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Cerebras Systems Inc.

CBRS Technology
$218.58 $-12.43 (-5.38%)
Market Cap: $51.93 B
Gurus Holding
3
Popularity Rank
#2910
% of Shares Held
1.59%
Net Activity (Q2 2026)
+$834.28 M

Guru Ownership Trend

Guru Analysis for Cerebras Systems Inc. (CBRS)

Cerebras Systems Inc. (CBRS), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $825.15 M.

Top institutional holders include Chase Coleman and Catherine Wood.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $834.28 M net inflow during the quarter.

Recent activity highlights Chase Coleman who opened a new position.

Key Holders

Top 5 by Value

$662.78 M
$168.98 M
$2.52 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$834.28 M
Total Buy Value
New Buys 3
Additions 0
-$0
Total Sell Value
Reductions 0
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
0
Net Buyers
3

FAQs for Cerebras Systems Inc. (CBRS)

Major holders include Chase Coleman ($662.78 M), Catherine Wood ($168.98 M), Frank Sands ($2.52 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 3.78 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $834.28 M, with 3 managers increasing positions and 0 managers reducing holdings.

No tracked managers reduced or fully exited their positions in CBRS during the most recent reporting period.

Yes, 3 managers opened new positions in CBRS, and 0 increased their existing holdings. The total reported buy value was $834.28 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.76% New Buy 2,999,000 $662.78 M Q2 2026
1.10% New Buy 764,613 $168.98 M Q2 2026
0.01% New Buy 11,419 $2.52 M Q2 2026
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