Serve Robotics Inc. reporting large passive holdings by Davidson Kempner affiliates. A group of reporting persons led by Davidson Kempner Capital Management LP and Anthony A. Yoseloff disclose shared beneficial ownership positions in the Company's Common Stock totaling up to 2,800,000 shares (3.62%) in certain entries. The filing cites 77,373,296 shares outstanding as of May 5, 2026 from the Company’s Form 10-Q.
The statement lists individual entity holdings including 2,800,000 shares, 2,749,049 shares, and smaller positions such as 50,951 shares, with shared voting and dispositive power disclosed. The filing is a Schedule 13G ownership disclosure dated June 2026.
Positive
None.
Negative
None.
Insights
Davidson Kempner affiliates report passive, shared holdings around mid-single-digit percentages.
Davidson Kempner Capital Management LP and affiliated funds are shown with shared dispositive power over specific lots, including 2,800,000 shares (3.62%) and 2,749,049 shares (3.55%), using the Company’s May 5, 2026 outstanding base of 77,373,296 shares.
These holdings are presented as ownership disclosures under Schedule 13G; cash‑flow treatment and trading intentions are not stated in the excerpt. Subsequent filings would show any change in ownership or voting arrangements.
Shared voting/dispositive power suggests managed or pooled positions across affiliated entities.
The filing attributes shared voting and shared dispositive power for multiple reporting persons and identifies the named managers responsible for voting decisions, including Anthony A. Yoseloff and DKCM. The statement lists entity structures and addresses for compliance and attribution.
Because this is a Schedule 13G, the filing indicates passive investor status per the filing type; any change to active intent would require a different filing form.
Key Figures
Shares outstanding:77,373,296 sharesDavidson Kempner Capital Management holding:2,800,000 sharesDavidson Kempner Arbitrage holding:2,749,049 shares+2 more
5 metrics
Shares outstanding77,373,296 sharesas of May 5, 2026 (Form 10-Q)
Davidson Kempner Capital Management holding2,800,000 sharesreported beneficial ownership
Representative percentage3.62%percent of class for a 2,800,000-share entry
Key Terms
Schedule 13G, beneficially own, shared dispositive power, Form 10-Q
4 terms
Schedule 13Gregulatory
"This Statement is filed by each of the entities and persons listed below"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially ownregulatory
"Amount beneficially owned: The information required by Item 4(a)"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
shared dispositive powerregulatory
"Shared Dispositive Power 2,800,000.00"
Form 10-Qregulatory
"as reported in the Company's Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2026"
A Form 10-Q is a detailed report that publicly traded companies are required to file with regulators three times a year, providing an update on their financial health and business activities. It is important for investors because it offers timely insights into a company's performance, helping them make informed decisions about buying or selling stocks. Think of it as a regular check-up report that shows how well a company is doing.
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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
Serve Robotics Inc.
(Name of Issuer)
Common Stock, par value $0.0001 per share
(Title of Class of Securities)
81758H106
(CUSIP Number)
06/01/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
81758H106
1
Names of Reporting Persons
M.H. Davidson & Co.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEW YORK
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
50,951.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
50,951.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
50,951.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.07 %
12
Type of Reporting Person (See Instructions)
PN
SCHEDULE 13G
CUSIP Number(s):
81758H106
1
Names of Reporting Persons
Davidson Kempner Arbitrage, Equities & Relative Value LP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
CAYMAN ISLANDS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,749,049.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,749,049.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,749,049.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
3.55 %
12
Type of Reporting Person (See Instructions)
PN
SCHEDULE 13G
CUSIP Number(s):
81758H106
1
Names of Reporting Persons
Davidson Kempner Capital Management LP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,800,000.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,800,000.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,800,000.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
3.62 %
12
Type of Reporting Person (See Instructions)
PN
SCHEDULE 13G
CUSIP Number(s):
81758H106
1
Names of Reporting Persons
Anthony A. Yoseloff
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,800,000.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,800,000.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,800,000.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
3.62 %
12
Type of Reporting Person (See Instructions)
IN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Serve Robotics Inc.
(b)
Address of issuer's principal executive offices:
730 Broadway, Redwood City, CA 94063
Item 2.
(a)
Name of person filing:
This Statement is filed by each of the entities and persons listed below, all of whom together are referred to herein as the "Reporting Persons":
(i) M.H. Davidson & Co., a New York limited partnership ("CO"). M.H. Davidson & Co. GP, L.L.C., a Delaware limited liability company ("CO GP"), is the general partner of CO and Davidson Kempner Liquid GP Topco LLC, a Delaware limited liability company, is the managing member of CO GP. DKCM (as defined below) is responsible for the voting and investment decisions of CO;
(ii) Davidson Kempner Arbitrage, Equities and Relative Value LP, a Cayman Islands exempted limited partnership ("DKAERV"). Davidson Kempner Multi-Strategy GP II LLC, a Delaware limited liability company ("DKAERV GP"), is the general partner of DKAERV and Davidson Kempner Liquid GP Topco LLC, a Delaware limited liability company, is the managing member of DKAERV GP. DKCM is responsible for the voting and investment decisions of DKAERV;
(iii) Davidson Kempner Capital Management LP, a Delaware limited partnership and a registered investment adviser with the U.S. Securities and Exchange Commission, acts as investment manager to each of CO and DKAERV ("DKCM"). DKCM GP LLC, a Delaware limited liability company, is the general partner of DKCM. The managing members of DKCM are Anthony A. Yoseloff, Conor Bastable, Morgan P. Blackwell, Patrick W. Dennis, Gabriel T. Schwartz, Zachary Z. Altschuler, Joshua D. Morris, Suzanne K. Gibbons, Gregory S. Feldman, Melanie Levine and James Li; and
(iv) Anthony A. Yoseloff, through DKCM, is responsible for the voting and investment decisions relating to the common stock, par value $0.0001 per share ("Common Stock"), of Serve Robotics Inc. (the "Company") held by CO and DKAERV.
(b)
Address or principal business office or, if none, residence:
The address of the principal business office of each of the Reporting Persons is c/o Davidson Kempner Capital Management LP, 9 West 57th Street, 29th Floor, New York, NY 10019.
(c)
Citizenship:
(i) CO - a New York limited partnership
(ii) DKAERV - a Cayman Islands exempted limited partnership
(iii) DKCM - a Delaware limited partnership
(iv) Anthony A. Yoseloff - United States
(d)
Title of class of securities:
Common Stock, par value $0.0001 per share
(e)
CUSIP Number(s):
81758H106
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
The information required by Item 4(a) is set forth in Row 9 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
The percentages set forth in this Schedule 13G are calculated based upon an aggregate of 77,373,296 shares of Common Stock outstanding as of May 5, 2026, as reported in the Company's Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2026, filed with the Securities and Exchange Commission on May 7, 2026.
As of the date of the event which requires the filing of this Schedule 13G, the Reporting Persons may have been deemed to beneficially own more than 5% of the shares of Common Stock outstanding.
(b)
Percent of class:
3.62%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
The information required by Item 4(c)(i) is set forth in Row 5 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
(ii) Shared power to vote or to direct the vote:
The information required by Item 4(c)(ii) is set forth in Row 6 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
(iii) Sole power to dispose or to direct the disposition of:
The information required by Item 4(c)(iii) is set forth in Row 7 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
(iv) Shared power to dispose or to direct the disposition of:
The information required by Item 4(c)(iv) is set forth in Row 8 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
Item 5.
Ownership of 5 Percent or Less of a Class.
Ownership of 5 percent or less of a class
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
M.H. Davidson & Co.
Signature:
/s/ Anthony A. Yoseloff
Name/Title:
Anthony A. Yoseloff, Executive Managing Member of Davidson Kempner Liquid GP Topco LLC, Managing Member of CO GP, General Partner of CO
Date:
06/08/2026
Davidson Kempner Arbitrage, Equities & Relative Value LP
Signature:
/s/ Anthony A. Yoseloff
Name/Title:
Anthony A. Yoseloff, Executive Managing Member of Davidson Kempner Liquid GP Topco LLC, Managing Member of DKAERV GP, General Partner of DKAERV
The filing shows Davidson Kempner entries with up to 2,800,000 shares, reported as 3.62% of common stock based on 77,373,296 shares outstanding as of May 5, 2026. The positions are disclosed under Schedule 13G as beneficial ownership entries.
Does the Schedule 13G for SERV indicate active control or passive ownership?
The Schedule 13G filing reflects passive ownership disclosures by the reporting persons. It lists shared voting and dispositive power but does not state active control measures or plans to change control; the filing type signals passive investor status.
Which Serve Robotics entities hold shared dispositive power?
The excerpt lists entities with shared dispositive power including Davidson Kempner Capital Management LP and Davidson Kempner Arbitrage, Equities & Relative Value, with reported shared dispositive amounts of 2,800,000 and 2,749,049 shares respectively.
What outstanding share base does the SERV filing use for percentages?
Percentages in the filing are calculated using 77,373,296 shares outstanding as of May 5, 2026, per the Company’s Form 10-Q for the quarter ended March 31, 2026, cited in the Schedule 13G.
