Insider filings
Cerebras Systems Inc. (CBRS)
About Cerebras Systems Inc.
from the company's filings and listing- Exchange
- NASDAQ
- Sector
- Technology
- Industry
- Semiconductors
- Chief executive
- Andrew D. Feldman
- Employees
- 708
- Listed since
- May 14, 2026
- Market value
- $44.4B
- Price to earnings
- -
- Earnings per share
- -$3.39
- Dividend yield
- -
Earnings
2 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 |
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 marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Eclipse Ventures, LLC | $2.5B | 11,446,270 | +100.0% | 7.58% |
| FMR LLC | $1.9B | 8,435,095 | +100.0% | 5.59% |
| Altimeter Capital Management, LP | $1.6B | 7,225,037 | +100.0% | 4.79% |
| Coatue Management LLC | $1.5B | 7,011,028 | +100.0% | 4.64% |
| Jane Street Group, LLC | $1.1B | 4,972,400 | +100.0% | 3.29% |
| Capital World Investors | $860.7M | 3,894,458 | +100.0% | 2.58% |
| Morgan Stanley | $712.6M | 3,224,209 | +100.0% | 2.14% |
| Atreides Management, LP | $687.3M | 3,110,086 | +100.0% | 2.06% |
| Jpmorgan Chase & Co | $670.3M | 3,100,806 | +100.0% | 2.05% |
| Tiger Global Management LLC | $662.8M | 2,999,000 | +100.0% | 1.99% |
| Jane Street Group, LLC | $638.4M | 2,888,800 | +100.0% | 1.91% |
| Susquehanna International Group, LLP | $543.1M | 2,457,400 | +100.0% | 1.63% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
5 filings of 264 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Steven VassalloDirector | Sold · 3 lines | 50,000 | $210.30 | $10.5M | Sep 4, 2026 | 4d |
| Andrew D. FeldmanCEO, President | Sold · 15 lines | 37,141 | $210.53 | $7.8M | Sep 4, 2026 | 4d |
| Sean LieChief Technology Officer | Sold | 53,460 | $210.16 | $11.2M | Sep 4, 2026 | 4d |
| Andrew D. FeldmanCEO, President | Sold · 13 lines | 237,559 | $199.27 | $47.3M | Aug 21, 2026 | 4d |
| Sean LieChief Technology Officer | Sold · 8 lines | 674,880 | $207.62 | $140.1M | Aug 20, 2026 | 1d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Sean LieChief Technology Officer | Gift | 16,038 | Sep 4, 2026 |
| Sean LieChief Technology Officer | Conversion | 46,141 | Sep 4, 2026 |
| Andrew D. FeldmanCEO, President | Option exercise | 37,441 | Sep 4, 2026 |
| Andrew D. FeldmanCEO, President | Other (see filing) | 120 | Sep 8, 2026 |
| Andrew D. FeldmanCEO, President | Conversion | 37,441 | Sep 4, 2026 |
| Sean LieChief Technology Officer | Option exercise | 46,141 | Sep 4, 2026 |
| Lior SusanDirector | Other (see filing) | 996,161 | Sep 2, 2026 |
| Eric VishriaDirector | Other (see filing) | 44,507 | Aug 24, 2026 |
| Benchmark Capital Management Co. VIII, L.L.C.10% owner | Other (see filing) | 963,818 | Aug 24, 2026 |
| Benchmark Capital Management Co. VIII, L.L.C.10% owner | Conversion | 963,818 | Aug 24, 2026 |
| Foundation Capital Management Co. VIII, L.L.C.10% owner | Other (see filing) | 306,087 | Aug 21, 2026 |
| Steven VassalloDirector | Conversion | 1,224,187 | Aug 21, 2026 |
| Foundation Capital Management Co. VIII, L.L.C.10% owner | Conversion | 1,224,187 | Aug 21, 2026 |
| Steven VassalloDirector | Other (see filing) | 407,803 | Aug 21, 2026 |
| Andrew D. FeldmanCEO, President | Gift | 50,000 | Aug 21, 2026 |
| Andrew D. FeldmanCEO, President | Conversion | 237,559 | Aug 21, 2026 |
| Andrew D. FeldmanCEO, President | Option exercise | 475,118 | Aug 21, 2026 |
| Andrew D. FeldmanCEO, President | Other (see filing) | 120 | Aug 24, 2026 |
| Sean LieChief Technology Officer | Gift | 213,074 | Aug 20, 2026 |
| Sean LieChief Technology Officer | Conversion | 696,798 | Aug 20, 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 5 most recent open-market filings shown here, 0 were purchases and 5 were sales.
How quickly are CBRS trades disclosed?
Insider filings on this page reached the public a median of 4 days after the transaction, 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 Sep 10, 2026.