Cerebras Systems (CBRS)
Builds wafer-scale AI systems and cloud compute for model training and low-latency inference.
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13F · 13D/G · Form 4
| Institutions | ≈ 35.69% | 84.80M shares | |
|---|---|---|---|
| 458 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 8.67% | 20.59M shares | |
| 8 holders · as of Sep 17, 2026 | |||
| Strategic holders | 10.02% | 23.81M shares | |
| 2 holders · as of Aug 26, 2026 | |||
| Other | ≈ 45.62% | 108.36M shares | |
| remainder | |||
237.56M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (237.56M in the company's Sep 23, 2026 report, 112.25M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 3 share classes; every stake here is a share of the whole company.
The reported float (60.85M, 26.9% free) does not reconcile with the share count, so it is not shown.
13F, as of Jun 30, 2026
458 holders · 84.80M shares · 424 new positions · 424 increased · 0 reduced · 0 closed
| Holder | Shares | % of company | Chg q/q | Filed |
|---|---|---|---|---|
| Eclipse Ventures, LLC | 11.45M | 4.82% | +11.45Mnew | Aug 7, 2026 |
| FMR LLC | 8.44M | 3.55% | +8.44Mnew | Aug 13, 2026 |
| Altimeter Capital Management, LP | 7.23M | 3.04% | +7.23Mnew | Aug 14, 2026 |
| Coatue Management LLC | 7.01M | 2.95% | +7.01Mnew | Aug 14, 2026 |
| Capital World Investors | 3.89M | 1.64% | +3.89Mnew | Aug 12, 2026 |
| Morgan Stanley | 3.22M | 1.36% | +3.22Mnew | Aug 13, 2026 |
| Atreides Management, LP | 3.11M | 1.31% | +3.11Mnew | Aug 14, 2026 |
| JPMorgan Chase & Co | 3.10M | 1.31% | +3.10Mnew | Aug 12, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 46.60% | 25.62M | 13G | Jun 5, 2026 |
| Foundation Capital Management Co. VIII, L.L.C. | 12.20% | 14.21M | 13G | Aug 14, 2026 |
| Atreides Management, LP | 10.70% | 10.54M | 13G | Aug 14, 2026 |
| JPMorgan Chase & Co | 10.10% | 3.49M | 13G | Jun 4, 2026 |
| Andrew Feldman | 9.20% | 10.40M | 13G | Aug 14, 2026 |
| Tiger Global Investments, L.P. | 8.69% | 3.00M | 13G | May 22, 2026 |
| Benchmark Capital Partners VIII, L.P. | 7.70% | 9.31M | 13G | Aug 14, 2026 |
| Coatue Management LLC | 7.10% | 7.01M | 13G | Aug 14, 2026 |
| Altimeter Capital Management, LP | 6.20% | 7.16M | 13G | Aug 14, 2026 |
| Jane Street Group, LLC | 5.10% | 5.22M | 13G | Aug 13, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 4, 2026 | Steven Vassallodirector | Sale · 3 lots | 50,000 | $210.30 | 171,977 |
| Sep 4, 2026 | Andrew D. Feldmandirector, officer: CEO, President | Sale · 16 lots | 37,441 | $210.46 | 16,853 |
| Sep 4, 2026 | Sean Lieofficer: Chief Technology Officer | Sale | 53,460 | $210.16 | 345,569 |
| Aug 21, 2026 | Andrew D. Feldmandirector, officer: CEO, President | Sale · 13 lots | 237,559 | $199.27 | 16,853 |
| Aug 21, 2026 | Sean Lieofficer: Chief Technology Officer | Sale | 16,293 | $210.01 | 368,926 |
| Aug 20, 2026 | Sean Lieofficer: Chief Technology Officer | Sale · 10 lots | 710,247 | $207.86 | 368,926 |
| Aug 18, 2026 | Yagnesh Patelofficer: Chief Accounting Officer | Sale · 25 lots | 4,574 | $222.22 | 16,676 |
| Aug 18, 2026 | Sean Lieofficer: Chief Technology Officer | Sale · 26 lots | 21,257 | $222.22 | 595,449 |
| Aug 18, 2026 | Dhiraj Mallickofficer: Chief Operating Officer | Sale · 26 lots | 38,889 | $222.22 | 120,000 |
| Aug 18, 2026 | Andrew D. Feldmandirector, officer: CEO, President | Sale · 26 lots | 26,644 | $222.22 | 66,853 |
House and Senate disclosures
Not reported.