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, Q1 2024
Institutional positions in Wolfspeed, Inc. as of Mar 31, 2024. 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
- 371
- −27 vs. Q4 2023
- Shares held
- 139.2M
- +1.19M (+0.9%) vs. Q4 2023
- Total value
- $4.11B
- −$1.90B (−31.6%) vs. Q4 2023
- New holders
- 61
- 130 more added
- Sold out
- 88
- 115 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Group Investment Management Pte. Ltd. | 25,719 | $758.7K | 0.14% | −57,352−69.0% | Reduced |
| Green Alpha Advisors, LLC | 26,142 | $771.2K | 0.56% | +662+2.6% | Added |
| Victory Capital Management Inc | 26,494 | $781.6K | 0.00% | −479−1.8% | Reduced |
| AdvisorNet Financial, Inc | 26,575 | $784.0K | 0.08% | +2,355+9.7% | Added |
| Cresset Asset Management, LLC | 26,887 | $793.2K | 0.00% | +16,047+148.0% | Added |
| ExodusPoint Capital Management, LP | 27,714 | $818.0K | 0.01% | +7,302+35.8% | Added |
| Nisa Investment Advisors, LLC | 27,748 | $818.6K | 0.01% | −292−1.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,828 | $820.9K | 0.01% | +174+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,860 | $821.9K | 0.00% | −56−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 27,916 | $823.5K | 0.03% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 28,000 | $826.0K | 0.11% | −8,353−23.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 28,060 | $827.8K | 0.02% | +179+0.6% | Added |
| Greenwich Wealth Management LLC | 28,114 | $829.0K | 0.07% | −22−0.1% | Reduced |
| Two Sigma Investments, LP | 28,199 | $831.9K | 0.00% | −228,000−89.0% | Reduced |
| Portman Square Capital LLP | 29,247 | $862.8K | 0.20% | +19,200+191.1% | Added |
| Natixis | 29,659 | $874.9K | 0.00% | +29,659 | New |
| Pathstone Holdings, LLC | 29,946 | $883.4K | 0.00% | +2,056+7.4% | Added |
| Jump Financial, LLC | 30,200 | $890.9K | 0.02% | +25,539+547.9% | Added |
| State of Michigan Retirement System | 30,922 | $912.2K | 0.00% | +900+3.0% | Added |
| Davy Global Fund Management Ltd | 31,088 | $917.1K | 0.10% | −581−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 31,091 | $917.2K | 0.02% | −4,357−12.3% | Reduced |
| Thrivent Financial for Lutherans | 31,525 | $930.0K | 0.00% | −1,842,582−98.3% | Reduced |
| Gotham Asset Management, LLC | 31,815 | $938.5K | 0.01% | −56,942−64.2% | Reduced |
| Quinn Opportunity Partners LLC | 32,000 | $944.0K | 0.11% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 32,452 | $957.3K | 0.21% | +32,452 | New |
| Perpetual Ltd | 35,043 | $1.00M | 0.01% | +12,000+52.1% | Added |
| Arizona State Retirement System | 34,442 | $1.02M | 0.01% | −574−1.6% | Reduced |
| Commonwealth Equity Services, LLC | 35,534 | $1.05M | 0.00% | +2,116+6.3% | Added |
| Louisiana State Employees Retirement System | 36,200 | $1.07M | 0.02% | +1,000+2.8% | Added |
| Motley Fool Asset Management LLC | 36,288 | $1.07M | 0.07% | +14,542+66.9% | Added |
| Ensign Peak Advisors, Inc | 40,151 | $1.18M | 0.00% | −2,025−4.8% | Reduced |
| Algert Global LLC | 40,400 | $1.19M | 0.05% | −2,440−5.7% | Reduced |
| Graham Capital Management, L.P. | 40,490 | $1.19M | 0.03% | +7,507+22.8% | Added |
| Capital Group Private Client Services, Inc. | 47,526 | $1.40M | 0.01% | −1,557−3.2% | Reduced |
| Centiva Capital, LP | 47,610 | $1.40M | 0.08% | −24,750−34.2% | Reduced |
| Public Employees Retirement System of Ohio | 47,914 | $1.41M | 0.01% | −4,403−8.4% | Reduced |
| PEAK6 Investments LLC | 48,619 | $1.43M | 0.07% | −116,965−70.6% | Reduced |
| State of Tennessee, Treasury Department | 49,217 | $1.45M | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 51,227 | $1.51M | 0.07% | +51,227 | New |
| Royal Fund Management, LLC | 53,900 | $1.59M | 0.18% | +19,900+58.5% | Added |
| SEI Investments Co | 55,169 | $1.63M | 0.00% | +7,985+16.9% | Added |
| Treasurer of the State of North Carolina | 55,378 | $1.63M | 0.01% | +380+0.7% | Added |
| HSBC Holdings PLC | 55,926 | $1.65M | 0.00% | +36,373+186.0% | Added |
| Yousif Capital Management, LLC | 57,041 | $1.68M | 0.02% | −1,179−2.0% | Reduced |
| Capital International Ltd | 57,449 | $1.69M | 0.08% | 00.0% | Unchanged |
| Parkwood LLC | 57,593 | $1.70M | 0.18% | +38,318+198.8% | Added |
| Quadrature Capital Ltd | 59,174 | $1.74M | 0.03% | +39,820+205.7% | Added |
| D.A. Davidson & Co. | 59,129 | $1.74M | 0.02% | +1,121+1.9% | Added |
| GTS Securities LLC | 60,029 | $1.77M | 0.05% | +46,300+337.2% | Added |
| Schonfeld Strategic Advisors LLC | 60,100 | $1.77M | 0.01% | −110,694−64.8% | Reduced |
| Price T Rowe Associates Inc | 60,503 | $1.78M | 0.00% | −454,834−88.3% | Reduced |
| Capital International Sarl | 62,724 | $1.85M | 0.06% | −1,752−2.7% | Reduced |
| UBS Oconnor LLC | 65,000 | $1.92M | 0.06% | +65,000 | New |
| Amalgamated Bank | 68,741 | $2.03M | 0.02% | −10,583−13.3% | Reduced |
| MetLife Investment Management | 69,076 | $2.04M | 0.01% | −1,563−2.2% | Reduced |
| Nomura Holdings Inc | 69,448 | $2.05M | 0.02% | +39,570+132.4% | Added |
| Lazard Asset Management LLC | 70,194 | $2.07M | 0.00% | +70,170+292,375.0% | Added |
| Comerica Bank | 71,605 | $2.11M | 0.01% | +4,842+7.3% | Added |
| Mutual of America Capital Management LLC | 74,956 | $2.21M | 0.02% | −2,469−3.2% | Reduced |
| State of Wisconsin Investment Board | 75,224 | $2.22M | 0.01% | +2,244+3.1% | Added |
| Cubist Systematic Strategies, LLC | 76,349 | $2.25M | 0.03% | +76,349 | New |
| LPL Financial LLC | 79,475 | $2.34M | 0.00% | −1,465−1.8% | Reduced |
| Blair William & Co | 80,536 | $2.38M | 0.01% | −14,834−15.6% | Reduced |
| Credit Agricole S A | 109,703 | $2.60M | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 89,808 | $2.65M | 0.01% | +22,450+33.3% | Added |
| Raymond James & Associates | 95,819 | $2.83M | 0.00% | −63,002−39.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 97,253 | $2.87M | 0.08% | −49,244−33.6% | Reduced |
| Royal Bank of Canada | 98,276 | $2.90M | 0.00% | −11,148−10.2% | Reduced |
| Diker Management LLC | 100,000 | $2.95M | 2.40% | +100,000 | New |
| Stifel Financial Corp | 100,995 | $2.98M | 0.00% | −19,338−16.1% | Reduced |
| Apeiron Capital Ltd | 101,895 | $3.01M | 1.52% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 109,038 | $3.22M | 0.01% | +31,407+40.5% | Added |
| Texas Permanent School Fund | 109,966 | $3.24M | 0.03% | +1,863+1.7% | Added |
| Iridian Asset Management LLC | 118,274 | $3.49M | 0.68% | +11,380+10.6% | Added |
| Slow Capital, Inc. | 122,252 | $3.61M | 0.58% | +74,947+158.4% | Added |
| Squarepoint Ops LLC | 125,334 | $3.70M | 0.02% | −401,435−76.2% | Reduced |
| California State Teachers Retirement System | 125,829 | $3.71M | 0.00% | −6,672−5.0% | Reduced |
| Seven Eight Capital, LP | 125,954 | $3.72M | 0.39% | +675+0.5% | Added |
| Marshall Wace, LLP | 127,900 | $3.77M | 0.01% | +127,900 | New |
| Mirae Asset Global Investments Co., Ltd. | 128,099 | $3.78M | 0.01% | +22,075+20.8% | Added |
| IMC-Chicago, LLC | 132,837 | $3.92M | 0.14% | +132,837 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 133,395 | $3.94M | 0.01% | +17,154+14.8% | Added |
| Manufacturers Life Insurance Company, The | 135,404 | $3.99M | 0.00% | +7,720+6.0% | Added |
| New York State Teachers Retirement System | 143,499 | $4.23M | 0.01% | +500+0.3% | Added |
| Envestnet Asset Management Inc | 148,649 | $4.39M | 0.00% | −12,492−7.8% | Reduced |
| Guggenheim Capital LLC | 150,750 | $4.45M | 0.03% | +42,197+38.9% | Added |
| Aequim Alternative Investments LP | 163,800 | $4.83M | 0.18% | +21,000+14.7% | Added |
| American International Group, Inc. | 166,509 | $4.91M | 0.02% | −2,766−1.6% | Reduced |
| Central Securities Corp | 170,000 | $5.01M | 0.51% | 00.0% | Unchanged |
| Ardsley Advisory Partners LP | 170,000 | $5.01M | 0.72% | +170,000 | New |
| California Public Employees Retirement System | 174,151 | $5.14M | 0.00% | 00.0% | Unchanged |
| Rheos Capital Works Inc. | 177,500 | $5.24M | 0.25% | −220,000−55.3% | Reduced |
| Firsthand Capital Management, Inc. | 180,000 | $5.31M | 8.65% | −10,000−5.3% | Reduced |
| Legal & General Group Plc | 187,397 | $5.53M | 0.00% | +3,965+2.2% | Added |
| New York State Common Retirement Fund | 192,006 | $5.66M | 0.01% | +6,384+3.4% | Added |
| Alliancebernstein L.P. | 199,475 | $5.88M | 0.00% | +8,783+4.6% | Added |
| Sequoia China Equity Partners (Hong Kong) Ltd | 200,000 | $5.90M | 1.11% | +200,000 | New |
| Simplex Trading, LLC | 207,659 | $6.13M | 0.18% | +137,208+194.8% | Added |
| Retirement Systems of Alabama | 238,375 | $7.03M | 0.03% | +1,011+0.4% | Added |
| South Dakota Investment Council | 241,489 | $7.12M | 0.15% | +26,500+12.3% | Added |