WOLFSPEED, INC. (WOLF) — Institutional Holders, Q2 2026
284 institutional investment managers reported a WOLF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WOLF in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- TWO SIGMA INVESTMENTSNew · +2,272,968 sh+$109.7M
- JPMORGAN CHASENew · +2,254,870 sh+$108.8M
- STATE STREETAdded · +1,723,269 sh+$83.1M
- FIRST MANHATTANNew · +1,644,966 sh+$79.4M
- BlackRockAdded · +1,587,480 sh+$76.6M
Biggest sellers
- CITIGROUPTrimmed · -2,535,728 sh-$122.3M
- MORGAN STANLEYTrimmed · -2,258,710 sh-$109.0M
- VOYA INVESTMENT MANAGEMENTTrimmed · -1,394,944 sh-$67.3M
- CITADEL ADVISORSTrimmed · -945,043 sh-$45.6M
- SHAH CAPITAL MANAGEMENTSold out · -508,948 sh-$24.6M
WOLF 13F holders ranked 1–100 of 284
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Renesas Electronics America#1 · 16,852,372 sh | 16,852,372 | $813.1M | 100.00% | 0.0% |
| 2 | Slate Path Capital#2 · 4,438,156 sh | 4,438,156 | $214.1M | 2.96% | 0.0% |
| 3 | PRICE T ROWE ASSOCIATES#3 · 3,052,303 sh | 3,052,303 | $147.3M | 0.01% | -82.0% |
| 4 | STATE STREET#4 · 2,620,673 sh | 2,620,673 | $126.4M | <0.01% | +192.0% |
| 5 | BlackRock#5 · 2,377,768 sh | 2,377,768 | $113.7M | <0.01% | +200.9% |
| 6 | GOLDMAN SACHS GROUP#6 · 2,601,048 sh | 2,601,048 | $113.4M | <0.01% | +89.6% |
| 7 | TWO SIGMA INVESTMENTS#7 · 2,272,968 sh | 2,272,968 | $109.7M | 0.08% | New |
| 8 | JPMORGAN CHASE#8 · 2,254,870 sh | 2,254,870 | $99.8M | <0.01% | New |
| 9 | MORGAN STANLEY#9 · 2,015,285 sh | 2,015,285 | $97.2M | <0.01% | -52.8% |
| 10 | WHITEBOX ADVISORS#10 · 21,396,000 sh | 21,396,000 | $84.0M | 1.10% | -0.7% |
| 11 | DLD Asset Management#11 · 20,500,000 sh | 20,500,000 | $80.9M | 5.35% | 0.0% |
| 12 | FIRST MANHATTAN#12 · 1,644,966 sh | 1,644,966 | $79.4M | 0.20% | New |
| 13 | VANGUARD CAPITAL MANAGEMENT#13 · 1,380,299 sh | 1,380,299 | $66.6M | <0.01% | -23.2% |
| 14 | Shaolin Capital Management#14 · 16,670 sh | 16,670 | $65.7M | 3.13% | +185.1% |
| 15 | CSS#15 · 13,773,940 sh | 13,773,940 | $54.2M | 2.11% | +48.8% |
| 16 | Point72 Asset Management, L.P.#16 · 13,597,000 sh | 13,597,000 | $53.6M | 0.06% | +224.6% |
| 17 | MILLENNIUM MANAGEMENT#17 · 1,012,371 sh | 1,012,371 | $48.8M | 0.02% | +15.8% |
| 18 | UBS Group AG#18 · 969,822 sh | 969,822 | $46.8M | <0.01% | +15.6% |
| 19 | Hill City Capital#19 · 935,000 sh | 935,000 | $45.1M | 1.15% | +5.6% |
| 20 | Think Investments#20 · 902,100 sh | 902,100 | $43.5M | 5.14% | New |
| 21 | BNP PARIBAS FINANCIAL MARKETS#21 · 2,878,546 sh | 2,878,546 | $42.7M | 0.01% | +1207.4% |
| 22 | LMR Partners LLP#22 · 6,900,800 sh | 6,900,800 | $42.4M | 0.16% | +397.9% |
| 23 | PenderFund Capital Management Ltd.#23 · 10,335,000 sh | 10,335,000 | $40.9M | 5.24% | -9.0% |
| 24 | Avantyr Capital Partners#24 · 811,392 sh | 811,392 | $39.1M | 1.44% | New |
| 25 | SILVERBACK ASSET MANAGEMENT#25 · 11,424,000 sh | 11,424,000 | $39.0M | 4.22% | +33.9% |
| 26 | GEODE CAPITAL MANAGEMENT#26 · 760,106 sh | 760,106 | $36.7M | <0.01% | +144.2% |
| 27 | JANE STREET GROUP#27 · 1,828,018 sh | 1,828,018 | $36.5M | <0.01% | +57.9% |
| 28 | CITIGROUP#28 · 990,962 sh | 990,962 | $36.5M | 0.01% | -71.9% |
| 29 | CloudAlpha Capital Management Limited/Hong Kong#29 · 719,134 sh | 719,134 | $34.7M | 0.99% | New |
| 30 | VOLORIDGE INVESTMENT MANAGEMENT#30 · 704,607 sh | 704,607 | $34.0M | 0.14% | New |
| 31 | Calamos Advisors#31 · 659,692 sh | 659,692 | $31.8M | 0.11% | -7.8% |
| 32 | Diameter Capital Partners#32 · 11,970,000 sh | 11,970,000 | $29.7M | 2.39% | New |
| 33 | DeepCurrents Investment Group#33 · 7,530,000 sh | 7,530,000 | $29.6M | 0.90% | 0.0% |
| 34 | FMR#34 · 724,593 sh | 724,593 | $28.7M | <0.01% | -96.7% |
| 35 | AMERIPRISE FINANCIAL#35 · 583,132 sh | 583,132 | $28.1M | <0.01% | New |
| 36 | BANK OF AMERICA#36 · 571,998 sh | 571,998 | $27.6M | <0.01% | -81.4% |
| 37 | Electron Capital Partners#37 · 571,267 sh | 571,267 | $27.6M | 1.10% | New |
| 38 | T. Rowe Price Investment Management#38 · 562,286 sh | 562,286 | $27.1M | 0.02% | New |
| 39 | DISCOVERY CAPITAL MANAGEMENT, / CT#39 · 548,375 sh | 548,375 | $26.5M | 1.10% | +29.1% |
| 40 | Artemis Investment Management LLP#40 · 529,801 sh | 529,801 | $25.6M | — | +34.4% |
| 41 | Penn Capital Management Company#41 · 513,975 sh | 513,975 | $24.8M | 1.58% | New |
| 42 | Capital Research Global Investors#42 · 6,166,000 sh | 6,166,000 | $24.3M | <0.01% | -24.0% |
| 43 | Woodson Capital Management#43 · 500,000 sh | 500,000 | $24.1M | 4.04% | -46.8% |
| 44 | RENAISSANCE TECHNOLOGIES#44 · 498,900 sh | 498,900 | $24.1M | 0.03% | New |
| 45 | D. E. Shaw#45 · 1,090,255 sh | 1,090,255 | $20.2M | <0.01% | +49.1% |
| 46 | Lido Advisors#46 · 385,593 sh | 385,593 | $18.6M | 0.05% | New |
| 47 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#47 · 4,327,708 sh | 4,327,708 | $18.5M | <0.01% | +0.8% |
| 48 | Alyeska Investment Group, L.P.#48 · 339,531 sh | 339,531 | $16.4M | 0.04% | New |
| 49 | NEW YORK STATE COMMON RETIREMENT FUND#49 · 319,036 sh | 319,036 | $15.4M | 0.02% | New |
| 50 | RAYMOND JAMES FINANCIAL#50 · 266,199 sh | 266,199 | $12.8M | <0.01% | New |
| 51 | MARSHALL WACE, LLP#51 · 264,504 sh | 264,504 | $12.8M | 0.01% | +150.1% |
| 52 | Senvest Management#52 · 258,124 sh | 258,124 | $12.5M | 0.37% | -8.3% |
| 53 | Neuberger Berman Group#53 · 254,972 sh | 254,972 | $12.3M | <0.01% | New |
| 54 | CHARLES SCHWAB INVESTMENT MANAGEMENT#54 · 252,966 sh | 252,966 | $12.2M | <0.01% | +43.9% |
| 55 | NORTHERN#55 · 252,232 sh | 252,232 | $12.2M | <0.01% | +280.8% |
| 56 | ROYAL BANK OF CANADA#56 · 240,855 sh | 240,855 | $11.6M | <0.01% | +4298.4% |
| 57 | VANGUARD FIDUCIARY#57 · 202,539 sh | 202,539 | $9.8M | <0.01% | +9.0% |
| 58 | MASSACHUSETTS FINANCIAL SERVICES#58 · 195,714 sh | 195,714 | $9.4M | <0.01% | New |
| 59 | VANGUARD PORTFOLIO MANAGEMENT#59 · 193,721 sh | 193,721 | $9.3M | <0.01% | New |
| 60 | Arvin Capital Management#60 · 168,958 sh | 168,958 | $8.2M | 1.06% | New |
| 61 | OCCUDO QUANTITATIVE STRATEGIES#61 · 149,719 sh | 149,719 | $7.2M | 0.38% | New |
| 62 | VALUEWORKS#62 · 147,795 sh | 147,795 | $7.1M | 1.49% | New |
| 63 | DAVIDSON KEMPNER CAPITAL MANAGEMENT#63 · 1,784,000 sh | 1,784,000 | $7.0M | 0.08% | +138.5% |
| 64 | Russell Investments Group, Ltd.#64 · 144,527 sh | 144,527 | $7.0M | <0.01% | New |
| 65 | Panview Capital Ltd#65 · 144,085 sh | 144,085 | $7.0M | 1.22% | New |
| 66 | READYSTATE ASSET MANAGEMENT#66 · 141,784 sh | 141,784 | $6.8M | <0.01% | New |
| 67 | DEUTSCHE BANK AG\#67 · 139,568 sh | 139,568 | $6.7M | <0.01% | +180.3% |
| 68 | Robinhood Asset Management#68 · 138,888 sh | 138,888 | $6.7M | 0.36% | New |
| 69 | Jain Global#69 · 138,492 sh | 138,492 | $6.7M | 0.03% | New |
| 70 | FIRST ADVISORS#70 · 129,690 sh | 129,690 | $6.3M | <0.01% | +31.2% |
| 71 | TUDOR INVESTMENT ET AL#71 · 128,975 sh | 128,975 | $6.2M | <0.01% | -40.8% |
| 72 | DENDUR CAPITAL#72 · 126,500 sh | 126,500 | $6.1M | 0.32% | New |
| 73 | K2 PRINCIPAL FUND, L.P.#73 · 5,051 sh | 5,051 | $5.6M | 0.41% | New |
| 74 | APIS CAPITAL ADVISORS#74 · 116,000 sh | 116,000 | $5.6M | 0.54% | New |
| 75 | Maytree Asset Management Ltd#75 · 115,083 sh | 115,083 | $5.6M | 3.61% | New |
| 76 | Soviero Asset Management#76 · 110,000 sh | 110,000 | $5.3M | 2.23% | -38.9% |
| 77 | Old West Investment Management#77 · 106,661 sh | 106,661 | $5.1M | 0.55% | +354.2% |
| 78 | CITADEL ADVISORS#78 · 99,819 sh | 99,819 | $4.8M | <0.01% | -90.4% |
| 79 | ALGERT GLOBAL#79 · 96,640 sh | 96,640 | $4.7M | 0.06% | New |
| 80 | Sculptor Capital#80 · 1,160,352 sh | 1,160,352 | $4.7M | 0.04% | -82.3% |
| 81 | Bank of New York Mellon#81 · 90,172 sh | 90,172 | $4.4M | <0.01% | New |
| 82 | ExodusPoint Capital Management#82 · 83,617 sh | 83,617 | $4.0M | 0.03% | +300.2% |
| 83 | Pier Capital#83 · 81,315 sh | 81,315 | $3.9M | 0.52% | New |
| 84 | ARP Global Capital Ltd#84 · 78,923 sh | 78,923 | $3.8M | 1.64% | New |
| 85 | Tenzing Global Management#85 · 75,000 sh | 75,000 | $3.6M | 1.67% | New |
| 86 | KP Management#86 · 73,000 sh | 73,000 | $3.5M | 0.66% | New |
| 87 | WELLS FARGO & COMPANY#87 · 67,465 sh | 67,465 | $3.3M | <0.01% | +224.4% |
| 88 | Nuveen#88 · 64,629 sh | 64,629 | $3.1M | <0.01% | New |
| 89 | Yaupon Capital Management#89 · 61,427 sh | 61,427 | $3.0M | 0.06% | -19.9% |
| 90 | ARDSLEY ADVISORY PARTNERS#90 · 60,000 sh | 60,000 | $2.9M | 0.30% | -57.1% |
| 91 | Torrey Growth & Income Advisors#91 · 53,110 sh | 53,110 | $2.7M | 0.92% | New |
| 92 | Polymer Capital Management (US)#92 · 54,648 sh | 54,648 | $2.6M | 0.35% | New |
| 93 | Swiss National Bank#93 · 54,300 sh | 54,300 | $2.6M | <0.01% | New |
| 94 | Schonfeld Strategic Advisors#94 · 53,855 sh | 53,855 | $2.6M | <0.01% | New |
| 95 | CAPITAL FUND MANAGEMENT S.A.#95 · 53,527 sh | 53,527 | $2.6M | 0.01% | New |
| 96 | Jump Financial#96 · 53,406 sh | 53,406 | $2.6M | 0.02% | New |
| 97 | STIFEL FINANCIAL#97 · 52,998 sh | 52,998 | $2.6M | <0.01% | -54.5% |
| 98 | Brevan Howard Capital Management#98 · 52,666 sh | 52,666 | $2.6M | 0.02% | +11.6% |
| 99 | BALYASNY ASSET MANAGEMENT L.P.#99 · 52,629 sh | 52,629 | $2.5M | <0.01% | -58.7% |
| 100 | Capstone Capital Management Ltd#100 · 52,554 sh | 52,554 | $2.5M | — | New |
Funds that sold out of WOLF in Q2 2026 (40)
Held WOLF at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.