SERV at a glance
Serve Robotics Inc. /DE/ (SERV, SEC CIK 1832483) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 5, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Serve Robotics Inc. /DE/ (SERV) reported revenue of $2.7 million (up 46.3% from FY2024) and a net loss of $101.4 million. Diluted EPS was -$1.63.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding Serve Robotics Inc. /DE/ (SERV) shares worth $100.4 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Read Brian on August 19, 2026 of 9,700 shares at $4.80 per share.
- In the last 90 days, SERV insiders reported 0 open-market purchases ($0) and 6 open-market sales ($585K) on Form 4, a net sale of $585K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.7M
- +46.3% vs prior year
- Insiders · 90 days
- 0 buys · 6 sells
- Net −$585K
- 13F holders
- 23 funds
- $100.4M · +1 vs prior quarter
- Latest 8-K
- Aug 17, 2026
- Item 7.01 · Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- AI adoption risk expanded, with model bias, accuracy, intellectual-property, privacy, safety, and regulatory-scrutiny exposures
- Personal delivery-device regulation remains a material compliance risk, potentially restricting expansion into new markets
- Robot defects or safety incidents could trigger recalls, injury or property-damage claims, and uninsured product liability
- Semiconductor supply-chain disruptions could delay robot production and constrain near-term commercialization
- Net loss $101.4 million in 2025 versus $39.2 million in 2024, increasing reliance on future financing for operations and growth
AI summary of the SERV 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- No substantive business, financial, or operational disclosure for investors
Item 8.01: Other Events
- Lower-than-expected Uber Eats delivery volume reduced second-quarter 2026 revenue
- Reduced demand expected during the second half of 2026, pressuring near-term growth
Item EX-99.1: Item EX-99.1
- Grubhub partnership adds robot delivery across Chicago, Los Angeles, and Alexandria, reaching 100+ Chicago and nearly 200 Los Angeles merchants
- Washington, DC and San Jose become Serve’s seventh and eighth markets, expanding coverage to 8 million additional residents
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026 announced August 6, 2026
- Full financial results furnished in Exhibit 99.1 for investor review
Item 7.01: Regulation FD Disclosure
- Revised investor presentation posted August 6, 2026, providing updated company messaging and potentially refreshed operating outlook
- Exhibit 99.2 contains the substantive presentation, requiring review for updated metrics, strategy, and guidance
Item EX-99.1: Item EX-99.1
- Q2 revenue $3.238M, up 404% YoY and 9% sequentially, but revenue guidance reduced to $9M–$10M for FY2026
- Uber Eats demand weakness caused the outlook cut, signaling near-term utilization risk despite DoorDash revenue growth of nearly 50% sequentially
AI summaries of SERV 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SERV
Don't miss the next SERV filing
- Alerts as it files. A push when SERV files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut SERV, by share count.
- Ask anything. An AI agent that reads every SERV filing and answers with sources.
SERV alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Read Brian | A | Oct 2, 2026 | 167,144 | - |
| Parang Touraj | A | Oct 2, 2026 | 241,252 | - |
| Kashani Ali | A | Oct 2, 2026 | 344,440 | - |
| Read Brian | Sell | Aug 19, 2026 | 9,700 | $4.80 |
| Kashani Ali | Sell | Aug 18, 2026 | 45,158 | $4.56 |
| Read Brian | Sell | Aug 18, 2026 | 6,129 | $4.56 |
| Parang Touraj | Sell | Aug 18, 2026 | 19,810 | $4.56 |
| Parang Touraj | Sell | Aug 18, 2026 | 18,183 | $4.53 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.8M | $2.7M |
| Operating Income | -$20.7M | -$38.3M | -$112.8M |
| Net Income | -$24.8M | -$39.2M | -$101.4M |
| Op. Margin | - | -2112.5% | -4253.8% |
| Net Margin | - | -2162.3% | -3823.5% |
| Balance Sheet | |||
| Total Assets | - | $139.6M | $367.8M |
| Equity | -$4.0M | $131.7M | $350.7M |
| ROE | 615.2% | -29.8% | -28.9% |
| Per Share | |||
| EPS | - | $-1.07 | $-1.63 |
| Cash Flow | |||
| Operating CF | - | -$21.5M | -$80.2M |
| CapEx | $5K | $10.3M | $37.3M |
Source: XBRL data in Serve Robotics Inc. /DE/ (SERV)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SERV share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $100.4M |
| Q1 2026 | 22 | $126.5M |
| Q4 2025 | 22 | $163.6M |
| Q3 2025 | 22 | $175.4M |
| Q2 2025 | 20 | $159.6M |
| Q1 2025 | 16 | $57.1M |
| Q4 2024 | 11 | $105.3M |
| Q3 2024 | 8 | $34.6M |
- BlackRock+1.19M (+25%)
- State Street Corp+1.17M (+91%)
- Morgan Stanley+170.4K (+25%)
- Vanguard Capital Management LLC+160.1K (+6%)
- JPMorgan Chase & Co+109.9K (+237%)
- Citadel Advisors LLC−158.7K (-31%)
- Raymond James Financial−157.3K (-79%)
- Invesco Ltd−27.5K (-42%)
- Goldman Sachs Group−20.5K (-10%)
- Bank of America Corp−9.7K (-6%)
- Dimensional Fund Advisors+265.8K
- Millennium Management+132.8K
- Allstate+18.0K
- Prudential Financial+11.5K
- PNC Financial Services+36
- Uber−2.07M
- Ameriprise Financial−786.0K
- Two Sigma Investments−52.1K
- U.S. Bancorp−293
Source: 13F-HR filings on SEC EDGAR (aggregated from 144 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SERV filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 8-K | Oct 5, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 8-K | Aug 17, 2026 | - | Analysis | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jun 25, 2026 | - | - | - |
| 8-K | Jun 24, 2026 | - | Analysis | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| SC 13G | Jun 8, 2026 | - | - | |
| 8-K | May 11, 2026 | - | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis |
Related Industrials companies
- NDSN · Nordson CorporationGeneral Industrial Machinery & Equipment, NEC
- OUST · Ouster, Inc.General Industrial Machinery & Equipment, NEC
- RRX · Regal Rexnord CorpGeneral Industrial Machinery & Equipment, NEC
- RR · RICHTECH ROBOTICS INC.General Industrial Machinery & Equipment, NEC
- SYM · Symbotic IncGeneral Industrial Machinery & Equipment, NEC
- MMM · 3MSurgical & Medical Instruments & Apparatus
- AOS · A. O. SmithHousehold Appliances
- AIR · AAR CORPAircraft & Parts
SERV SEC filings: frequently asked questions
Are SERV insiders buying or selling?
In the last 90 days, Serve Robotics Inc. /DE/ (SERV) officers, directors and 10% owners reported no open-market purchases and 6 open-market sales worth $585,389 by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SERV stock?
As of June 30, 2026, the largest Serve Robotics Inc. /DE/ (SERV) holders among the 13F filers tracked by SignalX were BlackRock ($39.8 million), Vanguard Capital Management LLC ($19.3 million), State Street Corp ($16.2 million), Morgan Stanley ($5.6 million), Northern Trust ($4.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SERV's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Serve Robotics Inc. /DE/ (SERV) reported revenue of $2.7 million (up 46.3% from FY2024) and a net loss of $101.4 million. Diluted EPS was -$1.63. The figures come from the XBRL data in the 10-K.
What did SERV report in its latest 8-K?
Serve Robotics Inc. /DE/ (SERV) filed an 8-K on August 17, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 8.01 (Other Events). No substantive business, financial, or operational disclosure for investors.
What are the latest SERV SEC filings?
Serve Robotics Inc. /DE/ (SERV) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on October 6, 2026.
What is SERV's SEC CIK number?
Serve Robotics Inc. /DE/ (SERV)'s SEC Central Index Key (CIK) is 1832483. EDGAR lists every SERV filing under that number.
Ask anything about SERV
The research agent reads SERV's filings, financials, insider trades and 13F holders, then answers with sources.