42.17K | 24.35K | 20.66K | 16.24K | 21.00K | 23.33K | 24.51K | — | 9.80K | 2.71K | 2.15K | 2.84K | — |
| Fidelity Management & Research (FMR) | 2.54K | 6.57K | 14.85K | 14.85K | 14.85K | 5.30K | 1.98K | 1.54K | — | — | — | — | — | — | — | 1.55K | 1.55K | 118 | — | — |
| JPMorgan Chase & Co | 222 | — | 222 | 222 | 146 | 719.22K | 775.87K | 884.87K | 11.87K | 58.79K | 55.79K | 959 | 959 | 959 | 959 | 2.16K | 1.45K | 368.11K | 417.32K | 143.51K |
| Point72 Asset Management | — | — | 11.40K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Deutsche Bank AG | — | — | 8.73K | 8.73K | 8.73K | 34.03K | 35.36K | 730 | 730 | — | — | — | — | — | — | — | — | 2.55K | 2.87K | 2.72K |
| Bank of America Corp | — | — | 4.67K | 5.44K | 3.87K | 18.38K | 27.88K | 20.07K | 33.13K | 6.52K | 12.34K | — | — | — | 48 | 379 | 558 | 5.46K | 3.60K | 414 |
| Citigroup Inc | — | — | 200 | 5 | 5 | 20.34K | 22.62K | 19.93K | 6.00K | 19.54K | 69.35K | — | — | — | 91 | 432 | 593 | 1.09K | 1.99K | 543 |
| Charles Schwab Investment Management | — | 12.09K | 12.09K | 12.09K | 12.09K | 81.23K | 81.23K | 77.11K | 77.11K | 12.00K | 12.00K | 12.00K | 12.00K | 12.00K | — | — | — | 17.74K | — | — |
| Vanguard Group | — | — | 1.24M | 1.22M | 1.16M | 1.28M | 1.25M | 1.20M | 1.11M | 896.16K | 909.50K | 786.79K | 773.43K | 759.60K | 212.56K | 211.98K | 190.81K | 188.13K | 175.80K | 113.06K |
| Renaissance Technologies | — | — | — | — | — | — | — | — | 27.40K | — | — | — | — | — | 26.40K | 67.34K | 108.97K | — | — | — |
| AQR Capital Management | — | — | — | — | — | — | — | 16.16K | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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