Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cerebras Systems Inc (CBRS)

408 + Investors. Track Smart Money conviction in CBRS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

408+

Inst. Holders

Hedge Fund Ownership: CBRS

How many hedge funds hold CBRS — quarterly history vs. share price
Quarterly hedge fund ownership of CBRS vs. share price

Market Analysis: CBRS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CBRS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Cerebras Systems Inc (CBRS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CBRS has moved relative to its sector benchmark (XLK) since the 2026 Q3 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End September 30, 2026 · 37d ago
CBRS
-50.1%
XLK
-15.8%

CBRS outperformed XLK by -34.3% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · -8d ago
CBRS
+0.0%
XLK
+0.0%

Since the filing became public, CBRS outperformed XLK by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 9 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: CBRS
2026 Q3 Stats Unlock in 13 days 408 + Investors

Track Smart Money conviction in CBRS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 408 0 100%
13F Shares 104M 0 100%
Total Value $22.40B $0 100%
New Positions 418 0 +418
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 24 0 100%
Total Puts 18 0 100%
PUT/CALL Ratio 0.75 0.0 Neutral

Statistics: CBRS

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Financial Highlights

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Institutional Holders (2026 Q2)

408 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CBRS. Verified SEC 13F-HR filings.

Top 25 CBRS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Eclipse Operations, LLC 98.28% 11,446,270 $2.53B
2 Washington University 45.99% 551,086 $121.8M
3 Hamilton Lane Advisors LLC 35.44% 238,304 $52.7M
4 Totem Point Management, LLC 24.46% 180,953 $40.0M
5 Legal Advantage Investments, Inc. 24.41% 314,889 $69.6M
6 Adams Street Partners LLC 19.88% 398,144 $88.0M
7 Altimeter Capital Management, LP 16.24% 7,225,037 $1.60B
8 University of Wisconsin Foundation 14.86% 84,911 $18.8M
9 Brown University 14.64% 145,700 $16.3M
10 Advanced Micro Devices Inc 13.38% 794,467 $175.6M
11 Liberty Street Advisors, Inc. 10.31% 236,563 $52.3M
12 Trustees of the University of Pennsylvania 6.81% 32,135 $7.1M
13 Flight Deck Capital, LP 6.67% 62,200 $13.7M
14 Harvard Management Co Inc 5.61% 1,081,283 $239.0M
15 Atreides Management, LP 4.79% 3,110,086 $687.3M
16 ICG Advisors, LLC 3.94% 5,359 $1.2M
17 StepStone Group LP 3.48% 340,321 $75.2M
18 Coatue Management LLC 3.19% 7,011,028 $1.55B
19 AI-Squared Management Ltd 3.17% 26,900 $5.9M
20 Talos Eurisko Asset Management LP 3.14% 100,000 $22.1M
21 Dragoneer Investment Group, LLC 3.12% 400,000 $88.4M
22 Tiger Global Management LLC 2.76% 2,999,000 $662.8M
23 Privium Fund Management B.V. 2.46% 60,500 $13.4M
24 Lavelle Capital LP 2.31% 24,270 $5.4M
25 Seven Grand Managers, LLC 2.22% 250,000 $55.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

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Frequently Asked Questions — Cerebras Systems Inc (CBRS)

Is it too late to buy Cerebras Systems Inc (CBRS) following the 2026 Q3 hedge fund 13F filings?

As of today, CBRS has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLK sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), CBRS has gained -50.1% vs -15.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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