Insider filings
Cerebras Systems Inc. (CBRS)
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About Cerebras Systems Inc.
from the company's filings and listing, as of Oct 24, 2026- Exchange
- NASDAQ
- Sector
- Technology
- Industry
- Semiconductors
- Chief executive
- Andrew D. Feldman
- Employees
- 708
- Listed since
- May 14, 2026
- Market value
- $25.1B
- Price to earnings (12 mo)
- -
- Net income per share, as reported (12 mo)
- -$3.39
- Dividend yield
- -
Earnings
3 reported quarters · next on Nov 12, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 12, 2026 | -$0.04 | -$0.17 | $209.9M | $190.6M | EPS beatRevenue beat |
| Q1 FY2026reported Jun 23, 2026 | -$0.04 | -$0.16 | $191.3M | $181.2M | EPS beatRevenue beat |
| Apr 17, 2026 | -$0.12 | n/a | $171.4M | n/a | EPS n/aRevenue n/a |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| Eclipse Operations, LLC | $2.5B | 11,446,270 | New | 7.58% |
| FMR LLC | $1.9B | 8,435,095 | New | 5.59% |
| Altimeter Capital Management, LP | $1.6B | 7,225,037 | New | 4.79% |
| Coatue Management LLC | $1.5B | 7,011,028 | New | 4.64% |
| Capital World Investors | $860.7M | 3,894,458 | New | 2.58% |
| Morgan Stanley | $712.6M | 3,224,209 | New | 2.14% |
| Atreides Management, LP | $687.3M | 3,110,086 | New | 2.06% |
| JPMorgan Chase & Co. | $670.3M | 3,100,806 | New | 2.05% |
| Tiger Global Management LLC | $662.8M | 2,999,000 | New | 1.99% |
| VY Capital Management Co. Ltd. | $474.4M | 2,146,825 | New | 1.42% |
| BlackRock, Inc. | $458.6M | 2,075,168 | New | 1.37% |
| T. Rowe Price Associates, Inc. | $451.9M | 2,044,623 | New | 1.35% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding CBRS
12 of 13 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Altimeter CapitalBrad Gerstner | $1.6B | 7,225,037 | 16.2% |
| Coatue ManagementPhilippe Laffont | $1.5B | 7,011,028 | 3.2% |
| Atreides Management | $687.3M | 3,110,086 | 4.8% |
| Tiger Global ManagementChase Coleman | $662.8M | 2,999,000 | 2.8% |
| Dmitry BalyasnyBalyasny Asset Management | $247.6M | 1,120,356 | 0.3% |
| Cathie WoodARK Invest | $169.0M | 764,613 | 1.1% |
| Alpha Wave Global | $112.7M | 510,000 | 1.8% |
| Dragoneer Investment Group | $88.4M | 400,000 | 3.1% |
| Davidson Kempner Capital Management | $75.0M | 339,218 | 0.9% |
| ExodusPoint Capital Management | $64.6M | 292,273 | 0.4% |
| Montanova Capitalformerly Suvretta | $38.0M | 171,900 | 0.7% |
| Whale Rock Capital Management | $11.2M | 50,696 | 0.1% |
Also holding CBRS: Situational Awareness.
13 of the 97 fund managers we track list CBRS shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
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Open-market insider trades
6 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Yagnesh PatelChief Accounting Officer | Sold · scheduled | 1,320 | $204.50 | $270K | Sep 28, 2026filed Sep 30, 2026 | 2d |
| Dhiraj MallickChief Operating Officer | Sold · scheduled · 19 lines | 396,000 | $204.04 | $80.8M | Sep 29, 2026filed Sep 30, 2026 | 1d |
| Robert Patrick Komin Jr.Chief Financial Officer | Sold · scheduled · 15 lines | 31,700 | $203.54 | $6.5M | Sep 29, 2026filed Sep 30, 2026 | 1d |
| Sean LieChief Technology Officer | Sold · scheduled · 9 lines | 120,000 | $208.97 | $25.1M | Sep 25, 2026filed Sep 28, 2026 | 1d |
| Steven VassalloDirector | Sold · 3 lines | 50,000 | $210.30 | $10.5M | Sep 4, 2026filed Sep 8, 2026 | 1d |
| Andrew D. FeldmanCEO, President | Sold · 10 lines | 32,841 | $211.54 | $6.9M | Sep 4, 2026filed Sep 8, 2026 | 1d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (16)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Eric VishriaDirector | Other (see filing) | 59,126 | Oct 5, 2026 |
| Andrew D. FeldmanCEO, President | Other (see filing) | 159 | Oct 5, 2026 |
| Lior SusanDirector | Other (see filing) | 1,329,973 | Sep 30, 2026 |
| Dhiraj MallickChief Operating Officer | Conversion | 276,000 | Sep 29, 2026 |
| Dhiraj MallickChief Operating Officer | Option exercise | 276,000 | Sep 29, 2026 |
| Sean LieChief Technology Officer | Option exercise | 120,000 | Sep 25, 2026 |
| Sean LieChief Technology Officer | Option exercise | 120,000 | Sep 25, 2026 |
| Sean LieChief Technology Officer | Gift | 36,000 | Sep 25, 2026 |
| Sean LieChief Technology Officer | Conversion | 120,000 | Sep 25, 2026 |
| Lior SusanDirector | Other (see filing) | 500,610 | Sep 23, 2026 |
| Andrew D. FeldmanCEO, President | Other (see filing) | 120 | Sep 21, 2026 |
| Eric VishriaDirector | Other (see filing) | 44,507 | Sep 21, 2026 |
| Lior SusanDirector | Other (see filing) | 499,312 | Sep 15, 2026 |
| Eric VishriaDirector | Other (see filing) | 44,507 | Sep 8, 2026 |
| Andrew D. FeldmanCEO, President | Option exercise | 37,441 | Sep 4, 2026 |
| Andrew D. FeldmanCEO, President | Other (see filing) | 120 | Sep 8, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling CBRS?
Across the 6 most recent open-market filings shown here, 0 were purchases and 6 were sales. 4 were scheduled in advance under a Rule 10b5-1 plan.
How quickly are CBRS trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.