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 |
|---|---|---|---|---|---|
| Fund 1 Investments, LLC | 50,000 | $816.0K | 0.11% | +50,000 | New |
| Boothbay Fund Management, LLC | 61,281 | $1.00M | 0.02% | −8,011−11.6% | Reduced |
| Northern Trust Corp | 66,241 | $1.08M | 0.00% | +44,063+198.7% | Added |
| Caption Management, LLC | 68,600 | $1.12M | 0.05% | +64,224+1,467.6% | Added |
| Yaupon Capital Management LP | 76,671 | $1.25M | 0.06% | −373,302−83.0% | Reduced |
| Quinn Opportunity Partners LLC | 86,400 | $1.41M | 0.07% | 00.0% | Unchanged |
| Prudential Financial Inc | 91,454 | $1.49M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 98,874 | $1.61M | 0.00% | +37,313+60.6% | Added |
| Oakum Bay Capital LLC | 100,484 | $1.64M | 0.88% | +100,484 | New |
| Marshall Wace, LLP | 105,748 | $1.73M | 0.00% | −197,738−65.2% | Reduced |
| Lazard Asset Management LLC | 110,041 | $1.80M | 0.00% | +110,041 | New |
| Stifel Financial Corp | 116,400 | $1.90M | 0.00% | +60,363+107.7% | Added |
| Balyasny Asset Management LLC | 127,506 | $2.08M | 0.00% | +70,335+123.0% | Added |
| Panoramic Capital, LLC | 140,000 | $2.28M | 1.60% | +140,000 | New |
| Ardsley Advisory Partners LP | 140,000 | $2.29M | 0.35% | −25,000−15.2% | Reduced |
| Loomis Sayles & Co L P | 156,639 | $2.56M | 0.00% | −441−0.3% | Reduced |
| Kore Advisors LP | 157,608 | $2.57M | 2.93% | −19,642−11.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 166,322 | $2.71M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 171,174 | $2.79M | 0.00% | +164,074+2,310.9% | Added |
| Charles Schwab Investment Management Inc | 175,796 | $2.87M | 0.00% | +115,118+189.7% | Added |
| Soviero Asset Management, LP | 180,000 | $2.94M | 1.65% | +180,000 | New |
| Vanguard Fiduciary Trust Co | 185,830 | $3.03M | 0.00% | +185,830 | New |
| Tudor Investment Corp Et Al | 218,033 | $3.56M | 0.02% | +218,033 | New |
| Susquehanna Advisors Group, Inc. | 224,626 | $3.67M | 0.17% | −744−0.3% | Reduced |
| CastleKnight Management LP | 229,846 | $3.75M | 0.18% | 00.0% | Unchanged |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 251,320 | $4.10M | 0.06% | +251,320 | New |
| Senvest Management, LLC | 281,624 | $4.60M | 0.15% | −223,610−44.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 286,378 | $4.67M | 0.47% | −82,120−22.3% | Reduced |
| Geode Capital Management, LLC | 311,283 | $5.08M | 0.00% | +198,986+177.2% | Added |
| Kettle Hill Capital Management, LLC | 365,868 | $5.97M | 1.50% | +365,868 | New |
| Artemis Investment Management LLP | 394,146 | $6.43M | 0.07% | +394,146 | New |
| SG Americas Securities, LLC | 408,733 | $6.67M | 0.01% | +408,733 | New |
| Discovery Capital Management, LLC | 424,700 | $6.93M | 0.36% | +424,700 | New |
| Barclays PLC | 454,827 | $7.42M | 0.00% | −143,580−24.0% | Reduced |
| BlackRock, Inc. | 461,288 | $7.53M | 0.00% | +264,943+134.9% | Added |
| Shah Capital Management | 508,948 | $8.31M | 1.59% | +475,454+1,419.5% | Added |
| Bank of America Corp | 637,052 | $10.4M | 0.00% | +293,432+85.4% | Added |
| Calamos Advisors LLC | 715,138 | $11.7M | 0.05% | 00.0% | Unchanged |
| UBS Group AG | 839,072 | $13.7M | 0.00% | −430,476−33.9% | Reduced |
| Millennium Management LLC | 874,064 | $14.3M | 0.01% | +819,326+1,496.8% | Added |
| Hill City Capital, LP | 885,000 | $14.4M | 0.52% | +885,000 | New |
| State Street Corp | 897,404 | $14.6M | 0.00% | +838,304+1,418.5% | Added |
| Woodson Capital Management, LP | 940,000 | $15.3M | 2.48% | +940,000 | New |
| Citadel Advisors LLC | 1,044,862 | $17.1M | 0.01% | +642,096+159.4% | Added |
| Capital Research Global Investors | 1,340,291 | $21.9M | 0.00% | −958,348−41.7% | Reduced |
| Goldman Sachs Group Inc | 1,372,134 | $22.4M | 0.00% | +936,217+214.8% | Added |
| Voya Investment Management LLC | 1,400,509 | $22.9M | 0.02% | 00.0% | Unchanged |
| FMR LLC | 1,597,385 | $26.1M | 0.00% | −172,434−9.7% | Reduced |
| Vanguard Capital Management LLC | 1,798,377 | $29.3M | 0.00% | +1,798,377 | New |
| Price T Rowe Associates Inc | 1,997,023 | $32.6M | 0.00% | +460,265+30.0% | Added |
| Citigroup Inc | 3,270,690 | $53.4M | 0.03% | +1,011,900+44.8% | Added |
| Slate Path Capital LP | 4,438,156 | $68.5M | 1.02% | +4,438,156 | New |
| Morgan Stanley | 4,273,995 | $69.8M | 0.00% | +1,818,119+74.0% | Added |
| Renesas Electronics America Inc. | 16,852,372 | $275.0M | 100.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,350,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −990,150−100.0% | Sold out |
| Apollo Management Holdings, L.P. | 0 | $0 | 0.00% | −863,333−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Alua Capital Management LP | 0 | $0 | 0.00% | −639,491−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −520,288−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −407,770−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −397,457−100.0% | Sold out |
| Diameter Capital Partners LP | 0 | $0 | 0.00% | −347,427−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −186,900−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −72,690−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −49,553−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −48,010−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −45,105−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −42,817−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −25,519−100.0% | Sold out |
| Deeter Investments LLP | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −16,149−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −11,723−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −10,056−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,538−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −897−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −456−100.0% | Sold out |
| Strive Financial Group ,LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Navalign, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Westfuller Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Militia Capital Partners, LP | – | – | – | – | Not filed |
| DV Equities, LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |