undamentalytics Newsletter

Cerebras Systems Inc.: which funds bought and sold

Institutions that bought and sold Cerebras Systems shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 395 institutions that filed 13F reports for both quarters added to or opened positions in Cerebras Systems, and 0 cut or closed them. Together they added a net 77.0M shares, — on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 39.4M shares; index fund managers were net buyers of 5.9M shares. 395 opened a new position and 0 sold out entirely.

Bought, Q2 2026 395 institutions, 395 of them new holders Sold, Q2 2026 0 institutions, 0 of them sold out
Net change, all compared +77.0M shares (—)
Net change, active managers +39.4M shares (—), 64 bought, 0 sold

Buyers versus sellers

institutions compared, 395
Active managers and hedge funds 64 bought · 0 sold · +39.4M
Index fund managers 8 bought · 0 sold · +5.9M
Other institutions 323 bought · 0 sold · +31.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Eclipse Operations, LLC +11.4M New position 11.4M $2.5B
FMR LLC Active manager +8.4M New position 8.4M $1.9B
Coatue Management LLC Hedge fund +7.0M New position 7.0M $1.5B
Capital World Investors Active manager +3.9M New position 3.9M $861M
Morgan Stanley +3.2M New position 3.2M $713M
Atreides Management, LP Hedge fund +3.1M New position 3.1M $687M
Jpmorgan Chase & Co +3.1M New position 3.1M $670M
Tiger Global Management LLC Hedge fund +3.0M New position 3.0M $663M
Blackrock, Inc. Index funds +2.1M New position 2.1M $459M
Price T Rowe Associates Inc Active manager +2.0M New position 2.0M $452M
Vanguard Portfolio Management LLC Index funds +1.6M New position 1.6M $343M
Vanguard Capital Management LLC Index funds +1.4M New position 1.4M $305M
Citadel Advisors LLC Hedge fund +1.2M New position 1.2M $276M
Balyasny Asset Management L.P. Hedge fund +1.1M New position 1.1M $248M
Value Aligned Research Advisors, LLC +1.1M New position 1.1M $242M
Harvard Management Co Inc +1.1M New position 1.1M $239M
Capital Research Global Investors Active manager +883K New position 883K $195M
Wellington Management Group LLP Active manager +882K New position 882K $195M
Advanced Micro Devices Inc +794K New position 794K $176M
ARK Investment Management LLC Active manager +765K New position 765K $169M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
No institution cut its holding.

New positions

largest by value
InstitutionSharesValue June 30, 2026
Eclipse Operations, LLC 11.4M $2.5B
FMR LLCActive manager 8.4M $1.9B
Coatue Management LLCHedge fund 7.0M $1.5B
Capital World InvestorsActive manager 3.9M $861M
Morgan Stanley 3.2M $713M
Atreides Management, LPHedge fund 3.1M $687M
Jpmorgan Chase & Co 3.1M $670M
Tiger Global Management LLCHedge fund 3.0M $663M
Blackrock, Inc.Index funds 2.1M $459M
Price T Rowe Associates IncActive manager 2.0M $452M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
No institution sold its whole holding.

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
406
Ten largest holders
58.5%
of 13F-reported shares
Index fund managers
7.3%
of 13F-reported shares
Active managers and hedge funds
51.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 64 0 64 0 +39.4M —
Index fund managers 8 0 8 0 +5.9M —
Other institutions 323 0 323 0 +31.7M —

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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