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WO

WOLF WOLFSPEED INC

2026Q2 · CUSIP 97785W106 · Analog & Power · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
260
Institutions that reported holding it to the SEC
Net increase in holders
+108
Last quarter 152 → now 260
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

260 funds held WOLF at the end of 2026Q2, up 108 from the quarter before. That is stronger buying than 98.4% of US stocks — among the most piled-into names this quarter. WOLF has had 2 buying rushes in its history, and the price moved +5.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Semiconductors sector, tagged Analog & Power.

How many funds owned it, quarter by quarter

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

2020Q2: holders=1 2020Q3: holders=1 2020Q4: holders=1 2021Q1: holders=1 2021Q2: holders=1 2021Q3: holders=1 2021Q4: holders=1 2022Q1: holders=1 2022Q2: holders=1 2022Q3: holders=1 2022Q4: holders=1 2023Q1: holders=1 2023Q2: holders=1 2023Q3: holders=1 2023Q4: holders=1 2024Q1: holders=1 2024Q2: holders=1 2024Q3: holders=1 2024Q4: holders=2 2025Q1: holders=1 2025Q3: holders=129 2025Q4: holders=148 2026Q1: holders=152 2026Q2: holders=260 -128 -64 +0 +64 +128 0137273 20Q221Q121Q422Q323Q224Q124Q425Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 2 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2025Q3 Top 1% in the market -0.7% +5.2%

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
113
Change in large funds
+63
Total value they hold
$3.1B
Funds buying for the first time
151
Funds that sold out entirely
43
Price change that quarter
-55.7%
Funds holding puts (bearish)
16
Funds holding calls (bullish)
19

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.