Stammdaten
Serve Robotics Inc. entwirft, entwickelt und betreibt emissionsarme Roboter, die Menschen in öffentlichen Räumen mit Essenslieferung in den Vereinigten Staaten bedienen. Es baut selbstfahrende Lieferroboter. Das Unternehmen war früher unter dem Namen Patricia Acquisition Corp. bekannt und änderte seinen Namen im Juli 2023 in Serve Robotics Inc. Serve Robotics Inc. wurde 2017 gegründet und ist in Redwood City, Kalifornien ansässig. KI
Unternehmen & Branche
| Name | Serve Robotics Inc. /DE/ |
|---|---|
| Ticker | SERV |
| CIK | 0001832483 |
| Börse | Nasdaq |
| Sektor | Industrie & Transport |
| Industrie | Maschinenbau |
| SIC | 3569 · General Industrial Machinery & Equipment, NEC |
Wertpapier & Kennzahlen
| CUSIP | 81758H106 |
|---|---|
| ISIN | US81758H1068 |
| Typ | Common Stock |
| Marktkapitalisierung | 359,5 Mio. USD |
| Beta | 2,91 |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 1360 BAYPORT AVENUE, 94070 SAN CARLOS, CA |
| Telefon | 818-860-1352 |
| EIN (IRS) | 85-3844872 |
Listing & Historie
| Listing-Börsen | Nasdaq |
|---|---|
| Fiskaljahr-Ende | 31.12. |
| SEC-Filer-Status | Emerging growth company |
| Frühere Namen | Patricia Acquisition Corp. (bis 2023) |
Bewertung
| KBV (P/B) | 1,02 |
|---|---|
| KUV (P/S) | 135,60 |
| FCF-Rendite | -32,7 % |
Qualität & Bilanz
| Bruttomarge | -580,2 % |
|---|---|
| Operative Marge | -4.253,8 % |
| Nettomarge | -3.823,5 % |
| ROIC | -28,5 % vs. -0,7 % (2021) ▼ |
| Forderungslaufzeit (DSO) | 117 T |
| Lagerreichweite (DIO) | 0 T |
| Verbindlichkeitslaufzeit (DPO) | 101 T |
| Cash-Conversion-Cycle (CCC) | 16 T |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | TTM* | Verlauf |
|---|---|---|---|---|---|---|---|
| Bewertung | |||||||
| KBV (P/B) | – | – | – | 5,26 | 2,21 | 1,13 | |
| KUV (P/S) | – | – | – | 381,91 | 292,62 | 69,20 | |
| FCF-Rendite | – | – | – | -4,6 % | -15,2 % | -41,0 % | |
| Qualität & Bilanz | |||||||
| Bruttomarge | – | -965,1 % | -733,7 % | -4,1 % | -580,2 % | -441,1 % | |
| Operative Marge | – | -19.433,5 % | -9.987,0 % | -2.111,9 % | -4.253,8 % | -2.878,6 % | |
| Nettomarge | – | -20.270,2 % | -11.955,8 % | -2.161,7 % | -3.823,5 % | -2.640,0 % | |
| ROIC | -0,7 % | – | – | -29,2 % | -28,5 % | -42,5 % | |
| Zinsdeckungsgrad | – | -32,9 | -9,2 | -19,5 | – | – | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Glück Conviction Score™ ⓘ
ⓘ
SERV
Serve Robotics Inc. /DE/
Effektiv
Risiko-Ausstieg
Handelsvolumen
Mittel
Insider
0,0
Keine Insider-Käufe
Institutionell
39,6
40 neu, 74 erhöht, -55609K $ netto
Aktivist
28,7
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)
Score-Verlauf (90 Tage)
Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (24 Monate)
Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bärisch | 10 % | 6.87 | -31.6 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 9.86 | -52.3 % vs SMA200 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 5.56 | EMA50: 6.61 | |
| MACD-Histogramm | Bärisch | 10 % | -0.022 | Bearisch | |
| RSI(14) | Bullisch | 10 % | 27.2 | Überverkauft | |
| Stoch %K(14) | Bullisch | 5 % | 16.6 | Überverkauft | |
| ADX(14)+DI | Bärisch | 10 % | 32.3 | +DI: 13.2 / −DI: 37.9 | |
| Z-Score(60) | Bullisch | 5 % | -1.70 | Extrem überverkauft | |
| 52W-Position | Bärisch | 5 % | 0.0 % | Hoch 17.68 / Tief 4.70 | |
| Bollinger(20,2σ) | Bullisch | 5 % | 9.9 % | Upper 6.80 / Mid 5.64 / Lower 4.47 | |
| LinReg-Slope(60) | Bärisch | 10 % | -0.0818 | R²=0.90 / annualisiert -284.9 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-06-16 | Goldberg David Michael | Director | Open Market Sale | -10.600 | 7,20 | -76.320,00 | -84,5% | |
| 2026-06-10 | Kashani Ali | Director, Officer, Chief Executive Officer | Open Market Sale | -15.885 | 7,24 | -115.007,40 | -127,3% | |
| 2026-06-10 | Parang Touraj | Director, Officer, President & COO | Open Market Sale | -4.219 | 7,24 | -30.545,56 | -33,8% | |
| 2026-06-10 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -1.496 | 7,24 | -10.831,04 | -12,0% | |
| 2026-05-07 | Parang Touraj | Director, Officer, President & COO | Open Market Sale | -3.888 | 9,26 | -36.002,88 | -39,8% | |
| 2026-05-07 | Kashani Ali | Director, Officer, Chief Executive Officer | Open Market Sale | -14.644 | 9,26 | -135.603,44 | -150,1% | |
| 2026-05-07 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -201 | 9,26 | -1.861,26 | -2,1% | |
| 2026-05-06 | Parang Touraj | Director, Officer, President & COO | Open Market Sale | -5.993 | 9,29 | -55.674,97 | -61,6% | |
| 2026-05-06 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -2.790 | 9,29 | -25.919,10 | -28,7% | |
| 2026-05-06 | Kashani Ali | Director, Officer, Chief Executive Officer | Open Market Sale | -11.753 | 9,29 | -109.185,37 | -120,8% | |
| 2026-05-01 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -1.179 | 9,29 | -10.952,91 | -12,1% | |
| 2026-04-08 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -200 | 8,62 | -1.724,00 | -1,9% | |
| 2026-04-08 | Parang Touraj | Director, Officer, President & COO | Open Market Sale | -3.861 | 8,62 | -33.281,82 | -36,8% | |
| 2026-04-08 | Kashani Ali | Director, Officer, Chief Executive Officer | Open Market Sale | -14.541 | 8,62 | -125.343,42 | -138,7% | |
| 2026-03-31 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -1.263 | 8,03 | -10.141,89 | -11,2% | |
| 2026-03-13 | Armenta Anthony | Officer, Chief Software & Data Officer | Open Market Sale | -3.567 | 9,82 | -35.027,94 | -38,8% | |
| 2026-03-10 | Parang Touraj | Director, Officer, President & COO | Open Market Sale | -3.922 | 9,72 | -38.121,84 | -42,2% | |
| 2026-03-10 | Abraham Euan | Officer, Chief Hardware & Mftg Offcr | Open Market Sale | -1.390 | 9,72 | -13.510,80 | -15,0% | |
| 2026-03-10 | Kashani Ali | Director, Officer, Chief Executive Officer | Open Market Sale | -13.500 | 9,72 | -131.220,00 | -145,2% | |
| 2026-03-10 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -203 | 9,72 | -1.973,16 | -2,2% | |
| 2026-03-06 | Dunn Evan | Officer, General Counsel | Open Market Sale | -538 | 9,44 | -5.078,72 | -5,6% | |
| 2026-03-03 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -1.268 | 9,61 | -12.185,48 | -13,5% | |
| 2026-02-13 | Armenta Anthony | Officer, Chief Software & Data Officer | Open Market Sale | -3.432 | 9,38 | -32.192,16 | -35,6% | |
| 2026-02-11 | Kashani Ali | Director, Officer, Chief Executive Officer | Open Market Sale | -9.259 | 10,17 | -94.164,03 | -104,2% | |
| 2026-02-11 | Parang Touraj | Director, Officer, President & COO | Open Market Sale | -3.558 | 10,17 | -36.184,86 | -40,0% | |
| 2026-02-11 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -185 | 10,17 | -1.881,45 | -2,1% | |
| 2026-02-11 | Abraham Euan | Officer, Chief Hardware & Mftg Offcr | Open Market Sale | -1.375 | 10,17 | -13.983,75 | -15,5% | |
| 2026-02-06 | Dunn Evan | Officer, General Counsel | Open Market Sale | -688 | 9,56 | -6.577,28 | -7,3% | |
| 2026-02-04 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -3.185 | 10,33 | -32.901,05 | -36,4% | |
| 2026-02-04 | Abraham Euan | Officer, Chief Hardware & Mftg Offcr | Open Market Sale | -3.284 | 10,33 | -33.923,72 | -37,5% | |
| 2026-02-04 | Kashani Ali | Director, Officer, Chief Executive Officer | Open Market Sale | -8.101 | 10,33 | -83.683,33 | -92,6% | |
| 2026-02-04 | Armenta Anthony | Officer, Chief Software & Data Officer | Open Market Sale | -3.223 | 10,33 | -33.293,59 | -36,8% | |
| 2026-02-04 | Parang Touraj | Director, Officer, President & COO | Open Market Sale | -5.998 | 10,33 | -61.959,34 | -68,6% | |
| 2026-02-04 | Dunn Evan | Officer, General Counsel | Open Market Sale | -2.700 | 10,33 | -27.891,00 | -30,9% | |
| 2026-02-03 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -1.547 | 10,83 | -16.754,01 | -18,5% | |
| 2026-01-13 | Armenta Anthony | Officer, Chief Software & Data Officer | Open Market Sale | -3.893 | 14,27 | -55.553,11 | -61,5% | |
| 2026-01-08 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -220 | 14,30 | -3.146,00 | -3,5% | |
| 2026-01-08 | Kashani Ali | Director, Officer, Chief Executive Officer | Open Market Sale | -9.088 | 14,30 | -129.958,40 | -143,8% | |
| 2026-01-08 | Parang Touraj | Director, Officer, President & COO | Open Market Sale | -4.008 | 14,30 | -57.314,40 | -63,4% | |
| 2026-01-08 | Abraham Euan | Officer, Chief Hardware & Mftg Offcr | Open Market Sale | -1.171 | 14,30 | -16.745,30 | -18,5% | |
| 2026-01-08 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -4.528 | 15,88 | -71.904,64 | -79,6% | |
| 2026-01-06 | Dunn Evan | Officer, General Counsel | Open Market Sale | -598 | 12,81 | -7.660,38 | -8,5% | |
| 2025-12-31 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -1.863 | 10,37 | -19.319,31 | -21,4% | |
| 2025-12-15 | Armenta Anthony | Officer, Chief Software & Data Officer | Open Market Sale | -5.003 | 11,96 | -59.835,88 | -66,2% | |
| 2025-12-12 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -6.700 | 13,15 | -88.105,00 | -97,5% | |
| 2025-12-12 | Parang Touraj | Director, Officer, President & COO | Open Market Sale | -5.000 | 13,07 | -65.350,00 | -72,3% | |
| 2025-12-11 | Parang Touraj | Director, Officer, President & COO | Open Market Sale | -6.300 | 11,87 | -74.781,00 | -82,8% | |
| 2025-12-11 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -371 | 11,87 | -4.403,77 | -4,9% | |
| 2025-12-11 | Abraham Euan | Officer, Chief Hardware & Mftg Offcr | Open Market Sale | -1.917 | 11,87 | -22.754,79 | -25,2% | |
| 2025-12-11 | Kashani Ali | Director, Officer, Chief Executive Officer | Open Market Sale | -16.730 | 11,87 | -198.585,10 | -219,8% | |
| 2025-12-08 | Dunn Evan | Officer, General Counsel | Open Market Sale | -504 | 13,42 | -6.763,68 | -7,5% | |
| 2025-12-04 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -7.500 | 13,05 | -97.875,00 | -108,3% | |
| 2025-12-02 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -2.057 | 9,82 | -20.199,74 | -22,4% | |
| 2025-11-14 | Armenta Anthony | Officer, Chief Software & Data Officer | Open Market Sale | -49.082 | 9,32 | -457.296,99 | -506,1% | |
| 2025-11-06 | Abraham Euan | Officer, Chief Hardware & Mftg Offcr | Open Market Sale | -1.840 | 10,80 | -19.872,00 | -22,0% | |
| 2025-11-06 | Kashani Ali | Director, Officer, Chief Executive Officer | Open Market Sale | -16.170 | 10,78 | -174.312,60 | -192,9% | |
| 2025-11-06 | Parang Touraj | Director, Officer, President & COO | Open Market Sale | -6.100 | 10,74 | -65.514,00 | -72,5% | |
| 2025-11-05 | Abraham Euan | Officer, Chief Hardware & Mftg Offcr | Open Market Sale | -3.915 | 11,69 | -45.766,35 | -50,6% | |
| 2025-11-05 | Kashani Ali | Director, Officer, Chief Executive Officer | Open Market Sale | -13.310 | 11,63 | -154.795,30 | -171,3% | |
| 2025-11-05 | Parang Touraj | Director, Officer, President & COO | Open Market Sale | -9.500 | 11,78 | -111.910,00 | -123,8% | |
| 2025-11-05 | Dunn Evan | Officer, General Counsel | Open Market Sale | -2.987 | 11,62 | -34.708,94 | -38,4% | |
| 2025-11-05 | Armenta Anthony | Officer, Chief Software & Data Officer | Open Market Sale | -3.545 | 11,63 | -41.228,35 | -45,6% | |
| 2025-10-30 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -1.270 | 13,32 | -16.916,40 | -18,7% | |
| 2025-10-15 | Abraham Euan | Officer, Chief Hardware & Mftg Offcr | Open Market Sale | -25.000 | 17,99 | -449.750,00 | -497,7% | |
| 2025-10-07 | Dunn Evan | Officer, General Counsel | Open Market Sale | -5.458 | 15,01 | -81.924,58 | -90,7% | |
| 2025-10-07 | Kashani Ali | Director, Officer, Chief Executive Officer | Open Market Sale | -12.930 | 15,08 | -194.984,40 | -215,8% | |
| 2025-10-07 | Parang Touraj | Director, Officer, President & COO | Open Market Sale | -4.825 | 15,25 | -73.581,25 | -81,4% | |
| 2025-10-07 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -176 | 15,29 | -2.691,04 | -3,0% | |
| 2025-10-07 | Dunn Evan | Officer, General Counsel | Open Market Sale | -15.000 | 15,12 | -226.800,00 | -251,0% | |
| 2025-10-07 | Abraham Euan | Officer, Chief Hardware & Mftg Offcr | Open Market Sale | -1.480 | 15,19 | -22.481,20 | -24,9% | |
| 2025-09-30 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -1.225 | 11,70 | -14.332,50 | -15,9% | |
| 2025-09-24 | Goldberg David Michael | Director | Open Market Sale | -5.000 | 13,58 | -67.900,00 | -75,1% | |
| 2025-09-19 | Abraham Euan | Officer, Chief Hardware & Mftg Offcr | Open Market Sale | -25.000 | 14,99 | -374.750,00 | -414,7% | |
| 2025-09-18 | Abraham Euan | Officer, Chief Hardware & Mftg Offcr | Open Market Sale | -8.433 | 12,38 | -104.400,54 | -115,5% | |
| 2025-09-18 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -3.941 | 12,70 | -50.050,70 | -55,4% | |
| 2025-09-11 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -4.319 | 11,54 | -49.819,67 | -55,1% | |
| 2025-09-08 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -4.795 | 10,47 | -50.203,65 | -55,6% | |
| 2025-09-08 | Abraham Euan | Officer, Chief Hardware & Mftg Offcr | Open Market Sale | -12.603 | 10,60 | -133.591,80 | -147,8% | |
| 2025-09-08 | Kashani Ali | Director, Officer, Chief Executive Officer | Open Market Sale | -164.735 | 10,33 | -1.701.712,55 | -1883,2% | |
| 2025-09-08 | Parang Touraj | Director, Officer, President & COO | Open Market Sale | -53.690 | 10,35 | -555.691,50 | -614,9% | |
| 2025-09-08 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -2.380 | 10,39 | -24.728,20 | -27,4% | |
| 2025-09-02 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -1.330 | 10,18 | -13.539,40 | -15,0% | |
| 2025-08-28 | Vincent Olivier | Director | Open Market Sale | -8.000 | 11,49 | -91.928,00 | -101,7% | |
| 2025-08-25 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -10.216 | 9,82 | -100.321,12 | -111,0% | |
| 2025-08-25 | Dunn Evan | Officer, General Counsel | Open Market Sale | -5.000 | 10,01 | -50.050,00 | -55,4% | |
| 2025-08-18 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -10.195 | 9,82 | -100.145,49 | -110,8% | |
| 2025-08-05 | Armenta Anthony | Officer, Chief Software & Data Officer | Open Market Sale | -2.915 | 10,68 | -31.132,20 | -34,5% | |
| 2025-08-05 | Kashani Ali | Director, Officer, Chief Executive Officer | Open Market Sale | -7.467 | 10,74 | -80.195,58 | -88,7% | |
| 2025-08-05 | Parang Touraj | Director, Officer, President & COO | Open Market Sale | -5.565 | 10,64 | -59.211,60 | -65,5% | |
| 2025-08-05 | Dunn Evan | Officer, General Counsel | Open Market Sale | -2.015 | 10,68 | -21.520,20 | -23,8% | |
| 2025-08-05 | Abraham Euan | Officer, Chief Hardware & Mftg Offcr | Open Market Sale | -2.130 | 10,64 | -22.663,20 | -25,1% | |
| 2025-08-05 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -2.592 | 10,64 | -27.578,88 | -30,5% | |
| 2025-07-30 | Read Brian | Officer, Chief Financial Officer | Open Market Sale | -1.212 | 10,46 | -12.673,88 | -14,0% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 4.850.232 | 0 | 4.850.232 | 40.935.957 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.903.378 | 0 | 2.903.378 | 24.504.510 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.771.761 | 0 | 2.771.761 | 23.393.663 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 2.591.786 | 0 | 2.591.786 | 21.874.674 | Neu | +100,0% | |
| Uber Technologies, Inc | 2.070.629 | 0 | 2.070.629 | 17.476.109 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 1.546.666 | 0 | 1.546.666 | 13.056.979 | Neu | +100,0% | |
| STATE STREET CORP | 1.287.944 | 0 | 1.287.944 | 10.870.247 | Neu | +100,0% | |
| EXCHANGE TRADED CONCEPTS, LLC | 1.522.616 | 1.597.252 | -74.636 | 10.018.813 | Reduziert | -4,7% | |
| Legal & General Group Plc | 1.107.859 | 0 | 1.107.859 | 9.794.439 | Neu | +100,0% | |
| FIRST TRUST ADVISORS LP | 958.853 | 0 | 958.853 | 8.092.719 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 786.046 | 0 | 786.046 | 6.634.229 | Neu | +100,0% | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 801.047 | 0 | 801.047 | 6.626.036 | Neu | +100,0% | |
| CAPTRUST FINANCIAL ADVISORS | 761.136 | 0 | 761.136 | 6.422.720 | Neu | +100,0% | |
| MORGAN STANLEY | 686.951 | 0 | 686.951 | 5.797.867 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 664.500 | 0 | 664.500 | 5.608.380 | Neu | +100,0% | |
| Nuveen, LLC | 608.765 | 0 | 608.765 | 5.137.976 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 532.771 | 0 | 532.771 | 4.496.588 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 511.464 | 0 | 511.464 | 4.316.756 | Neu | +100,0% | |
| UBS Group AG | 481.818 | 0 | 481.818 | 4.066.544 | Neu | +100,0% | |
| Sculptor Capital LP | 438.600 | 0 | 438.600 | 3.701.784 | Neu | +100,0% | |
| Walleye Trading LLC | 400.300 | 0 | 400.300 | 3.378.532 | Neu | +100,0% | |
| TORONTO DOMINION BANK | 400.000 | 0 | 400.000 | 3.376.000 | Neu | +100,0% | |
| NATIONAL BANK OF CANADA /FI/ | 338.424 | 0 | 338.424 | 2.856.383 | Neu | +100,0% | |
| Creek Drive Management Group LLC | 335.000 | 0 | 335.000 | 2.827.400 | Neu | +100,0% | |
| CAPITAL FUND MANAGEMENT S.A. | 318.346 | 0 | 318.346 | 2.686.840 | Neu | +100,0% | |
| MIRAE ASSET SECURITIES (USA) INC. | 297.826 | 0 | 297.826 | 2.513.651 | Neu | +100,0% | |
| Grange Capital, LLC | 287.427 | 0 | 287.427 | 2.425.884 | Neu | +100,0% | |
| LPL Financial LLC | 256.073 | 0 | 256.073 | 2.161.256 | Neu | +100,0% | |
| PensionDanmark Pensionsforsikringsaktieselskab | 242.000 | 0 | 242.000 | 2.042.480 | Neu | +100,0% | |
| Headlands Technologies LLC | 221.394 | 0 | 221.394 | 1.868.565 | Neu | +100,0% | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 211.406 | 0 | 211.406 | 1.784.266 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 198.616 | 0 | 198.616 | 1.676.319 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 195.534 | 0 | 195.534 | 1.650.307 | Neu | +100,0% | |
| Walleye Capital LLC | 185.662 | 0 | 185.662 | 1.566.987 | Neu | +100,0% | |
| Themes Management Co LLC | 237.530 | 84.703 | 152.827 | 1.562.947 | Aufgestockt | +180,4% | |
| DnB Asset Management AS | 182.371 | 0 | 182.371 | 1.539.211 | Neu | +100,0% | |
| HSBC HOLDINGS PLC | 169.304 | 0 | 169.304 | 1.428.820 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 154.849 | 0 | 154.849 | 1.306.925 | Neu | +100,0% | |
| Aquatic Capital Management LLC | 149.822 | 0 | 149.822 | 1.264.498 | Neu | +100,0% | |
| BALYASNY ASSET MANAGEMENT L.P. | 149.452 | 0 | 149.452 | 1.261.375 | Neu | +100,0% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 174.574 | 188.080 | -13.506 | 1.148.700 | Reduziert | -7,2% | |
| Longaeva Partners L.P. | 129.367 | 0 | 129.367 | 1.091.857 | Neu | +100,0% | |
| Swiss National Bank | 117.800 | 0 | 117.800 | 994.232 | Neu | +100,0% | |
| Brevan Howard Capital Management LP | 114.606 | 0 | 114.606 | 967.275 | Neu | +100,0% | |
| Daiwa Securities Group Inc. | 522.800 | 0 | 522.800 | 963.578 | Neu | +100,0% | |
| Crawford Fund Management, LLC | 110.000 | 0 | 110.000 | 928.400 | Neu | +100,0% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 100.870 | 0 | 100.870 | 851.343 | Neu | +100,0% | |
| K2 PRINCIPAL FUND, L.P. | 100.000 | 0 | 100.000 | 844.000 | Neu | +100,0% | |
| Verition Fund Management LLC | 82.839 | 0 | 82.839 | 699.161 | Neu | +100,0% | |
| Sphera Management Technology Funds Ltd | 80.000 | 0 | 80.000 | 675.200 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | 1.522.616 | 1.597.252 | -4,7% | 10.018.813 | 61,60 | 100 % | 7 Q |
| Themes Management Co LLC | 237.530 | 84.703 | +180,4% | 1.562.947 | 9,61 | 100 % | 3 Q |
| COMMONWEALTH EQUITY SERVICES, LLC | 174.574 | 188.080 | -7,2% | 1.148.700 | 7,06 | – | 7 Q |
| AlphaCentric Advisors LLC | 100.000 | 75.000 | +33,3% | 658.000 | 4,05 | 0 % | 3 Q |
| PFG Investments, LLC | 69.521 | 60.071 | +15,7% | 457.448 | 2,81 | 0 % | 9 Q |
| Capstone Capital Management Ltd | 65.076 | 0 | +100,0% | 428.200 | 2,63 | 100 % | 1 Q |
| LAFFER TENGLER INVESTMENTS, INC. | 40.404 | 28.292 | +42,8% | 265.858 | 1,63 | 100 % | 3 Q |
| TD Waterhouse Canada Inc. | 35.040 | 2.440 | +1336,1% | 228.555 | 1,41 | 100 % | 2 Q |
| Police & Firemen's Retirement System of New Jersey | 24.093 | 16.773 | +43,6% | 158.532 | 0,97 | 100 % | 5 Q |
| Harbour Capital Advisors, LLC | 26.190 | 0 | +100,0% | 155.045 | 0,95 | 100 % | 7 Q |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 23.400 | 21.210 | +10,3% | 152.802 | 0,94 | – | 3 Q |
| SBI Securities Co., Ltd. | 19.607 | 9.732 | +101,5% | 129.014 | 0,79 | 100 % | 6 Q |
| INDEPENDENT FINANCIAL GROUP, LLC | 17.287 | 0 | +100,0% | 113.745 | 0,70 | 0 % | 2 Q |
| NEW YORK STATE COMMON RETIREMENT FUND | 14.800 | 14.800 | 0,0% | 97.384 | 0,60 | 100 % | 5 Q |
| Vanguard Capital Wealth Advisors | 13.500 | 14.300 | -5,6% | 88.830 | 0,55 | 0 % | 2 Q |
| Sage Capital Management, LLC | 12.485 | 0 | +100,0% | 82.153 | 0,51 | 100 % | 1 Q |
| Mirae Asset Global Investments Co., Ltd. | 10.854 | 10.066 | +7,8% | 71.419 | 0,44 | 100 % | 6 Q |
| Concurrent Investment Advisors, LLC | 10.843 | 0 | +100,0% | 71.346 | 0,44 | 100 % | 1 Q |
| Archford Capital Strategies, LLC | 10.200 | 10.200 | 0,0% | 67.116 | 0,41 | 100 % | 2 Q |
| Venture Visionary Partners LLC | 10.200 | 0 | +100,0% | 67.116 | 0,41 | 100 % | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 44 | 2,6 | 16 |
| 31.03.2026 | ✓ | 194 | 34,9 | 292 |
| 31.12.2025 | ✓ | 183 | 31,0 | 318 |
| 30.09.2025 | ✓ | 148 | 26,4 | 300 |
| 30.06.2025 | ✓ | 131 | 21,4 | 239 |
| 31.03.2025 | ✓ | 120 | 18,2 | 104 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| AMERIPRISE FINANCIAL INC | 786.046 | 6.634.229 |
| Grange Capital, LLC | 287.427 | 2.425.884 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 211.406 | 1.784.266 |
| TORONTO DOMINION BANK | 200.000 | 1.688.000 |
| MIRAE ASSET SECURITIES (USA) INC. | 147.826 | 1.247.651 |
| Longaeva Partners L.P. | 129.367 | 1.091.857 |
| Schonfeld Strategic Advisors LLC | 34.687 | 292.757 |
| Daiwa Securities Group Inc. | 33.400 | 281.896 |
| Quantinno Capital Management LP | 31.983 | 269.937 |
| Squarepoint Ops LLC | 29.911 | 252.449 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | 1.597.252 | 349.693 | +28.0 % | 13.480.807 |
| Legal & General Group Plc | 1.107.859 | 267.926 | +31.9 % | 9.794.439 |
| MORGAN STANLEY | 686.951 | 256.032 | +59.4 % | 5.797.867 |
| BALYASNY ASSET MANAGEMENT L.P. | 149.452 | 135.060 | +938.4 % | 1.261.375 |
| Sculptor Capital LP | 219.300 | 127.200 | +138.1 % | 1.850.892 |
| Aquatic Capital Management LLC | 149.822 | 125.743 | +522.2 % | 1.264.498 |
| LPL Financial LLC | 256.073 | 103.545 | +67.9 % | 2.161.256 |
| Brevan Howard Capital Management LP | 114.606 | 88.776 | +343.7 % | 967.275 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.546.666 | 88.701 | +6.1 % | 13.056.979 |
| Headlands Technologies LLC | 221.394 | 77.741 | +54.1 % | 1.868.565 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| CAPITAL FUND MANAGEMENT S.A. | 318.346 | -404.615 | -56.0 % | 2.686.840 |
| GROUP ONE TRADING LLC | 57.870 | -208.244 | -78.3 % | 488.423 |
| CITADEL ADVISORS LLC | 516.886 | -174.854 | -25.3 % | 4.362.518 |
| RAYMOND JAMES FINANCIAL INC | 198.616 | -143.155 | -41.9 % | 1.676.319 |
| Creek Drive Management Group LLC | 335.000 | -138.200 | -29.2 % | 2.827.400 |
| BARCLAYS PLC | 22.576 | -74.849 | -76.8 % | 190.542 |
| FIRST TRUST ADVISORS LP | 958.853 | -63.606 | -6.2 % | 8.092.719 |
| TWO SIGMA INVESTMENTS, LP | 52.147 | -60.500 | -53.7 % | 440.121 |
| Verition Fund Management LLC | 18.339 | -58.605 | -76.2 % | 154.781 |
| DnB Asset Management AS | 182.371 | -56.834 | -23.8 % | 1.539.211 |
Zusätzlich aktuell von 68 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 08.06.2026 | Davidson Kempner Arbitrage, Equities & Relative Value LP | Passiv (13G) | 3,55 % | 2.749.049 | Neu | |
| 08.06.2026 | M.H. Davidson & Co. | Passiv (13G) | 0,07 % | 50.951 | Neu | |
| 08.06.2026 | Davidson Kempner Capital Management LP (+1) | Passiv (13G) | 3,62 % | 2.800.000 | Neu | |
| 13.02.2026 | Susquehanna Securities, LLC (+1) | Passiv (13G/A) | 2,80 % | 2.118.500 | -3,10 pp | |
| 13.11.2025 | Susquehanna Securities, LLC (+1) | Passiv (13G) | 5,90 % | 3.518.261 | Neu | |
| 17.10.2025 | BlackRock, Inc. | Passiv (13G) | 5,90 % | 3.562.455 | Neu | |
| 23.09.2025 | Uber Technologies, Inc. | Aktivist (13D/A) | 3,36 % | 2.070.629 | Neu | |
| 15.09.2025 | VK Services, LLC (+1) | Passiv (13G) | 7,50 % | 4.801.324 | Neu | |
| 15.09.2025 | Khosla Ventures Associates VI, LLC (+1) | Passiv (13G) | 0,10 % | 78.619 | Neu | |
| 15.09.2025 | Khosla Ventures Seed Associates D, LLC (+1) | Passiv (13G) | 0,10 % | 49.871 | Neu | |
| 15.09.2025 | Khosla Ventures Seed Associates E, LLC (+1) | Passiv (13G) | 7,30 % | 4.672.834 | Neu | |
| 14.02.2025 | NVIDIA Corporation | Passiv (13G/A) | Ausstieg | 0 | -10,00 pp | |
| 14.08.2024 | Mark N. Tompkins | Passiv (13G/A) | 4,90 % | 1.802.161 | -2,50 pp | |
| 18.07.2024 | NVIDIA Corporation | Passiv (13G) | 10,00 % | 3.727.033 | Neu | |
| 14.02.2024 | Ian | Passiv (13G/A) | 0,50 % | 125.000 | Neu | |
| 14.02.2024 | Mark N. Tompkins | Passiv (13G/A) | 7,40 % | 1.843.750 | Neu |
Finanzkennzahlen (SEC XBRL) ⓘ
Währung:
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | – | -49.004.000 $ | -0,65 $ | 340.804.000 $ | 317.790.000 $ |
| 2025-12-31 | 10-K | – | -101.361.000 $ | -1,63 $ | 367.751.000 $ | 350.744.000 $ |
| 2025-09-30 | 10-Q | – | -33.020.000 $ | -0,54 $ | 299.099.000 $ | 283.858.000 $ |
| 2025-06-30 | 10-Q | – | -20.850.000 $ | -0,36 $ | 214.315.000 $ | 207.206.000 $ |
| 2025-03-31 | 10-Q | – | -13.217.000 $ | -0,23 $ | 216.594.616 $ | 210.164.000 $ |
| 2024-12-31 | 10-K | – | -39.191.000 $ | -1,07 $ | 139.601.000 $ | 131.681.000 $ |
| 2024-09-30 | 10-Q | – | -7.996.000 $ | -0,20 $ | 61.465.361 $ | 56.176.000 $ |
| 2024-06-30 | 10-Q | – | -9.038.000 $ | -0,27 $ | 32.766.496 $ | 28.464.000 $ |
| 2024-03-31 | 10-Q | 946.711 $ | -9.038.000 $ | -0,37 $ | 4.248.108 $ | -8.806.000 $ |
| 2023-12-31 | 10-K | 207.545 $ | -24.813.736 $ | -1,75 $ | 2.804.549 $ | -4.034.000 $ |
| 2023-09-30 | 10-Q | 62.565 $ | -7.645.972 $ | -0,41 $ | 8.513.675 $ | 2.368.799 $ |
| 2023-06-30 | 10-Q | – | -4.966.256 $ | -0,74 $ | 9.236 $ | -22.351.291 $ |
| 2023-03-31 | 10-Q | 40.252 $ | -5.138.122 $ | -0,77 $ | 12.366 $ | -17.494.095 $ |
| 2022-12-31 | 10-K | 107.819 $ | -21.855.127 $ | -3,17 $ | 8.544.071 $ | -12.452.146 $ |
| 2022-09-30 | 10-Q | 33.333 $ | -5.358.605 $ | -0,78 $ | 1.268 $ | -5.116.747 $ |
| 2022-06-30 | 10-Q | – | -5.300.015 $ | 0,00 $ | 2.673 $ | 147.317 $ |
| 2022-03-31 | 10-Q | – | -3.942.145 $ | 0,00 $ | 863 $ | 5.436.275 $ |
| 2021-12-31 | 10-K | – | -54.627 $ | -0,01 $ | 271 $ | 8.320.395 $ |
| 2021-09-30 | 10-Q | – | -14.720 $ | 0,00 $ | 6.677 $ | -62.783 $ |
| 2021-06-30 | 10-Q | – | -14.284 $ | 0,00 $ | 9.917 $ | -48.063 $ |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|
| Fleet Services | 1,6 Mio. | – | – | 61,2 % | Neu | |
| Software Services | 1,0 Mio. | 1,2 Mio. | – | 38,8 % | -13,2% | |
| Delivery Services | – | 332.180 | 146.462 | – | – | |
| Branding Fees | – | 294.400 | 45.250 | – | – | |
| Other Revenue | – | – | 15.833 | – | – |
Quartalsverlauf
| Segment | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 | Q3 FY2024 | Q2 FY2024 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Software Services | 433.000 | 312.000 | 228.847 | 38.767 | 296.035 | 63,0 % | +1016,9% | |
| Fleet Services | 254.000 | 330.000 | 211.618 | – | – | 37,0 % | Neu | |
| Delivery Services | – | – | – | 112.288 | 75.540 | – | – | |
| Branding Fees | – | – | – | 70.500 | 96.800 | – | – |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 07.05.2026 | 3,0 Mio. USD | -0,65 |
| Q3 2025 | 30.09.2025 | 14.11.2025 | 687.000 USD | -0,54 |
| Q2 2025 | 30.06.2025 | 08.08.2025 | 642.000 USD | -0,36 |
| Q1 2025 | 31.03.2025 | 08.05.2025 | 440.000 USD | -0,23 |
| Q3 2024 | 30.09.2024 | 07.11.2024 | 222.000 USD | -0,20 |
| Q2 2024 | 30.06.2024 | 13.08.2024 | 468.000 USD | -0,27 |
| Q1 2024 | 31.03.2024 | 15.05.2024 | 946.711 USD | -0,37 |
| Q3 2023 | 30.09.2023 | 15.11.2023 | 62.565 USD | -0,41 |
| Q2 2023 | 30.06.2023 | 27.07.2023 | 62.009 USD | -0,74 |
Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)
SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag,
SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische
Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte
(20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index
keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht (US) | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 07.05.2026 | 10-Q | 31.03.2026 | 37 Tage | SEC » |
| 12.03.2026 | 10-K | 31.12.2025 | 71 Tage | SEC » |
| 14.11.2025 | 10-Q | 30.09.2025 | 45 Tage | SEC » |
| 08.08.2025 | 10-Q | 30.06.2025 | 39 Tage | SEC » |
| 08.05.2025 | 10-Q | 31.03.2025 | 38 Tage | SEC » |
| 02.04.2025 | 10-K/A | 31.12.2024 | 92 Tage | SEC » |
| 06.03.2025 | 10-K | 31.12.2024 | 65 Tage | SEC » |
| 07.11.2024 | 10-Q | 30.09.2024 | 38 Tage | SEC » |
| 13.08.2024 | 10-Q | 30.06.2024 | 44 Tage | SEC » |
| 15.05.2024 | 10-Q | 31.03.2024 | 45 Tage | SEC » |
| 29.02.2024 | 10-K | 31.12.2023 | 60 Tage | SEC » |
| 15.11.2023 | 10-Q | 30.09.2023 | 46 Tage | SEC » |
| 27.07.2023 | 10-Q | 30.06.2023 | 27 Tage | SEC » |
| 15.05.2023 | 10-Q | 31.03.2023 | 45 Tage | SEC » |
| 31.03.2023 | 10-K | 31.12.2022 | 90 Tage | SEC » |
| 14.11.2022 | 10-Q | 30.09.2022 | 45 Tage | SEC » |
| 15.08.2022 | 10-Q | 30.06.2022 | 46 Tage | SEC » |
| 16.05.2022 | 10-Q | 31.03.2022 | 46 Tage | SEC » |
| 31.03.2022 | 10-K | 31.12.2021 | 90 Tage | SEC » |
| 16.11.2021 | 10-Q | 30.09.2021 | 47 Tage | SEC » |
| 16.08.2021 | 10-Q | 30.06.2021 | 47 Tage | SEC » |
| 17.05.2021 | 10-Q | 31.03.2021 | 47 Tage | SEC » |
| 28.04.2021 | 10-K | 31.12.2020 | 118 Tage | SEC » |
Kapitalerhöhungen & Emissions-Historie
Emissions-Historie aus den finalen SEC-Prospekten: Börsengang (424B4) und Kapitalerhöhungen (424B5, Folge-/Sekundärplatzierungen). Volumen = Brutto-Erlös (bei Börsengängen zusätzlich der Ausgabepreis). Wiederholte Kapitalerhöhungen deuten auf Verwässerung der Altaktionäre hin.
| Datum (US) | Art | Volumen | |
|---|---|---|---|
| 14.05.2026 | Kapitalerhöhung | $150,0 Mio | SEC » |
| 10.10.2025 | Kapitalerhöhung | $100,0 Mio · $16,00/Aktie | SEC » |
| 14.03.2025 | Kapitalerhöhung | $150,0 Mio | SEC » |
| 07.01.2025 | Kapitalerhöhung | $80,0 Mio · $19,00/Aktie | SEC » |
| 07.11.2024 | Kapitalerhöhung | $100,0 Mio | SEC » |
| 19.04.2024 | Börsengang | $37,4 Mio · $4,00/Aktie | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). Beträge in US-Dollar.
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 24.04.2026 | HV-Einladung | — | — | DEFA14A | SEC » |
| 24.04.2026 | HV-Einladung | 17.06.2026 Jahres-HV | 20.04.2026 | DEF 14A | SEC » |
| 25.04.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 25.04.2025 | HV-Einladung | 12.06.2025 Jahres-HV | 14.04.2025 | DEF 14A | SEC » |
| 07.06.2024 | HV-Einladung | — | — | DEFA14A | SEC » |
| 07.06.2024 | HV-Einladung | 22.07.2024 Jahres-HV | 28.05.2024 | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).
Privatplatzierungen (Reg D)
Reg-D-Privatplatzierungen (Form D) der letzten sechs Jahre — SEC-befreite Kapitalaufnahmen ohne öffentliches Prospekt (z. B. PIPEs, Wandelanleihen an ausgewählte Investoren). Wiederholte Privatplatzierungen können auf laufenden Kapitalbedarf und Verwässerung der Altaktionäre hindeuten.
| Datum (US) | Art | Form | |
|---|---|---|---|
| 03.09.2024 | Privatplatzierung | D | SEC » |
| 06.08.2024 | Privatplatzierung | D | SEC » |
| 12.01.2024 | Privatplatzierung | D | SEC » |
| 15.08.2023 | Privatplatzierung | D | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). Nur Metadaten — Emissions-Betrag und Investoren stehen im Dokument (SEC-Link).
Kritische 8-K Meldungen ⓘ
WARNUNG: Kritische 8-K-Meldung(en)
HOCH Abgang Schlüsselpersonen (24.06.2026)
HOCH Abgang Schlüsselpersonen (24.06.2026)
| Datum | Meldung | Tags | Schwere | Filing | Auszug |
|---|---|---|---|---|---|
| 24.06.2026 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 09.12.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 03.06.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 09.04.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers;… |
| 04.08.2023 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | n Control of Registrant. Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment… |
8-K-Ereignisse (KI)
🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.
| Datum | Ereignis | Sentiment | Materialität | Zusammenfassung | Filing |
|---|---|---|---|---|---|
| 24.06.2026 | Personalwechsel | -0,30 | 45 | Sarfraz Maredia, Mitglied des Board of Directors von Serve Robotics Inc., ist am 17. Juni 2026 mit sofortiger Wirkung zurückgetreten. Die Re… 🔒 | SEC |
| 18.06.2026 | HV-Abstimmung | 0,20 | 20 | Bei der Jahresversammlung vom 17. Juni 2026 wurden Ali Kashani und Touraj Parang als Class III Vorstandsmitglieder gewählt. Die Aktionäre be… 🔒 | SEC |
| 11.05.2026 | M&A abgeschlossen | 0,35 | 72 | Serve Robotics schloss am 27. Januar 2026 die Akquisition von Diligent Robotics ab. Das Unternehmen beendete zudem am 7. Mai 2026 eine Contr… 🔒 | SEC |
| 07.05.2026 | Quartalszahlen | 0,00 | 55 | Serve Robotics gab Finanzergebnisse für die drei Monate bis 31. März 2026 bekannt und veröffentlichte eine überarbeitete Investor-Präsentati… 🔒 | SEC |
| 11.03.2026 | Quartalszahlen | 0,00 | 60 | Serve Robotics kündigte die Finanzierungsergebnisse für das Jahr 2025 an und stellte eine überarbeitete Investor-Präsentation zur Verfügung. | SEC |
| 29.01.2026 | M&A abgeschlossen | 0,40 | 70 | Serve Robotics schließt Übernahme von Diligent Robotics ab. Der Merger wurde am 27. Januar 2026 gemäß Merger Agreement finalisiert. | SEC |
| 21.01.2026 | Sonstiges | 0,00 | 20 | Item 7.01 Regulation FD Disclosure. Der Auszug enthält nur Standardboilerplate-Text ohne substantiellen Inhalt zur tatsächlichen Disclosure. | SEC |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-06-30 | 37.725 | 6,35 | 239.554 |
| 2026-06-29 | 7.218 | 6,01 | 43.380 |
| 2026-06-26 | 2.656 | 5,90 | 15.670 |
| 2026-06-25 | 8.488 | 6,12 | 51.947 |
| 2026-06-24 | 85.413 | 6,41 | 547.497 |
| 2026-06-23 | 101.565 | 6,80 | 690.642 |
| 2026-06-22 | 170.498 | 6,99 | 1.191.781 |
| 2026-06-18 | 147.645 | 6,69 | 987.745 |
| 2026-06-17 | 285.852 | 6,56 | 1.875.189 |
| 2026-06-16 | 2.801 | 7,22 | 20.223 |
| 2026-06-15 | 23.115 | 6,97 | 161.112 |
| 2026-06-11 | 900 | 6,98 | 6.282 |
| 2026-06-10 | 11.166 | 6,94 | 77.492 |
| 2026-06-09 | 26.292 | 7,61 | 200.082 |
| 2026-06-08 | 31.075 | 7,75 | 240.831 |
| 2026-06-04 | 8.711 | 8,24 | 71.779 |
| 2026-06-03 | 2.996 | 9,07 | 27.174 |
| 2026-06-02 | 272 | 9,42 | 2.562 |
| 2026-06-01 | 9.482 | 9,35 | 88.657 |
| 2026-05-29 | 14.396 | 9,49 | 136.618 |
| 2026-05-28 | 4.972 | 8,84 | 43.952 |
| 2026-05-27 | 13.347 | 8,97 | 119.723 |
| 2026-05-26 | 180.060 | 8,70 | 1.566.522 |
| 2026-05-22 | 205.592 | 8,81 | 1.811.266 |
| 2026-05-21 | 100.803 | 8,38 | 844.729 |
| 2026-05-20 | 56.104 | 8,10 | 454.442 |
| 2026-05-19 | 134.533 | 8,23 | 1.107.207 |
| 2026-05-18 | 210.306 | 8,24 | 1.732.921 |
| 2026-05-15 | 44.438 | 8,74 | 388.388 |
| 2026-05-14 | 115.464 | 8,63 | 996.454 |
| 2026-05-13 | 50.906 | 8,76 | 445.937 |
| 2026-05-12 | 70.158 | 8,85 | 620.898 |
| 2026-05-11 | 139.727 | 8,77 | 1.225.406 |
| 2026-05-08 | 170.426 | 9,09 | 1.549.172 |
| 2026-05-07 | 14.717 | 9,58 | 140.989 |
| 2026-05-06 | 65.160 | 9,14 | 595.562 |
| 2026-05-05 | 7.371 | 9,35 | 68.919 |
| 2026-05-04 | 19.463 | 9,40 | 182.952 |
| 2026-05-01 | 8.932 | 9,43 | 84.229 |
| 2026-04-30 | 217.145 | 8,99 | 1.952.134 |
| 2026-04-29 | 27.575 | 9,43 | 260.032 |
| 2026-04-28 | 41.753 | 9,89 | 412.937 |
| 2026-04-27 | 66.905 | 9,22 | 616.864 |
| 2026-04-24 | 92.070 | 9,32 | 858.092 |
| 2026-04-23 | 107.458 | 9,82 | 1.055.238 |
| 2026-04-22 | 116.379 | 9,74 | 1.133.531 |
| 2026-04-21 | 159.612 | 9,99 | 1.594.524 |
| 2026-04-20 | 333.701 | 9,57 | 3.193.519 |
| 2026-04-17 | 93.953 | 9,45 | 887.856 |
| 2026-04-16 | 128.801 | 9,56 | 1.231.338 |
| 2026-04-15 | 5.929 | 8,95 | 53.065 |
| 2026-04-14 | 11.240 | 8,49 | 95.428 |
| 2026-04-13 | 37.666 | 8,26 | 311.121 |
| 2026-04-10 | 113.896 | 8,08 | 920.280 |
| 2026-04-09 | 30.995 | 8,37 | 259.428 |
| 2026-04-08 | 38.185 | 8,03 | 306.626 |
| 2026-04-07 | 47.817 | 8,35 | 399.272 |
| 2026-04-06 | 50.574 | 8,45 | 427.350 |
| 2026-04-02 | 66.005 | 8,41 | 555.102 |
| 2026-04-01 | 294.062 | 8,44 | 2.481.883 |
| 2026-03-31 | 328.487 | 7,73 | 2.539.205 |
| 2026-03-30 | 467.046 | 8,32 | 3.885.823 |
| 2026-03-27 | 54.608 | 9,08 | 495.841 |
| 2026-03-26 | 113.185 | 9,32 | 1.054.884 |
| 2026-03-25 | 306.666 | 9,22 | 2.827.461 |
| 2026-03-24 | 355.090 | 9,43 | 3.348.499 |
| 2026-03-23 | 1.049.072 | 8,86 | 9.294.778 |
| 2026-03-20 | 185.669 | 9,13 | 1.695.158 |
| 2026-03-19 | 236.008 | 9,43 | 2.225.555 |
| 2026-03-18 | 264.794 | 9,62 | 2.547.318 |
| 2026-03-17 | 496.597 | 9,85 | 4.891.480 |
| 2026-03-16 | 326.089 | 9,12 | 2.973.932 |
| 2026-03-13 | 243.298 | 9,61 | 2.338.094 |
| 2026-03-12 | 289.667 | 10,65 | 3.084.954 |
| 2026-03-11 | 45.623 | 9,67 | 441.174 |
| 2026-03-10 | 39.749 | 9,49 | 377.218 |
| 2026-03-09 | 11.270 | 9,44 | 106.389 |
| 2026-03-06 | 45.675 | 9,68 | 442.134 |
| 2026-03-05 | 45.347 | 9,84 | 446.214 |
| 2026-03-04 | 91.437 | 9,64 | 881.453 |
| 2026-03-03 | 27.792 | 10,00 | 277.920 |
| 2026-03-02 | 204.191 | 9,99 | 2.039.868 |
| 2026-02-27 | 106.364 | 10,47 | 1.113.631 |
| 2026-02-26 | 92.318 | 10,36 | 956.414 |
| 2026-02-25 | 72.338 | 9,67 | 699.508 |
| 2026-02-24 | 162.151 | 9,24 | 1.498.275 |
| 2026-02-23 | 96.763 | 9,49 | 918.281 |
| 2026-02-20 | 162.669 | 9,83 | 1.599.036 |
| 2026-02-19 | 59.607 | 9,40 | 560.306 |
| 2026-02-18 | 515 | 9,27 | 4.774 |
| 2026-02-17 | 239.579 | 9,56 | 2.290.375 |
| 2026-02-13 | 34.697 | 9,31 | 323.029 |
| 2026-02-12 | 191.362 | 9,79 | 1.873.434 |
| 2026-02-11 | 29.146 | 10,32 | 300.787 |
| 2026-02-10 | 154.783 | 10,68 | 1.653.082 |
| 2026-02-09 | 66.054 | 10,68 | 705.457 |
| 2026-02-06 | 54.973 | 9,19 | 505.202 |
| 2026-02-05 | 29.477 | 10,16 | 299.486 |
| 2026-02-04 | 2.672 | 10,79 | 28.831 |
| 2026-02-03 | 86.983 | 10,33 | 898.534 |