Who owns Wolfspeed (WOLF)
Which tracked institutional funds hold WOLF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WOLF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on WOLF is one-sided between 2026-Q1 and 2026-Q2: 135 added or opened and 24 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WOLF’s largest tracked holder by dollar value, Renesas Electronics America Inc., sizes it at 100.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 100.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WOLF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 260 tracked filers holding WOLF, 196 increased or opened the position and 73 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WOLF between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 83
- FIRST MANHATTAN CO. LLC.$79M
- Think Investments LP$44M
- Avantyr Capital Partners, LP$39M
- CloudAlpha Capital Management Limited/Hong Kong$35M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$34M
- JANE STREET GROUP, LLC$32M
Full exits 17
- Capital Research Global Investors$22M
- SHAH CAPITAL MANAGEMENT$8M
- SG Americas Securities, LLC$7M
- KETTLE HILL CAPITAL MANAGEMENT, LLC$6M
- LOOMIS SAYLES & CO L P$5M
- Prescott Group Capital Management, L.L.C.$5M
Largest adds
- Renesas Electronics America Inc.$538M
- Slate Path Capital LP$146M
- PRICE T ROWE ASSOCIATES INC /MD/$115M
- STATE STREET CORP$112M
- TWO SIGMA INVESTMENTS, LP$109M
- BlackRock, Inc.$106M
Largest trims
- VOYA INVESTMENT MANAGEMENT LLC$23M
- CITIGROUP INC$18M
- CITADEL ADVISORS LLC$12M
- BARCLAYS PLC$6M
- CastleKnight Management LP$2M
- LAZARD ASSET MANAGEMENT LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Renesas Electronics America Inc. | 16,852,372 | $813M | 26.2% | 2026-Q2 |
| Diameter Capital Partners LP added | 11,970,000 | $30M | 1.0% | 2026-Q2 |
| Slate Path Capital LP | 4,438,156 | $214M | 6.9% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 3,052,303 | $147M | 4.7% | 2026-Q2 |
| STATE STREET CORP added | 2,620,673 | $126M | 4.1% | 2026-Q2 |
| BlackRock, Inc. added | 2,353,768 | $114M | 3.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,328,048 | $112M | 3.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 2,272,968 | $110M | 3.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,254,870 | $100M | 3.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,015,285 | $97M | 3.1% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. new | 1,644,966 | $79M | 2.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,380,299 | $67M | 2.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,012,371 | $49M | 1.6% | 2026-Q2 |
| UBS Group AG added | 969,822 | $47M | 1.5% | 2026-Q2 |
| Hill City Capital, LP added | 935,000 | $45M | 1.5% | 2026-Q2 |
| Think Investments LP new | 902,100 | $44M | 1.4% | 2026-Q2 |
| Avantyr Capital Partners, LP new | 811,392 | $39M | 1.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 760,106 | $37M | 1.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 734,962 | $35M | 1.1% | 2026-Q2 |
| CloudAlpha Capital Management Limited/Hong Kong new | 719,134 | $35M | 1.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 709,546 | $34M | 1.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 704,607 | $34M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 670,018 | $32M | 1.0% | 2026-Q2 |
| Calamos Advisors LLC trimmed | 659,692 | $32M | 1.0% | 2026-Q2 |
| FMR LLC trimmed | 583,593 | $28M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 583,132 | $28M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 571,998 | $28M | 0.9% | 2026-Q2 |
| Electron Capital Partners, LLC new | 571,267 | $28M | 0.9% | 2026-Q2 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT added | 548,375 | $26M | 0.9% | 2026-Q2 |
| Artemis Investment Management LLP added | 529,801 | $26M | 0.8% | 2026-Q2 |
| Penn Capital Management Company, LLC new | 513,975 | $25M | 0.8% | 2026-Q2 |
| Woodson Capital Management, LP trimmed | 500,000 | $24M | 0.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC new | 498,900 | $24M | 0.8% | 2026-Q2 |
| Lido Advisors, LLC new | 385,593 | $19M | 0.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 359,255 | $17M | 0.6% | 2026-Q2 |
| LMR Partners LLP added | 341,800 | $16M | 0.5% | 2026-Q2 |
| Alyeska Investment Group, L.P. new | 339,531 | $16M | 0.5% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 319,036 | $15M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 266,199 | $13M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP added | 264,504 | $13M | 0.4% | 2026-Q2 |
| Senvest Management, LLC trimmed | 258,124 | $12M | 0.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 254,972 | $12M | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 252,966 | $12M | 0.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 252,232 | $12M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 240,855 | $12M | 0.4% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 202,539 | $10M | 0.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 195,714 | $9M | 0.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 193,721 | $9M | 0.3% | 2026-Q2 |
| Arvin Capital Management LP new | 168,958 | $8M | 0.3% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 149,719 | $7M | 0.2% | 2026-Q2 |
| VALUEWORKS LLC new | 147,795 | $7M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 144,527 | $7M | 0.2% | 2026-Q2 |
| Panview Capital Ltd new | 144,085 | $7M | 0.2% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP new | 141,784 | $7M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 139,568 | $7M | 0.2% | 2026-Q2 |
| Robinhood Asset Management, LLC new | 138,888 | $7M | 0.2% | 2026-Q2 |
| Jain Global LLC new | 138,492 | $7M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 129,690 | $6M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 128,975 | $6M | 0.2% | 2026-Q2 |
| DENDUR CAPITAL LP new | 126,500 | $6M | 0.2% | 2026-Q2 |
| Apis Capital Advisors, LLC new | 116,000 | $6M | 0.2% | 2026-Q2 |
| Maytree Asset Management Ltd new | 115,083 | $6M | 0.2% | 2026-Q2 |
| Soviero Asset Management, LP trimmed | 110,000 | $5M | 0.2% | 2026-Q2 |
| Old West Investment Management, LLC added | 106,661 | $5M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 99,819 | $5M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 96,640 | $5M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 90,172 | $4M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 83,617 | $4M | 0.1% | 2026-Q2 |
| Pier Capital, LLC new | 81,315 | $4M | 0.1% | 2026-Q2 |
| ARP Global Capital Ltd new | 78,923 | $4M | 0.1% | 2026-Q2 |
| Tenzing Global Management, LLC new | 75,000 | $4M | 0.1% | 2026-Q2 |
| KP Management LLC new | 73,000 | $4M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 67,465 | $3M | 0.1% | 2026-Q2 |
| Nuveen, LLC trimmed | 64,629 | $3M | 0.1% | 2026-Q2 |
| Yaupon Capital Management LP trimmed | 61,427 | $3M | 0.1% | 2026-Q2 |
| ARDSLEY ADVISORY PARTNERS LP trimmed | 60,000 | $3M | 0.1% | 2026-Q2 |
| Polymer Capital Management (US) LLC new | 54,648 | $3M | 0.1% | 2026-Q2 |
| Swiss National Bank trimmed | 54,300 | $3M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 53,855 | $3M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 53,527 | $3M | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 53,406 | $3M | 0.1% | 2026-Q2 |
| Torrey Growth & Income Advisors new | 53,110 | $3M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 52,998 | $3M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 52,666 | $3M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 52,629 | $3M | 0.1% | 2026-Q2 |
| Capstone Capital Management Ltd new | 52,554 | $3M | 0.1% | 2026-Q2 |
| Ratan Capital Management LP new | 51,128 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 50,096 | $2M | 0.1% | 2026-Q2 |
| FORA Capital, LLC new | 43,655 | $2M | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 40,021 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 39,152 | $2M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 38,536 | $2M | 0.1% | 2026-Q2 |
| POLEN CAPITAL MANAGEMENT LLC new | 38,219 | $2M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 37,603 | $2M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP new | 36,406 | $2M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 34,802 | $2M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 34,708 | $2M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC new | 34,229 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 33,706 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,513 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.