Serve Robotics Inc. (SERV)
Redwood City, CA, US
Serve Robotics Inc. specializes in the development, deployment, and operation of autonomous, environmentally conscious robots. These advanced robotic systems are designed to provide efficient food delivery services to people in public spaces, exclusively within the United States. The company, which builds its own self-navigating delivery units, was established in 2017. Its headquarters are situated in Redwood City, California. Notably, the entity operated under the name Patricia Acquisition Corp. until July 2023, when it officially rebranded as Serve Robotics Inc.
Based on only 1 article — low confidence
- Will Serve Robotics' Healthcare Push Unlock a Bigger AI Opportunity? Zacks Investment Research
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.91% | -6.94% | +7.14% | -4.94% | -15.47% | -14.74% | +2.67% | +66.35% | +66.35% | +66.35% | +66.35% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 8 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
13.00
+125.9%
|
| Last Quarter | 1 |
13.00
+125.9%
|
| Last Year | 5 |
18.40
+219.7%
|
| All Time | 6 |
19.17
+233.1%
|
-
Revenue growth Industrial - Machinery: +7.4%+46.3% ★ Q1'26: +577.5% (vs Q1'25)
-
EPS growth Industrial - Machinery: +15.6%-52.3% Q1'26: -80.6% (vs Q1'25)
-
FCF margin FCF growth · Industrial - Machinery: +38.2%-4,212.8% Q1'26: -1,436.5% (vs Q1'25)
-
EBIT margin Industrial - Machinery: +10.0%-4,253.8% Q1'26: -1,735.3% (vs Q1'25)
-
ROIC Industrial - Machinery: +6.8%-92.0% Q1'26: -151.3% (vs Q1'25)
-
Share dilution Industrial - Machinery: +0.0%+69.9% Q1'26: +107.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×-0.05× Q1'26: -0.03× (vs Q1'25)
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 6 Rev. Ana. 5 EPS Ana. |
Dec 2027 5 Rev. Ana. 4 EPS Ana. |
Dec 2028 4 Rev. Ana. 4 EPS Ana. |
Dec 2029 3 Rev. Ana. 2 EPS Ana. |
Dec 2030 3 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
2.38B
est.
|
2.81B
est.
|
2.64B
est.
|
3.59B
est.
|
1.94B
est.
|
2.67B
est.
|
—
est: 2.84B (-100.0%)
|
107.8K
est: 2.12B (-100.0%)
|
207.5K
est: 2.20B (-100.0%)
|
1.81M
est: 1.90M (-4.4%)
|
2.65M
est: 2.51M (+5.7%)
|
26.11M
23.66M – 27.01M
+941.0% YoY
|
76.80M
69.63M – 89.93M
+194.2% YoY
|
133.41M
133.26M – 133.56M
+73.7% YoY
|
204.20M
181.36M – 231.99M
+53.1% YoY
|
322.67M
286.57M – 366.58M
+58.0% YoY
|
| EBITDA |
471.22M
est.
|
500.42M
est.
|
599.75M
est.
|
207.05M
est.
|
351.70M
est.
|
318.40M
est.
|
-21.62M
est: 352.07M (-106.1%)
|
-20.83M
est: 394.78M (-105.3%)
|
-17.39M
est: 462.32M (-103.8%)
|
-37.98M
est: -1.14M (-3,237.9%)
|
-104.56M
est: -1.50M (-6,849.2%)
|
-15.66M
-16.20M – -14.20M
-941.0% YoY
|
-46.08M
-53.96M – -41.78M
-194.2% YoY
|
-80.05M
-80.14M – -79.96M
-73.7% YoY
|
-122.52M
-139.19M – -108.82M
-53.1% YoY
|
-193.60M
-219.95M – -171.94M
-58.0% YoY
|
| EBIT |
446.73M
est.
|
538.53M
est.
|
538.21M
est.
|
282.26M
est.
|
280.23M
est.
|
240.43M
est.
|
-21.67M
est: 270.03M (-108.0%)
|
-21.22M
est: 306.19M (-106.9%)
|
-19.26M
est: 356.05M (-105.4%)
|
-38.29M
est: -1.14M (-3,265.1%)
|
-112.77M
est: -1.50M (-7,395.1%)
|
-15.66M
-16.20M – -14.20M
-941.0% YoY
|
-46.08M
-53.96M – -41.78M
-194.2% YoY
|
-80.05M
-80.14M – -79.96M
-73.7% YoY
|
-122.52M
-139.19M – -108.82M
-53.1% YoY
|
-193.60M
-219.95M – -171.94M
-58.0% YoY
|
| Net Income |
145.83M
est.
|
161.04M
est.
|
489.37M
est.
|
-58.20M
est.
|
124.41M
est.
|
63.79M
est.
|
-21.67M
est: 74.43M (-129.1%)
|
-21.86M
est: 88.33M (-124.7%)
|
-24.81M
est: 109.16M (-122.7%)
|
-39.19M
est: -55.27M (+29.1%)
|
-101.36M
est: -77.77M (-30.3%)
|
-188.48M
-195.58M – -87.27M
-142.4% YoY
|
-118.96M
-164.15M – -73.76M
+36.9% YoY
|
-160.75M
-175.59M – -77.47M
-35.1% YoY
|
-106.51M
-125.35M – -91.02M
+33.7% YoY
|
-91.56M
-107.76M – -78.24M
+14.0% YoY
|
| SGA |
659.02M
est.
|
770.86M
est.
|
771.05M
est.
|
577.15M
est.
|
580.97M
est.
|
688.90M
est.
|
2.61M
est: 744.87M (-99.7%)
|
4.31M
est: 814.37M (-99.5%)
|
5.22M
est: 930.20M (-99.4%)
|
10.61M
est: 33.04M (-67.9%)
|
40.02M
est: 43.69M (-8.4%)
|
454.81M
412.25M – 470.50M
+941.0% YoY
|
1.34B
1.21B – 1.57B
+194.2% YoY
|
2.32B
2.32B – 2.33B
+73.7% YoY
|
3.56B
3.16B – 4.04B
+53.1% YoY
|
5.62B
4.99B – 6.39B
+58.0% YoY
|
| EPS |
1.52
est.
|
2.10
est.
|
1.93
est.
|
2.27
est.
|
1.26
est.
|
1.15
est.
|
-0.58
est: 1.27 (-145.7%)
|
-0.59
est: 1.49 (-139.6%)
|
-0.67
est: 1.61 (-141.6%)
|
-1.07
est: -0.89 (-20.0%)
|
-1.63
est: -1.29 (-26.0%)
|
-2.38
-3.14 – -1.40
-83.6% YoY
|
-2.06
-2.64 – -1.18
+13.5% YoY
|
-1.94
-2.82 – -1.24
+5.4% YoY
|
-1.71
-2.01 – -1.46
+12.0% YoY
|
-1.47
-1.73 – -1.26
+14.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-04 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-01 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-30 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-29 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-24 | C | 2/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | N. Tompkins | 4.75M | 95.00% | 4.75M | — | 4.75M | — | IN | — | 2022-02-14 | ↗ |
| 2 | Uber Technologies, Inc. | 3.96M | 16.20% | 3.96M | — | 3.96M | — | CO | — | 2023-08-09 | ↗ |
| 3 | NVIDIA Corporation | 3.73M | 10.00% | 3.73M | — | 3.73M | — | CO | Delaware | 2024-07-18 | ↗ |
| 4 | Ali Kashani | 2.36M | 9.70% | 2.25M | 104.5K | 2.25M | 11.00 | IN | — | 2023-08-10 | ↗ |
| 5 | Ian Jacobs | 250.0K | 5.00% | 250.0K | — | 250.0K | — | IN | — | 2022-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 168.7K +168.7K (+100.0%) | 1.75B +1.8B (+100.0%) | 0.29% +0.289 pp | 0.69% +0.691 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 4.78M +1.1M (+29.2%) | 49.60M +6.6M (+15.3%) | 8.17% +1.743 pp | 0.00% +0.000 pp | USD11.09 -6.4% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 3.61M +1.0M (+39.0%) | 37.43M +7.3M (+24.0%) | 6.17% +1.655 pp | 0.00% +0.000 pp | USD9.47 +9.6% | 6 qtrs — |
| 4 | UBER TECHNOLOGIES, INC | 2.07M +— (+0.0%) | 21.49M -2.6M (-10.7%) | 3.54% -0.059 pp | 0.51% +0.071 pp | USD13.50 -23.1% | 5 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1.46M +328.4K (+29.1%) | 15.14M +2.0M (+15.2%) | 2.49% +0.530 pp | 0.00% +0.000 pp | USD10.21 +1.7% | 7 qtrs — |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.27M -605.3K (-32.2%) | 13.23M -8.6M (-39.5%) | 2.18% -1.089 pp | 0.00% -0.001 pp | USD11.87 -12.6% | 6 qtrs — |
| 7 | EXCHANGE TRADED CONCEPTS, LLC | 1.25M +138.6K (+12.5%) | 12.95M +52.0K (+0.4%) | 2.13% +0.205 pp | 0.10% -0.011 pp | USD11.49 -9.7% | 5 qtrs — |
| 8 | STATE STREET CORP | 1.25M +283.5K (+29.5%) | 12.93M +1.7M (+15.6%) | 2.13% +0.457 pp | 0.00% +0.000 pp | USD10.77 -3.6% | 6 qtrs — |
| 9 | FIRST TRUST ADVISORS LP | 1.02M +262.3K (+34.5%) | 10.61M +1.8M (+20.1%) | 1.75% +0.427 pp | 0.01% +0.001 pp | USD11.31 -8.2% | 2 qtrs — |
| 10 | JANE STREET GROUP, LLC | 879.7K -431.3K (-32.9%) | 9.13M -6.1M (-40.1%) | 1.50% -0.775 pp | 0.00% -0.001 pp | USD11.82 -12.2% | 6 qtrs — |
| 11 | LEGAL & GENERAL GROUP PLC | 839.9K +88.1K (+11.7%) | 8.86M +48.6K (+0.6%) | 1.44% +0.129 pp | 0.00% +0.000 pp | USD11.38 -8.8% | 5 qtrs — |
| 12 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 774.1K +30.4K (+4.1%) | 7.99M -675.0K (-7.8%) | 1.32% +0.031 pp | 0.01% -0.002 pp | USD7.36 +41.0% | 5 qtrs — |
| 13 | CAPITAL FUND MANAGEMENT S.A. | 723.0K +242.7K (+50.5%) | 7.50M +1.9M (+34.3%) | 1.24% +0.401 pp | 0.02% +0.006 pp | USD7.30 +42.2% | 4 qtrs — |
| 14 | CAPTRUST FINANCIAL ADVISORS | 707.0K +117.6K (+19.9%) | 7.34M +483.5K (+7.1%) | 1.21% +0.184 pp | 0.01% +0.000 pp | USD10.96 -5.3% | 5 qtrs — |
| 15 | NUVEEN, LLC | 608.2K +203.2K (+50.2%) | 6.31M +1.6M (+34.0%) | 1.04% +0.336 pp | 0.00% +0.000 pp | USD11.18 -7.2% | 3 qtrs — |
| 16 | UBS GROUP AG | 533.9K -163.7K (-23.5%) | 5.54M -2.6M (-31.7%) | 0.91% -0.300 pp | 0.00% 0.000 pp | USD7.80 +33.1% | 5 qtrs — |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 495.0K +93.5K (+23.3%) | 5.14M +468.4K (+10.0%) | 0.85% +0.148 pp | 0.00% +0.000 pp | USD11.37 -8.7% | 5 qtrs — |
| 18 | NORTHERN TRUST CORP | 490.3K +114.8K (+30.6%) | 5.09M +722.4K (+16.5%) | 0.84% +0.186 pp | 0.00% +0.000 pp | USD10.66 -2.6% | 7 qtrs — |
| 19 | MORGAN STANLEY | 430.9K -57.7K (-11.8%) | 4.47M -1.2M (-21.3%) | 0.74% -0.113 pp | 0.00% 0.000 pp | USD9.47 +9.6% | 6 qtrs — |
| 20 | CITADEL ADVISORS LLC | 345.7K -318.4K (-47.9%) | 3.59M -4.1M (-53.5%) | 0.59% -0.563 pp | 0.00% -0.001 pp | USD11.40 -8.9% | 6 qtrs — |
| 21 | RAYMOND JAMES FINANCIAL INC | 341.8K +29.0K (+9.3%) | 3.55M -90.3K (-2.5%) | 0.58% +0.041 pp | 0.00% 0.000 pp | USD11.97 -13.3% | 5 qtrs — |
| 22 | NATIONAL BANK OF CANADA /FI/ | 308.9K +121.5K (+64.8%) | 3.21M +1.0M (+47.1%) | 0.53% +0.203 pp | 0.00% +0.001 pp | USD11.17 -7.1% | 5 qtrs — |
| 23 | WALLEYE TRADING LLC | 278.9K +21.5K (+8.4%) | 2.89M -98.6K (-3.3%) | 0.48% +0.029 pp | 0.00% 0.000 pp | USD9.68 +7.2% | 4 qtrs — |
| 24 | GROUP ONE TRADING, L.P. | 266.1K +10.0K (+3.9%) | 2.76M -216.8K (-7.3%) | 0.46% +0.010 pp | 0.00% 0.000 pp | USD10.72 -3.2% | 6 qtrs — |
| 25 | POINT72 ASSET MANAGEMENT, L.P. | 264.5K +264.5K (+100.0%) | 2.75M +2.7M (+100.0%) | 0.45% +0.452 pp | 0.00% +0.003 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 26 | DNB ASSET MANAGEMENT AS | 239.2K +153.4K (+178.9%) | 2.48M +1.5M (+148.9%) | 0.41% +0.260 pp | 0.01% +0.005 pp | USD10.51 -1.2% | 6 qtrs — |
| 27 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 200.0K +200.0K (+100.0%) | 2.08M +2.1M (+100.0%) | 0.34% +0.342 pp | 0.03% +0.033 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 28 | PEAK6 LLC | 196.0K -65.6K (-25.1%) | 2.03M -1.0M (-33.1%) | 0.34% -0.120 pp | 0.00% -0.001 pp | USD11.44 -9.3% | 3 qtrs — |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 174.2K +681.0 (+0.4%) | 1.81M -210.0K (-10.4%) | 0.30% -0.004 pp | 0.00% 0.000 pp | USD11.78 -11.9% | 5 qtrs — |
| 30 | MAIN MANAGEMENT ETF ADVISORS, LLC | 166.8K +1.7K (+1.0%) | 1.73M -189.0K (-9.8%) | 0.29% -0.002 pp | 0.06% -0.009 pp | USD9.84 +5.5% | 4 qtrs — |
| 31 | GOLDMAN SACHS GROUP INC | 152.6K -30.4K (-16.6%) | 1.58M -544.4K (-25.6%) | 0.26% -0.057 pp | 0.00% 0.000 pp | USD9.72 +6.8% | 5 qtrs — |
| 32 | LPL FINANCIAL LLC | 152.5K +50.7K (+49.9%) | 1.58M +399.5K (+33.8%) | 0.26% +0.084 pp | 0.00% +0.000 pp | USD10.54 -1.5% | 5 qtrs — |
| 33 | BANK OF NEW YORK MELLON CORP | 151.9K +24.6K (+19.3%) | 1.58M +95.8K (+6.5%) | 0.26% +0.038 pp | 0.00% +0.000 pp | USD11.28 -8.0% | 3 qtrs — |
| 34 | HEADLANDS TECHNOLOGIES LLC | 143.7K +30.8K (+27.3%) | 1.49M +178.4K (+13.6%) | 0.25% +0.049 pp | 0.12% +0.020 pp | USD11.34 -8.5% | 4 qtrs — |
| 35 | WALLEYE CAPITAL LLC | 143.2K +125.4K (+703.4%) | 1.49M +1.3M (+617.1%) | 0.24% +0.214 pp | 0.00% +0.004 pp | USD10.21 +1.7% | 4 qtrs — |
| 36 | UBS ASSET MANAGEMENT AMERICAS INC | 139.7K +139.7K (+100.0%) | 1.45M +1.4M (+100.0%) | 0.24% +0.239 pp | 0.00% +0.000 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 37 | JUPITER ASSET MANAGEMENT LTD | 137.5K +137.5K (+100.0%) | 1.43M +1.4M (+100.0%) | 0.24% +0.235 pp | 0.01% +0.011 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 38 | IMC-CHICAGO, LLC | 130.6K +44.6K (+51.9%) | 1.36M +355.5K (+35.6%) | 0.22% +0.074 pp | 0.00% +0.000 pp | USD11.15 -6.9% | 3 qtrs — |
| 39 | D. E. SHAW & CO., INC. | 114.9K -277.5K (-70.7%) | 1.19M -3.4M (-73.9%) | 0.20% -0.486 pp | 0.00% -0.002 pp | USD11.63 -10.7% | 2 qtrs — |
| 40 | TWO SIGMA INVESTMENTS, LP | 112.6K -3.3K (-2.9%) | 1.17M -179.7K (-13.3%) | 0.19% -0.009 pp | 0.00% 0.000 pp | USD6.58 +57.8% | 5 qtrs — |
| 41 | SWISS NATIONAL BANK | 112.0K +112.0K (+100.0%) | 1.16M +1.2M (+100.0%) | 0.19% +0.192 pp | 0.00% +0.001 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 42 | BANK OF AMERICA CORP /DE/ | 108.8K -260.3K (-70.5%) | 1.13M -3.2M (-73.7%) | 0.19% -0.456 pp | 0.00% 0.000 pp | USD9.07 +14.4% | 7 qtrs — |
| 43 | HSBC HOLDINGS PLC | 102.3K +102.3K (+100.0%) | 1.06M +1.1M (+100.0%) | 0.17% +0.175 pp | 0.00% +0.001 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 44 | BARCLAYS PLC | 97.4K +30.8K (+46.3%) | 1.01M +236.9K (+30.6%) | 0.17% +0.051 pp | 0.00% +0.000 pp | USD10.50 -1.1% | 4 qtrs — |
| 45 | SIMPLEX TRADING, LLC | 96.1K +59.3K (+161.4%) | 997.6K +570.6K (+133.6%) | 0.16% +0.100 pp | 0.00% +0.000 pp | USD10.85 -4.3% | 3 qtrs — |
| 46 | SCULPTOR CAPITAL LP | 92.1K +— (+0.0%) | 956.0K -115.1K (-10.7%) | 0.16% -0.003 pp | 0.01% -0.003 pp | USD5.75 +80.5% | 4 qtrs — |
| 47 | WELLS FARGO & COMPANY/MN | 85.0K +49.5K (+139.3%) | 882.5K +469.3K (+113.6%) | 0.15% +0.084 pp | 0.00% +0.000 pp | USD10.81 -4.0% | 7 qtrs — |
| 48 | SPHERA MANAGEMENT TECHNOLOGY FUNDS LTD | 80.0K +80.0K (+100.0%) | 830.4K +830.4K (+100.0%) | 0.14% +0.137 pp | 0.28% +0.283 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 49 | VERITION FUND MANAGEMENT LLC | 76.9K -50.6K (-39.7%) | 798.7K -684.3K (-46.1%) | 0.13% -0.090 pp | 0.00% -0.003 pp | USD9.29 +11.7% | 4 qtrs — |
| 50 | ALPHACENTRIC ADVISORS LLC | 75.0K +75.0K (+100.0%) | 778.5K +778.5K (+100.0%) | 0.13% +0.128 pp | 0.78% +0.776 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 51 | RHUMBLINE ADVISERS | 68.0K +2.9K (+4.4%) | 705.4K -51.4K (-6.8%) | 0.12% +0.003 pp | 0.00% +0.000 pp | USD11.40 -8.9% | 3 qtrs — |
| 52 | CAPTION MANAGEMENT, LLC | 63.6K +63.6K (+100.0%) | 660.2K +660.2K (+100.0%) | 0.11% +0.109 pp | 0.00% +0.005 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 53 | CAMBRIA INVESTMENT MANAGEMENT, L.P. | 59.6K -14.8K (-19.8%) | 619.0K -246.2K (-28.5%) | 0.10% -0.027 pp | 0.04% -0.014 pp | USD6.93 +49.8% | 4 qtrs — |
| 54 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 57.7K -14.5K (-20.1%) | 599.0K -240.0K (-28.6%) | 0.10% -0.027 pp | 0.00% -0.001 pp | USD11.14 -6.8% | 5 qtrs — |
| 55 | DEUTSCHE BANK AG\ | 55.8K +20.3K (+57.2%) | 579.6K +166.5K (+40.3%) | 0.10% +0.034 pp | 0.00% +0.000 pp | USD11.07 -6.2% | 3 qtrs — |
| 56 | ALLIANCEBERNSTEIN L.P. | 55.2K +34.1K (+161.6%) | 573.0K +327.6K (+133.5%) | 0.09% +0.058 pp | 0.00% +0.000 pp | USD10.86 -4.4% | 2 qtrs — |
| 57 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 54.9K +52.0K (+1,775.7%) | 569.9K +535.8K (+1,574.1%) | 0.09% +0.089 pp | 0.00% +0.001 pp | USD10.13 +2.5% | 4 qtrs — |
| 58 | SCIENTECH RESEARCH LLC | 54.1K +54.1K (+100.0%) | 561.5K +561.5K (+100.0%) | 0.09% +0.093 pp | 0.35% +0.353 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 59 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 52.9K +44.4K (+527.1%) | 548.8K +450.8K (+459.7%) | 0.09% +0.076 pp | 0.13% +0.066 pp | USD10.32 +0.6% | 4 qtrs — |
| 60 | PFG INVESTMENTS, LLC | 50.8K +6.8K (+15.4%) | 527.0K +15.3K (+3.0%) | 0.09% +0.010 pp | 0.02% -0.002 pp | USD5.31 +95.5% | 7 qtrs — |
| 61 | ADVISORY SERVICES NETWORK, LLC | 47.1K +658.0 (+1.4%) | 489.0K -51.2K (-9.5%) | 0.08% 0.000 pp | 0.01% -0.001 pp | USD11.44 -9.3% | 3 qtrs — |
| 62 | INSPIRE INVESTING, LLC | 45.1K +5.3K (+13.3%) | 468.5K +5.3K (+1.2%) | 0.08% +0.008 pp | 0.04% -0.003 pp | USD11.48 -9.6% | 2 qtrs — |
| 63 | AMERICAN CENTURY COMPANIES INC | 45.0K +18.9K (+72.5%) | 466.8K +163.7K (+54.0%) | 0.08% +0.032 pp | 0.00% +0.000 pp | USD11.06 -6.1% | 3 qtrs — |
| 64 | JPMORGAN CHASE & CO | 44.6K +6.2K (+16.1%) | 463.1K +16.2K (+3.6%) | 0.08% +0.010 pp | 0.00% +0.000 pp | USD10.40 -0.2% | 7 qtrs — |
| 65 | HARBOUR CAPITAL ADVISORS, LLC | 38.8K -6.7K (-14.8%) | 459.1K -188.8K (-29.1%) | 0.07% -0.013 pp | 0.09% -0.039 pp | USD10.76 -3.5% | 6 qtrs — |
| 66 | PRICE T ROWE ASSOCIATES INC /MD/ | 44.1K +19.3K (+77.7%) | 458.0K +169.0K (+58.5%) | 0.08% +0.032 pp | 0.00% +0.000 pp | USD10.98 -5.5% | 3 qtrs — |
| 67 | ROYAL BANK OF CANADA | 40.6K +7.8K (+23.6%) | 421.0K +38.0K (+9.9%) | 0.07% +0.012 pp | 0.00% +0.000 pp | USD7.19 +44.4% | 6 qtrs — |
| 68 | HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 39.6K -115.0 (-0.3%) | 411.2K -50.9K (-11.0%) | 0.07% -0.001 pp | 0.03% -0.003 pp | USD11.63 -10.7% | 2 qtrs — |
| 69 | WHITE PINE CAPITAL LLC | 38.6K +21.5K (+125.6%) | 400.3K +201.6K (+101.4%) | 0.07% +0.036 pp | 0.11% +0.053 pp | USD10.93 -5.0% | 2 qtrs — |
| 70 | INVESCO LTD. | 35.4K +10.7K (+43.1%) | 367.8K +79.9K (+27.8%) | 0.06% +0.018 pp | 0.00% +0.000 pp | USD11.12 -6.7% | 3 qtrs — |
| 71 | METLIFE INVESTMENT MANAGEMENT, LLC | 35.4K +6.5K (+22.4%) | 367.4K +31.2K (+9.3%) | 0.06% +0.010 pp | 0.00% +0.000 pp | USD11.25 -7.7% | 3 qtrs — |
| 72 | ADVISOR GROUP HOLDINGS, INC. | 34.0K +12.9K (+61.4%) | 352.6K +115.4K (+48.7%) | 0.06% +0.022 pp | 0.00% +0.000 pp | USD8.91 +16.5% | 7 qtrs — |
| 73 | CITIGROUP INC | 33.3K +19.1K (+135.4%) | 345.2K +180.9K (+110.1%) | 0.06% +0.032 pp | 0.00% +0.000 pp | USD10.19 +1.9% | 6 qtrs — |
| 74 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 31.7K +31.7K (+100.0%) | 329.4K +329.4K (+100.0%) | 0.05% +0.054 pp | 0.00% +0.001 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 75 | WCG WEALTH ADVISORS LLC | 30.6K +30.6K (+100.0%) | 317.2K +317.2K (+100.0%) | 0.05% +0.052 pp | 0.01% +0.009 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 76 | IFP ADVISORS, INC | 29.8K +29.8K (+100.0%) | 309.4K +309.4K (+100.0%) | 0.05% +0.051 pp | 0.01% +0.007 pp | USD10.38 +0.0% | 4 qtrs — |
| 77 | VONTOBEL HOLDING LTD. | 29.3K +6.9K (+30.9%) | 304.6K +43.8K (+16.8%) | 0.05% +0.011 pp | 0.00% +0.000 pp | USD11.20 -7.3% | 3 qtrs — |
| 78 | JANUS HENDERSON GROUP PLC | 28.4K +28.4K (+100.0%) | 294.9K +294.9K (+100.0%) | 0.05% +0.049 pp | 0.00% +0.000 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 79 | WEDBUSH SECURITIES INC | 26.9K +6.7K (+33.1%) | 279.0K +44.0K (+18.7%) | 0.05% +0.011 pp | 0.01% +0.001 pp | USD11.32 -8.3% | 2 qtrs — |
| 80 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 25.8K +2.9K (+12.6%) | 268.1K +1.4K (+0.5%) | 0.04% +0.004 pp | 0.00% +0.002 pp | USD9.03 +15.0% | 4 qtrs — |
| 81 | THOROUGHBRED FINANCIAL SERVICES, LLC | 24.3K +— (+0.0%) | 251.0K -31.0K (-11.0%) | 0.04% -0.001 pp | 0.01% -0.003 pp | USD11.46 -9.4% | 3 qtrs — |
| 82 | AQUATIC CAPITAL MANAGEMENT LLC | 24.1K +24.1K (+100.0%) | 249.9K +249.9K (+100.0%) | 0.04% +0.041 pp | 0.01% +0.007 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 83 | POLEN CAPITAL MANAGEMENT LLC | 21.8K +21.8K (+100.0%) | 226.6K +226.6K (+100.0%) | 0.04% +0.037 pp | 0.00% +0.001 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 84 | AXQ CAPITAL, LP | 21.6K +21.6K (+100.0%) | 223.8K +223.8K (+100.0%) | 0.04% +0.037 pp | 0.05% +0.051 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 85 | ENVESTNET ASSET MANAGEMENT INC | 20.2K +8.3K (+70.0%) | 209.2K +71.3K (+51.7%) | 0.03% +0.014 pp | 0.00% +0.000 pp | USD11.12 -6.7% | 2 qtrs — |
| 86 | SHAY CAPITAL LLC | 20.0K +20.0K (+100.0%) | 207.6K +207.6K (+100.0%) | 0.03% +0.034 pp | 0.02% +0.021 pp | USD10.38 +0.0% | 1 qtrs NEW |
| 87 | QUANTBOT TECHNOLOGIES LP | 19.7K +19.7K (+100.0%) | 204.1K +204.1K (+100.0%) | 0.03% +0.034 pp | 0.01% +0.007 pp | USD10.38 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Themes Humanoid Robotics ETF BOTT | 2.36% | 1.53M | 0.35% |
| 2 | First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT | 0.95% | 6.97M | 0.65% |
| 3 | State Street SPDR S&P Kensho Smart Mobility ETF HAIL | 0.80% | 162.7K | 0.45% |
| 4 | Global X Robo Global Robotics and Automation ETF ROBO.AX | 0.46% | 980.4K | 0.69% |
| 5 | iShares Self-Driving EV and Tech ETF IDRV | 0.22% | 280.2K | 0.48% |
| 6 | State Street SPDR S&P Kensho New Economies Composite ETF KOMP | 0.20% | 5.49M | 0.20% |
| 7 | Inspire Small/Mid Cap ETF ISMD | 0.18% | 593.8K | 0.53% |
| 8 | Global X - Robotics & Artificial Intelligence UCITS ETF BOTZ.L | 0.13% | 210.0K | 0.50% |
| 9 | Global X - Robotics & Artificial Intelligence UCITS ETF BOTG.L | 0.13% | 34.2K | 0.50% |
| 10 | Global X - Robotics & Artificial Intelligence ETF BOTZ | 0.10% | 3.31M | 0.68% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | Read Brian | Officer | S-Sale | D | Common Stock | 1,179 | 9.29 | 11.0K | 321,558 | D | ↗ |
| 2026-04-08 | Read Brian | Officer | S-Sale | D | Common Stock | 200 | 8.62 | 1.7K | 322,737 | D | ↗ |
| 2026-04-08 | Parang Touraj | Director / Officer | S-Sale | D | Common Stock | 3,861 | 8.62 | 33.3K | 1,312,344 | D | ↗ |
| 2026-04-08 | Kashani Ali | Director / Officer | S-Sale | D | Common Stock | 14,541 | 8.62 | 125.3K | 3,320,373 | D | ↗ |
| 2026-03-31 | Read Brian | Officer | S-Sale | D | Common Stock | 1,263 | 8.03 | 10.1K | 322,937 | D | ↗ |
| 2026-03-13 | Armenta Anthony | Officer | S-Sale | D | Common Stock | 3,567 | 9.82 | 35.0K | 540,919 | D | ↗ |
| 2026-03-06 | Dunn Evan | Officer | S-Sale | D | Common Stock | 538 | 9.44 | 5.1K | 202,294 | D | ↗ |
| 2026-03-03 | Read Brian | Officer | S-Sale | D | Common Stock | 1,268 | 9.61 | 12.2K | 324,403 | D | ↗ |
| 2026-02-13 | Armenta Anthony | Officer | S-Sale | D | Common Stock | 3,432 | 9.38 | 32.2K | 544,486 | D | ↗ |
| 2026-02-11 | Read Brian | Officer | S-Sale | D | Common Stock | 185 | 10.17 | 1.9K | 325,671 | D | ↗ |
| 2026-02-11 | Parang Touraj | Director / Officer | S-Sale | D | Common Stock | 3,558 | 10.17 | 36.2K | 1,320,127 | D | ↗ |
| 2026-02-11 | Kashani Ali | Director / Officer | S-Sale | D | Common Stock | 9,259 | 10.17 | 94.2K | 3,348,414 | D | ↗ |
| 2026-02-11 | Abraham Euan | Officer | S-Sale | D | Common Stock | 1,375 | 10.17 | 14.0K | 237,037 | D | ↗ |
| 2026-02-06 | Dunn Evan | Officer | S-Sale | D | Common Stock | 688 | 9.56 | 6.6K | 202,832 | D | ↗ |
| 2026-02-04 | Read Brian | Officer | S-Sale | D | Common Stock | 3,185 | 10.33 | 32.9K | 325,856 | D | ↗ |
| 2026-02-04 | Parang Touraj | Director / Officer | S-Sale | D | Common Stock | 5,998 | 10.33 | 62.0K | 1,323,685 | D | ↗ |
| 2026-02-04 | Kashani Ali | Director / Officer | S-Sale | D | Common Stock | 8,101 | 10.33 | 83.7K | 3,357,673 | D | ↗ |
| 2026-02-04 | Dunn Evan | Officer | S-Sale | D | Common Stock | 2,700 | 10.33 | 27.9K | 203,520 | D | ↗ |
| 2026-02-04 | Armenta Anthony | Officer | S-Sale | D | Common Stock | 3,223 | 10.33 | 33.3K | 547,918 | D | ↗ |
| 2026-02-04 | Abraham Euan | Officer | S-Sale | D | Common Stock | 3,284 | 10.33 | 33.9K | 238,412 | D | ↗ |
| 2026-02-03 | Read Brian | Officer | S-Sale | D | Common Stock | 1,547 | 10.83 | 16.8K | 329,041 | D | ↗ |
| 2026-01-13 | Armenta Anthony | Officer | S-Sale | D | Common Stock | 3,893 | 14.27 | 55.6K | 551,141 | D | ↗ |
| 2026-01-08 | Read Brian | Officer | S-Sale | D | Common Stock | 220 | 14.30 | 3.1K | 335,116 | D | ↗ |
| 2026-01-08 | Parang Touraj | Director / Officer | S-Sale | D | Common Stock | 4,008 | 14.30 | 57.3K | 1,329,683 | D | ↗ |
| 2026-01-08 | Kashani Ali | Director / Officer | S-Sale | D | Common Stock | 9,088 | 14.30 | 130.0K | 3,365,774 | D | ↗ |
| 2026-01-08 | Abraham Euan | Officer | S-Sale | D | Common Stock | 1,171 | 14.30 | 16.7K | 241,696 | D | ↗ |
| 2026-01-06 | Dunn Evan | Officer | S-Sale | D | Common Stock | 598 | 12.81 | 7.7K | 206,220 | D | ↗ |
| 2025-12-31 | Read Brian | Officer | S-Sale | D | Common Stock | 1,863 | 10.37 | 19.3K | 335,336 | D | ↗ |
| 2025-12-15 | Armenta Anthony | Officer | S-Sale | D | Common Stock | 5,003 | 11.96 | 59.8K | 555,034 | D | ↗ |
| 2025-12-12 | Read Brian | Officer | S-Sale | D | Common Stock | 6,700 | 13.15 | 88.1K | 337,199 | D | ↗ |
| 2025-12-12 | Parang Touraj | Director / Officer | S-Sale | D | Common Stock | 5,000 | 13.07 | 65.4K | 1,333,691 | D | ↗ |
| 2025-12-11 | Read Brian | Officer | S-Sale | D | Common Stock | 371 | 11.87 | 4.4K | 343,899 | D | ↗ |
| 2025-12-11 | Parang Touraj | Director / Officer | S-Sale | D | Common Stock | 6,300 | 11.87 | 74.8K | 1,338,691 | D | ↗ |
| 2025-12-11 | Kashani Ali | Director / Officer | S-Sale | D | Common Stock | 16,730 | 11.87 | 198.6K | 3,374,862 | D | ↗ |
| 2025-12-11 | Abraham Euan | Officer | S-Sale | D | Common Stock | 1,917 | 11.87 | 22.8K | 242,867 | D | ↗ |
| 2025-12-08 | Dunn Evan | Officer | S-Sale | D | Common Stock | 504 | 13.42 | 6.8K | 206,818 | D | ↗ |
| 2025-12-04 | Read Brian | Officer | S-Sale | D | Common Stock | 7,500 | 13.05 | 97.9K | 344,270 | D | ↗ |
| 2025-12-02 | Read Brian | Officer | S-Sale | D | Common Stock | 2,057 | 9.82 | 20.2K | 351,770 | D | ↗ |
| 2025-11-14 | Armenta Anthony | Officer | S-Sale | D | Common Stock | 49,082 | 9.32 | 457.3K | 560,037 | D | ↗ |
| 2025-11-06 | Parang Touraj | Director / Officer | S-Sale | D | Common Stock | 6,100 | 10.74 | 65.5K | 1,344,991 | D | ↗ |
| 2025-11-06 | Kashani Ali | Director / Officer | S-Sale | D | Common Stock | 16,170 | 10.78 | 174.3K | 3,391,592 | D | ↗ |
| 2025-11-06 | Abraham Euan | Officer | S-Sale | D | Common Stock | 1,840 | 10.80 | 19.9K | 244,784 | D | ↗ |
| 2025-11-05 | Parang Touraj | Director / Officer | S-Sale | D | Common Stock | 9,500 | 11.78 | 111.9K | 1,351,091 | D | ↗ |
| 2025-11-05 | Kashani Ali | Director / Officer | S-Sale | D | Common Stock | 13,310 | 11.63 | 154.8K | 3,407,762 | D | ↗ |
| 2025-11-05 | Dunn Evan | Officer | S-Sale | D | Common Stock | 2,987 | 11.62 | 34.7K | 207,322 | D | ↗ |
| 2025-11-05 | Armenta Anthony | Officer | S-Sale | D | Common Stock | 3,545 | 11.63 | 41.2K | 609,119 | D | ↗ |
| 2025-11-05 | Abraham Euan | Officer | S-Sale | D | Common Stock | 3,915 | 11.69 | 45.8K | 246,624 | D | ↗ |
| 2025-10-30 | Read Brian | Officer | S-Sale | D | Common Stock | 1,270 | 13.32 | 16.9K | 353,827 | D | ↗ |
| 2025-10-15 | Abraham Euan | Officer | M-Exempt | A | Common Stock | 25,000 | 0.49 | 12.1K | 275,539 | D | ↗ |
| 2025-10-07 | Read Brian | Officer | S-Sale | D | Common Stock | 176 | 15.29 | 2.7K | 355,097 | D | ↗ |
| 2025-10-07 | Parang Touraj | Director / Officer | S-Sale | D | Common Stock | 4,825 | 15.25 | 73.6K | 1,360,591 | D | ↗ |
| 2025-10-07 | Kashani Ali | Director / Officer | S-Sale | D | Common Stock | 12,930 | 15.08 | 195.0K | 3,421,072 | D | ↗ |
| 2025-10-07 | Dunn Evan | Officer | S-Sale | D | Common Stock | 5,458 | 15.01 | 81.9K | 225,309 | D | ↗ |
| 2025-10-07 | Abraham Euan | Officer | S-Sale | D | Common Stock | 1,480 | 15.19 | 22.5K | 250,539 | D | ↗ |
| 2025-09-30 | Read Brian | Officer | S-Sale | D | Common Stock | 1,225 | 11.70 | 14.3K | 355,273 | D | ↗ |
| 2025-09-24 | Goldberg David Michael | Director | S-Sale | D | Common Stock | 5,000 | 13.58 | 67.9K | 45,725 | D | ↗ |
| 2025-09-19 | Abraham Euan | Officer | S-Sale | D | Common Stock | 25,000 | 14.99 | 374.8K | 227,019 | D | ↗ |
| 2025-09-18 | Read Brian | Officer | S-Sale | D | Common Stock | 3,941 | 12.70 | 50.1K | 356,498 | D | ↗ |
| 2025-09-18 | Abraham Euan | Officer | S-Sale | D | Common Stock | 8,433 | 12.38 | 104.4K | 252,019 | D | ↗ |
| 2025-09-11 | Read Brian | Officer | S-Sale | D | Common Stock | 4,319 | 11.54 | 49.8K | 360,439 | D | ↗ |
| 2025-09-08 | Read Brian | Officer | S-Sale | D | Common Stock | 2,380 | 10.39 | 24.7K | 369,553 | D | ↗ |
| 2025-09-08 | Parang Touraj | Director / Officer | S-Sale | D | Common Stock | 53,690 | 10.35 | 555.7K | 1,365,416 | D | ↗ |
| 2025-09-08 | Kashani Ali | Director / Officer | S-Sale | D | Common Stock | 164,735 | 10.33 | 1.70M | 3,434,002 | D | ↗ |
| 2025-09-08 | Abraham Euan | Officer | S-Sale | D | Common Stock | 12,603 | 10.60 | 133.6K | 260,452 | D | ↗ |
| 2025-09-02 | Read Brian | Officer | S-Sale | D | Common Stock | 1,330 | 10.18 | 13.5K | 371,933 | D | ↗ |
| 2025-08-28 | Vincent Olivier | Director | M-Exempt | A | Common Stock | 8,000 | 3.11 | 24.9K | 29,928 | D | ↗ |
| 2025-08-25 | Read Brian | Officer | S-Sale | D | Common Stock | 10,216 | 9.82 | 100.3K | 373,263 | D | ↗ |
| 2025-08-25 | Dunn Evan | Officer | S-Sale | D | Common Stock | 5,000 | 10.01 | 50.1K | 230,767 | D | ↗ |
| 2025-08-18 | Read Brian | Officer | S-Sale | D | Common Stock | 10,195 | 9.82 | 100.1K | 383,479 | D | ↗ |
| 2025-08-05 | Read Brian | Officer | S-Sale | D | Common Stock | 2,592 | 10.64 | 27.6K | 393,674 | D | ↗ |
| 2025-08-05 | Parang Touraj | Director / Officer | S-Sale | D | Common Stock | 5,565 | 10.64 | 59.2K | 1,419,106 | D | ↗ |
| 2025-08-05 | Kashani Ali | Director / Officer | S-Sale | D | Common Stock | 7,467 | 10.74 | 80.2K | 3,598,737 | D | ↗ |
| 2025-08-05 | Dunn Evan | Officer | S-Sale | D | Common Stock | 2,015 | 10.68 | 21.5K | 235,767 | D | ↗ |
| 2025-08-05 | Armenta Anthony | Officer | S-Sale | D | Common Stock | 2,915 | 10.68 | 31.1K | 612,664 | D | ↗ |
| 2025-08-05 | Abraham Euan | Officer | S-Sale | D | Common Stock | 2,130 | 10.64 | 22.7K | 273,055 | D | ↗ |
| 2025-07-30 | Read Brian | Officer | S-Sale | D | Common Stock | 1,212 | 10.46 | 12.7K | 396,266 | D | ↗ |
| 2025-07-22 | Read Brian | Officer | A-Award | A | Common Stock | 181,064 | 0.00 | — | 397,478 | D | ↗ |
| 2025-07-22 | Parang Touraj | Director / Officer | A-Award | A | Common Stock | 264,022 | 0.00 | — | 1,424,671 | D | ↗ |
| 2025-07-22 | Kashani Ali | Director / Officer | A-Award | A | Common Stock | 382,777 | 0.00 | — | 3,606,204 | D | ↗ |
| 2025-07-22 | Dunn Evan | Officer | A-Award | A | Common Stock | 137,782 | 0.00 | — | 237,782 | D | ↗ |
| 2025-07-22 | Armenta Anthony | Officer | A-Award | A | Common Stock | 138,864 | 0.00 | — | 615,579 | D | ↗ |
| 2025-07-22 | Abraham Euan | Officer | A-Award | A | Common Stock | 126,330 | 0.00 | — | 275,185 | D | ↗ |
| 2025-07-01 | Read Brian | Officer | S-Sale | D | Common Stock | 1,291 | 10.83 | 14.0K | 216,414 | D | ↗ |
| 2025-06-23 | Vincent Olivier | Director | A-Award | A | Common Stock | 20,000 | 0.00 | — | 29,928 | D | ↗ |
| 2025-06-23 | Sarafan Lily | Director | A-Award | A | Common Stock | 20,000 | 0.00 | — | 58,402 | D | ↗ |
| 2025-06-23 | Goldberg David Michael | Director | A-Award | A | Common Stock | 20,000 | 0.00 | — | 61,425 | D | ↗ |
| 2025-06-09 | Read Brian | Officer | S-Sale | D | Common Stock | 2,000 | 12.59 | 25.2K | 217,705 | D | ↗ |
| 2025-05-30 | Read Brian | Officer | S-Sale | D | Common Stock | 1,295 | 11.57 | 15.0K | 219,705 | D | ↗ |
| 2025-05-27 | Read Brian | Officer | S-Sale | D | Common Stock | 3,000 | 12.15 | 36.5K | 221,000 | D | ↗ |
| 2025-05-22 | Read Brian | Officer | S-Sale | D | Common Stock | 1,000 | 11.52 | 11.5K | 224,000 | D | ↗ |
| 2025-05-13 | Read Brian | Officer | S-Sale | D | Common Stock | 8,900 | 8.95 | 79.7K | 225,000 | D | ↗ |
| 2025-05-09 | Read Brian | Officer | S-Sale | D | Common Stock | 1,000 | 8.20 | 8.2K | 239,900 | D | ↗ |
| 2025-05-07 | Parang Touraj | Director / Officer | S-Sale | D | Common Stock | 450 | 6.14 | 2.8K | 1,160,649 | D | ↗ |
| 2025-05-07 | Kashani Ali | Director / Officer | S-Sale | D | Common Stock | 1,700 | 6.15 | 10.5K | 3,223,427 | D | ↗ |
| 2025-05-07 | Abraham Euan | Officer | S-Sale | D | Common Stock | 315 | 6.18 | 1.9K | 148,855 | D | ↗ |
| 2025-05-02 | Read Brian | Officer | S-Sale | D | Common Stock | 29,100 | 7.06 | 205.4K | 240,900 | D | ↗ |
| 2025-04-08 | Parang Touraj | Director / Officer | S-Sale | D | Common Stock | 445 | 5.71 | 2.5K | 1,161,099 | D | ↗ |
| 2025-04-08 | Kashani Ali | Director / Officer | S-Sale | D | Common Stock | 1,670 | 5.71 | 9.5K | 3,225,127 | D | ↗ |
| 2025-04-08 | Abraham Euan | Officer | S-Sale | D | Common Stock | 308 | 5.74 | 1.8K | 149,170 | D | ↗ |
| 2024-04-22 | NVIDIA CORP | 10% Owner | J-Other | A | Common Stock | 1,050,129 | 2.42 | 2.54M | 3,727,033 | — | ↗ |
| 2023-07-31 | NVIDIA CORP | 10% Owner | P-Purchase | A | Common Stock | 62,500 | 4.00 | 250.0K | 2,676,904 | — | ↗ |
| 2020-09-15 | Ponton Brett | Officer | A-Award | A | Employee Stock Options | 22,142 | 40.67 | 900.5K | 22,142 | — | ↗ |
| 2020-05-26 | TOMKINS MARK E | Director | A-Award | A | Common Stock | 4,120 | 0.00 | — | 23,518 | — | ↗ |
| 2020-05-26 | Sedita Stephen J | Director | A-Award | A | Common Stock | 4,120 | 0.00 | — | 24,373 | — | ↗ |
| 2020-05-26 | Goldman Laurie Ann | Director | A-Award | A | Common Stock | 4,120 | 0.00 | — | 13,863 | — | ↗ |
| 2020-05-26 | Caplan Deborah H | Director | A-Award | A | Common Stock | 4,120 | 0.00 | — | 7,867 | — | ↗ |
| 2020-03-11 | Caplan Deborah H | Director | P-Purchase | A | Common Stock | 2,000 | 33.33 | 66.7K | 3,747 | — | ↗ |
| 2020-03-09 | TOMKINS MARK E | Director | P-Purchase | A | Common Stock | 1,000 | 33.66 | 33.7K | 19,398 | — | ↗ |
| 2020-03-06 | Sedita Stephen J | Director | P-Purchase | A | Common Stock | 1,000 | 35.35 | 35.4K | 20,253 | — | ↗ |
| 2020-03-05 | TOMKINS MARK E | Director | P-Purchase | A | Common Stock | 1,000 | 35.71 | 35.7K | 18,398 | — | ↗ |
| 2020-03-04 | Dastidar Pratip | Officer | A-Award | A | Employee Stock Options | 10,616 | 36.35 | 385.9K | 10,616 | — | ↗ |
| 2020-02-18 | Dastidar Pratip | Officer | M-Exempt | A | Common Stock | 708 | 0.00 | — | 10,188 | — | ↗ |
| 2019-12-20 | Dastidar Pratip | Officer | F-InKind | D | Common Stock | 1,472 | 38.19 | 56.2K | 6,333 | — | ↗ |
| 2019-12-19 | Dastidar Pratip | Officer | M-Exempt | A | Restricted Stock Units | 3,764 | 0.00 | — | 3,764 | — | ↗ |
| 2019-07-26 | Caplan Deborah H | Director | A-Award | A | Common Stock | 1,747 | 0.00 | — | 1,747 | — | ↗ |
| 2019-06-12 | TOMKINS MARK E | Director | S-Sale | D | Common Stock | 2,444 | 53.94 | 131.8K | 17,398 | — | ↗ |
| 2019-05-10 | Wegner Mary Kay | Officer | M-Exempt | D | Employee Stock Options (Right To Buy) | 21,015 | 26.01 | 546.6K | 21,015 | — | ↗ |
| 2019-04-30 | TOMKINS MARK E | Director | A-Award | A | Common Stock | 2,444 | 0.00 | — | 19,842 | — | ↗ |
| 2019-04-30 | Sedita Stephen J | Director | A-Award | A | Common Stock | 2,444 | 0.00 | — | 19,253 | — | ↗ |
| 2019-04-30 | Goldman Laurie Ann | Director | A-Award | A | Common Stock | 2,444 | 0.00 | — | 9,743 | — | ↗ |
| 2019-02-19 | Wegner Mary Kay | Officer | F-InKind | D | Common Stock | 1,070 | 39.75 | 42.5K | 11,627 | — | ↗ |
| 2019-02-19 | Dastidar Pratip | Officer | F-InKind | D | Common Stock | 1,355 | 39.79 | 53.9K | 4,041 | — | ↗ |
| 2019-02-18 | Wegner Mary Kay | Officer | M-Exempt | D | Restricted Stock Units | 2,436 | 0.00 | — | 4,872 | — | ↗ |
| 2019-02-18 | Dastidar Pratip | Officer | M-Exempt | D | Restricted Stock Units | 3,148 | 0.00 | — | 6,295 | — | ↗ |
| 2018-12-20 | Dastidar Pratip | Officer | F-InKind | D | Common Stock | 1,516 | 36.58 | 55.5K | 2,248 | — | ↗ |
| 2018-12-19 | Dastidar Pratip | Officer | M-Exempt | D | Restricted Stock Untis | 3,764 | 0.00 | — | 7,528 | — | ↗ |
| 2018-11-29 | Wegner Mary Kay | Officer | M-Exempt | A | Common Stock | 2,151 | 0.00 | — | 11,100 | — | ↗ |
| 2018-10-23 | Dastidar Pratip | Officer | — | D | Employee Stock Options (Right to Buy) | 29,056 | 37.07 | 1.08M | 0 | — | ↗ |
| 2018-10-01 | Wegner Mary Kay | Officer | F-InKind | D | Common Stock | 4,114 | 40.55 | 166.8K | 8,949 | — | ↗ |
| 2018-10-01 | Hunsberger Susan | Officer | M-Exempt | A | Common Stock | 11,084 | 0.00 | — | 11,084 | — | ↗ |
| 2018-05-18 | Hunsberger Susan | Officer | M-Exempt | A | Common Stock | 5,691 | 0.00 | — | 61,716 | — | ↗ |
| 2018-05-03 | Haynes Timothy M | Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 4,375 | 11.43 | 50.0K | 0 | — | ↗ |
| 2018-04-24 | TOMKINS MARK E | Director | A-Award | A | Common Stock | 4,316 | 0.00 | — | 17,398 | — | ↗ |
| 2018-04-24 | Sedita Stephen J | Director | A-Award | A | Common Stock | 2,354 | 0.00 | — | 15,687 | — | ↗ |
| 2018-04-24 | Goldman Laurie Ann | Director | A-Award | A | Common Stock | 2,354 | 0.00 | — | 7,299 | — | ↗ |
| 2018-04-24 | FOX RICHARD P | Director | A-Award | A | Common Stock | 2,354 | 0.00 | — | 15,687 | — | ↗ |
| 2018-04-24 | Cella Peter L. | Director | A-Award | A | Common Stock | 2,354 | 0.00 | — | 5,763 | — | ↗ |
| 2018-04-24 | COBB WILLIAM C | Director | A-Award | A | Common Stock | 2,354 | 0.00 | — | 2,458 | — | ↗ |
| 2018-04-09 | COBB WILLIAM C | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-02-26 | Wegner Mary Kay | Officer | F-InKind | D | Common Stock | 2,013 | 54.78 | 110.3K | 2,987 | — | ↗ |
| 2018-02-26 | Haynes Timothy M | Officer | F-InKind | D | Common Stock | 2,008 | 54.83 | 110.1K | 21,733 | — | ↗ |
| 2018-02-24 | Wegner Mary Kay | Officer | M-Exempt | A | Common Stock | 5,000 | 0.00 | — | 5,000 | — | ↗ |
| 2018-02-24 | Haynes Timothy M | Officer | M-Exempt | A | Common Stock | 5,000 | 0.00 | — | 23,741 | — | ↗ |
| 2018-02-18 | Wegner Mary Kay | Officer | J-Other | A | Employee Stock Options (Right To Buy) | 33,248 | 37.07 | 1.23M | 33,248 | — | ↗ |
| 2018-02-18 | Haynes Timothy M | Officer | A-Award | A | Employee Stock Options (Right To Buy) | 22,485 | 54.74 | 1.23M | 22,485 | — | ↗ |
| 2018-01-02 | Wick Martin | Officer | F-InKind | D | Common Stock | 1,080 | 50.83 | 54.9K | 7,723 | — | ↗ |
| 2017-12-31 | Wick Martin | Officer | M-Exempt | A | Common Stock | 2,548 | 0.00 | — | 8,803 | — | ↗ |
| 2017-12-08 | Wegner Mary Kay | Officer | S-Sale | D | Common Stock | 1,256 | 50.29 | 63.2K | 0 | — | ↗ |
| 2017-11-29 | Wick Martin | Officer | M-Exempt | D | Restricted Stock Units | 2,152 | 0.00 | — | 4,302 | — | ↗ |
| 2017-11-29 | Wegner Mary Kay | Officer | M-Exempt | A | Common Stock | 2,152 | 0.00 | — | 2,152 | — | ↗ |
| 2017-11-02 | Wegner Mary Kay | Officer | M-Exempt | A | Common Stock | 6,562 | 0.00 | — | 6,562 | — | ↗ |
| 2017-09-22 | Wick Martin | Officer | M-Exempt | D | Restricted Stock Units | 967 | 0.00 | — | 966 | — | ↗ |
| 2017-09-22 | Haynes Timothy M | Officer | M-Exempt | D | Restricted Stock Units | 2,417 | 0.00 | — | 2,416 | — | ↗ |
| 2017-08-25 | Haynes Timothy M | Officer | M-Exempt | A | Common Stock | 5,000 | 0.00 | — | 22,335 | — | ↗ |
| 2017-08-08 | Wegner Mary Kay | Officer | M-Exempt | D | Employee Stock Options (right to buy) | 1,750 | 11.43 | 20.0K | 0 | — | ↗ |
| 2017-08-02 | Wick Martin | Officer | M-Exempt | A | Common Stock | 15,000 | 0.00 | — | 49,472 | — | ↗ |
| 2017-08-02 | Hunsberger Susan | Officer | S-Sale | D | Common Stock | 20,000 | 43.78 | 875.5K | 8,313 | — | ↗ |
| 2017-08-02 | Haynes Timothy M | Officer | M-Exempt | A | Common Stock | 13,125 | 0.00 | — | 42,958 | — | ↗ |
| 2017-08-02 | GILLETTE ROBERT J | Director / Officer | M-Exempt | A | Common Stock | 515,625 | 0.00 | — | 1,157,647 | — | ↗ |
| 2017-07-26 | Wick Martin | Officer | A-Award | A | Restricted Stock Units | 19,678 | 0.00 | — | 19,678 | — | ↗ |
| 2017-07-26 | Wegner Mary Kay | Officer | A-Award | A | Restricted Stock Units | 10,076 | 0.00 | — | 10,076 | — | ↗ |
| 2017-07-26 | Hunsberger Susan | Officer | A-Award | A | Restricted Stock Units | 11,084 | 0.00 | — | 11,084 | — | ↗ |
| 2017-07-26 | Haynes Timothy M | Officer | A-Award | A | Restricted Stock Units | 20,152 | 0.00 | — | 20,152 | — | ↗ |
| 2017-04-25 | TOMKINS MARK E | Director | A-Award | A | Common Stock | 5,225 | 0.00 | — | 13,082 | — | ↗ |
| 2017-04-25 | Sedita Stephen J | Director | A-Award | A | Common Stock | 2,850 | 0.00 | — | 13,333 | — | ↗ |
| 2017-04-25 | Goldman Laurie Ann | Director | A-Award | A | Common Stock | 2,850 | 0.00 | — | 6,462 | — | ↗ |
| 2017-04-25 | FOX RICHARD P | Director | A-Award | A | Common Stock | 2,850 | 0.00 | — | 13,333 | — | ↗ |
| 2017-04-25 | DEVARD JERRI | Director | A-Award | A | Common Stock | 2,850 | 0.00 | — | 4,820 | — | ↗ |
| 2017-04-25 | Cella Peter L. | Director | A-Award | A | Common Stock | 2,850 | 0.00 | — | 3,409 | — | ↗ |
| 2017-03-10 | Haynes Timothy M | Officer | S-Sale | D | Common Stock | 6,265 | 40.15 | 251.5K | 17,335 | — | ↗ |
| 2017-03-08 | Hunsberger Susan | Officer | S-Sale | D | Common Stock | 16,666 | 40.05 | 667.4K | 28,313 | — | ↗ |
| 2017-03-01 | GILLETTE ROBERT J | Director / Officer | A-Award | A | Employee Stock Options (Right To Buy) | 140,923 | 39.83 | 5.61M | 140,923 | — | ↗ |
| 2017-02-27 | Wick Martin | Officer | F-InKind | D | Common Stock | 971 | 40.05 | 38.9K | 16,972 | — | ↗ |
| 2017-02-27 | Wegner Mary Kay | Officer | S-Sale | D | Common Stock | 1,358 | 39.88 | 54.2K | 3,822 | — | ↗ |
| 2017-02-25 | Wick Martin | Officer | M-Exempt | A | Common Stock | 3,333 | 0.00 | — | 17,943 | — | ↗ |
| 2017-02-24 | Wick Martin | Officer | F-InKind | D | Common Stock | 563 | 40.00 | 22.5K | 14,610 | — | ↗ |
| 2017-02-24 | Wegner Mary Kay | Officer | M-Exempt | D | Restricted Stock Units | 5,000 | 0.00 | — | 5,000 | — | ↗ |
| 2017-02-24 | Haynes Timothy M | Officer | F-InKind | D | Common Stock | 2,213 | 39.91 | 88.3K | 23,600 | — | ↗ |
| 2017-02-20 | Wick Martin | Officer | A-Award | A | Employee Stock Options | 28,453 | 38.41 | 1.09M | 28,453 | — | ↗ |
| 2017-02-20 | Wegner Mary Kay | Officer | A-Award | A | Employee Stock Options | 28,453 | 38.41 | 1.09M | 28,453 | — | ↗ |
| 2017-02-20 | Hunsberger Susan | Officer | J-Other | A | Employee Stock Options (Right To Buy) | 25,261 | 26.01 | 657.0K | 25,261 | — | ↗ |
| 2017-02-20 | Haynes Timothy M | Officer | A-Award | A | Employee Stock Options | 28,453 | 38.41 | 1.09M | 28,453 | — | ↗ |
| 2017-02-15 | Cella Peter L. | Director | A-Award | A | Common Stock | 559 | 0.00 | — | 559 | — | ↗ |
| 2017-01-02 | Hunsberger Susan | Officer | M-Exempt | D | Restricted Stock Units | 14,583 | 0.00 | — | 0 | — | ↗ |
| 2016-12-02 | Haynes Timothy M | Officer | M-Exempt | A | Common Stock | 10,208 | 0.00 | — | 31,021 | — | ↗ |
| 2016-11-29 | Wick Martin | Officer | A-Award | A | Restricted Stock Units | 6,454 | 0.00 | — | 6,454 | — | ↗ |
| 2016-11-29 | Wegner Mary Kay | Officer | A-Award | A | Restricted Stock Units | 6,454 | 0.00 | — | 6,454 | — | ↗ |
| 2016-11-09 | GILLETTE ROBERT J | Director / Officer | S-Sale | D | Common Stock | 193,750 | 36.38 | 7.05M | 100,615 | — | ↗ |
| 2016-11-08 | Wegner Mary Kay | Officer | M-Exempt | D | Employee Stock Options | 7,000 | 11.43 | 80.0K | 1,750 | — | ↗ |
| 2016-11-08 | Hunsberger Susan | Officer | M-Exempt | D | Employee Stock Options | 73,334 | 12.00 | 880.0K | 73,332 | — | ↗ |
| 2016-11-08 | GILLETTE ROBERT J | Director / Officer | S-Sale | D | Common Stock | 150,000 | 36.47 | 5.47M | 294,365 | — | ↗ |
| 2016-09-22 | Wick Martin | Officer | F-InKind | D | Common Stock | 266 | 34.01 | 9.0K | 13,473 | — | ↗ |
| 2016-09-22 | Haynes Timothy M | Officer | F-InKind | D | Common Stock | 1,014 | 34.00 | 34.5K | 20,813 | — | ↗ |
| 2016-09-14 | GILLETTE ROBERT J | Director / Officer | F-InKind | D | Common Stock | 37,375 | 35.96 | 1.34M | 444,365 | — | ↗ |
| 2016-09-13 | GILLETTE ROBERT J | Director / Officer | M-Exempt | A | Common Stock | 87,500 | 0.00 | — | 481,740 | — | ↗ |
| 2016-08-30 | Haynes Timothy M | Officer | F-InKind | D | Common Stock | 230 | 37.01 | 8.5K | 19,410 | — | ↗ |
| 2016-08-28 | Haynes Timothy M | Officer | M-Exempt | A | Common Stock | 833 | 0.00 | — | 19,640 | — | ↗ |
| 2016-07-15 | DEVARD JERRI | Director | A-Award | A | Common Stock | 1,970 | 0.00 | — | 1,970 | — | ↗ |
| 2016-05-12 | Hunsberger Susan | Officer | S-Sale | D | Common Stock | 20,000 | 36.06 | 721.1K | 37,521 | — | ↗ |
| 2016-05-03 | TOMKINS MARK E | Director | A-Award | A | Common Stock | 5,235 | 0.00 | — | 7,857 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Ali Kashani Chief Executive Officer | 458.0K | — | 4.20M | — | — | — | 4.66M | 90.17% | ↗ |
| 2 | 2025 | Touraj Parang President and Chief Operating Officer | 442.7K | — | 2.90M | — | — | — | 3.34M | 86.74% | ↗ |
| 3 | 2025 | Brian Read Chief Financial Officer | 384.0K | — | 1.99M | — | — | — | 2.37M | 83.80% | ↗ |
| 4 | 2024 | Ali Kashani Chief Executive Officer | 236.7K | — | 8.45M | — | — | — | 8.68M | 97.27% | ↗ |
| 5 | 2024 | Touraj Parang President and Chief Operating Officer | 328.3K | — | 3.01M | — | — | — | 3.34M | 90.16% | ↗ |
| 6 | 2024 | Touraj Parang President Chief Operating Officer | 328.3K | — | 3.01M | — | — | — | 3.34M | 90.16% | ↗ |
| 7 | 2024 | Brian Read Chief Financial Officer | 168.6K | 25.0K | 1.46M | — | — | — | 1.66M | 88.31% | ↗ |
| 8 | 2023 | Touraj Parang President Chief Operating Officer | 238.5K | — | — | 11.7K | — | — | 250.2K | 4.66% | ↗ |
| 9 | 2023 | Ali Kashani Chief Executive Officer | 105.7K | — | — | 37.0K | — | — | 142.7K | 25.91% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Ali Kashani | Co-Founder, Chairman, Chief Executive Officer, Treasurer & Secretary | 458.0K | — |
| Touraj Parang | President, Chief Operating Officer & Director | 442.7K | male |
| Brian Read | Chief Financial Officer | 384.0K | male |
| Euan Abraham | Chief Hardware & Manufacturing Officer | 270.0K | male |
| Evan Dunn | General Counsel | — | male |
| Prahar Shah | Chief Revenue Officer | — | male |
| Steve Webb | Senior Vice President of Marketing & Communications | — | male |
| Dmitry Demeshchuk | Co-Founder & Vice President of Software | — | male |
| Anthony Armenta | Chief Software & Data Officer | — | male |
| Burk Chun | Co-Founder and Vice President of Product & Design | — | female |
| Aduke Thelwell | Head of Investor Relations & Communications | — | female |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2020-05-07 | 2020-06-15 | Susie Lee | NV03 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
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Community Opinion for SERV
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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