Wolfspeed, Inc.
WOLF- Exchange
- NYSE
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0000895419
No open-market purchases or sales by Wolfspeed, Inc. insiders were filed in the last 90 days; 267 institutions reported holding it in 13F filings for Q2 2026, worth $3.16B in total; Third Point is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Wolfspeed, 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
- 267
- +117 vs. Q1 2026
- Shares held
- 65.7M
- +12.6M (+23.7%) vs. Q1 2026
- Total value
- $3.16B
- +$2.29B (+266.0%) vs. Q1 2026
- New holders
- 153
- 50 more added
- Sold out
- 36
- 31 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WOLF 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 | 267 | $3.16B |
| Q1 2026 | 154 | $864.5M |
| Q4 2025 | 152 | $774.3M |
| Q3 2025 | 136 | $485.4M |
| Q2 2025 | 220 | $26.3M |
| Q1 2025 | 306 | $427.1M |
| Q4 2024 | 307 | $936.1M |
| Q3 2024 | 321 | $1.48B |
| Q2 2024 | 344 | $3.20B |
| Q1 2024 | 371 | $4.11B |
| Q4 2023 | 403 | $6.01B |
| Q3 2023 | 408 | $5.23B |
| Q2 2023 | 441 | $7.64B |
| Q1 2023 | 473 | $9.02B |
| Q4 2022 | 498 | $9.30B |
| Q3 2022 | 507 | $13.2B |
| Q2 2022 | 424 | $8.19B |
| Q1 2022 | 441 | $14.8B |
| Q4 2021 | 450 | $13.8B |
| Q3 2021 | 341 | $9.44B |
| Q2 2021 | 403 | $12.1B |
| Q1 2021 | 412 | $13.1B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Renesas Electronics America Inc. | 16,852,372 | $813.1M | 100.00% | 00.0% | Unchanged |
| Slate Path Capital LP | 4,438,156 | $214.1M | 2.96% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 3,052,303 | $147.3M | 0.01% | +1,055,280+52.8% | Added |
| State Street Corp | 2,620,673 | $126.4M | 0.00% | +1,723,269+192.0% | Added |
| BlackRock, Inc. | 2,353,768 | $113.6M | 0.00% | +1,892,480+410.3% | Added |
| Goldman Sachs Group Inc | 2,328,048 | $112.3M | 0.01% | +955,914+69.7% | Added |
| Two Sigma Investments, LP | 2,272,968 | $109.7M | 0.08% | +2,250,563+10,044.9% | Added |
| JPMorgan Chase & Co | 2,254,870 | $99.8M | 0.01% | +2,254,868+112,743,400.0% | Added |
| Morgan Stanley | 2,015,285 | $97.2M | 0.01% | −2,258,710−52.8% | Reduced |
| First Manhattan Co | 1,644,966 | $79.4M | 0.20% | +1,644,966 | New |
| Vanguard Capital Management LLC | 1,380,299 | $66.6M | 0.00% | −418,078−23.2% | Reduced |
| Millennium Management LLC | 1,012,371 | $48.8M | 0.03% | +138,307+15.8% | Added |
| UBS Group AG | 969,822 | $46.8M | 0.01% | +130,750+15.6% | Added |
| Hill City Capital, LP | 935,000 | $45.1M | 1.05% | +50,000+5.6% | Added |
| Think Investments LP | 902,100 | $43.5M | 5.36% | +902,100 | New |
| Avantyr Capital Partners, LP | 811,392 | $39.1M | 1.44% | +811,392 | New |
| Geode Capital Management, LLC | 760,106 | $36.7M | 0.00% | +448,823+144.2% | Added |
| Citigroup Inc | 734,962 | $35.5M | 0.02% | −2,535,728−77.5% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 719,134 | $34.7M | 3.43% | +719,134 | New |
| BNP Paribas Arbitrage, SA | 709,546 | $34.2M | 0.02% | +538,372+314.5% | Added |
| Voloridge Investment Management, LLC | 704,607 | $34.0M | 0.14% | +704,607 | New |
| Jane Street Group, LLC | 670,018 | $32.3M | 0.02% | +670,018 | New |
| Calamos Advisors LLC | 659,692 | $31.8M | 0.12% | −55,446−7.8% | Reduced |
| FMR LLC | 583,593 | $28.2M | 0.00% | −1,013,792−63.5% | Reduced |
| Ameriprise Financial Inc | 583,132 | $28.1M | 0.01% | +583,132 | New |
| Bank of America Corp | 571,998 | $27.6M | 0.00% | −65,054−10.2% | Reduced |
| Electron Capital Partners, LLC | 571,267 | $27.6M | 1.10% | +571,267 | New |
| T. Rowe Price Investment Management, Inc. | 562,286 | $27.1M | 0.02% | +562,286 | New |
| Discovery Capital Management, LLC | 548,375 | $26.5M | 1.10% | +123,675+29.1% | Added |
| Artemis Investment Management LLP | 529,801 | $25.6M | 0.23% | +135,655+34.4% | Added |
| Penn Capital Management Co Inc | 513,975 | $24.8M | 1.58% | +513,975 | New |
| Woodson Capital Management, LP | 500,000 | $24.1M | 4.04% | −440,000−46.8% | Reduced |
| Renaissance Technologies LLC | 498,900 | $24.1M | 0.03% | +498,900 | New |
| Lido Advisors, LLC | 385,593 | $18.6M | 0.07% | +385,593 | New |
| D. E. Shaw & Co., Inc. | 359,255 | $17.3M | 0.01% | +359,255 | New |
| LMR Partners LLP | 341,800 | $16.5M | 0.12% | +341,800 | New |
| Alyeska Investment Group, L.P. | 339,531 | $16.4M | 0.04% | +339,531 | New |
| New York State Common Retirement Fund | 319,036 | $15.4M | 0.02% | +319,036 | New |
| Raymond James Financial Inc | 266,199 | $12.8M | 0.00% | +266,199 | New |
| Marshall Wace, LLP | 264,504 | $12.8M | 0.01% | +158,756+150.1% | Added |
| Senvest Management, LLC | 258,124 | $12.5M | 0.37% | −23,500−8.3% | Reduced |
| Neuberger Berman Group LLC | 254,972 | $12.3M | 0.01% | +254,972 | New |
| Charles Schwab Investment Management Inc | 252,966 | $12.2M | 0.00% | +77,170+43.9% | Added |
| Northern Trust Corp | 252,232 | $12.2M | 0.00% | +185,991+280.8% | Added |
| Royal Bank of Canada | 240,855 | $11.6M | 0.00% | +235,379+4,298.4% | Added |
| Vanguard Fiduciary Trust Co | 202,539 | $9.77M | 0.00% | +16,709+9.0% | Added |
| Massachusetts Financial Services Co | 195,714 | $9.44M | 0.00% | +195,714 | New |
| Vanguard Portfolio Management LLC | 193,721 | $9.35M | 0.00% | +193,721 | New |
| Arvin Capital Management LP | 168,958 | $8.15M | 1.53% | +168,958 | New |
| Occudo Quantitative Strategies LP | 149,719 | $7.22M | 0.38% | +149,719 | New |
| Valueworks LLC | 147,795 | $7.13M | 1.49% | +147,795 | New |
| Russell Investments Group, Ltd. | 144,527 | $6.97M | 0.01% | +144,527 | New |
| Panview Capital Ltd | 144,085 | $6.95M | 1.22% | +144,085 | New |
| Readystate Asset Management LP | 141,784 | $6.84M | 0.28% | +141,784 | New |
| Deutsche Bank AG | 139,568 | $6.73M | 0.00% | +89,778+180.3% | Added |
| Robinhood Asset Management, LLC | 138,888 | $6.70M | 0.36% | +138,888 | New |
| Jain Global LLC | 138,492 | $6.68M | 0.08% | +138,492 | New |
| First Trust Advisors LP | 129,690 | $6.26M | 0.00% | +30,816+31.2% | Added |
| Tudor Investment Corp Et Al | 128,975 | $6.22M | 0.03% | −89,058−40.8% | Reduced |
| Dendur Capital LP | 126,500 | $6.10M | 0.36% | +126,500 | New |
| Apis Capital Advisors, LLC | 116,000 | $5.60M | 0.54% | +116,000 | New |
| AnglePoint Asset Management Ltd | 115,083 | $5.55M | 3.61% | +115,083 | New |
| Soviero Asset Management, LP | 110,000 | $5.31M | 2.58% | −70,000−38.9% | Reduced |
| Old West Investment Management, LLC | 106,661 | $5.15M | 0.55% | +83,179+354.2% | Added |
| Citadel Advisors LLC | 99,819 | $4.82M | 0.00% | −945,043−90.4% | Reduced |
| Algert Global LLC | 96,640 | $4.66M | 0.06% | +96,640 | New |
| Bank of New York Mellon Corp | 90,172 | $4.35M | 0.00% | +90,172 | New |
| ExodusPoint Capital Management, LP | 83,617 | $4.03M | 0.04% | +62,722+300.2% | Added |
| Pier Capital, LLC | 81,315 | $3.92M | 0.52% | +81,315 | New |
| ARP Global Capital Ltd | 78,923 | $3.81M | 1.67% | +78,923 | New |
| Tenzing Global Management, LLC | 75,000 | $3.62M | 3.05% | +75,000 | New |
| KP Management LLC | 73,000 | $3.52M | 0.74% | +73,000 | New |
| Wells Fargo & Company | 67,465 | $3.26M | 0.00% | +46,670+224.4% | Added |
| Nuveen, LLC | 64,629 | $3.12M | 0.00% | +64,629 | New |
| Yaupon Capital Management LP | 61,427 | $2.96M | 0.10% | −15,244−19.9% | Reduced |
| Ardsley Advisory Partners LP | 60,000 | $2.90M | 0.31% | −80,000−57.1% | Reduced |
| Torrey Growth & Income Advisors | 53,110 | $2.70M | 0.92% | +53,110 | New |
| Polymer Capital Management (US) LLC | 54,648 | $2.64M | 0.39% | +54,648 | New |
| Swiss National Bank | 54,300 | $2.62M | 0.00% | +54,300 | New |
| Schonfeld Strategic Advisors LLC | 53,855 | $2.60M | 0.01% | +53,855 | New |
| Capital Fund Management S.A. | 53,527 | $2.58M | 0.02% | +53,527 | New |
| Jump Financial, LLC | 53,406 | $2.58M | 0.02% | +53,406 | New |
| Stifel Financial Corp | 52,998 | $2.56M | 0.00% | −63,402−54.5% | Reduced |
| Brevan Howard Capital Management LP | 52,666 | $2.55M | 0.04% | +5,462+11.6% | Added |
| Balyasny Asset Management LLC | 52,629 | $2.54M | 0.00% | −74,877−58.7% | Reduced |
| Capstone Capital Management Ltd | 52,554 | $2.54M | 1.13% | +52,554 | New |
| Ratan Capital Management LP | 51,128 | $2.47M | 0.80% | +51,128 | New |
| LPL Financial LLC | 50,096 | $2.42M | 0.00% | +50,096 | New |
| FORA Capital, LLC | 43,655 | $2.11M | 0.14% | +43,655 | New |
| Boothbay Fund Management, LLC | 40,021 | $1.93M | 0.04% | −21,260−34.7% | Reduced |
| XTX Topco Ltd | 39,152 | $1.89M | 0.02% | +39,152 | New |
| Barclays PLC | 38,536 | $1.86M | 0.00% | −416,291−91.5% | Reduced |
| Polen Capital Management LLC | 38,219 | $1.84M | 0.02% | +38,219 | New |
| Rhumbline Advisers | 37,603 | $1.81M | 0.00% | +37,603 | New |
| Bridgewater Associates, LP | 36,406 | $1.76M | 0.01% | +36,406 | New |
| SEI Investments Co | 34,802 | $1.68M | 0.00% | +4,506+14.9% | Added |
| UBS Asset Management Americas Inc | 34,708 | $1.67M | 0.00% | +34,699+385,544.4% | Added |
| American Century Companies Inc | 34,229 | $1.65M | 0.00% | +34,229 | New |
| Susquehanna Fundamental Investments, LLC | 33,706 | $1.63M | 0.03% | +33,706 | New |
| Susquehanna International Group, LLP | 33,513 | $1.62M | 0.00% | +342+1.0% | Added |