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 2026
Institutional positions in Wolfspeed, Inc. as of Mar 31, 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
- 154
- +9 vs. Q4 2025
- Shares held
- 53.2M
- +9.19M (+20.9%) vs. Q4 2025
- Total value
- $864.5M
- +$96.6M (+12.6%) vs. Q4 2025
- New holders
- 41
- 62 more added
- Sold out
- 32
- 30 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Renesas Electronics America Inc. | 16,852,372 | $275.0M | 100.00% | 00.0% | Unchanged |
| Morgan Stanley | 4,273,995 | $69.8M | 0.00% | +1,818,119+74.0% | Added |
| Slate Path Capital LP | 4,438,156 | $68.5M | 1.02% | +4,438,156 | New |
| Citigroup Inc | 3,270,690 | $53.4M | 0.03% | +1,011,900+44.8% | Added |
| Price T Rowe Associates Inc | 1,997,023 | $32.6M | 0.00% | +460,265+30.0% | Added |
| Vanguard Capital Management LLC | 1,798,377 | $29.3M | 0.00% | +1,798,377 | New |
| FMR LLC | 1,597,385 | $26.1M | 0.00% | −172,434−9.7% | Reduced |
| Voya Investment Management LLC | 1,400,509 | $22.9M | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,372,134 | $22.4M | 0.00% | +936,217+214.8% | Added |
| Capital Research Global Investors | 1,340,291 | $21.9M | 0.00% | −958,348−41.7% | Reduced |
| Citadel Advisors LLC | 1,044,862 | $17.1M | 0.01% | +642,096+159.4% | Added |
| Woodson Capital Management, LP | 940,000 | $15.3M | 2.48% | +940,000 | New |
| State Street Corp | 897,404 | $14.6M | 0.00% | +838,304+1,418.5% | Added |
| Hill City Capital, LP | 885,000 | $14.4M | 0.52% | +885,000 | New |
| Millennium Management LLC | 874,064 | $14.3M | 0.01% | +819,326+1,496.8% | Added |
| UBS Group AG | 839,072 | $13.7M | 0.00% | −430,476−33.9% | Reduced |
| Calamos Advisors LLC | 715,138 | $11.7M | 0.05% | 00.0% | Unchanged |
| Bank of America Corp | 637,052 | $10.4M | 0.00% | +293,432+85.4% | Added |
| Shah Capital Management | 508,948 | $8.31M | 1.59% | +475,454+1,419.5% | Added |
| BlackRock, Inc. | 461,288 | $7.53M | 0.00% | +264,943+134.9% | Added |
| Barclays PLC | 454,827 | $7.42M | 0.00% | −143,580−24.0% | Reduced |
| Discovery Capital Management, LLC | 424,700 | $6.93M | 0.36% | +424,700 | New |
| SG Americas Securities, LLC | 408,733 | $6.67M | 0.01% | +408,733 | New |
| Artemis Investment Management LLP | 394,146 | $6.43M | 0.07% | +394,146 | New |
| Kettle Hill Capital Management, LLC | 365,868 | $5.97M | 1.50% | +365,868 | New |
| Geode Capital Management, LLC | 311,283 | $5.08M | 0.00% | +198,986+177.2% | Added |
| Prescott Group Capital Management, L.L.C. | 286,378 | $4.67M | 0.47% | −82,120−22.3% | Reduced |
| Senvest Management, LLC | 281,624 | $4.60M | 0.15% | −223,610−44.3% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 251,320 | $4.10M | 0.06% | +251,320 | New |
| CastleKnight Management LP | 229,846 | $3.75M | 0.18% | 00.0% | Unchanged |
| Susquehanna Advisors Group, Inc. | 224,626 | $3.67M | 0.17% | −744−0.3% | Reduced |
| Tudor Investment Corp Et Al | 218,033 | $3.56M | 0.02% | +218,033 | New |
| Vanguard Fiduciary Trust Co | 185,830 | $3.03M | 0.00% | +185,830 | New |
| Soviero Asset Management, LP | 180,000 | $2.94M | 1.65% | +180,000 | New |
| Charles Schwab Investment Management Inc | 175,796 | $2.87M | 0.00% | +115,118+189.7% | Added |
| BNP Paribas Arbitrage, SA | 171,174 | $2.79M | 0.00% | +164,074+2,310.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 166,322 | $2.71M | 0.00% | 00.0% | Unchanged |
| Kore Advisors LP | 157,608 | $2.57M | 2.93% | −19,642−11.1% | Reduced |
| Loomis Sayles & Co L P | 156,639 | $2.56M | 0.00% | −441−0.3% | Reduced |
| Ardsley Advisory Partners LP | 140,000 | $2.29M | 0.35% | −25,000−15.2% | Reduced |
| Panoramic Capital, LLC | 140,000 | $2.28M | 1.60% | +140,000 | New |
| Balyasny Asset Management LLC | 127,506 | $2.08M | 0.00% | +70,335+123.0% | Added |
| Stifel Financial Corp | 116,400 | $1.90M | 0.00% | +60,363+107.7% | Added |
| Lazard Asset Management LLC | 110,041 | $1.80M | 0.00% | +110,041 | New |
| Marshall Wace, LLP | 105,748 | $1.73M | 0.00% | −197,738−65.2% | Reduced |
| Oakum Bay Capital LLC | 100,484 | $1.64M | 0.88% | +100,484 | New |
| First Trust Advisors LP | 98,874 | $1.61M | 0.00% | +37,313+60.6% | Added |
| Prudential Financial Inc | 91,454 | $1.49M | 0.00% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 86,400 | $1.41M | 0.07% | 00.0% | Unchanged |
| Yaupon Capital Management LP | 76,671 | $1.25M | 0.06% | −373,302−83.0% | Reduced |
| Caption Management, LLC | 68,600 | $1.12M | 0.05% | +64,224+1,467.6% | Added |
| Northern Trust Corp | 66,241 | $1.08M | 0.00% | +44,063+198.7% | Added |
| Boothbay Fund Management, LLC | 61,281 | $1.00M | 0.02% | −8,011−11.6% | Reduced |
| Fund 1 Investments, LLC | 50,000 | $816.0K | 0.11% | +50,000 | New |
| Deutsche Bank AG | 49,790 | $812.6K | 0.00% | +49,790 | New |
| Brevan Howard Capital Management LP | 47,204 | $770.4K | 0.01% | +47,204 | New |
| IMC-Chicago, LLC | 41,624 | $679.3K | 0.01% | +41,624 | New |
| Susquehanna International Group, LLP | 33,171 | $541.4K | 0.00% | −372,300−91.8% | Reduced |
| Cinctive Capital Management LP | 30,478 | $497.4K | 0.03% | +20,358+201.2% | Added |
| SEI Investments Co | 30,296 | $494.4K | 0.00% | +30,296 | New |
| Qube Research & Technologies Ltd | 28,030 | $457.4K | 0.00% | −211,550−88.3% | Reduced |
| Mariner Investment Group LLC | 25,000 | $408.0K | 0.12% | +5,000+25.0% | Added |
| Atlas Brown,Inc. | 25,000 | $408.0K | 0.12% | +25,000 | New |
| PenderFund Capital Management Ltd. | 24,890 | $406.0K | 0.06% | – | – |
| Old West Investment Management, LLC | 23,482 | $383.2K | 0.04% | +23,482 | New |
| Two Sigma Investments, LP | 22,405 | $365.6K | 0.00% | −51,451−69.7% | Reduced |
| ExodusPoint Capital Management, LP | 20,895 | $341.0K | 0.00% | −168,076−88.9% | Reduced |
| Wells Fargo & Company | 20,795 | $339.4K | 0.00% | +11,049+113.4% | Added |
| Covalis Capital LLP | 20,000 | $326.4K | 0.02% | +10,000+100.0% | Added |
| Marathon Trading Investment Management LLC | 19,400 | $316.6K | 0.09% | −62,034−76.2% | Reduced |
| Walleye Trading LLC | 17,139 | $279.7K | 0.01% | +15,025+710.7% | Added |
| Capital Investment Advisory Services, LLC | 15,693 | $256.1K | 0.02% | +519+3.4% | Added |
| Group One Trading, L.P. | 13,794 | $225.1K | 0.01% | −1,750−11.3% | Reduced |
| Firsthand Capital Management, Inc. | 12,248 | $199.9K | 0.43% | +4,898+66.6% | Added |
| Simplex Trading, LLC | 12,121 | $197.8K | 0.01% | −22,933−65.4% | Reduced |
| Vanguard Global Advisers, LLC | 11,507 | $187.8K | 0.00% | +11,507 | New |
| GMT Capital Corp | 10,117 | $165.1K | 0.01% | +10,117 | New |
| Parallax Volatility Advisers, L.P. | 7,751 | $126.5K | 0.01% | +5,737+284.9% | Added |
| Royal Bank of Canada | 5,476 | $89.0K | 0.00% | +5,476 | New |
| Aster Capital Management (DIFC) Ltd | 14,571 | $44.6K | 0.01% | +14,571 | New |
| Eastern Bank | 2,694 | $44.0K | 0.00% | +77+2.9% | Added |
| Sculptor Capital LP | 2,352 | $38.4K | 0.00% | −32,439−93.2% | Reduced |
| SBI Securities Co., Ltd. | 1,382 | $22.6K | 0.00% | +488+54.6% | Added |
| Valley National Advisers Inc | 1,387 | $22.0K | 0.00% | +1,216+711.1% | Added |
| Advisor Group Holdings, Inc. | 947 | $15.4K | 0.00% | +329+53.2% | Added |
| Financial Consulate, Inc | 668 | $10.9K | 0.00% | +668 | New |
| Advisory Services Network, LLC | 501 | $8.18K | 0.00% | +501 | New |
| MCF Advisors LLC | 478 | $7.80K | 0.00% | +478 | New |
| AdvisorNet Financial, Inc | 328 | $5.35K | 0.00% | +327+32,700.0% | Added |
| Caitong International Asset Management Co., Ltd | 285 | $4.65K | 0.00% | −7,786−96.5% | Reduced |
| McIlrath & Eck, LLC | 216 | $3.52K | 0.00% | +86+66.2% | Added |
| Stance Capital LLC | 208 | $3.40K | 0.00% | +208 | New |
| GAMMA Investing LLC | 199 | $3.25K | 0.00% | +196+6,533.3% | Added |
| Clear Street Markets LLC | 173 | $2.82K | 0.00% | −2,031−92.2% | Reduced |
| Jones Financial Companies LLLP | 145 | $2.24K | 0.00% | +88+154.4% | Added |
| Fifth Third Bancorp | 130 | $2.12K | 0.00% | +130 | New |
| US Bancorp | 102 | $1.67K | 0.00% | +61+148.8% | Added |
| Harbour Investments, Inc. | 90 | $1.48K | 0.00% | +90 | New |
| Islay Capital Management, LLC | 84 | $1.37K | 0.00% | +84 | New |
| Allworth Financial LP | 68 | $1.11K | 0.00% | +20+41.7% | Added |