Follow-The-Filings

Security · featured owners

WOLF Wolfspeed Inc.

COMMON STOCK Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 1.4%
  • $44M
  • 4 new 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 1.4% (Ning Jin - Avantyr Capita...) · not free-float ownership

  1. Ning Jin new 1.4%
  2. Nehal Chopra new 0.80%
  3. Polen Capital Management new 0.02%
  4. Dan Loeb new 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
Ning Jin - Avantyr Capital Partners 2026 Q2 1.4% New 1.4% 811,392 $39M history
Nehal Chopra - Ratan Capital Management 2026 Q2 0.80% New 0.80% 51,128 $2M history
Polen Capital Management 2026 Q2 0.02% New 0.02% 38,219 $2M history
Dan Loeb - Third Point 2026 Q2 0.01% New 0.01% 10,000 $483K history
Himanshu Shah - Shah Capital Management exited 2026 Q2 last 2026 Q1 1.6% Exit −1.59 pp 508,948 $8M history
George Soros - Soros Fund Management exited 2026 Q2 last 2026 Q1 0.04% Exit −0.04 pp 251,320 $4M history

4 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,9.01 Filing Doc
10-K 10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,8.01,9.01 Filing Doc
8-K/A 5.02 Filing Doc
424B3 424B3 Filing Doc
8-K 8.01,9.01 Filing Doc
424B3 424B3 Filing Doc
424B3 424B3 Filing Doc
S-1 S-1 Filing Doc
10-Q 10-Q Filing Doc
424B3 424B3 Filing Doc
424B3 424B3 Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,3.02,8.01,9.01 Filing Doc
424B3 424B3 Filing Doc
424B3 424B3 Filing Doc
8-K 1.01,2.03,3.02,8.01,9.01 Filing Doc
424B3 424B3 Filing Doc
424B3 424B3 Filing Doc
424B3 424B3 Filing Doc
8-K 8.01,9.01 Filing Doc
424B3 424B3 Filing Doc
S-1 S-1 Filing Doc
10-Q 10-Q Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 shown

Filed Form Detail Links
4 Period Jul 15, 2026 · 2 forms Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period May 1, 2026 Filing Doc
4 Period Dec 17, 2025 · 6 forms Filing Doc

Updated 1 day ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $921.9M $807.2M $757.6M —
Gross profit $279.5M $77.4M -$121.6M —
Gross margin * 30.3% 9.6% -16.1% —
Net income -$329.9M — -$1.61B —
Net margin * -35.8% — -212.4% —

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $3.61B $3B $2.54B $1.59B
Total non-current assets * $2.98B $4.98B $4.31B $1.42B
Total assets $6.59B $7.98B $6.85B $3B
Total current liabilities $627.9M $665.3M $7.09B $231.6M
Total non-current liabilities * $4.34B $6.44B $211.5M $1.84B
Total equity $1.62B $882.1M -$447.1M $930.2M

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations -$142.6M -$725.6M -$711.7M —
Cash from investing -$1.15B -$1.94B -$268.1M —
Cash from financing $2.6B $1.96B $400.1M —
Net change in cash $1.31B -$711.1M -$578.7M —

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders