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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, Q4 2021

Institutional positions in Wolfspeed, Inc. as of Dec 31, 2021. 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
450
+114 vs. Q3 2021
Shares held
123.9M
+6.53M (+5.6%) vs. Q3 2021
Total value
$13.8B
+$4.47B (+47.6%) vs. Q3 2021
New holders
171
114 more added
Sold out
57
111 more reduced

5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: 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.

Institutional holdersQ4 2021: 450 institutions
Q1 2021: 412 institutionsQ2 2021: 403 institutionsQ3 2021: 341 institutionsQ4 2021: 450 institutionsQ1 2022: 441 institutionsQ2 2022: 424 institutionsQ3 2022: 507 institutionsQ4 2022: 498 institutionsQ1 2023: 473 institutionsQ2 2023: 441 institutionsQ3 2023: 408 institutionsQ4 2023: 403 institutionsQ1 2024: 371 institutionsQ2 2024: 344 institutionsQ3 2024: 321 institutionsQ4 2024: 307 institutionsQ1 2025: 306 institutionsQ2 2025: 220 institutionsQ3 2025: 136 institutionsQ4 2025: 152 institutionsQ1 2026: 154 institutionsQ2 2026: 267 institutions
Value heldQ4 2021: $13.8B
Q1 2021: $13.1BQ2 2021: $12.1BQ3 2021: $9.44BQ4 2021: $13.8BQ1 2022: $14.8BQ2 2022: $8.19BQ3 2022: $13.2BQ4 2022: $9.30BQ1 2023: $9.02BQ2 2023: $7.64BQ3 2023: $5.23BQ4 2023: $6.01BQ1 2024: $4.11BQ2 2024: $3.20BQ3 2024: $1.48BQ4 2024: $936.1MQ1 2025: $427.1MQ2 2025: $26.3MQ3 2025: $485.4MQ4 2025: $774.3MQ1 2026: $864.5MQ2 2026: $3.16B
Institutions holding WOLF and their total value by quarter
QuarterHoldersValue
Q2 2026267$3.16B
Q1 2026154$864.5M
Q4 2025152$774.3M
Q3 2025136$485.4M
Q2 2025220$26.3M
Q1 2025306$427.1M
Q4 2024307$936.1M
Q3 2024321$1.48B
Q2 2024344$3.20B
Q1 2024371$4.11B
Q4 2023403$6.01B
Q3 2023408$5.23B
Q2 2023441$7.64B
Q1 2023473$9.02B
Q4 2022498$9.30B
Q3 2022507$13.2B
Q2 2022424$8.19B
Q1 2022441$14.8B
Q4 2021450$13.8B
Q3 2021341$9.44B
Q2 2021403$12.1B
Q1 2021412$13.1B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q3 2021.

Institutions holding WOLF in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
F/M Investments LLC23,620$2.64M1.93%+23,620New
Nisa Investment Advisors, LLC28,200$2.66M0.02%+100+0.4%Added
New Mexico Educational Retirement Board23,900$2.67M0.09%00.0%Unchanged
Glaxis Capital Management, LLC25,795$2.88M7.64%+20,795+415.9%Added
Macquarie Group Ltd26,742$2.99M0.00%+26,742New
China Universal Asset Management Co., Ltd.26,918$3.01M0.72%+26,918New
Susquehanna International Group, LLP27,954$3.12M0.00%−43,521−60.9%Reduced
State of Michigan Retirement System29,391$3.29M0.02%+29,391New
Louisiana State Employees Retirement System29,800$3.33M0.07%+300+1.0%Added
Shelton Capital Management30,115$3.37M0.12%00.0%Unchanged
Thrivent Financial for Lutherans30,557$3.42M0.01%+374+1.2%Added
LGT Group Foundation30,784$3.44M0.09%+30,784New
Arizona State Retirement System31,190$3.49M0.03%−263−0.8%Reduced
Janney Montgomery Scott LLC34,405$3.85M0.01%−5,233−13.2%Reduced
CloudAlpha Capital Management Limited/Hong Kong35,000$3.91M4.58%+16,000+84.2%Added
Tudor Investment Corp Et Al35,529$3.97M0.08%−1,951−5.2%Reduced
Advisor Group Holdings, Inc.34,956$3.97M0.01%+13,835+65.5%Added
Oregon Public Employees Retirement Fund37,326$4.17M0.05%+37,326New
Perpetual Investment Management Ltd38,312$4.28M0.49%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys38,423$4.29M0.05%+275+0.7%Added
Skandinaviska Enskilda Banken AB (publ)38,900$4.30M0.02%+38,900New
ProShare Advisors LLC38,603$4.32M0.01%+11,738+43.7%Added
Weiss Multi-Strategy Advisers LLC40,034$4.47M0.10%+40,034New
Voloridge Investment Management, LLC40,681$4.55M0.02%−138,165−77.3%Reduced
AtonRa Partners40,965$4.58M1.59%+6,929+20.4%Added
HRT Financial LP41,312$4.62M0.03%+41,312New
Ameritas Investment Partners, Inc.41,687$4.66M0.16%+400+1.0%Added
Treasurer of the State of North Carolina41,839$4.68M0.02%+300+0.7%Added
Handelsinvest Investeringsforvaltning45,000$5.03M0.51%00.0%Unchanged
Rheos Capital Works Inc.47,000$5.25M0.23%+47,000New
Essex Investment Management Co LLC49,303$5.51M0.63%+5,168+11.7%Added
Aquila Investment Management LLC50,000$5.59M2.70%+50,000New
Stifel Financial Corp50,853$5.68M0.01%+6,418+14.4%Added
Putnam Investments LLC51,537$5.76M0.01%−5,910−10.3%Reduced
Capital International Sarl53,432$5.97M0.28%+24,644+85.6%Added
NZS Capital, LLC55,147$6.16M0.54%−4,182−7.0%Reduced
MetLife Investment Management56,162$6.28M0.05%+689+1.2%Added
Jane Street Group, LLC57,857$6.47M0.01%+35,747+161.7%Added
PFS Investments Inc.59,137$6.61M0.13%−2,143−3.5%Reduced
Yousif Capital Management, LLC61,187$6.84M0.07%+61,187New
Credit Agricole S A61,989$6.93M0.23%+61,989New
AGF Investments America Inc.62,025$6.93M1.33%00.0%Unchanged
Capital International Ltd63,114$7.05M0.36%+10,134+19.1%Added
Public Employees Retirement System of Ohio66,907$7.48M0.03%−2,621−3.8%Reduced
Agf Investments Inc.67,638$7.56M0.05%+18,285+37.0%Added
State of New Jersey Common Pension Fund D69,155$7.73M0.02%+69,155New
Parallax Volatility Advisers, L.P.71,337$7.97M0.10%+71,337New
Susquehanna Fundamental Investments, LLC73,174$8.18M0.21%+17,074+30.4%Added
Mirae Asset Global Investments Co., Ltd.73,687$8.24M0.02%+31,046+72.8%Added
Envestnet Asset Management Inc75,331$8.42M0.00%+75,331New
Erste Asset Management GmbH80,750$8.80M0.16%+8,710+12.1%Added
Price T Rowe Associates Inc78,977$8.83M0.00%+2,990+3.9%Added
Healthcare of Ontario Pension Plan Trust Fund80,023$8.94M0.02%+80,023New
Shellback Capital, LP80,634$9.01M0.52%+80,634New
Jericho Capital Asset Management L.P.81,975$9.16M0.34%+81,975New
Amalgamated Bank83,136$9.29M0.07%−880−1.0%Reduced
Texas Permanent School Fund83,920$9.38M0.12%−1,498−1.8%Reduced
Wellington Management Group LLP84,528$9.45M0.00%+84,528New
Driehaus Capital Management LLC89,892$10.0M0.10%+89,892New
Cubist Systematic Strategies, LLC100,558$11.2M0.11%−82,471−45.1%Reduced
Mutual of America Capital Management LLC103,749$11.6M0.12%+1,954+1.9%Added
Deutsche Bank AG104,298$11.7M0.01%+3,969+4.0%Added
Ensign Peak Advisors, Inc106,317$11.9M0.02%−58,270−35.4%Reduced
Royal Bank of Canada107,503$12.0M0.00%−24,534−18.6%Reduced
Capital International Inc117,546$13.1M0.12%+12,153+11.5%Added
Two Sigma Advisers, LP118,000$13.2M0.03%+81,000+218.9%Added
Panview Asian Equity Master Fund119,822$13.4M21.39%−30,044−20.0%Reduced
Collaborative Holdings Management LP120,000$13.4M5.50%+120,000New
Woodline Partners LP121,611$13.6M0.20%−107,640−47.0%Reduced
SEI Investments Co129,581$14.5M0.03%+129,581New
State Board of Administration of Florida Retirement System129,964$14.5M0.03%00.0%Unchanged
Triodos Investment Management BV130,000$14.5M1.90%−45,000−25.7%Reduced
Moore Capital Management, LP130,000$14.5M0.37%+130,000New
D L Carlson Investment Group Inc133,192$14.9M2.38%+17,891+15.5%Added
Select Equity Group, L.P.138,576$15.5M0.05%+26,453+23.6%Added
Manufacturers Life Insurance Company, The140,244$15.7M0.01%+140,244New
New York State Teachers Retirement System143,099$16.0M0.03%−132,240−48.0%Reduced
Capital Group Private Client Services, Inc.156,543$17.5M0.19%−3,202−2.0%Reduced
California State Teachers Retirement System161,238$18.0M0.02%+161,238New
Central Securities Corp170,000$19.0M1.89%00.0%Unchanged
UBS Group AG172,215$19.2M0.01%−100,869−36.9%Reduced
Wolverine Asset Management LLC179,817$20.1M0.24%+179,817New
Parametric Portfolio Associates LLC195,695$21.9M0.01%+32,136+19.6%Added
American International Group, Inc.195,981$21.9M0.11%+195,981New
Ameriprise Financial Inc196,934$22.0M0.01%−10,599−5.1%Reduced
Oak Harbor Wealth Partners, LLC203,825$22.8M7.85%+203,825New
Allspring Global Investments Holdings, LLC207,792$23.2M0.03%+207,792New
Firsthand Capital Management, Inc.210,000$23.5M8.94%−10,000−4.5%Reduced
Raymond James & Associates234,792$26.2M0.02%−20,541−8.0%Reduced
Legal & General Group Plc240,254$26.9M0.01%−25,476−9.6%Reduced
California Public Employees Retirement System246,195$27.5M0.02%+11,955+5.1%Added
New York State Common Retirement Fund246,839$27.6M0.03%−190,181−43.5%Reduced
Mirova246,958$27.6M3.31%−106,097−30.1%Reduced
Swiss National Bank255,141$28.5M0.02%00.0%Unchanged
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management279,761$31.3M1.16%00.0%Unchanged
Tairen Capital Ltd291,876$32.6M5.02%+291,876New
Rhumbline Advisers302,613$33.8M0.04%+11,514+4.0%Added
Retirement Systems of Alabama315,657$35.3M0.12%+315,657New
Credit Suisse AG339,633$38.0M0.03%−179,770−34.6%Reduced
Trillium Asset Management, LLC352,475$39.4M0.92%+11,558+3.4%Added