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, Q3 2023
Institutional positions in Wolfspeed, Inc. as of Sep 30, 2023. 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
- 408
- −27 vs. Q2 2023
- Shares held
- 137.1M
- +543.1K (+0.4%) vs. Q2 2023
- Total value
- $5.23B
- −$2.37B (−31.2%) vs. Q2 2023
- New holders
- 46
- 135 more added
- Sold out
- 73
- 140 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zenyatta Capital Management LP | 90,000 | $3.43M | 1.86% | +90,000 | New |
| Royal Bank of Canada | 94,449 | $3.60M | 0.00% | +3,292+3.6% | Added |
| Seven Eight Capital, LP | 98,326 | $3.75M | 0.44% | +76,949+360.0% | Added |
| Capital Group Private Client Services, Inc. | 100,645 | $3.83M | 0.05% | −10,888−9.8% | Reduced |
| Apeiron Capital Ltd | 101,895 | $3.88M | 2.60% | +33,100+48.1% | Added |
| Weiss Asset Management LP | 102,000 | $3.89M | 0.31% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 104,156 | $3.97M | 0.80% | −5,903−5.4% | Reduced |
| BIT Capital GmbH | 104,518 | $3.98M | 0.53% | +76,860+277.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 105,470 | $4.02M | 0.01% | −11,235−9.6% | Reduced |
| Texas Permanent School Fund | 105,566 | $4.02M | 0.04% | −3,985−3.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 106,503 | $4.06M | 0.02% | +9,187+9.4% | Added |
| APG Asset Management N.V. | 106,922 | $4.07M | 0.01% | −5,274−4.7% | Reduced |
| Aviva PLC | 111,116 | $4.23M | 0.02% | +95,530+612.9% | Added |
| Iridian Asset Management LLC | 113,904 | $4.34M | 0.88% | −133,668−54.0% | Reduced |
| Manufacturers Life Insurance Company, The | 122,614 | $4.67M | 0.00% | +10,635+9.5% | Added |
| State Board of Administration of Florida Retirement System | 126,466 | $4.82M | 0.01% | +190+0.2% | Added |
| Deutsche Bank AG | 130,418 | $4.97M | 0.00% | −4,940−3.6% | Reduced |
| Cubist Systematic Strategies, LLC | 130,885 | $4.99M | 0.06% | +130,885 | New |
| New York State Teachers Retirement System | 143,199 | $5.46M | 0.01% | −1,100−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 148,850 | $5.67M | 0.06% | +10,306+7.4% | Added |
| Tudor Investment Corp Et Al | 149,263 | $5.69M | 0.08% | +2,493+1.7% | Added |
| Blair William & Co | 153,150 | $5.84M | 0.02% | +35,756+30.5% | Added |
| Ameriprise Financial Inc | 163,527 | $6.23M | 0.00% | −284,239−63.5% | Reduced |
| Select Equity Group, L.P. | 165,273 | $6.30M | 0.03% | +81,530+97.4% | Added |
| Envestnet Asset Management Inc | 168,103 | $6.40M | 0.00% | +117,848+234.5% | Added |
| Central Securities Corp | 170,000 | $6.48M | 0.79% | 00.0% | Unchanged |
| American International Group, Inc. | 175,367 | $6.68M | 0.04% | −12,375−6.6% | Reduced |
| Pinpoint Asset Management Ltd | 179,395 | $6.83M | 1.60% | +140,300+358.9% | Added |
| Raymond James & Associates | 181,867 | $6.93M | 0.01% | +2,943+1.6% | Added |
| PEAK6 Investments LLC | 182,353 | $6.95M | 0.34% | +80,288+78.7% | Added |
| New York State Common Retirement Fund | 182,370 | $6.95M | 0.01% | −21,119−10.4% | Reduced |
| California Public Employees Retirement System | 183,080 | $6.98M | 0.01% | +4,553+2.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 184,063 | $7.01M | 0.46% | −58,373−24.1% | Reduced |
| Polar Asset Management Partners Inc. | 188,600 | $7.19M | 0.17% | −144,100−43.3% | Reduced |
| Firsthand Capital Management, Inc. | 190,000 | $7.24M | 10.44% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 190,700 | $7.27M | 0.00% | −12,278−6.0% | Reduced |
| California State Teachers Retirement System | 191,653 | $7.30M | 0.01% | −9,433−4.7% | Reduced |
| South Dakota Investment Council | 203,789 | $7.76M | 0.18% | −70,037−25.6% | Reduced |
| WS Management LLLP | 218,400 | $8.32M | 1.07% | +100,000+84.5% | Added |
| UBS Group AG | 219,080 | $8.35M | 0.00% | +91,011+71.1% | Added |
| Marshall Wace, LLP | 222,239 | $8.47M | 0.02% | +222,239 | New |
| Millennium Management LLC | 223,402 | $8.51M | 0.01% | −18,788−7.8% | Reduced |
| Jane Street Group, LLC | 225,284 | $8.58M | 0.01% | −299,448−57.1% | Reduced |
| Retirement Systems of Alabama | 235,820 | $8.98M | 0.04% | −4,989−2.1% | Reduced |
| Wellington Management Group LLP | 249,758 | $9.52M | 0.00% | −16,271−6.1% | Reduced |
| Goldman Sachs Group Inc | 257,583 | $9.81M | 0.00% | −4,538−1.7% | Reduced |
| FengHe Fund Management Pte. Ltd. | 265,600 | $10.1M | 2.40% | −24,700−8.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 267,147 | $10.2M | 0.01% | −2,027−0.8% | Reduced |
| Cercano Management LLC | 270,592 | $10.3M | 0.37% | 00.0% | Unchanged |
| Capital International Inc | 277,319 | $10.6M | 0.20% | −3,922−1.4% | Reduced |
| Triodos Investment Management BV | 345,000 | $13.1M | 1.40% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 350,997 | $13.4M | 0.06% | +58,889+20.2% | Added |
| Citigroup Inc | 355,184 | $13.5M | 0.02% | +14,306+4.2% | Added |
| Erste Asset Management GmbH | 368,404 | $13.9M | 0.24% | +93,938+34.2% | Added |
| Rhumbline Advisers | 370,167 | $14.1M | 0.02% | −5,721−1.5% | Reduced |
| Credit Suisse AG | 376,509 | $14.3M | 0.02% | −26,618−6.6% | Reduced |
| Trillium Asset Management, LLC | 391,483 | $14.9M | 0.45% | −8,609−2.2% | Reduced |
| Rheos Capital Works Inc. | 397,500 | $15.1M | 0.91% | −119,800−23.2% | Reduced |
| Legal & General Group Plc | 397,549 | $15.1M | 0.01% | −33,839−7.8% | Reduced |
| Swiss National Bank | 399,000 | $15.2M | 0.01% | −48,400−10.8% | Reduced |
| Polar Capital Holdings Plc | 425,200 | $16.2M | 0.12% | +425,200 | New |
| AXA S.A. | 429,650 | $16.4M | 0.06% | −10,328−2.3% | Reduced |
| Invesco Ltd. | 449,119 | $17.1M | 0.00% | −1,029,547−69.6% | Reduced |
| Principal Financial Group Inc | 459,133 | $17.5M | 0.01% | −8,225−1.8% | Reduced |
| Janus Henderson Group PLC | 471,320 | $18.0M | 0.01% | −949−0.2% | Reduced |
| Handelsbanken Fonder AB | 490,324 | $18.7M | 0.10% | −43,127−8.1% | Reduced |
| Amundi | 509,236 | $19.0M | 0.01% | +13,788+2.8% | Added |
| Barclays PLC | 503,211 | $19.2M | 0.01% | −39,630−7.3% | Reduced |
| Susquehanna International Group, LLP | 503,245 | $19.2M | 0.03% | +215,236+74.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 506,112 | $19.3M | 0.10% | +73,679+17.0% | Added |
| Two Sigma Investments, LP | 534,813 | $20.4M | 0.06% | −239,070−30.9% | Reduced |
| Dimensional Fund Advisors LP | 587,746 | $22.4M | 0.01% | +42,279+7.8% | Added |
| Nan Shan Life Insurance Co., Ltd. | 599,569 | $22.8M | 0.62% | −1,426−0.2% | Reduced |
| Hardman Johnston Global Advisors LLC | 633,813 | $24.1M | 0.81% | +5,760+0.9% | Added |
| Voloridge Investment Management, LLC | 643,234 | $24.5M | 0.12% | +262,491+68.9% | Added |
| Citadel Advisors LLC | 664,660 | $25.3M | 0.03% | +655,386+7,066.9% | Added |
| First Trust Advisors LP | 666,784 | $25.4M | 0.03% | −34,854−5.0% | Reduced |
| Rafferty Asset Management, LLC | 682,531 | $26.0M | 0.15% | −44,436−6.1% | Reduced |
| Bank of Montreal | 599,472 | $26.8M | 0.02% | +23,504+4.1% | Added |
| UniSuper Management Pty Ltd | 703,822 | $26.8M | 0.33% | +326,810+86.7% | Added |
| Franklin Resources Inc | 722,512 | $27.5M | 0.01% | +45,560+6.7% | Added |
| Charles Schwab Investment Management Inc | 774,735 | $29.5M | 0.01% | +22,383+3.0% | Added |
| Frontier Capital Management Co LLC | 863,673 | $32.9M | 0.36% | −1,074,819−55.4% | Reduced |
| JANA Partners Management, LP | 936,000 | $35.7M | 2.54% | +936,000 | New |
| Bank of America Corp | 952,274 | $36.3M | 0.00% | −63,311−6.2% | Reduced |
| Northern Trust Corp | 1,001,749 | $38.2M | 0.01% | −27,053−2.6% | Reduced |
| Nuveen Asset Management, LLC | 1,030,462 | $39.3M | 0.01% | +21,559+2.1% | Added |
| FMR LLC | 1,054,375 | $40.2M | 0.00% | −4,804−0.5% | Reduced |
| FIL Ltd | 1,178,620 | $44.9M | 0.05% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 1,259,587 | $48.0M | 0.01% | +35,947+2.9% | Added |
| Wells Fargo & Company | 1,379,021 | $52.5M | 0.02% | −97,018−6.6% | Reduced |
| Point72 Asset Management, L.P. | 1,463,685 | $55.8M | 0.19% | +1,426,600+3,846.8% | Added |
| Geode Capital Management, LLC | 1,872,061 | $71.2M | 0.01% | +34,209+1.9% | Added |
| Primecap Management Co | 1,876,794 | $71.5M | 0.06% | −18,200−1.0% | Reduced |
| Thrivent Financial for Lutherans | 1,910,916 | $72.8M | 0.17% | +2,003+0.1% | Added |
| UBS Asset Management Americas Inc | 2,174,936 | $82.9M | 0.04% | +1,140,157+110.2% | Added |
| William Blair Investment Management, LLC | 2,273,227 | $86.6M | 0.29% | −30,298−1.3% | Reduced |
| Artisan Partners Limited Partnership | 2,273,472 | $86.6M | 0.15% | +154,021+7.3% | Added |
| JPMorgan Chase & Co | 2,705,511 | $103.1M | 0.01% | −208,501−7.2% | Reduced |
| Morgan Stanley | 3,061,633 | $116.6M | 0.01% | +424,666+16.1% | Added |