Cerebras Systems Inc.
CBRS- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0002021728
In the last 90 days, Cerebras Systems Inc. insiders filed 0 open-market purchases and 16 sales; 421 institutions reported holding it in 13F filings for Q2 2026, worth $19.6B in total; 6 superinvestors hold it, including Altimeter Capital and Coatue Management.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $394.6M in total
- 16
- 13F holdersQ2 2026, +421 vs. previous quarter
- 421
- 13F valueReported value at the end of Q2 2026
- $19.6B
- Superinvestors holdingAt the end of Q2 2026
- 6
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, Q2 FY2026
- $180.1M
- No comparable prior period
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 19.9M
- Shares sold short
- Change
- +5.74M
- +40.7% vs. previous
- Days to cover
- 1.87
- At average daily volume
Superinvestors holding CBRS, Q2 2026
Go to the superinvestors tab6 superinvestors report holding Cerebras Systems Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Altimeter Capital
Brad Gerstner
16.2%
Cerebras Systems Inc.'s share of the portfolio
- Shares
- 7,225,037
- Value
- $1.60B
Coatue Management
Philippe Laffont
3.2%
Cerebras Systems Inc.'s share of the portfolio
- Shares
- 7,011,028
- Value
- $1.55B
| Superinvestor | Weight | Value |
|---|---|---|
| Tiger Global Management | 2.8% | $662.8M |
| ARK Invest | 1.1% | $169.0M |
| Soros Fund Management | 0.4% | $33.1M |
| D1 Capital Partners | 0.1% | $33.1M |
Latest insider trades
See all insider tradesOpen-market purchases and sales by Cerebras Systems Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 28, 2026 (view filing)6:30 PM ET | Oct 27 | 1 day | Lie SeanChief Technology Officer | SSaleClass A Common Stock | −60.0K | $115.79 | −$6.95M | −18.5%263.6K after | 3 lots10b5-1 |
| Sep 30, 2026 (view filing)6:35 PM ET | Sep 29 | 1 day | Komin Robert Patrick Jr.Chief Financial Officer | SSaleClass A Common Stock | −32.5K | $203.53 | −$6.61M | −100.0%0 after | 16 lots10b5-1 |
| Sep 30, 2026 (view filing)6:34 PM ET | Sep 29 | 1 day | Mallick DhirajChief Operating Officer | SSaleClass A Common Stock | −396.0K | $204.04 | −$80.8M | −100.0%0 after | 19 lots10b5-1 |
| Sep 30, 2026 (view filing)6:33 PM ET | Sep 28 | 2 days | Patel YagneshChief Accounting Officer | SSaleClass A Common Stock | −1.32K | $204.50 | −$269.9K | −7.9%15.4K after | 10b5-1 |
| Sep 28, 2026 (view filing)4:05 PM ET | Sep 25 | 3 days | Lie SeanChief Technology Officer | SSaleClass A Common Stock | −120.0K | $208.97 | −$25.1M | −27.9%309.6K after | 9 lots10b5-1 |
| Sep 8, 2026 (view filing)8:20 PM ET | Sep 4 | 4 days | Vassallo StevenDirector | SSaleClass A Common Stock | −50.0K | $210.30 | −$10.5M | −22.5%172.0K after | 3 lots |
| Sep 8, 2026 (view filing)8:19 PM ET | Sep 4 | 4 days | Lie SeanChief Technology Officer | SSaleClass A Common Stock | −53.5K | $210.16 | −$11.2M | −13.4%345.6K after | |
| Sep 8, 2026 (view filing)8:17 PM ET | Sep 4 | 4 days | Feldman Andrew D.CEO, President | SSaleClass A Common Stock | −37.4K | $210.46 | −$7.88M | −69.0%16.9K after | 16 lots |
| Aug 25, 2026 (view filing)6:13 PM ET | Aug 21 | 4 days | Feldman Andrew D.CEO, President | SSaleClass A Common Stock | −237.6K | $199.27 | −$47.3M | −93.4%16.9K after | 13 lots |
| Aug 21, 2026 (view filing)8:58 PM ET | Aug 20-21 | 1 day | Lie SeanChief Technology Officer | SSaleClass A Common Stock | −726.5K | $207.90 | −$151.1M | −66.3%368.9K after | 11 lots |
Top 10 13F holders, Q2 2026
See all 421 holdersThe largest institutional positions in Cerebras Systems Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eclipse Ventures, LLC | 11,446,270 | $2.53B | 98.28% | +11,446,270 | New |
| FMR LLC | 8,435,095 | $1.86B | 0.08% | +8,435,095 | New |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 7,225,037 | $1.60B | 16.24% | +7,225,037 | New |
| Coatue Management LLCSuperinvestorCoatue Management | 7,011,028 | $1.55B | 3.19% | +7,011,028 | New |
| Capital World Investors | 3,894,458 | $860.7M | 0.10% | +3,894,458 | New |
| Morgan Stanley | 3,224,209 | $712.6M | 0.04% | +3,224,209 | New |
| Atreides Management, LP | 3,110,086 | $687.3M | 6.17% | +3,110,086 | New |
| JPMorgan Chase & Co | 3,100,806 | $670.3M | 0.04% | +3,100,806 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 2,999,000 | $662.8M | 2.76% | +2,999,000 | New |
| VY Capital Management Co. Ltd. | 2,146,825 | $474.4M | 1.01% | +2,146,825 | New |
Holders of 5% or more of CBRS
See all 8 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Cerebras Systems Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| FMR LLC | 13G/A | 17.80%30.3M shares | −7.90 ppfrom 25.70% | Jun 5, 20263 filings | Nov 5, 2026 | SEC |
| Foundation Capital Management Co. VIII, L.L.C. | 13G | 12.20%14.2M shares | New | Aug 14, 20261 filing | Aug 14, 2026 | SEC |
| Atreides Management, LP | 13G | 10.70%10.5M shares | New | Aug 14, 20261 filing | Aug 14, 2026 | SEC |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 13G | 9.99%3.50M shares | New | May 22, 20261 filing | May 22, 2026 | SEC |
| Benchmark Capital Partners VIII, L.P. | 13G | 9.80%12.2M shares | New | Aug 14, 20261 filing | Aug 14, 2026 | SEC |