Serve Robotics (SERV) reported $3.2 million in Q2 FY2026 revenue, up 404% year over year from $0.6 million in Q2 FY2025, according to its investor presentation. The company reported $240 million in cash and marketable securities as of June 30, 2026.
Serve said it operates commercial Level 4 autonomous robot fleets across 44 U.S. cities and has deployed more than 2,000 sidewalk robots and more than 100 Moxi hospital robots.
- 2026 revenue guidance is $9 million to $10 million.
- 2026 capital-expenditure guidance is $15 million to $17 million.
- 2026 non-GAAP operating-expense guidance is $140 million to $150 million.
- Washington, D.C., and San Jose launched through a DoorDash partnership.
- Grubhub partnership launches include Chicago, Los Angeles and Alexandria.
- The company reported a 99.8% delivery completion rate and 1.8 million-plus sidewalk and hospital deliveries to date.
$SERV Insider Trading Activity
$SERV insiders have traded $SERV stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $SERV stock by insiders over the last 6 months:
- ALI KASHANI (Chief Executive Officer) has made 0 purchases and 3 sales selling 75,584 shares for an estimated $446,271.
- TOURAJ PARANG (President & COO) has made 0 purchases and 4 sales selling 46,073 shares for an estimated $236,529.
- BRIAN READ (Chief Financial Officer) has made 0 purchases and 6 sales selling 43,944 shares for an estimated $230,273.
- DAVID MICHAEL GOLDBERG sold 10,600 shares for an estimated $76,320
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$SERV Hedge Fund Activity
We have seen 122 institutional investors add shares of $SERV stock to their portfolio, and 82 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBER TECHNOLOGIES, INC removed 2,070,629 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $13,624,738
- BLACKROCK, INC. added 1,190,622 shares (+24.5%) to their portfolio in Q2 2026, for an estimated $7,834,292
- AMERIPRISE FINANCIAL INC removed 786,046 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $5,172,182
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 706,149 shares (+84.6%) to their portfolio in Q2 2026, for an estimated $4,646,460
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 504,252 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,317,978
- CREEK DRIVE MANAGEMENT GROUP LLC removed 335,000 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $2,204,300
- CAPITAL FUND MANAGEMENT S.A. removed 318,346 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $2,094,716
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
