Cerebras Systems Inc.

CBRS

Exchange: Nasdaq
Industry: Semiconductors & Related Devices
SEC CIK: 0002021728

SEC filings (opens in a new tab)

In the last 90 days, Cerebras Systems Inc. insiders filed 0 open-market purchases and 15 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.

Q2 2026 vs. Q1 2026

How the institutions holding Cerebras Systems Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of CBRS: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Q2 2026	Change
Holders	0	418	+418
Shares	0	89.2M	+89.2M
Value	$0	$19.6B	+$19.6B

New holders (418)

Institutions that held Cerebras Systems Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 418 by value.

Institutions new to CBRS in Q2 2026
Institution	Shares	Value	% of portfolio
Eclipse Ventures, LLC	11,446,270	$2.53B	98.28%
FMR LLC	8,435,095	$1.86B	0.08%
Altimeter Capital Management, LPSuperinvestorAltimeter Capital	7,225,037	$1.60B	16.24%
Coatue Management LLCSuperinvestorCoatue Management	7,011,028	$1.55B	3.19%
Capital World Investors	3,894,458	$860.7M	0.10%
Morgan Stanley	3,224,209	$712.6M	0.04%
Atreides Management, LP	3,110,086	$687.3M	6.17%
JPMorgan Chase & Co	3,100,806	$670.3M	0.04%
Tiger Global Management LLCSuperinvestorTiger Global Management	2,999,000	$662.8M	2.76%
VY Capital Management Co. Ltd.	2,146,825	$474.4M	1.01%
BlackRock, Inc.	2,075,168	$458.6M	0.01%
Price T Rowe Associates Inc	2,044,623	$451.9M	0.05%
Vanguard Portfolio Management LLC	1,551,946	$343.0M	0.02%
Vanguard Capital Management LLC	1,379,809	$304.9M	0.01%
Citadel Advisors LLC	1,248,170	$275.8M	0.16%
Balyasny Asset Management LLC	1,120,356	$247.6M	0.45%
Value Aligned Research Advisors, LLC	1,094,722	$241.9M	1.45%
Harvard Management Co Inc	1,081,283	$239.0M	5.61%
Capital Research Global Investors	883,000	$195.1M	0.03%
Wellington Management Group LLP	881,688	$194.9M	0.03%
Norges Bank	846,636	$187.1M	0.02%
Advanced Micro Devices Inc	794,467	$175.6M	13.38%
ARK Investment Management LLCSuperinvestorARK Invest	764,613	$169.0M	1.10%
UBS Group AG	565,720	$125.0M	0.02%
Washington University	551,086	$121.8M	45.99%
Falcon Edge Capital, LP	510,000	$112.7M	1.81%
Franklin Resources Inc	479,318	$105.9M	0.02%
State Street Corp	476,663	$105.3M	0.00%
Manufacturers Life Insurance Company, The	461,443	$102.0M	0.08%
Clear Street Group Inc.	442,691	$97.8M	0.31%
Marex Group plc	422,732	$93.4M	0.69%
Dragoneer Investment Group, LLC	400,000	$88.4M	3.12%
Geode Capital Management, LLC	399,695	$88.4M	0.00%
Adams Street Partners LLC	398,144	$88.0M	19.88%
Massachusetts Financial Services Co	371,665	$82.1M	0.03%
Jupiter Topco LLC	343,421	$75.9M	0.03%
T. Rowe Price Investment Management, Inc.	340,920	$75.3M	0.05%
StepStone Group LP	340,321	$75.2M	3.48%
Davidson Kempner Capital Management LP	339,218	$75.0M	1.20%
Legal Advantage Investments, Inc.	314,889	$69.6M	24.41%
Sumitomo Mitsui Trust Holdings, Inc.	307,104	$67.9M	0.04%
GF Fund Management Co. Ltd.	297,940	$65.8M	0.79%
Bamco Inc	295,028	$65.2M	0.10%
Nikko Asset Management Americas, Inc.	294,463	$65.1M	0.84%
ExodusPoint Capital Management, LP	292,273	$64.6M	0.60%
Temasek Holdings (Private) Ltd	279,200	$61.7M	0.17%
Millennium Management LLC	272,917	$60.3M	0.04%
Ghisallo Capital Management LLC	270,000	$59.7M	1.17%
Ameriprise Financial Inc	265,558	$58.7M	0.01%
Jane Street Group, LLC	250,122	$55.3M	0.04%
Seven Grand Managers, LLC	250,000	$55.3M	2.22%
Hamilton Lane Advisors LLC	238,304	$52.7M	35.44%
Liberty Street Advisors, Inc.	236,563	$52.3M	10.31%
Tudor Investment Corp Et Al	236,428	$52.3M	0.22%
Bank of Nova Scotia	226,700	$50.1M	0.08%
Meridiem Capital Partners LP	221,522	$49.0M	2.25%
D. E. Shaw & Co., Inc.	220,350	$48.7M	0.03%
Blackstone Group Inc.	220,000	$48.6M	0.16%
Invesco Ltd.	211,268	$46.7M	0.00%
Vanguard Fiduciary Trust Co	210,919	$46.6M	0.01%
Capstone Investment Advisors, LLC	202,100	$44.7M	0.31%
Burkehill Global Management, LP	200,000	$44.2M	1.60%
Unisphere Establishment	198,450	$43.9M	0.37%
Toroso Investments, LLC	194,508	$43.0M	0.10%
Charles Schwab Investment Management Inc	189,613	$41.9M	0.01%
Totem Point Management, LLC	180,953	$40.0M	24.46%
Verition Fund Management LLC	175,000	$38.7M	0.27%
Hudson Bay Capital Management LP	174,672	$38.6M	0.18%
Suvretta Capital Management, LLC	171,900	$38.0M	0.80%
Lighthouse Investment Partners, LLC	157,000	$34.7M	1.08%
Jain Global LLC	152,895	$33.8M	0.40%
Legal & General Group Plc	152,323	$33.7M	0.01%
Alyeska Investment Group, L.P.	152,247	$33.6M	0.09%
Foundations Investment Advisors, LLC	152,080	$33.6M	0.35%
Soros Fund Management LLCSuperinvestorSoros Fund Management	150,000	$33.1M	0.43%
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners	150,000	$33.1M	0.10%
Greenoaks Capital Partners LLC	150,000	$33.1M	1.41%
Susquehanna International Group, LLP	146,618	$32.4M	0.03%
Summit Partners Public Asset Management, LLC	134,465	$29.7M	0.77%
Maplelane Capital, LLC	132,000	$29.2M	1.22%
Crosslink Capital Inc	130,445	$28.8M	2.13%
Samlyn Capital, LLC	130,089	$28.7M	0.48%
Point72 Asset Management, L.P.	129,891	$28.7M	0.04%
LMR Partners LLP	120,000	$26.5M	0.19%
Goldman Sachs Group Inc	110,441	$24.4M	0.00%
Artisan Partners Limited Partnership	108,217	$23.9M	0.04%
Avala Global LP	107,300	$23.7M	0.87%
Freestone Grove Partners LP	100,002	$22.1M	0.15%
Longaeva Partners L.P.	100,000	$22.1M	0.64%
Engineers Gate Manager LP	98,463	$21.8M	0.28%
Weiss Asset Management LP	96,780	$21.4M	0.24%
University of Wisconsin Foundation	84,911	$18.8M	14.86%
SG Americas Securities, LLC	81,008	$17.9M	0.01%
Northern Trust Corp	77,883	$17.2M	0.00%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	75,500	$16.7M	0.69%
Jennison Associates LLC	73,182	$16.2M	0.01%
Bank of America Corp	71,484	$15.8M	0.00%
BW Gestao de Investimentos Ltda.	67,718	$15.0M	0.36%
Canada Pension Plan Investment Board	66,057	$14.6M	0.01%
Royal Bank of Canada	65,534	$14.5M	0.00%

Sold out (0)

Institutions that held Cerebras Systems Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

None.