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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 13 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
Woodline Partners LP46,283$10.2M0.03%+46,283New
Schonfeld Strategic Advisors LLC46,884$10.4M0.05%+46,884New
CIBC Asset Management Inc47,198$10.4M0.02%+47,198New
Delta Global Management LP47,758$10.6M1.15%+47,758New
Whale Rock Capital Management LLC50,696$11.2M0.09%+50,696New
Davy Global Fund Management Ltd51,047$11.3M0.72%+51,047New
Mariner, LLC52,232$11.5M0.01%+52,232New
Graham Capital Management, L.P.52,420$11.6M0.31%+52,420New
Johnson & Johnson53,586$11.8M1.48%+53,586New
Ofi Invest Asset Management61,508$11.9M0.12%+61,508New
Neuberger Berman Group LLC56,618$12.5M0.01%+56,618New
Walleye Capital LLC59,920$13.2M0.06%+59,920New
Privium Fund Management B.V.60,500$13.4M2.46%+60,500New
Cantor Fitzgerald, L. P.61,100$13.5M0.26%+61,100New
Flight Deck Capital, LP62,200$13.7M6.67%+62,200New
Broad Bay Capital Management, LP62,900$13.9M1.32%+62,900New
One Madison Group LLC64,776$14.3M1.38%+64,776New
Royal Bank of Canada65,534$14.5M0.00%+65,534New
Canada Pension Plan Investment Board66,057$14.6M0.01%+66,057New
BW Gestao de Investimentos Ltda.67,718$15.0M0.36%+67,718New
Bank of America Corp71,484$15.8M0.00%+71,484New
Jennison Associates LLC73,182$16.2M0.01%+73,182New
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD75,500$16.7M0.69%+75,500New
Northern Trust Corp77,883$17.2M0.00%+77,883New
SG Americas Securities, LLC81,008$17.9M0.01%+81,008New
University of Wisconsin Foundation84,911$18.8M14.86%+84,911New
Weiss Asset Management LP96,780$21.4M0.24%+96,780New
Engineers Gate Manager LP98,463$21.8M0.28%+98,463New
Longaeva Partners L.P.100,000$22.1M0.64%+100,000New
Freestone Grove Partners LP100,002$22.1M0.15%+100,002New
Avala Global LP107,300$23.7M0.87%+107,300New
Artisan Partners Limited Partnership108,217$23.9M0.04%+108,217New
Goldman Sachs Group Inc110,441$24.4M0.00%+110,441New
LMR Partners LLP120,000$26.5M0.19%+120,000New
Point72 Asset Management, L.P.129,891$28.7M0.04%+129,891New
Samlyn Capital, LLC130,089$28.7M0.48%+130,089New
Crosslink Capital Inc130,445$28.8M2.13%+130,445New
Maplelane Capital, LLC132,000$29.2M1.22%+132,000New
Summit Partners Public Asset Management, LLC134,465$29.7M0.77%+134,465New
Susquehanna International Group, LLP146,618$32.4M0.03%+146,618New
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
Foundations Investment Advisors, LLC152,080$33.6M0.35%+152,080New
Alyeska Investment Group, L.P.152,247$33.6M0.09%+152,247New
Legal & General Group Plc152,323$33.7M0.01%+152,323New
Jain Global LLC152,895$33.8M0.40%+152,895New
Lighthouse Investment Partners, LLC157,000$34.7M1.08%+157,000New
Suvretta Capital Management, LLC171,900$38.0M0.80%+171,900New
Hudson Bay Capital Management LP174,672$38.6M0.18%+174,672New
Verition Fund Management LLC175,000$38.7M0.27%+175,000New
Totem Point Management, LLC180,953$40.0M24.46%+180,953New
Charles Schwab Investment Management Inc189,613$41.9M0.01%+189,613New
Toroso Investments, LLC194,508$43.0M0.10%+194,508New
Unisphere Establishment198,450$43.9M0.37%+198,450New
Burkehill Global Management, LP200,000$44.2M1.60%+200,000New
Capstone Investment Advisors, LLC202,100$44.7M0.31%+202,100New
Vanguard Fiduciary Trust Co210,919$46.6M0.01%+210,919New
Invesco Ltd.211,268$46.7M0.00%+211,268New
Blackstone Group Inc.220,000$48.6M0.16%+220,000New
D. E. Shaw & Co., Inc.220,350$48.7M0.03%+220,350New
Meridiem Capital Partners LP221,522$49.0M2.25%+221,522New
Bank of Nova Scotia226,700$50.1M0.08%+226,700New
Tudor Investment Corp Et Al236,428$52.3M0.22%+236,428New
Liberty Street Advisors, Inc.236,563$52.3M10.31%+236,563New
Hamilton Lane Advisors LLC238,304$52.7M35.44%+238,304New
Seven Grand Managers, LLC250,000$55.3M2.22%+250,000New
Jane Street Group, LLC250,122$55.3M0.04%+250,122New
Ameriprise Financial Inc265,558$58.7M0.01%+265,558New
Ghisallo Capital Management LLC270,000$59.7M1.17%+270,000New
Millennium Management LLC272,917$60.3M0.04%+272,917New
Temasek Holdings (Private) Ltd279,200$61.7M0.17%+279,200New
ExodusPoint Capital Management, LP292,273$64.6M0.60%+292,273New
Nikko Asset Management Americas, Inc.294,463$65.1M0.84%+294,463New
Bamco Inc295,028$65.2M0.10%+295,028New
GF Fund Management Co. Ltd.297,940$65.8M0.79%+297,940New
Sumitomo Mitsui Trust Holdings, Inc.307,104$67.9M0.04%+307,104New
Legal Advantage Investments, Inc.314,889$69.6M24.41%+314,889New
Davidson Kempner Capital Management LP339,218$75.0M1.20%+339,218New
StepStone Group LP340,321$75.2M3.48%+340,321New
T. Rowe Price Investment Management, Inc.340,920$75.3M0.05%+340,920New
Jupiter Topco LLC343,421$75.9M0.03%+343,421New
Massachusetts Financial Services Co371,665$82.1M0.03%+371,665New
Adams Street Partners LLC398,144$88.0M19.88%+398,144New
Geode Capital Management, LLC399,695$88.4M0.00%+399,695New
Dragoneer Investment Group, LLC400,000$88.4M3.12%+400,000New
Marex Group plc422,732$93.4M0.69%+422,732New
Clear Street Group Inc.442,691$97.8M0.31%+442,691New
Manufacturers Life Insurance Company, The461,443$102.0M0.08%+461,443New
State Street Corp476,663$105.3M0.00%+476,663New
Franklin Resources Inc479,318$105.9M0.02%+479,318New
Falcon Edge Capital, LP510,000$112.7M1.81%+510,000New
Washington University551,086$121.8M45.99%+551,086New
UBS Group AG565,720$125.0M0.02%+565,720New
ARK Investment Management LLCSuperinvestorARK Invest764,613$169.0M1.10%+764,613New
Advanced Micro Devices Inc794,467$175.6M13.38%+794,467New
Norges Bank846,636$187.1M0.02%+846,636New
Wellington Management Group LLP881,688$194.9M0.03%+881,688New
Capital Research Global Investors883,000$195.1M0.03%+883,000New
Harvard Management Co Inc1,081,283$239.0M5.61%+1,081,283New