Who owns Wolfspeed (WOLF)?

112 holders named in SEC filings declare between 116.1% and 133.4% of Wolfspeed's shares outstanding, as of Oct 1, 2026. The largest are Renesas Electronics America Inc. (31.8%), Slate Path Capital LP (8.4%) and T. Rowe Price (6.8%); the five largest hold 57.8% together. Another 158 institutions hold small positions worth 1.7%. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 51.0% and sold 26.4% of the shares, a net purchase of 24.5%; 141 opened a position, 44 added, 32 reduced and 32 sold out. Biggest buyers: JPMorgan (+2.3M shares) and Two Sigma (+2.3M shares). Biggest sellers: CITIGROUP INC (-2.5M) and Morgan Stanley (-2.3M). Schedule 13D/G filings since Mar 31, 2026: JANE STREET GROUP, LLC raised its stake to 5.0% on Aug 3, 2026, Capital Research Global Investors fell below 5% (3.5% still declared) on Jun 30, 2026, Capital Ventures International raised its stake to 6.3% on Jun 30, 2026 and CITIGROUP INC fell below 5% (1.4% still declared) on Jun 30, 2026. Directors and officers, from their latest Form 4: Robert A. Feurle (0.65%). Over time, 256 managers declared Wolfspeed in their 13F for Q2 2026, against 126 for Q3 2025: together at most 135.8% of the shares outstanding, against 10.7%.

HolderFilingShare of capitalAs ofHolding since (13F)
Renesas Electronics America Inc.13F31.8%Jun 30, 2026Q4 2025
Slate Path Capital LP13F8.4%Jun 30, 2026Q1 2026
T. Rowe Price13F6.8%Jun 30, 2026Q3 2025
CSS LLC/IL13G5.7%Jun 5, 2026—
Jane Street13G5.0%Aug 3, 2026—
State Street13F4.9%Jun 30, 2026Q4 2025
BlackRock13F4.4%Jun 30, 2026Q3 2025
Goldman Sachs13F4.4%Jun 30, 2026Q3 2025
Two Sigma13F4.3%Jun 30, 2026Q4 2025
JPMorgan13F4.3%Jun 30, 2026Q3 2025
Morgan Stanley13F3.8%Jun 30, 2026Q3 2025
Vanguard13F3.4%Jun 30, 2026Q4 2025
FIRST MANHATTAN CO. LLC.13F3.1%Jun 30, 2026Q2 2026
Millennium13F1.9%Jun 30, 2026Q3 2025
UBS13F1.9%Jun 30, 2026Q3 2025
Hill City Capital, LP13F1.8%Jun 30, 2026Q1 2026
Think Investments LP13F1.7%Jun 30, 2026Q2 2026
Avantyr Capital Partners, LP13F1.5%Jun 30, 2026Q2 2026
Geode Capital13F1.4%Jun 30, 2026Q4 2025
CITIGROUP INC13F1.4%Jun 30, 2026Q3 2025
CloudAlpha Capital Management Limited/Hong Kong13F1.4%Jun 30, 2026Q2 2026
BNP PARIBAS FINANCIAL MARKETS13F1.3%Jun 30, 2026Q3 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC13F1.3%Jun 30, 2026Q2 2026
Calamos Advisors LLC13F1.2%Jun 30, 2026Q4 2025
Fidelity (FMR)13F1.1%Jun 30, 2026Q3 2025

Wolfspeed institutional ownership over time

Quarter13F managersShare of the company (upper bound)Value declaredHeld by stock pickers
Q4 2025145171.2%$771.5M87.2%
Q2 2026256135.8%$3.2B77.9%

From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.

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