13FPulse
GF

GFS GLOBALFOUNDRIES Inc.

2026Q2 · CUSIP G39387108 · Foundry & OSAT · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
433
Institutions that reported holding it to the SEC
Net increase in holders
+86
Last quarter 347 → now 433
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

433 funds held GFS at the end of 2026Q2, up 86 from the quarter before. That is stronger buying than 97.6% of US stocks — among the most piled-into names this quarter. GFS has had 8 buying rushes in its history. It sits in the Semiconductors sector, tagged Foundry & OSAT.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2022Q1: holders=180 2022Q2: holders=212 2022Q3: holders=216 2022Q4: holders=251 2023Q1: holders=274 2023Q2: holders=253 2023Q3: holders=254 2023Q4: holders=263 2024Q1: holders=258 2024Q2: holders=266 2024Q3: holders=269 2024Q4: holders=270 2025Q1: holders=257 2025Q2: holders=297 2025Q3: holders=289 2025Q4: holders=320 2026Q1: holders=347 2026Q2: holders=433 -86 -43 +0 +43 +86 162309455 22Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 20%
2025Q4 Top 20%
2025Q2 Top 10%
2023Q1 Top 10%
2022Q4 Top 20%
2022Q2 Top 5%
2022Q1 Top 5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
182
Change in large funds
+38
Total value they hold
$45.0B
Funds buying for the first time
144
Funds that sold out entirely
58
Price change that quarter
Funds holding puts (bearish)
12
Funds holding calls (bullish)
12

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.