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%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| Renesas Electronics America Inc. | 13F | 31.8% | Jun 30, 2026 | Q4 2025 |
| Slate Path Capital LP | 13F | 8.4% | Jun 30, 2026 | Q1 2026 |
| T. Rowe Price | 13F | 6.8% | Jun 30, 2026 | Q3 2025 |
| CSS LLC/IL | 13G | 5.7% | Jun 5, 2026 | — |
| Jane Street | 13G | 5.0% | Aug 3, 2026 | — |
| State Street | 13F | 4.9% | Jun 30, 2026 | Q4 2025 |
| BlackRock | 13F | 4.4% | Jun 30, 2026 | Q3 2025 |
| Goldman Sachs | 13F | 4.4% | Jun 30, 2026 | Q3 2025 |
| Two Sigma | 13F | 4.3% | Jun 30, 2026 | Q4 2025 |
| JPMorgan | 13F | 4.3% | Jun 30, 2026 | Q3 2025 |
| Morgan Stanley | 13F | 3.8% | Jun 30, 2026 | Q3 2025 |
| Vanguard | 13F | 3.4% | Jun 30, 2026 | Q4 2025 |
| FIRST MANHATTAN CO. LLC. | 13F | 3.1% | Jun 30, 2026 | Q2 2026 |
| Millennium | 13F | 1.9% | Jun 30, 2026 | Q3 2025 |
| UBS | 13F | 1.9% | Jun 30, 2026 | Q3 2025 |
| Hill City Capital, LP | 13F | 1.8% | Jun 30, 2026 | Q1 2026 |
| Think Investments LP | 13F | 1.7% | Jun 30, 2026 | Q2 2026 |
| Avantyr Capital Partners, LP | 13F | 1.5% | Jun 30, 2026 | Q2 2026 |
| Geode Capital | 13F | 1.4% | Jun 30, 2026 | Q4 2025 |
| CITIGROUP INC | 13F | 1.4% | Jun 30, 2026 | Q3 2025 |
| CloudAlpha Capital Management Limited/Hong Kong | 13F | 1.4% | Jun 30, 2026 | Q2 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 13F | 1.3% | Jun 30, 2026 | Q3 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 13F | 1.3% | Jun 30, 2026 | Q2 2026 |
| Calamos Advisors LLC | 13F | 1.2% | Jun 30, 2026 | Q4 2025 |
| Fidelity (FMR) | 13F | 1.1% | Jun 30, 2026 | Q3 2025 |
Wolfspeed institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2025 | 145 | 171.2% | $771.5M | 87.2% |
| Q2 2026 | 256 | 135.8% | $3.2B | 77.9% |
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.