Stocks Health care SER
NYSE · Health careSerina Therapeutics, Inc. (SER)
It posted a net loss of $21.2M. In fiscal 2025 capital spending exceeded operating cash flow by $18M. At June 30, 2026 it held $23M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 13, 2026.
Key facts about Serina Therapeutics, Inc.
- Net worth
- Serina Therapeutics, Inc. has a market value (market cap) of $36.3M at the latest share price, and shareholders' equity of $18.7M on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $130K (+132.1% year on year), with a net loss of $19.2M.
- Cash flow
- In fiscal 2025 operations used $18M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 13, 2026 and covers the period to June 30, 2026. Open on SEC EDGAR
- Next earnings report
- Serina Therapeutics, Inc.'s next report is expected around November 12, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
What Serina Therapeutics, Inc. does
Serina Therapeutics, Inc. is registered with the SEC under industry code SIC 2834 (Pharmaceutical Preparations). Its shares trade on NYSE under the ticker SER.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $130K | -$19.2M | -$1.91 | -$18M |
| 2024 | $56K | -$11.1M | -$1.51 | -$17.2M |
| 2023 | $3.2M | $5.3M | $0.73 | -$3M |
| 2022 | $34K | -$10.5M | -$9.70 | n/a |
| 2021 | $144K | -$8.7M | -$0.23 | n/a |
| 2020 | $361K | -$10.9M | -$0.29 | -$7.8M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where SER ranks in Health care
Latest SEC filings
What Serina Therapeutics, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- September 9, 2026Other event 8-K
- August 27, 2026
- August 24, 2026IPO registration S-1
- August 13, 2026
- August 13, 2026
- August 13, 2026
- July 23, 2026
- July 22, 2026
- July 22, 2026Activist stake changed SCHEDULE 13D/A
- June 24, 2026
Insider trades
What the people running Serina Therapeutics, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| July 7, 2026 | Brannan Stephen K.Director | Bought | 1,000 | $2K |
| June 17, 2026 | Bailey GregoryDirector | Exercised options | 1,770,805 | $4M |
| June 17, 2026 | Bailey GregoryDirector | Exercised options | 6,666,667 | $15M |
| June 17, 2026 | Venkatesan JayDirector | Exercised optionsindirect | 224,152 | $504.3K |
| June 12, 2026 | Wilson Karen JDirector | Bought | 5,000 | $8.9K |
| June 11, 2026 | Wilson Karen JDirector | Bought | 5,100 | $8.9K |
| May 26, 2026 | Ledger Steven AChief Executive Officer, Director | Received as pay | 10,100 | $19.5K |
| May 22, 2026 | Venkatesan JayDirector | Bought | 589 | $1K |
Who owns SER
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Juvenescence Limited13D, may seek influence with 1 related filers | 27.3% | July 22, 2026 |
| Randall Moreadith13D, may seek influence | 6.8% | April 3, 2024 |
| Sio Capital Management, LLC13G, passive | 6.71% | May 4, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 27 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Sio Capital Management, LLC | 1,000,000 | 0 |
| Vanguard Capital Management LLC | 162,198 | +3,062 |
| Waverly Advisors, LLC | 67,492 | 0 |
| Geode Capital Management, LLC | 51,007 | -13,966 |
| Keel Point, LLC | 21,508 | 0 |
| Northern Trust Corp | 20,771 | new |
| Vanguard Fiduciary Trust Co | 20,009 | 0 |
| Avidian Wealth Enterprises, LLC | 18,800 | 0 |
| Jane Street Group, LLC | 15,444 | -24,209 |
| State Street Corp | 12,758 | 0 |
| Caitong International Asset Management Co., Ltd | 3,744 | -238 |
| Wells Fargo & Company | 3,611 | +5 |
| Tower Research Capital LLC (TRC) | 2,570 | +1,727 |
| BlackRock, Inc. | 2,378 | -55,886 |
| Osaic Holdings, Inc. | 2,002 | +1,001 |
| UBS Group AG | 1,347 | +1,342 |
| Barclays PLC | 545 | new |
| Piscataqua Savings Bank | 28 | 0 |
| Morgan Stanley | 14 | +6 |
| Albion Financial Group | 8 | 0 |
Insiders
6 insiders reported holding 8,830,059 shares in total, about $12.6M at the last price.
| Holder | Shares |
|---|---|
| Bailey GregoryDirector | 8,564,382 |
| Venkatesan JayDirector | 232,294231,705 held indirectly |
| Marshall Richard PeterDirector | 12,183 |
| Ledger Steven AChief Executive Officer, Director | 10,100 |
| Wilson Karen JDirector | 10,100 |
| Brannan Stephen K.Director | 1,000 |
Questions about SER
What does Serina Therapeutics, Inc. do?
Serina Therapeutics, Inc. is a company in the Health care sector, listed on NYSE as SER. Its shares trade on NYSE under the ticker SER.
What is Serina Therapeutics, Inc.'s net worth?
Serina Therapeutics, Inc. has a market value (market cap) of $36.3M at the latest share price, and shareholders' equity of $18.7M on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Serina Therapeutics, Inc. profitable?
No. Over the twelve months to June 30, 2026 it reported a net loss of $21.2M.
When did Serina Therapeutics, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on August 13, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the other event from September 9, 2026.
When is Serina Therapeutics, Inc.'s next earnings report?
Serina Therapeutics, Inc.'s next report is expected around November 12, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Serina Therapeutics, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.