Serve Robotics Inc.
Serve Robotics Inc. (NASDAQ: SERV) develops autonomous robotic solutions for last-mile delivery and logistics applications. The company operates through its wholly-owned subsidiary, Serve Operating Co., which holds all material assets and conducts business operations. The company's website is www.serverobotics.com. From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Serve Robotics Inc. does
In the company’s own words
Serve Robotics Inc. (NASDAQ: SERV) develops autonomous robotic solutions for last-mile delivery and logistics applications. The company operates through its wholly-owned subsidiary, Serve Operating Co., which holds all material assets and conducts business operations. The company's website is www.serverobotics.com.
Serve's core technology originated in 2017 as a specialized project within Postmates Inc., an on-demand delivery company. Following Postmates' acquisition by Uber Technologies in 2020, Uber's leadership approved the contribution of the intellectual property and related assets to Serve in February 2021. The company commenced independent operations in January 2021.
The company designs, engineers, deploys, and operates low-emission robotic systems built on a proprietary artificial intelligence-enabled mobility platform. Serve's third-generation sidewalk delivery robots can reach speeds up to 11 miles per hour, travel as far as 48 miles on a single charge, and feature an expanded 15-gallon cargo bin. As of December 31, 2025, Serve's fleet consisted of over 2,000 sidewalk delivery robots operating across multiple geographic markets. The robots maintain platform-level integrations with major food delivery platforms including Uber Eats and DoorDash.
In January 2026, subsequent to the fiscal year covered by this filing, Serve completed the acquisition of Diligent Robotics Inc., a provider of AI-powered autonomous robot assistants for the healthcare industry. This acquisition extends Serve's autonomy platform into indoor hospital environments and broadens its addressable market into healthcare and other commercial sectors.
Serve employs 370 full-time and 10 part-time employees globally, with 359 employees based in the United States and 21 employees in Canada. Approximately 38 percent of employees work in engineering or product roles, 49 percent in operations, and 13 percent in business development or administrative functions. The company generated revenue of $2.7 million during the fiscal year ended December 31, 2025. Serve holds 62 active patent matters across multiple jurisdictions, with 36 patents granted as of December 31, 2025, primarily in the United States.
Company details
- Sector
- Industrials
- Industry
- Industrial Machinery
- Headquarters
- SAN CARLOS, CA
- Fiscal year end
- December
- CIK
- 1832483
- SIC
- 3569
Financial performance, year by year
Fiscal 2021–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Serve Robotics Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Serve Robotics Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Could not be determined for this company: bond issues.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
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