Wolfspeed, Inc. (WOLF) shareholders
WOLFNYSESemiconductors & Related DevicesFiscal year ends June 29
$26.51−1.17 (-4.23%)
Close on Nov 12, 2026Market cap $1.40BP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
66M of 53M shares
Institutional holders
265
152 new, 36 sold out
Net institutional buying
10M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Renesas Electronics Corporation Joint filing with Renesas Electronics America Inc. (56.00%) | 32,892,174 | 56.00% | 13G (passive) | Sep 30, 2025 |
| Renesas Electronics America Inc. Joint filing with Renesas Electronics Corporation (39.90%) | 18,745,855 | 39.90% | 13G (passive) amendment | Mar 31, 2026 |
| David Greenspan Joint filing with Slate Path Capital LP (9.99%) | 6,438,156 | 9.99% | 13G (passive) | Mar 31, 2026 |
| T. Rowe Price Associates, Inc. | 6,098,031 | 11.10% | 13G (passive) amendment | Jun 30, 2026 |
| The Goldman Sachs Group, Inc. Joint filing with Goldman Sachs & Co. LLC (6.80%) | 3,557,984 | 6.80% | 13G (passive) | Jun 30, 2026 |
| Susquehanna Securities, LLC Joint filing with Capital Ventures International (6.30%), Susquehanna Advisors Group, Inc. (6.30%) and 3 more | 3,332,128 | 6.30% | 13G (passive) amendment | Jun 30, 2026 |
| Sculptor Capital Management, Inc. Joint filing with Sculptor Capital LP (6.16%), Sculptor Capital II LP (6.16%) and 3 more | 3,172,783 | 6.16% | 13G (passive) | May 13, 2026 |
| Invesco Ltd. | 3,063,549 | 5.80% | 13G (passive) | Sep 30, 2026 |
| Css LLC/Il | 3,036,553 | 5.91% | 13G (passive) | Jun 5, 2026 |
| Citigroup Global Markets Holdings Inc. Joint filing with Citigroup Global Markets Inc. (6.40%), Citigroup Financial Products Inc. (6.40%) and 1 more | 2,879,188 | 6.40% | 13G (passive) | Dec 31, 2025 |
| Goldman Sachs & Co. LLC Joint filing with The Goldman Sachs Group, Inc. (5.30%) | 2,810,829 | 5.30% | 13G (passive) amendment | Sep 30, 2026 |
| Jane Street Group, LLC | 2,663,640 | 5.10% | 13G (passive) | Aug 3, 2026 |
| SIG Brokerage, LP Joint filing with Capital Ventures International (5.00%), Susquehanna Advisors Group, Inc. (5.00%) and 3 more | 2,476,242 | 5.00% | 13G (passive) | Apr 24, 2026 |
| Steven A. Cohen Joint filing with Point72 Asset Management, L.P. (5.60%), Point72 Capital Advisors, Inc. (5.60%) | 1,545,987 | 6.00% | 13G (passive) | Oct 9, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WOLF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Renesas Electronics America Inc. | 16,852,372 | 31.80% | $813.13M | – | 100.00% |
| Slate Path Capital LP | 4,438,156 | 8.37% | $214.14M | – | 2.96% |
| Price T Rowe Associates Inc /Md/ | 3,052,303 | 5.76% | $147.28M | +1,055,280 | 0.01% |
| State Street Corp | 2,620,673 | 4.95% | $126.45M | +1,723,269 | 0.00% |
| BlackRock, Inc. | 2,353,768 | 4.44% | $113.57M | +1,892,480 | 0.00% |
| Goldman Sachs Group Inc | 2,328,048 | 4.39% | $112.33M | +955,914 | 0.01% |
| Two Sigma Investments, LP | 2,272,968 | 4.29% | $109.67M | +2,250,563 | 0.08% |
| JPMorgan Chase & Co | 2,254,870 | 4.25% | $99.76M | +2,254,868 | 0.01% |
| Morgan Stanley | 2,015,285 | 3.80% | $97.24M | −2,258,710 | 0.01% |
| First Manhattan Co. LLC. | 1,644,966 | 3.10% | $79.37M | New | 0.20% |
| Vanguard Capital Management LLC | 1,380,299 | 2.60% | $66.60M | −418,078 | 0.00% |
| Millennium Management LLC | 1,012,371 | 1.91% | $48.85M | +138,307 | 0.02% |
| UBS Group AG | 969,822 | 1.83% | $46.79M | +130,750 | 0.01% |
| Hill City Capital, LP | 935,000 | 1.76% | $45.11M | +50,000 | 1.05% |
| Think Investments LP | 902,100 | 1.70% | $43.53M | New | 5.14% |
| Avantyr Capital Partners, LP | 811,392 | 1.53% | $39.15M | New | 1.44% |
| Geode Capital Management, LLC | 760,106 | 1.43% | $36.68M | +448,823 | 0.00% |
| Citigroup Inc | 734,962 | 1.39% | $35.46M | −2,535,728 | 0.01% |
| CloudAlpha Capital Management Limited/Hong Kong | 719,134 | 1.36% | $34.70M | New | 0.99% |
| Bnp Paribas Arbitrage, Snc | 709,546 | 1.34% | $34.24M | +538,372 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 265 | 66M | 100.0% | 152 / 51 | 31 / 36 | 27M | 17M |
| Q1 2026 | 153 | 55M | 100.0% | 41 / 62 | 31 / 29 | 20M | 18M |
| Q4 2025 | 149 | 55M | 100.0% | 65 / 34 | 35 / 42 | 45M | 9M |
| Q3 2025 | 129 | 18M | 34.7% | 129 / 0 | 0 / 0 | 18M | 0M |
| Q2 2025 | 0 | 0M | 0.0% | 0 / 0 | 0 / 1 | 0M | 0M |
| Q1 2025 | 1 | 0M | 0.0% | 0 / 0 | 0 / 1 | 0M | 0M |
| Q4 2024 | 2 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
| Q3 2024 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q2 2024 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q1 2024 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q4 2023 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q3 2023 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
119 funds held WOLF in Q2 2026, 50% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of WOLF | Value | % of fund | As of |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) Semiconductor ETF | 1,687,518 | 3.18% | $81.42M | 2.34% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 1,357,156 | 2.56% | $65.48M | 0.40% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 998,122 | 1.88% | $48.16M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 756,449 | 1.43% | $36.50M | 0.04% | Jun 30, 2026 |
| Columbia Small Cap Growth Fund | 379,830 | 0.72% | $22.52M | 0.61% | May 31, 2026 |
| Fidelity Capital and Income Fund | 353,440 | 0.67% | $8.35M | 0.05% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 349,255 | 0.66% | $16.85M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 315,865 | 0.60% | $7.46M | 0.02% | Jul 31, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 307,200 | 0.58% | $14.82M | 0.10% | Jun 30, 2026 |
| State Street(R) SPDR(R) Bloomberg Convertible Securities ETF | 281,650 | 0.53% | $13.59M | 0.22% | Jun 30, 2026 |
| Calamos Market Neutral Income Fund | 279,148 | 0.53% | $6.59M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 270,424 | 0.51% | $13.05M | 0.09% | Jun 30, 2026 |
| Carillon Scout Mid Cap Fund | 255,069 | 0.48% | $12.31M | 0.29% | Jun 30, 2026 |
| JPMorgan U.S. Tech Leaders ETF | 241,276 | 0.46% | $11.64M | 0.25% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 194,274 | 0.37% | $9.37M | 0.09% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert A. Feurle | CEO and Director | 334,565 | 0.63% | Oct 19, 2026 |
| Issum Gregor van | CFO & Executive Vice President | 175,949 | 0.33% | Oct 19, 2026 |
| David Todd Emerson | Chief Operating Officer | 152,852 | 0.29% | Oct 19, 2026 |
| Bradley D. Kohn | EVP Chief Legal/Global Affairs | 58,764 | 0.11% | Sep 2, 2026 |
| Kevin Speirits | Interim CFO | 29,662 | 0.06% | Aug 4, 2025 |
| Neill Reynolds | Executive Vice President & CFO | 195,257 | 0.37% | Apr 30, 2025 |
| Andreas W. Mattes | Director | 23,944 | 0.05% | Oct 29, 2026 |
| Hong Q. Hou | Director | 39,147 | 0.07% | Oct 29, 2026 |
| Mark Edwin Jensen | Director | 39,147 | 0.07% | Oct 29, 2026 |
| Paul V. Walsh Jr | Director | 39,147 | 0.07% | Oct 29, 2026 |
| Michael W. Bokan | Director | 39,147 | 0.07% | Oct 29, 2026 |
| Anthony Abate | Director | 39,147 | 0.07% | Oct 29, 2026 |
| Aris Bolisay | Director | 0 | – | Feb 9, 2026 |
| Eric S. Musser | Director | 31,732 | 0.06% | Dec 19, 2025 |
| John C. Hodge | Director | 50,688 | 0.10% | May 12, 2025 |
| Thomas H. Werner | Director | 264,518 | 0.50% | May 1, 2025 |
| Thomas J. Seifert | Director | 20,476 | 0.04% | Feb 3, 2025 |
| George Haywood Young III | Director | 25,000 | 0.05% | Dec 9, 2024 |
| Duy Loan T. Le | Director | 83,879 | 0.16% | Dec 6, 2024 |
| Darren R. Jackson | Director | 119,080 | 0.22% | Dec 6, 2024 |
| Stacy J. Smith | Director | 72,191 | 0.14% | Dec 6, 2024 |
| Marvin Riley | Director | 32,131 | 0.06% | Dec 6, 2024 |
| Glenda Dorchak | Director | 37,522 | 0.07% | Dec 6, 2024 |
| Inc Citigroup | 10% owner | 2,779,930 | 5.25% | Nov 4, 2025 |
| Electronics Corp Renesas | 10% owner | – | – | Oct 6, 2025 |
| Electronics America Inc. Renesas | 10% owner | 16,852,372 | 31.80% | Oct 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Anthony Abate Director | Oct 27, 2026 | Award | +7,415 | – | – | 39,147 |
| Paul V. Walsh Jr Director | Oct 27, 2026 | Award | +7,415 | – | – | 39,147 |
| Michael W. Bokan Director | Oct 27, 2026 | Award | +7,415 | – | – | 39,147 |
| Mark Edwin Jensen Director | Oct 27, 2026 | Award | +7,415 | – | – | 39,147 |
| Andreas W. Mattes Director | Oct 27, 2026 | Award | +7,415 | – | – | 23,944 |
| Hong Q. Hou Director | Oct 27, 2026 | Award | +7,415 | – | – | 39,147 |
| Issum Gregor van CFO & Executive Vice President | Oct 15, 2026 | Tax withholding | −4,924 | $25.91 | $127.58K | 175,949 |
| David Todd Emerson Chief Operating Officer | Oct 15, 2026 | Tax withholding | −3,299 | $25.91 | $85.48K | 152,852 |
| Robert A. Feurle CEO and Director | Oct 15, 2026 | Tax withholding | −8,247 | $25.91 | $213.68K | 334,565 |
| Issum Gregor van CFO & Executive Vice President | Oct 1, 2026 | Tax withholding | −5,252 | $31.17 | $163.70K | 180,873 |
| Robert A. Feurle CEO and Director | Oct 1, 2026 | Tax withholding | −12,998 | $31.17 | $405.15K | 342,812 |
| Bradley D. Kohn EVP Chief Legal/Global Affairs | Sep 1, 2026 | Award | +19,835 | – | – | 58,764 |
| Robert A. Feurle CEO and Director | Sep 1, 2026 | Award | +76,037 | – | – | 355,810 |
| Issum Gregor van CFO & Executive Vice President | Sep 1, 2026 | Tax withholding | −19,693 | $26.31 | $518.12K | 152,570 |
| Issum Gregor van CFO & Executive Vice President | Sep 1, 2026 | Award | +33,555 | – | – | 186,125 |
| Andreas W. Mattes Director | Sep 1, 2026 | Award | +16,529 | – | – | 16,529 |
| David Todd Emerson Chief Operating Officer | Sep 1, 2026 | Award | +33,059 | – | – | 156,151 |
| David Todd Emerson Chief Operating Officer | Aug 31, 2026 | Gift | −718 | – | – | 123,092 |
| David Todd Emerson Chief Operating Officer | Jul 15, 2026 | Tax withholding | −3,299 | $35.10 | $115.79K | 123,810 |
| Robert A. Feurle CEO and Director | Jul 15, 2026 | Tax withholding | −8,247 | $35.10 | $289.47K | 279,773 |
| Bradley D. Kohn EVP Chief Legal/Global Affairs | Jul 1, 2026 | Award | +38,775 | – | – | 38,929 |
| Robert A. Feurle CEO and Director | May 1, 2026 | Tax withholding | −29,307 | $36.76 | $1.08M | 288,020 |
| Hong Q. Hou Director | Dec 17, 2025 | Award | +31,732 | – | – | 31,732 |
| Anthony Abate Director | Dec 17, 2025 | Award | +31,732 | – | – | 31,732 |
| Eric S. Musser Director | Dec 17, 2025 | Award | +31,732 | – | – | 31,732 |
| Paul V. Walsh Jr Director | Dec 17, 2025 | Award | +31,732 | – | – | 31,732 |
| Mark Edwin Jensen Director | Dec 17, 2025 | Award | +31,732 | – | – | 31,732 |
| Michael W. Bokan Director | Dec 17, 2025 | Award | +31,732 | – | – | 31,732 |
| David Todd Emerson Chief Operating Officer | Dec 8, 2025 | Award | +126,931 | – | – | 127,109 |
| Robert A. Feurle CEO and Director | Dec 8, 2025 | Award | +317,327 | – | – | 317,327 |
| Issum Gregor van CFO & Executive Vice President | Dec 8, 2025 | Award | +172,263 | – | – | 172,263 |
| Inc Citigroup 10% owner | Oct 31, 2025 | Buy | +53,530 | $27.46 | $1.47M | 2,779,930 |
| Inc Citigroup 10% owner | Oct 31, 2025 | Sale | −194,423 | $26.18 | $5.09M | 2,585,507 |
| Inc Citigroup 10% owner | Oct 31, 2025 | Buy | +24,773 | $26.67 | $660.70K | 2,726,400 |
| Inc Citigroup 10% owner | Oct 30, 2025 | Buy | +116,002 | $26.12 | $3.03M | 2,701,627 |
| David Todd Emerson Chief Operating Officer | Sep 29, 2025 | Other | +178 | – | – | 178 |
| David Todd Emerson Chief Operating Officer | Sep 29, 2025 | Other | −21,300 | – | – | 0 |
| Kevin Speirits Interim CFO | Aug 1, 2025 | Tax withholding | −3,493 | $1.52 | $5.31K | 29,662 |
| John C. Hodge Director | May 12, 2025 | Award | +3,048 | $3.28 | $10.00K | 50,688 |
| Thomas H. Werner Director | Apr 30, 2025 | Award | +22,500 | – | – | 263,835 |
| Neill Reynolds Executive Vice President & CFO | Apr 28, 2025 | Sale(10b5-1 plan) | −13,909 | $3.99 | $55.50K | 195,257 |
| Thomas H. Werner Executive Chair, Director | Mar 31, 2025 | Award | +22,500 | – | – | 241,335 |
| Thomas H. Werner Executive Chair, Director | Feb 28, 2025 | Award | +36,947 | – | – | 218,835 |
| Thomas J. Seifert Director | Feb 3, 2025 | Award | +1,642 | $6.09 | $10.00K | 20,476 |
| John C. Hodge Director | Feb 3, 2025 | Award | +1,642 | $6.09 | $10.00K | 47,640 |
| Thomas H. Werner Executive Chair, Director | Jan 31, 2025 | Award | +34,201 | – | – | 181,888 |
| Thomas H. Werner Executive Chair, Director | Dec 31, 2024 | Award | +39,138 | – | – | 147,687 |
| Thomas J. Seifert Director | Dec 5, 2024 | Award | +18,834 | – | – | 18,834 |
| George Haywood Young III Director | Dec 5, 2024 | Award | +18,834 | – | – | 33,834 |
| John C. Hodge Director | Dec 5, 2024 | Award | +18,834 | – | – | 45,998 |
| Darren R. Jackson Director | Dec 5, 2024 | Award | +18,834 | – | – | 104,830 |
| Duy Loan T. Le Director | Dec 5, 2024 | Award | +18,834 | – | – | 63,879 |
| Glenda Dorchak Director | Dec 5, 2024 | Award | +18,834 | – | – | 37,522 |
| Marvin Riley Director | Dec 5, 2024 | Award | +18,834 | – | – | 32,131 |
| Stacy J. Smith Director | Dec 5, 2024 | Award | +18,834 | – | – | 72,191 |
| Glenda Dorchak Director | Nov 22, 2024 | Buy | +3,592 | $8.33 | $29.92K | 18,688 |
| Thomas H. Werner Director | Nov 20, 2024 | Buy | +37,500 | $6.53 | $244.88K | 108,549 |
| Darren R. Jackson Director | Nov 20, 2024 | Buy | +36,975 | $6.76 | $249.95K | 85,996 |
| Stacy J. Smith Director | Nov 20, 2024 | Buy | +30,376 | $6.43 | $195.32K | 53,357 |
| Duy Loan T. Le Director | Nov 20, 2024 | Buy | +10,000 | $6.38 | $63.80K | 20,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
98.09%
29M shares short
Days to cover
8.9
At 3M shares a day
Change since last report
+5.9%
From 27M shares
Short volume, 20 days
56.0%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Wolfspeed's stock actually held short. Settlement fails (shares not delivered on time) peaked at 317,822 shares on Sep 2, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Neill Reynolds Officer | Apr 28, 2025 | 13,909 | $55.50K | Apr 28, 2025 | Restricted Stock |
| Neill Reynolds Officer | Dec 22, 2023 | 3,000 | $134.81K | Dec 22, 2023 | Restricted Stock |
| Neill Reynolds Officer | Dec 15, 2023 | 3,500 | $153.99K | Dec 15, 2023 | Restricted Stock |
| Neill Reynolds Officer | Dec 8, 2023 | 3,500 | $140.49K | Dec 8, 2023 | Restricted Stock |
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