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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
One Madison Group LLC64,776$14.3M1.38%+64,776New
Broad Bay Capital Management, LP62,900$13.9M1.32%+62,900New
Flight Deck Capital, LP62,200$13.7M6.67%+62,200New
Cantor Fitzgerald, L. P.61,100$13.5M0.26%+61,100New
Privium Fund Management B.V.60,500$13.4M2.46%+60,500New
Walleye Capital LLC59,920$13.2M0.06%+59,920New
Neuberger Berman Group LLC56,618$12.5M0.01%+56,618New
Ofi Invest Asset Management61,508$11.9M0.12%+61,508New
Johnson & Johnson53,586$11.8M1.48%+53,586New
Graham Capital Management, L.P.52,420$11.6M0.31%+52,420New
Mariner, LLC52,232$11.5M0.01%+52,232New
Davy Global Fund Management Ltd51,047$11.3M0.72%+51,047New
Whale Rock Capital Management LLC50,696$11.2M0.09%+50,696New
Delta Global Management LP47,758$10.6M1.15%+47,758New
CIBC Asset Management Inc47,198$10.4M0.02%+47,198New
Schonfeld Strategic Advisors LLC46,884$10.4M0.05%+46,884New
Woodline Partners LP46,283$10.2M0.03%+46,283New
Robeco Schweiz AG45,000$9.95M0.16%+45,000New
Voya Investment Management LLC44,700$9.88M0.01%+44,700New
IMC-Chicago, LLC42,024$9.29M0.09%+42,024New
LPL Financial LLC40,570$8.97M0.00%+40,570New
Riposte Capital LLC40,000$8.84M3.00%+40,000New
Ardsley Advisory Partners LP39,000$8.66M0.94%+39,000New
Keystone Investors Pte Ltd38,711$8.56M0.46%+38,711New
Exchange Traded Concepts, LLC36,467$8.06M0.04%+36,467New
Yarbrough Capital, LLC36,061$7.97M0.24%+36,061New
Diameter Capital Partners LP35,000$7.74M0.82%+35,000New
Sands Capital Ventures, LLC32,825$7.25M1.18%+32,825New
BNP Paribas Arbitrage, SA32,229$7.12M0.00%+32,229New
Trustees of the University of Pennsylvania32,135$7.10M6.81%+32,135New
TD Asset Management Inc31,358$6.93M0.01%+31,358New
Oddo BHF Asset Management SAS31,066$6.87M0.32%+31,066New
Centiva Capital, LP30,000$6.63M0.22%+30,000New
Tensor Edge Capital, LLC30,000$6.63M0.46%+30,000New
Blair William & Co28,986$6.41M0.02%+28,986New
Omers Administration Corp28,936$6.39M0.04%+28,936New
Shay Capital LLC28,900$6.39M0.70%+28,900New
Bank of New York Mellon Corp27,682$6.12M0.00%+27,682New
Citigroup Inc27,016$5.97M0.00%+27,016New
AI-Squared Management Ltd26,900$5.94M3.17%+26,900New
Trustees of Columbia University in the City of New York26,779$5.92M1.26%+26,779New
Raymond James Financial Inc25,546$5.65M0.00%+25,546New
Envestnet Asset Management Inc25,522$5.64M0.00%+25,522New
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD24,500$5.41M0.67%+24,500New
Diametric Capital, LP24,362$5.38M0.57%+24,362New
Lavelle Capital LP24,270$5.36M2.73%+24,270New
Symmetry Investments LP24,000$5.30M0.59%+24,000New
Oribel Capital Management, LP22,100$4.88M0.41%+22,100New
Himension Fund21,196$4.68M0.29%+21,196New
Inherent Management Corp.425,000$4.67M2.28%+425,000New
Ratan Capital Management LP21,000$4.64M1.50%+21,000New
Knollwood Investment Advisory, LLC20,706$4.58M0.41%+20,706New
UNC Management Company, Inc.20,084$4.44M0.21%+20,084New
Raiffeisen Bank International AG20,000$4.32M0.05%+20,000New
Mercer Global Advisors Inc19,230$4.25M0.01%+19,230New
HSBC Holdings PLC18,620$4.00M0.00%+18,620New
Barclays PLC18,001$3.98M0.00%+18,001New
National Philanthropic Trust17,853$3.95M0.06%+17,853New
Renaissance Capital LLC17,642$3.90M2.15%+17,642New
Wells Fargo & Company17,149$3.79M0.00%+17,149New
Capricorn Fund Managers Ltd15,682$3.47M0.28%+15,682New
Banque Transatlantique SA15,557$3.44M0.07%+15,557New
Royal Fund Management, LLC14,522$3.21M0.27%+14,522New
Jump Financial, LLC14,306$3.16M0.03%+14,306New
Steadfast Capital Management LP13,386$2.96M0.09%+13,386New
Vanguard Global Advisers, LLC13,146$2.91M0.00%+13,146New
Lord, Abbett & Co. LLC12,950$2.86M0.01%+12,950New
Cetera Investment Advisers12,932$2.86M0.00%+12,932New
SBI Securities Co., Ltd.12,442$2.75M0.06%+12,442New
Baker Avenue Asset Management, LP12,145$2.68M0.05%+12,145New
PFG Investments, LLC11,922$2.63M0.10%+11,922New
Sands Capital Management, LLC11,419$2.52M0.01%+11,419New
Sphera Management Technology Funds Ltd11,000$2.43M0.85%+11,000New
Universal- Beteiligungs- und Servicegesellschaft mbH11,000$2.43M0.00%+11,000New
Laurion Capital Management LP10,900$2.41M0.17%+10,900New
Brevan Howard Capital Management LP10,547$2.33M0.03%+10,547New
Readystate Asset Management LP10,500$2.32M0.09%+10,500New
Wiley Bros.-Aintree Capital, LLC10,164$2.25M0.01%+10,164New
Dakota Wealth Management10,069$2.23M0.04%+10,069New
National Pension Service10,000$2.21M0.00%+10,000New
Covalis Capital LLP10,000$2.21M0.12%+10,000New
Dnca Finance10,000$2.21M0.11%+10,000New
Situational Awareness LP10,000$2.21M0.01%+10,000New
Cambridge Investment Research Advisors, Inc.9,683$2.14M0.00%+9,683New
Russell Investments Group, Ltd.9,601$2.12M0.00%+9,601New
Stevens Capital Management LP9,415$2.08M0.50%+9,415New
Rockefeller Capital Management L.P.8,937$1.98M0.00%+8,937New
Ground Swell Capital, LLC8,896$1.97M2.12%+8,896New
Tower Research Capital LLC (TRC)8,732$1.93M0.05%+8,732New
New Age Alpha Advisors, LLC8,000$1.77M0.08%+8,000New
Lazard Asset Management LLC7,948$1.76M0.00%+7,948New
Scientech Research LLC7,735$1.71M1.39%+7,735New
Advisor Group Holdings, Inc.7,574$1.67M0.00%+7,574New
Sterling Investment Advisors, Ltd.7,565$1.67M0.28%+7,565New
Vontobel Holding Ltd.7,442$1.64M0.01%+7,442New
AnglePoint Asset Management Ltd7,271$1.61M1.04%+7,271New
Stifel Financial Corp7,116$1.57M0.00%+7,116New
Nuveen, LLC7,023$1.55M0.00%+7,023New
Warren Averett Asset Management, LLC6,965$1.54M0.01%+6,965New
Gilder Gagnon Howe & Co LLC6,656$1.47M0.02%+6,656New