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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 12 sales; 418 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.

13F holders, Q2 2026

Institutional positions in Cerebras Systems Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
418
+418 vs. Q1 2026
Shares held
89.2M
+89.2M vs. Q1 2026
Total value
$19.6B
+$19.6B vs. Q1 2026
New holders
418
0 more added
Sold out
0
0 more reduced

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CBRS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 418 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 1 institutionQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 418 institutions
Value heldQ2 2026: $19.6B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $229.8KQ3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $19.6B
Institutions holding CBRS and their total value by quarter
QuarterHoldersValue
Q2 2026418$19.6B
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20251$229.8K
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Cerebras Systems Inc.; share changes are against Q1 2026.

Institutions holding CBRS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Eclipse Ventures, LLC11,446,270$2.53B98.28%+11,446,270New
FMR LLC8,435,095$1.86B0.08%+8,435,095New
Altimeter Capital Management, LPSuperinvestorAltimeter Capital7,225,037$1.60B16.24%+7,225,037New
Coatue Management LLCSuperinvestorCoatue Management7,011,028$1.55B3.19%+7,011,028New
Capital World Investors3,894,458$860.7M0.10%+3,894,458New
Morgan Stanley3,224,209$712.6M0.04%+3,224,209New
Atreides Management, LP3,110,086$687.3M6.17%+3,110,086New
JPMorgan Chase & Co3,100,806$670.3M0.04%+3,100,806New
Tiger Global Management LLCSuperinvestorTiger Global Management2,999,000$662.8M2.76%+2,999,000New
VY Capital Management Co. Ltd.2,146,825$474.4M1.01%+2,146,825New
BlackRock, Inc.2,075,168$458.6M0.01%+2,075,168New
Price T Rowe Associates Inc2,044,623$451.9M0.05%+2,044,623New
Vanguard Portfolio Management LLC1,551,946$343.0M0.02%+1,551,946New
Vanguard Capital Management LLC1,379,809$304.9M0.01%+1,379,809New
Citadel Advisors LLC1,248,170$275.8M0.16%+1,248,170New
Balyasny Asset Management LLC1,120,356$247.6M0.45%+1,120,356New
Value Aligned Research Advisors, LLC1,094,722$241.9M1.45%+1,094,722New
Harvard Management Co Inc1,081,283$239.0M5.61%+1,081,283New
Capital Research Global Investors883,000$195.1M0.03%+883,000New
Wellington Management Group LLP881,688$194.9M0.03%+881,688New
Norges Bank846,636$187.1M0.02%+846,636New
Advanced Micro Devices Inc794,467$175.6M13.38%+794,467New
ARK Investment Management LLCSuperinvestorARK Invest764,613$169.0M1.10%+764,613New
UBS Group AG565,720$125.0M0.02%+565,720New
Washington University551,086$121.8M45.99%+551,086New
Falcon Edge Capital, LP510,000$112.7M1.81%+510,000New
Franklin Resources Inc479,318$105.9M0.02%+479,318New
State Street Corp476,663$105.3M0.00%+476,663New
Manufacturers Life Insurance Company, The461,443$102.0M0.08%+461,443New
Clear Street Group Inc.442,691$97.8M0.31%+442,691New
Marex Group plc422,732$93.4M0.69%+422,732New
Dragoneer Investment Group, LLC400,000$88.4M3.12%+400,000New
Geode Capital Management, LLC399,695$88.4M0.00%+399,695New
Adams Street Partners LLC398,144$88.0M19.88%+398,144New
Massachusetts Financial Services Co371,665$82.1M0.03%+371,665New
Jupiter Topco LLC343,421$75.9M0.03%+343,421New
T. Rowe Price Investment Management, Inc.340,920$75.3M0.05%+340,920New
StepStone Group LP340,321$75.2M3.48%+340,321New
Davidson Kempner Capital Management LP339,218$75.0M1.20%+339,218New
Legal Advantage Investments, Inc.314,889$69.6M24.41%+314,889New
Sumitomo Mitsui Trust Holdings, Inc.307,104$67.9M0.04%+307,104New
GF Fund Management Co. Ltd.297,940$65.8M0.79%+297,940New
Bamco Inc295,028$65.2M0.10%+295,028New
Nikko Asset Management Americas, Inc.294,463$65.1M0.84%+294,463New
ExodusPoint Capital Management, LP292,273$64.6M0.60%+292,273New
Temasek Holdings (Private) Ltd279,200$61.7M0.17%+279,200New
Millennium Management LLC272,917$60.3M0.04%+272,917New
Ghisallo Capital Management LLC270,000$59.7M1.17%+270,000New
Ameriprise Financial Inc265,558$58.7M0.01%+265,558New
Jane Street Group, LLC250,122$55.3M0.04%+250,122New
Seven Grand Managers, LLC250,000$55.3M2.22%+250,000New
Hamilton Lane Advisors LLC238,304$52.7M35.44%+238,304New
Liberty Street Advisors, Inc.236,563$52.3M10.31%+236,563New
Tudor Investment Corp Et Al236,428$52.3M0.22%+236,428New
Bank of Nova Scotia226,700$50.1M0.08%+226,700New
Meridiem Capital Partners LP221,522$49.0M2.25%+221,522New
D. E. Shaw & Co., Inc.220,350$48.7M0.03%+220,350New
Blackstone Group Inc.220,000$48.6M0.16%+220,000New
Invesco Ltd.211,268$46.7M0.00%+211,268New
Vanguard Fiduciary Trust Co210,919$46.6M0.01%+210,919New
Capstone Investment Advisors, LLC202,100$44.7M0.31%+202,100New
Burkehill Global Management, LP200,000$44.2M1.60%+200,000New
Unisphere Establishment198,450$43.9M0.37%+198,450New
Toroso Investments, LLC194,508$43.0M0.10%+194,508New
Charles Schwab Investment Management Inc189,613$41.9M0.01%+189,613New
Totem Point Management, LLC180,953$40.0M24.46%+180,953New
Verition Fund Management LLC175,000$38.7M0.27%+175,000New
Hudson Bay Capital Management LP174,672$38.6M0.18%+174,672New
Suvretta Capital Management, LLC171,900$38.0M0.80%+171,900New
Lighthouse Investment Partners, LLC157,000$34.7M1.08%+157,000New
Jain Global LLC152,895$33.8M0.40%+152,895New
Legal & General Group Plc152,323$33.7M0.01%+152,323New
Alyeska Investment Group, L.P.152,247$33.6M0.09%+152,247New
Foundations Investment Advisors, LLC152,080$33.6M0.35%+152,080New
Soros Fund Management LLCSuperinvestorSoros Fund Management150,000$33.1M0.43%+150,000New
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners150,000$33.1M0.10%+150,000New
Greenoaks Capital Partners LLC150,000$33.1M1.41%+150,000New
Susquehanna International Group, LLP146,618$32.4M0.03%+146,618New
Summit Partners Public Asset Management, LLC134,465$29.7M0.77%+134,465New
Maplelane Capital, LLC132,000$29.2M1.22%+132,000New
Crosslink Capital Inc130,445$28.8M2.13%+130,445New
Samlyn Capital, LLC130,089$28.7M0.48%+130,089New
Point72 Asset Management, L.P.129,891$28.7M0.04%+129,891New
LMR Partners LLP120,000$26.5M0.19%+120,000New
Goldman Sachs Group Inc110,441$24.4M0.00%+110,441New
Artisan Partners Limited Partnership108,217$23.9M0.04%+108,217New
Avala Global LP107,300$23.7M0.87%+107,300New
Freestone Grove Partners LP100,002$22.1M0.15%+100,002New
Longaeva Partners L.P.100,000$22.1M0.64%+100,000New
Engineers Gate Manager LP98,463$21.8M0.28%+98,463New
Weiss Asset Management LP96,780$21.4M0.24%+96,780New
University of Wisconsin Foundation84,911$18.8M14.86%+84,911New
SG Americas Securities, LLC81,008$17.9M0.01%+81,008New
Northern Trust Corp77,883$17.2M0.00%+77,883New
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD75,500$16.7M0.69%+75,500New
Jennison Associates LLC73,182$16.2M0.01%+73,182New
Bank of America Corp71,484$15.8M0.00%+71,484New
BW Gestao de Investimentos Ltda.67,718$15.0M0.36%+67,718New
Canada Pension Plan Investment Board66,057$14.6M0.01%+66,057New
Royal Bank of Canada65,534$14.5M0.00%+65,534New