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, Q2 2026
Institutional positions in Wolfspeed, Inc. as of Jun 30, 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
- 267
- +117 vs. Q1 2026
- Shares held
- 65.7M
- +12.6M (+23.7%) vs. Q1 2026
- Total value
- $3.16B
- +$2.29B (+266.0%) vs. Q1 2026
- New holders
- 153
- 50 more added
- Sold out
- 36
- 31 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 90,172 | $4.35M | 0.00% | +90,172 | New |
| Algert Global LLC | 96,640 | $4.66M | 0.06% | +96,640 | New |
| Citadel Advisors LLC | 99,819 | $4.82M | 0.00% | −945,043−90.4% | Reduced |
| Old West Investment Management, LLC | 106,661 | $5.15M | 0.55% | +83,179+354.2% | Added |
| Soviero Asset Management, LP | 110,000 | $5.31M | 2.58% | −70,000−38.9% | Reduced |
| AnglePoint Asset Management Ltd | 115,083 | $5.55M | 3.61% | +115,083 | New |
| Apis Capital Advisors, LLC | 116,000 | $5.60M | 0.54% | +116,000 | New |
| Dendur Capital LP | 126,500 | $6.10M | 0.36% | +126,500 | New |
| Tudor Investment Corp Et Al | 128,975 | $6.22M | 0.03% | −89,058−40.8% | Reduced |
| First Trust Advisors LP | 129,690 | $6.26M | 0.00% | +30,816+31.2% | Added |
| Jain Global LLC | 138,492 | $6.68M | 0.08% | +138,492 | New |
| Robinhood Asset Management, LLC | 138,888 | $6.70M | 0.36% | +138,888 | New |
| Deutsche Bank AG | 139,568 | $6.73M | 0.00% | +89,778+180.3% | Added |
| Readystate Asset Management LP | 141,784 | $6.84M | 0.28% | +141,784 | New |
| Panview Capital Ltd | 144,085 | $6.95M | 1.22% | +144,085 | New |
| Russell Investments Group, Ltd. | 144,527 | $6.97M | 0.01% | +144,527 | New |
| Valueworks LLC | 147,795 | $7.13M | 1.49% | +147,795 | New |
| Occudo Quantitative Strategies LP | 149,719 | $7.22M | 0.38% | +149,719 | New |
| Arvin Capital Management LP | 168,958 | $8.15M | 1.53% | +168,958 | New |
| Vanguard Portfolio Management LLC | 193,721 | $9.35M | 0.00% | +193,721 | New |
| Massachusetts Financial Services Co | 195,714 | $9.44M | 0.00% | +195,714 | New |
| Vanguard Fiduciary Trust Co | 202,539 | $9.77M | 0.00% | +16,709+9.0% | Added |
| Royal Bank of Canada | 240,855 | $11.6M | 0.00% | +235,379+4,298.4% | Added |
| Northern Trust Corp | 252,232 | $12.2M | 0.00% | +185,991+280.8% | Added |
| Charles Schwab Investment Management Inc | 252,966 | $12.2M | 0.00% | +77,170+43.9% | Added |
| Neuberger Berman Group LLC | 254,972 | $12.3M | 0.01% | +254,972 | New |
| Senvest Management, LLC | 258,124 | $12.5M | 0.37% | −23,500−8.3% | Reduced |
| Marshall Wace, LLP | 264,504 | $12.8M | 0.01% | +158,756+150.1% | Added |
| Raymond James Financial Inc | 266,199 | $12.8M | 0.00% | +266,199 | New |
| New York State Common Retirement Fund | 319,036 | $15.4M | 0.02% | +319,036 | New |
| Alyeska Investment Group, L.P. | 339,531 | $16.4M | 0.04% | +339,531 | New |
| LMR Partners LLP | 341,800 | $16.5M | 0.12% | +341,800 | New |
| D. E. Shaw & Co., Inc. | 359,255 | $17.3M | 0.01% | +359,255 | New |
| Lido Advisors, LLC | 385,593 | $18.6M | 0.07% | +385,593 | New |
| Renaissance Technologies LLC | 498,900 | $24.1M | 0.03% | +498,900 | New |
| Woodson Capital Management, LP | 500,000 | $24.1M | 4.04% | −440,000−46.8% | Reduced |
| Penn Capital Management Co Inc | 513,975 | $24.8M | 1.58% | +513,975 | New |
| Artemis Investment Management LLP | 529,801 | $25.6M | 0.23% | +135,655+34.4% | Added |
| Discovery Capital Management, LLC | 548,375 | $26.5M | 1.10% | +123,675+29.1% | Added |
| T. Rowe Price Investment Management, Inc. | 562,286 | $27.1M | 0.02% | +562,286 | New |
| Electron Capital Partners, LLC | 571,267 | $27.6M | 1.10% | +571,267 | New |
| Bank of America Corp | 571,998 | $27.6M | 0.00% | −65,054−10.2% | Reduced |
| Ameriprise Financial Inc | 583,132 | $28.1M | 0.01% | +583,132 | New |
| FMR LLC | 583,593 | $28.2M | 0.00% | −1,013,792−63.5% | Reduced |
| Calamos Advisors LLC | 659,692 | $31.8M | 0.12% | −55,446−7.8% | Reduced |
| Jane Street Group, LLC | 670,018 | $32.3M | 0.02% | +670,018 | New |
| Voloridge Investment Management, LLC | 704,607 | $34.0M | 0.14% | +704,607 | New |
| BNP Paribas Arbitrage, SA | 709,546 | $34.2M | 0.02% | +538,372+314.5% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 719,134 | $34.7M | 3.43% | +719,134 | New |
| Citigroup Inc | 734,962 | $35.5M | 0.02% | −2,535,728−77.5% | Reduced |
| Geode Capital Management, LLC | 760,106 | $36.7M | 0.00% | +448,823+144.2% | Added |
| Avantyr Capital Partners, LP | 811,392 | $39.1M | 1.44% | +811,392 | New |
| Think Investments LP | 902,100 | $43.5M | 5.36% | +902,100 | New |
| Hill City Capital, LP | 935,000 | $45.1M | 1.05% | +50,000+5.6% | Added |
| UBS Group AG | 969,822 | $46.8M | 0.01% | +130,750+15.6% | Added |
| Millennium Management LLC | 1,012,371 | $48.8M | 0.03% | +138,307+15.8% | Added |
| Vanguard Capital Management LLC | 1,380,299 | $66.6M | 0.00% | −418,078−23.2% | Reduced |
| First Manhattan Co | 1,644,966 | $79.4M | 0.20% | +1,644,966 | New |
| Morgan Stanley | 2,015,285 | $97.2M | 0.01% | −2,258,710−52.8% | Reduced |
| JPMorgan Chase & Co | 2,254,870 | $99.8M | 0.01% | +2,254,868+112,743,400.0% | Added |
| Two Sigma Investments, LP | 2,272,968 | $109.7M | 0.08% | +2,250,563+10,044.9% | Added |
| Goldman Sachs Group Inc | 2,328,048 | $112.3M | 0.01% | +955,914+69.7% | Added |
| BlackRock, Inc. | 2,353,768 | $113.6M | 0.00% | +1,892,480+410.3% | Added |
| State Street Corp | 2,620,673 | $126.4M | 0.00% | +1,723,269+192.0% | Added |
| Price T Rowe Associates Inc | 3,052,303 | $147.3M | 0.01% | +1,055,280+52.8% | Added |
| Slate Path Capital LP | 4,438,156 | $214.1M | 2.96% | 00.0% | Unchanged |
| Renesas Electronics America Inc. | 16,852,372 | $813.1M | 100.00% | 00.0% | Unchanged |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,340,291−100.0% | Sold out |
| Shah Capital Management | 0 | $0 | 0.00% | −508,948−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −365,868−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −286,378−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −251,320−100.0% | Sold out |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −224,626−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −166,322−100.0% | Sold out |
| Kore Advisors LP | 0 | $0 | 0.00% | −157,608−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −156,639−100.0% | Sold out |
| Panoramic Capital, LLC | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −86,400−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −68,600−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −41,624−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −28,030−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −17,139−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −13,794−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −12,121−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −10,117−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −14,571−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Signature Resources Capital Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −4−100.0% | Sold out |