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 |
|---|---|---|---|---|---|
| Swiss National Bank | 247,100 | $7.29M | 0.01% | 00.0% | Unchanged |
| Capital International Inc | 249,982 | $7.37M | 0.10% | −1,209−0.5% | Reduced |
| Wellington Management Group LLP | 252,978 | $7.46M | 0.00% | −106,151−29.6% | Reduced |
| Polar Asset Management Partners Inc. | 254,900 | $7.52M | 0.20% | +254,900 | New |
| Ameriprise Financial Inc | 255,611 | $7.64M | 0.00% | +97,475+61.6% | Added |
| Hardman Johnston Global Advisors LLC | 271,451 | $8.01M | 0.28% | −342,197−55.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 273,802 | $8.08M | 0.07% | +23,749+9.5% | Added |
| State Board of Administration of Florida Retirement System | 126,526 | $8.22M | 0.02% | −3,227−2.5% | Reduced |
| Holocene Advisors, LP | 282,335 | $8.33M | 0.03% | +282,335 | New |
| Credit Suisse AG | 288,369 | $8.51M | 0.01% | −1,078,055−78.9% | Reduced |
| Goldman Sachs Group Inc | 304,170 | $8.97M | 0.00% | −139,210−31.4% | Reduced |
| Alps Advisors Inc | 318,610 | $9.40M | 0.07% | +318,610 | New |
| AXA S.A. | 330,393 | $9.75M | 0.03% | +3,631+1.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 339,997 | $10.0M | 0.04% | +91,277+36.7% | Added |
| Triodos Investment Management BV | 345,000 | $10.2M | 0.92% | 00.0% | Unchanged |
| Rhumbline Advisers | 352,116 | $10.4M | 0.01% | −8,366−2.3% | Reduced |
| Franklin Resources Inc | 410,340 | $12.1M | 0.00% | −70,707−14.7% | Reduced |
| Amundi | 411,212 | $12.1M | 0.01% | +90,903+28.4% | Added |
| Trillium Asset Management, LLC | 415,417 | $12.3M | 0.31% | −6,056−1.4% | Reduced |
| Principal Financial Group Inc | 473,571 | $14.0M | 0.01% | +13,537+2.9% | Added |
| Erste Asset Management GmbH | 501,962 | $14.4M | 0.20% | +46,036+10.1% | Added |
| Tudor Investment Corp Et Al | 487,796 | $14.4M | 0.18% | +233,266+91.6% | Added |
| Dimensional Fund Advisors LP | 488,488 | $14.4M | 0.00% | −177,329−26.6% | Reduced |
| Bank of Montreal | 504,333 | $14.9M | 0.01% | +637+0.1% | Added |
| First Trust Advisors LP | 507,608 | $15.0M | 0.02% | −124,624−19.7% | Reduced |
| Invesco Ltd. | 537,176 | $15.8M | 0.00% | +145,935+37.3% | Added |
| Nan Shan Life Insurance Co., Ltd. | 542,876 | $16.0M | 0.38% | −36,659−6.3% | Reduced |
| Panview Asian Equity Master Fund | 555,000 | $16.4M | 5.14% | +555,000 | New |
| Neuberger Berman Group LLC | 559,012 | $16.5M | 0.01% | +370,796+197.0% | Added |
| WS Management LLLP | 568,742 | $16.8M | 1.54% | −128,146−18.4% | Reduced |
| Frontier Capital Management Co LLC | 572,933 | $16.9M | 0.16% | −191,079−25.0% | Reduced |
| Jane Street Group, LLC | 627,445 | $18.5M | 0.02% | +254,856+68.4% | Added |
| Samlyn Capital, LLC | 665,860 | $19.6M | 0.34% | +665,860 | New |
| Citigroup Inc | 679,785 | $20.1M | 0.02% | +371,983+120.9% | Added |
| Allianz Asset Management GmbH | 683,095 | $20.2M | 0.03% | +683,095 | New |
| UniSuper Management Pty Ltd | 702,922 | $20.7M | 0.20% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 720,961 | $21.3M | 0.01% | +14,007+2.0% | Added |
| Nuveen Asset Management, LLC | 721,716 | $21.3M | 0.01% | −60,938−7.8% | Reduced |
| JPMorgan Chase & Co | 766,838 | $22.6M | 0.00% | −1,612,402−67.8% | Reduced |
| Northern Trust Corp | 790,780 | $23.3M | 0.00% | −111,748−12.4% | Reduced |
| Charles Schwab Investment Management Inc | 837,824 | $24.7M | 0.01% | +28,224+3.5% | Added |
| Barclays PLC | 840,454 | $24.8M | 0.01% | +250,956+42.6% | Added |
| Polar Capital Holdings Plc | 888,500 | $26.2M | 0.16% | +334,100+60.3% | Added |
| FengHe Fund Management Pte. Ltd. | 921,427 | $27.2M | 3.42% | −509,773−35.6% | Reduced |
| D. E. Shaw & Co., Inc. | 991,887 | $29.3M | 0.04% | +991,887 | New |
| Select Equity Group, L.P. | 996,783 | $29.4M | 0.11% | +543,662+120.0% | Added |
| Bank of New York Mellon Corp | 1,029,805 | $30.4M | 0.01% | −73,083−6.6% | Reduced |
| Susquehanna International Group, LLP | 1,080,085 | $31.9M | 0.05% | +432,998+66.9% | Added |
| Rafferty Asset Management, LLC | 1,102,385 | $32.5M | 0.12% | +316,906+40.3% | Added |
| FIL Ltd | 1,185,221 | $35.0M | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,193,091 | $35.2M | 0.01% | −14,950−1.2% | Reduced |
| Point72 Asset Management, L.P. | 1,254,000 | $37.0M | 0.11% | −701,817−35.9% | Reduced |
| Citadel Advisors LLC | 1,322,585 | $39.0M | 0.04% | −429,173−24.5% | Reduced |
| UBS Group AG | 1,378,232 | $40.7M | 0.01% | +850,837+161.3% | Added |
| FMR LLC | 1,514,713 | $44.7M | 0.00% | −4,189−0.3% | Reduced |
| Bank of America Corp | 1,682,865 | $49.6M | 0.00% | +507,906+43.2% | Added |
| Voloridge Investment Management, LLC | 1,702,400 | $50.2M | 0.18% | +1,169,298+219.3% | Added |
| Norges Bank | 1,941,824 | $57.3M | 0.01% | −5,153,116−72.6% | Reduced |
| Geode Capital Management, LLC | 2,015,526 | $59.5M | 0.01% | +88,837+4.6% | Added |
| Morgan Stanley | 2,877,788 | $84.9M | 0.01% | +637,443+28.5% | Added |
| Artisan Partners Limited Partnership | 3,072,948 | $90.7M | 0.13% | +446,867+17.0% | Added |
| Capital World Investors | 3,177,376 | $93.7M | 0.02% | −2,120,539−40.0% | Reduced |
| UBS Asset Management Americas Inc | 3,909,314 | $115.3M | 0.04% | +1,367,386+53.8% | Added |
| JANA Partners Management, LP | 4,557,881 | $134.5M | 7.35% | +4,557,881 | New |
| Clearbridge Investments, LLC | 4,794,213 | $141.4M | 0.11% | −46,243−1.0% | Reduced |
| State Street Corp | 5,107,711 | $150.7M | 0.01% | +596,042+13.2% | Added |
| Primecap Management Co | 5,244,770 | $154.7M | 0.12% | +3,338,276+175.1% | Added |
| Capital Research Global Investors | 12,400,436 | $365.8M | 0.08% | −1,112,556−8.2% | Reduced |
| Capital International Investors | 12,826,240 | $378.4M | 0.08% | −2,5660.0% | Reduced |
| Vanguard Group Inc | 13,079,067 | $385.8M | 0.01% | +449,732+3.6% | Added |
| BlackRock Inc. | 16,450,096 | $485.3M | 0.01% | −67,031−0.4% | Reduced |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −800,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −494,044−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −298,406−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −239,275−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −147,601−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −145,289−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −126,600−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −95,359−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −70,500−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −66,917−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −63,792−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −49,159−100.0% | Sold out |
| Clear Sky Advisers, LLC | 0 | $0 | 0.00% | −47,025−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −39,074−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −30,945−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −26,579−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,407−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −20,369−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −17,511−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −17,006−100.0% | Sold out |
| Weybosset Research & Management LLC | 0 | $0 | 0.00% | −16,289−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −15,975−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −15,591−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −11,754−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,393−100.0% | Sold out |