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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 418 | $19.6B |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 1 | $229.8K |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Cerebras Systems Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Value Aligned Research Advisors, LLC | 1,094,722 | $241.9M | 1.45% | +1,094,722 | New |
| Balyasny Asset Management LLC | 1,120,356 | $247.6M | 0.45% | +1,120,356 | New |
| Citadel Advisors LLC | 1,248,170 | $275.8M | 0.16% | +1,248,170 | New |
| Vanguard Capital Management LLC | 1,379,809 | $304.9M | 0.01% | +1,379,809 | New |
| Vanguard Portfolio Management LLC | 1,551,946 | $343.0M | 0.02% | +1,551,946 | New |
| Price T Rowe Associates Inc | 2,044,623 | $451.9M | 0.05% | +2,044,623 | New |
| BlackRock, Inc. | 2,075,168 | $458.6M | 0.01% | +2,075,168 | New |
| VY Capital Management Co. Ltd. | 2,146,825 | $474.4M | 1.01% | +2,146,825 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 2,999,000 | $662.8M | 2.76% | +2,999,000 | New |
| JPMorgan Chase & Co | 3,100,806 | $670.3M | 0.04% | +3,100,806 | New |
| Atreides Management, LP | 3,110,086 | $687.3M | 6.17% | +3,110,086 | New |
| Morgan Stanley | 3,224,209 | $712.6M | 0.04% | +3,224,209 | New |
| Capital World Investors | 3,894,458 | $860.7M | 0.10% | +3,894,458 | New |
| Coatue Management LLCSuperinvestorCoatue Management | 7,011,028 | $1.55B | 3.19% | +7,011,028 | New |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 7,225,037 | $1.60B | 16.24% | +7,225,037 | New |
| FMR LLC | 8,435,095 | $1.86B | 0.08% | +8,435,095 | New |
| Eclipse Ventures, LLC | 11,446,270 | $2.53B | 98.28% | +11,446,270 | New |
| Coppell Advisory Solutions LLC | 70 | – | – | +70 | New |